Re: nervous nellies/ "if I was running this company"
posted on
Apr 27, 2014 10:01AM
Larry
Thank you for your Brent Cook graphic and comments. Excellent.
Using your comments and other knowNs, I conclude that pre zen PEA release by June 30th will trigger NR,s the week of May 12th, beginning with 1) resource update; 2) processing/milling cots update and finally 3) the first? Off take graphite supply contract and it's pricing.
I note that AE + relevant execs will be in Japan starting this week, .... To finalize the graphite sale and it's price. The release of revised tonnage, certified milling costs would help the contract negations too.
I'd appreciate your comments on the dates, etc.
Many thanks, Peter