allatsea, to each their own and am not trying to convince anyone to do what I did/do
ser are poised for significant growth and are rather conservative in the way they are pitching the tie up with Monash University.
ie, there was talk initially of a bench scale graphene production project and now in the quarterly it is going ahead - just a comment and no fanfare.
with the increased supply of graphene then one would expect the research to move beyond the lab.
with Graphitec then the ser options will need to be excised so that will be a handy amount of cash to ser, plus sp will need to be a lot higher - benchmark against Tarcoola gold demerge with sp over 11c
when one looks at the bubble bursting with a lot of the graphite story, then it has had minimal impact on ser - and why is this?
of course had ser been ramping the grapheme space and sp hit 8c, then a fallback to 5c on friday would be justified. neither scenario happened.
once the worldwide licensing is signed then expect more talk about Graphitec - hopefully it will be signed before the annual report is issued
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allatsea, to each their own and am not trying to convince anyone...
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