Re: Most likely Scenario
in response to
by
posted on
Jan 23, 2015 11:52AM
Hydrothermal Graphite Deposit Ammenable for Commercial Graphene Applications
One thing to note is that even if we had say an off-take agreement today it would most likely NOT publicly disclose the price. I have looked at a few other graphite company news releases regarding off takes and they seldom if ever disclose pricing - this remains confidential. This of sourse, is why or one of the main reasons why the market does not 'see' the value of Albany.
I don't see how engaging a miner at or near todays selling price 'confirms' the potential. That would simply confirm that todays price is near full value. Any miner who wanted to buy in would of course be privy to all information so they would clearly see that a $3 (or whatever) price would be or should be soundly rejected.
One other thing to remember, a lot of these large international end users actually do have mining divisions. A curious thing hit me the other day when I was re-reading the AGM notes from a few posters who made it to the meeting (nothing else to read!!) - AE stated that the ned users won't make any moves until the PEA shows it is economic. So, i thought, why would they care if it is economic or just break even? As long as they get their product at the agreed upon price do they care whether it cost $1K or $7K per ton to process? They would only care if....well you can figure out the answer.