| | | I think it's short-sighted to get into black and white thinking about applications for ZEN's graphite.
Consider spherical graphite, which is a processing of flake graphite which makes it suitable in applications for which it is inherently unsuitable.
Even if preliminary tests come back as negative, that is not evidence that modifications to the graphite might not remedy the deficiency.
I'd love to discover that ZEN's graphite is perfect for lithium battery electrodes, for example, right out of the gate. But even if it's not, that doesn't mean that it couldn't be upgraded, or modified, for that application.
The testing for nuclear applications might take years. But, even if preliminary indications are negative, that does not mean that those limitations cannot be overcome.
The future is shades of gray, not black and white. That said, meeting the purity standard represented by what is defined as the Equivalent Boron Concentration would be an affirmative variable. Other standards would also need to be met, but ticking off the purity criteria would be one heck of a good start.
Let's not forget that the Fulpers implied that ZEN's deposit isn't even graphite, in the first instance. Some critics still wonder what the deposit is composed of. Proof that it is graphite is a hurdle that some would argue has not yet been met. Proof that it is nuclear grade graphite is a hurdle down the road from here.
Preaching to the choir is not the solution. But neither is doubting the choir. Independent 3rd party reports will provide clarity, in time. But that schedule is not within the control of ZEN. The concept of independence will always dominate, not the calendar.
Lar |
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