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Gold/Mining/Energy : Zentek Ltd - ZEN
ZEN.V 1.500+21.0%3:59 PM EST
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To: Threshold who wrote (1203)7/18/2013 10:55:22 AM
From: Claude Cormier  Read Replies (2) of 22847
 
Thanks for this excellent post which again clears up a few things in my mind. But still looking for some answers.

1- You suggest that the particles in ZEN's graphite flakes are isotropic and already spherical. This made them ready-made for at least 16% of that $13B market, the synthetic grahite blocks and the powders, which I now understand include the fast growing solar and battery markets. If the isotropic and spherical nature of the flakes is confirmed, it will aso confirm the enormous advantage ZEN will have over the NGC and FMS which must spend thousands per tonne of end product to transform their graphite to this stage.

But at the same time does this characteristic eliminates the larger electrode market used in electric arc furnace which is 5 times bigger and is currently using anisotropic coke as its main input?

The way I understand it and if the assumptions on the particles nature are confirmed, ZEN's end product looks like a perfect fit for approximately 27% of the synthetic graphite market if we include the others specialties like graphene. But there is no obvious fit (at the moment) with the remaining of the market.

2- After ZEN signs agreements with manufacturers who wish to try ZEN's natural graphite, it will have to provide materials in significant quantities for testing? Do you know what is ZEN's plan in that regard?
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