Well Chief I think your answer says it all. It always convenient to forget little qualifiers until someone discovers it and calls you out on it.
For example, why would you quote the capex in CAD$, the entire PEA is in US dollars. So you say you "forgot" to mention that.....Convenient.
Secondly, you blast everyone for having a $5, $10 even $20 target on Zen but then turnaround and say you think CCB will have 500K tons.....and you think that is ok? Do you not see the issue? At least zen has a resource, we can't say that about CCB yet. We know there is more material below for Zen, we can't say that for CCB....granted its only conjecture as to how much additional material Zen has.
The padding I refer to is a contingency reserve. You think it goes higher, I saw lower...again no big deal.
I know CCB has no end users because that would be a material event and have to be disclosed, same holds true for Zen. The rest of your assertions are just that guesses....you have no idea if Zen is close to something or far away and neither do I. You say NDAs arent working out, I disagree, we are in DOE study and even that wouldn't have been known if someone didnt stumble upon the fact. What else is Zen involved in that we don't know? You say Zen is promotional, I completely disagree, it wasn't AE the put out the DOE study.
I am not a huge fan of AE communication strategy but believe zen has the goods. |
