SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : Zenyatta Free Speech Board
ZEN 77.480.0%Nov 21 4:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: helo4 who wrote (1234)6/20/2015 3:56:05 PM
From: NuclearCrystals  Read Replies (1) of 22811
 
Helo, thankyou for citing that writeup, it further demonstrates the Albany conundrum.

Kramer-Miller isn't disputing the size of the deposit nor the technical ability to support such a high annual volume of production for a long life of mine, rather, he questions the economic viability of doing so considering the graphite market dynamics.

His comments do not diminish in the least the fact that they have established costs of shaping and coating, a cost that the Albany graphite must also incur for LIB market entry.

Does it matter if Syrah will be successful in their lofty production projections? Not at all in the discussion of Albany cost implications.

Does Syrah NPV or IRR metrics matter in relation to the costs they have established for shaping and coating and what that cost would do when factored into the Albany PEA? Not at all.

So thank you for further supporting the glaring cost issues for Albany graphite that will definitely impact the economic metrics for that project.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext