Re: Most likely Scenario
in response to
by
posted on
Jan 25, 2015 09:06AM
Hydrothermal Graphite Deposit Ammenable for Commercial Graphene Applications
I am having trouble trying to figure out if you had a point you were trying to make in your post or if it just represented a collective opinion. Maybe you can clarify that LT, usually your posts are very informative. One thing that I must address is the issue raised on SH by the notorious C.... I really don't want to spell it out. This issue of destroying samples by processing them. First he has and presents no proof for this hypothesis. Second why would this be the case as ZEN provided most physical characteristics back in 2013 with what was likely the most rudimentary of processing flowsheets. I for one believe this is yet another red herring like Sulfur which is tossed out there to destroy the current momentum. Why, simple some people are making a lot of money on these price swings.
Investors need to keep their eye on the ball. Good things take time and we have not heard anything from the company to dispell the great properties or the great potential for the Albany graphite. There could be a myrid of reasons for this delay, some could relate to processing but there are simply no facts and the company has been very careful to not allow any information to leak.
Lets look at the current SP, at $C1.68, the graphite in the ground is worth just slightly more than $US 45 per ton. I am wondering if anyone thinks this is really a relavant price for ZEN. Heck companies (Focus) are predicting about $US 2,500/ton price for concentrate which is only about 95% pure. It seems like we are almost at that stage with just flotation based on recent ZEN PR.
One thing we know for sure is that no other graphite producers ever proposed that their graphite had the same or better electrical, SEM, BET, purity, size properties as the Albany material has. Some have equivalent material on one property or the other but none have shown the level of crystalinity and purity that ZEN has except for synthetic producers who can at great cost produce something similar.
So where are we
1) C$ continues to fall making ZEN cheaper in US$ all the time.
2) Still have great and growing demand for high quality graphite for tech sector
3) Albany still has 1.4 million tons or more high quality graphite in the ground
4) No insiders have questioned strategy, quit or sold any shares
5) There has always been lots of external interest in ZEN's Albany deposit, lets not forget Canadian government grants, Oakridge National Laboratory testing for battery use, over 20 NDAs with end users and several with universities.
Time to keep an eye on the good things that we all invested in ZEN for and not let the PEA delay and a few people who clearly have agendas, like being fully invested in competitors, distract us from the prize.
Cheers
TP