This is from the Roth Report:
Concrete market could absorb all of Albany production, in our view. We view this as a significant development for ZEN due to the magnitude of the concrete market. The concrete market totaled 4.1 billion tonnes in 2015 and assuming the graphene based ad mixture was approximately 1% of a cement mixture, ZEN would only need to capture 1% of the concrete market in order to consume its total planned annual production rate of 30,000 tonnes of graphite.
If ZEN captured 1% of that industry at 1% cement mixture, ZEN would need to produce 410k to satisfy those numbers. I think it is very safe to say that they could take all our production.
G.
