Questions and Observations...
posted on
Feb 01, 2015 02:10PM
Hydrothermal Graphite Deposit Ammenable for Commercial Graphene Applications
I see that my post in rebuttle to points raised by Gloriuex has been deleted (for a 2nd time).
The fact that it had more recomendations by Glorieux's post in itself was reflective of the merit of the points I had raised, as such, the post was brought back to life..only to again be deleted.
I thank Mark for reposting and tailoring it accordingly so as to avoid another deletion.
http://agoracom.com/ir/Zenyatta/forums/discussion/topics/633428-aubrey-deserves-our-praise/messages/1986908#message
The apparent reason for the censorship...i had referred to AE's share stake in ZEN as "icing on a big-*** cake". the *** represent a three letter word than is often substituted for "buttocks"...
that three letter word was not directed towards AE, the company or any poster here, or any living organism at all for that matter...talk about grasping at straws for a reason to censor conversation. give me a break ppl
NOW, that is out of the way, has anyone asked themselves the following....
what is the main graphite market targetted by ZEN? Batteries? Fuel Cells?
the li-on markets/technology currently used is actually, in technology years, actually quite dated. Current Li-On tehcnology comercialized was developed in the 90's and annually there are advances being made towards improvement. Over the past few years, efforts have been made to advance the anode...which is graphite currently.
Now, you may say "yes, it will take a while to commercialize...
True, but every year over the past few years companies/countries/labs have been advancing tiwards commercialization of advanced anodes which do not require a lick of graphite.
how does this tie in to ZEN?
well, the company still has to do a PFS-BFS-EA, lets aggresively say one year.
should the deposit be sold, the buyer will have to dump $300M at a CAPEX and build a mine, lets say 1.5 years.
we are now 2.5 years away from any graphite at albany available for commercial use. And whoever is mining this stuff will targetting a mine life of 25 years...
the questions i propose....
1. What will the lithium-ion technology be like in 2.5 years?
2. Will litium-ion batteries even be used in 5-10-25 years from now?
3. If there is so much uncertrainty about targeting a moving industry, what mining company will be willing to dump $650M-$1.2B ($10-$20/share) for a material with future pricing and market uncertainty?
4. The main drawback for flake graphite deposits targeting battery market has been the loss of material in developign battery tailored grpahite. Well, read up on recent reports from other graphite projects (focus/northern)...ongoing research has led to steady improvements of recoveries in processing flake grpahite for batteries? Is it possible that further advancements can make it competitive with vein graphtie for batteries?
5. Nuclear industry will require years of testing of albany grpahite in order to qualify...will we be waiting around sitting on albany for 2 years waiting for test results before being able to advance the project? I know i wont be waiting for that...
As an investor, these are things we must consider. Nothing is ever all blue-sky
I look forward to discussions on the above items, providing the post stays up.
(I am sure someone is trying to find an agoracom posting violation rule and apply it to this post as you are reading this...)
Cheers