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Gold/Mining/Energy : CCB vs ZEN truth board
ZEN.V 1.140+1.8%3:57 PM EST

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To: Thiess - ZEN who wrote (4215)2/16/2016 12:13:38 AM
From: LearntoTrade of 12350
 
As I said, I don't care what chief fellow predicts, especially in time domain prediction, lol

But you did raise some good points in my opinion with respect to greasing the correct hands. I'm sure it happens everywhere to some degree. And Quebec has its issues with that stuff. And notice I did not not use $20 million capex. $30 more likely. I also ran the numbers with $33 million. Used $4500/ ton cost on the graphite side. Asked if that seamed reasonable? And pushed marble cost to $45/ ton. Also asked if that was realistic?

It is this type of information that is valuable. At minimum, my job now is to substantiate what you say. You have provided something to look into. thank you. Of course my model also took this into account.

I hope I have opened your eyes regarding some of those zen adjustments. Funny how no one ever brought it up? Too blind to see it, or afraid of retaliation? But rest assured it plays into things. The 1.4 million has processing losses and is now getting dissected. Or should be dissected. Then you know where you stand, wink

Again, thanks for the input.
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