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Pastimes : Zenyatta Free Speech Board
ZEN 77.480.0%Nov 21 4:00 PM EST

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To: Packfan1941 who wrote (2055)7/17/2015 11:46:21 AM
From: NuclearCrystals  Read Replies (1) of 22811
 
Nobody needs to speculate about pricing for Miller graphite anymore ………… it's been established with an actual price quote from an end-user and corresponding market size metric for a specific application.

Albany graphite does not have the same definitive pricing from an actual quote in any market segment ……….. just wide scope ranges that certainly are susceptible to regulator scrutiny now that clarity on the issue has come to light.

Call it a premature end run, call it an honest error, call it purposely done by accident, call it regulator goal post shuffle …………. call it whatever you like but the disclosure of pricing is now public and cannot be refuted by any person or entity, not even the regulators.

The regulators have accepted the disclosure and given guidance to the company to refrain from any other pricing disclosure outside of a PEA where all balancing metric such as costs must also also be detailed.

The Albany graphite price table shows LIB price metrics that obviously include shaping and coating metrics within the price valuations.

RPA does not include costs for shaping and coating in the PEA in order that the pricing metrics are fully contextualized, therefore, it seems reasonable that the Albany PEA has strayed outside of the same goal posts that Canada Carbon was called out for.

If Zenyatta does get called out on that one specific LIB pricing issue , notwithstanding other issues, it stands to reason that it will require a restatement of the entire PEA results.

Zennanites should be careful what they wish for here.
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