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Gold/Mining/Energy : Zentek Ltd - ZEN

ZEN.V 1.340

-10.7%

3:59 PM EST

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To: Merlot who wrote (1128)	7/16/2013 9:08:07 AM
From: Merlot	5 Recommendations Recommended By 99FXD Chinarab Rambler64 Rocket Red Threshold Read Replies (1) of 22849

Chief's reply in the comment section "You should have done more research in my opinion. Once again we find Flake stocks being compared to Vein or Lump type Graphite in this article. They are two different animals and therefore should not be compared. If you do compare them like this article does, then you should do a complete comparison. For instance. We already know the process that ZEN will use for purity, which by the way is now 99.97 to 99.99% not as you mention 99.95% is non proprietary and easy to do. The flake stocks you mention all have proprietary techniques that have not even been proven to be able to replicate at commercial levels. So the arguments of flake being comparable purities is initself " debatable at best". One of the things that makes Zenyatta unique is even the graphite overprints on the property can be refined easily to 99.97% or better. Which is very very rare. That means any recoverable trace of graphite can be refined to 99.97% or better. Overburden, if you had read the literature, ZEN has stated its over burden, its about 30 meters of shale. None of the other flake stocks you mention can enter the synthetic world because of their electrical characteristics of flake. So the only horse running in the synthetic arena is ZEN. That does not mean that flake cannot be cleaned up to 99.99% but it does mean it will not be used in 99% of the synthetic applications. So comparing ZEN to any other stock is a waste of time. You either want a flake stock in your PF with ZEN or you do not. You indicate there are some unknowns about ZEN and skim over the same unknowns in the other stocks you mention. Which does show your bias. So for instance. Doing a test tube trial and determining that your flake graphite can be cleaned to 99.99% or better is acceptable as a non risk when it has never been trialed at bulk levels? You do your readers a disservice by not mentioning this. proprietary techniques have failed at commercial levels for years. Timinco, is an example. 6N Silica in a small bulk thats it. There is no better investment than ZEN. If you click on my published comments. I predicted that ZEN would do what its doing. I am heavily invested in it and intend on staying that way. The stock is worth $8.00 right now. So there is still lots of upside. They are trying to get to 6N purity, if they are successful then the stuff will sell for $35,000 a ton and costs should not exceed $2500 Whereas 4N will cost ZEN about $1000 or less per ton. You also fail to mention wastage when refining flake to these high levels of purity. The wastage can be as high as 6:1 which means that some deposits will no longer economical because the have lost enough tonnage that it will not be viable to bring into production "

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