Re: ZEN and the Art of Yoda!
in response to
by
posted on
Sep 18, 2014 08:57PM
Hydrothermal Graphite Deposit Ammenable for Commercial Graphene Applications
Hey Boxter,
A couple of points, the first being that I was guessing TESLA is currently paying 10k per ton. They could be paying more or less but they would need to be enticed by price (assuming performance was equal) to change their current supply chain. Now, we are clean, located in NA, close to infrastructure all great things.
But you are absolutely correct, the numbers and benefit to any current synthetic user are staggering. I was trying to make a point by using a low number per ton. The economics are incredible, and don't be fooled, the end users know it. However, they will need confirmation that it works for their application. Hence the need to test. We have all seen the characteristics from the news releases, they appear to be equal or better than synthetic in all regards. Samples are currently going out to end users according to the company's last news release. Thats why I believe we are at the most exciting point in the evolution of this play, a knock at the door could literally come at any time in the 4th quarter. I am no expert on testing procedures but once completed, I think we will all be very happy.
Quincey