From Wayverider on SI
posted on
Jul 11, 2016 12:21PM
Hydrothermal Graphite Deposit Ammenable for Commercial Graphene Applications
Its been quiet for a while, but with a stock that requires exercising an extremely high measure of patience, quiet is simply a lengthy and necessary portion of the game….
In the mining industry actual wealth is generated by finding something. We all know that. For each one of us and our personal investment in Zen we have to determine what the value of said ‘something’ is. We read facts and make judgments. How important is:
1. Unique hydrothermal graphite, which is far more synthetic in character than natural?
2. The size of the deposit?
3. The potential to exploit this resource in a context that is more environmentally friendly than most mines experience (and what that means in the current political climate).
4. The team of personnel in place to move this story along.
5. The emergence of new markets with the potential for exponential growth (e.g. rechargeable batteries, graphene, etc.). Its clearly a new world, and that world is forming at a pace it will set for itself (we are not in the midst of a violent revolution. Breaks from the past are gradual and it takes great time to synthesize longstanding conservative elements with those who race ahead championing change - in the process change and resistance will push and pull, give and take and a new synthesis will continually take shape),
6. The need to exercise an extremely high level of patience (these emerging markets are game changers but they involve incredible risk and reward for those financing them, hence no one is moving until they are absolutely sure, and there is no real standard price for Zen’s brand of graphite – what is it worth today, a year from now, ten years from now …?
Facts & judgement – tic toc
Bashers believe time has passed by us. I’m wagering its on our side.
*Actually bashers believe they need to sell the perception that time has passed by us. If they actually believed this they would have said their piece and turned the lights out on this discussion long ago. But they are still here