Long Term -
PBNRs are the future of nuclear energy. And, until the technoloy advances for alternative energy sources, nuclear energy will do the "heavy lifting" for the world's energy needs.
Nuclear fuel is embedded in graphite "balls" in a PBNR and that graphite "pebble' prevents the possiblity of a nulclear fuel "melt down". This is a top end (read: high cost) use of graphite.
If the ZEN resource can provide this purity of graphite, at a below market rate, the value of the ZEN graphite will go WAY over $8500/ton.
Waiting patiently.
- panamax