Look at the following flow chart from Industrial metals, you will see lump and high purity at the top of the value chain, ZEN has both!
http://agoracom.com/ir/Zenyatta/forums/discussion/topics/570629-great-graphic-on-how-graphite-is-priced-confirms-what-i-have-been-saying/messages/1793437#message
Cheers!
G.
PS: hey Sum, notice the price go up as I predicted?