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Emerging Graphene Technology Company

Hydrothermal Graphite Deposit Ammenable for Commercial Graphene Applications

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Francis Dube

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posted on Jun 01, 2015 02:23PM

so sorry if I repeat something that has already been said. I have a busy day so far and trying to read between patients is not ideal. So far, from what I see, using a very very very conservative approach, RPA stating that 30% of NPV is worth $3.78 CAN and that is where we will be in 4-8 weeks IMO. I certainly wished they had not given an $80M USD contingency fund and a 7% market penetration when they can beat everyone silly on price. They could easily capture double that market penetration and then put that in your NPV models. The biggest thing for me is the costs coming so low and knowing RPA has padded that number. IMO, our costs will come in a fair amount below $2k when all said and done and that paints a big buy out target on our back!

From my 30% of NPV model, that was using pre tax models on the other companies so that would give us $3.78 CAN within the next 4-8 weeks. Anyone selling ZEN here after this long wait when everything just got derisked is making an emotional decision, not a rational one IMO. The project is more derisked than ever and is now worth almost $4 per share with the most conservative approach possible. That $4 is from a trading perspective only by the way. The $20+ is still where we are heading IMO when we get bought out. It will be interesting to see in a few weeks but my bet is most of the shorts will have covered when the next report comes out mid June. If that is the case, it will be very bullish long term.