Re: Zen & the Li-Ion Battery Market
in response to
by
posted on
Oct 10, 2014 03:07PM
Hydrothermal Graphite Deposit Ammenable for Commercial Graphene Applications
Great post Takenotes. I also have come to the same conclusion for sometime that flake producers either don't understand or don't want anyone else to understand that ZEN has something very special, and that the Albany graphite does not need the processing that others claim in order to be used for the highest value applications. It was clear to me from my research that there are three key issues:
1) purity-the higher the better and ZEN has achieved over 99.99%
2) physical properties such as electrical resistivity, crystalinity, density and particle size. Flakers are mixing a number of things up. Bottom line ZEN has all of these things at the highest level = to synthetic with very simple processing.
3) quantity - again ZEN's deposit is miles ahead of everyone else because they have > 1.4 m tons and virtually all of it will go to high value applications. Flakers will lose material by sorting flakes and then again by processing to get particle size. Most will end up with 10% or less of their actual resource which can be used for high value applciation.
To boot we have by far the best management team.
I as you am very confident that ZEN will get taken out for orders of magnitude above today's market price, it is just too valuable and there are too many miners looking for value.
cheers
TP