Far East Capital Newsletter
Graphene companies - comparing the leaders
29 Apr 2017

In This Issue

Graphene companies - comparing the leaders

While the markets are quiet we have chosen to revisit one of our favourite topics; graphene.

I have had a number of clients comment to me about the very strong share price performance of Talga vis a vis First Graphite resulting in market capitalisations of $150m and $33m respectively. My off-the cuff reaction is to say "well, the spread is too great". Either Talga is to expensive or FGR is too cheap, or both. To help investors understand the differences I have gone though the presentation delivered by Talga at the Goldman-Sachs mid-cap conference this week.

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