CCB vs ZEN truth board Message Board

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Gold/Mining/Energy : CCB vs ZEN truth board

ZEN.V 1.150

-4.2%

Jan 20 3:57 PM EST

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To: the Chief who wrote (1055)	12/29/2015 4:56:44 PM
From: sense	of 12350

"there is also no other geology like Albany anywhere near Albany". The bigger issue is... "there is no geology like Albany is claimed to be... anywhere near Albany". ZEN has not yet proven they have a deposit that is consistent enough in quality to ever be economically viable... The evidence that does exists... suggests the deposit is incapable of being made economic. The fact that matters in the market... is that ZEN currently cannot demonstrate even that there is a process the use of which enables proving the viability of their deposit. It's not just that they haven't demonstrated economic viability... its that they haven't demonstrated there is any ABILITY to demonstrate economic viability. The Ballard connection... shows ZEN has a single shot at a market with a single application... However, that the material they have "works" in that application... is also a proof that the other applications they've claimed will be high value markets for them... aren't. And, the project as defined in the current PEA isn't economic without the potential of use in those markets for those other applications. That the material "works" in the Ballard application... doesn't mean the ZEN deposit is economic to produce for that use. What's most likely to occur... is that the synthetic makers ZEN intends to compete with... will look at what the features are in the ZEN material that enables its use as a "comparable" product now... and they'll understand ZEN's material provides them a guide for "how to improve the manufacture of synthetic graphite". The synthetic makers will figure out how to mimic nature... and improve on it. In three years time... the synthetic makers will have fully adopted and adapted to the new understanding, and will be making a new generation of materials that significantly outperforms ZEN's potential products... based on synthetic makers artificial adoption of and expansion of the functional utility in the "difference" that ZEN material demonstrates. I know well enough how to do that already... just from having seen the broad discussion about the ZEN product features that enable the performance they've claimed... I've been noting, for a while, that the only potential source of unique future value I see at ZEN... is that which is paired with having a guy on the team who knows what he's doing in a lab. But, ZEN does not appear to be focused on actually enabling any real value creation... using that asset ? And the reason for that... is that ZEN management are idiots... who don't know how to compete. All they know is how to promote. All hat... no cattle...

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