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Gold/Mining/Energy : Zentek Ltd - ZEN
ZEN.V 0.890-2.2%3:59 PM EST

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To: 99FXD who wrote (2520)8/23/2013 3:12:31 PM
From: Claude Cormier  Read Replies (2) of 22799
 
Interesting summary.

But the situation is unchanged.

We need the proof that ZEN's product will fit in specific markets. Achieving high purity at the lowest cost possible in the industry is certainly an hedge. But it ain't enough. Can it replace anisotropic needle pet coke in the manufacturing of graphite electrode? Can it be used in place of coated isotropic synthetic graphite in LI-ion batteries and other energy storage units and applications? We need the users to tell us.

I hope we get a positive answer. It will then become a highly coveted takeover target and investment. For now, it remains a nice and valid speculation, good for many but risky for the more conservative guys like me.

Good luck to all.
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