Hoov,
I remember the Avogadro law from my chemicals courses some 40 years ago, but no doubt had forgotten the details. You are clearly right on that. And I am not disputing anything about the importance of purity.
As I said, Zenyatta has the hedge against its peers, by a long mile. That appears to be clear base on current releases by the company. Although, NGC has achieved 4N in lab tests, its process will be a lot more expensive than ZEN's basic process.
Clearly, ZEN's product has a market and it make sense, given the low cost, high purity and near-zero level of impurities of its product. It will be a very competitive contender.
What I am suggesting is that it will not be a contender in all markets, at least not in the near future. One simple reason is that there are complex industrial processes and trade secrets in many of the applications that are a formidable barrier to entry, especially in the carbon fibers market.
It may be no fit for the graphite electrodes market. Who knows?
Some are mentioning the nuclear reactor market. Well, the current stagnation in terawatts produced by nuclear reactors may continue for years, start to decline due to popular demand or reverse into steady growth because of new technology. Who can tell?
So, what we do not know is which applications could see an immediate use for ZEN'S graphite.
This being said, it is not impossible that an industrial giant will see the light of the future and will acquire ZEN for future benefits. That is if/when future data relative to ZEN's graphite confirms current expectations.
Understand me, I love the potential of this play, but I still see a lot of unknowns. So far, nobody has been able to clarify my vision. It is coming soon I hope and from many directions.
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