ZEN vs CCB Message Board

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Gold/Mining/Energy : ZEN vs CCB

ZEN.V 1.000

0.0%

Dec 24 12:03 PM EST

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hoperrs

To: Jayfish who wrote (5776)	1/2/2016 10:03:13 PM
From: GrumpyGus	1 Recommendation Read Replies (1) of 5988

Hey Jayfish, some good points there. As for it being comparable to synthetic, I have always figured ZEN's quality was top notch. But there are two points against that statement. First, many flake deposits are getting synthetic quality graphite upon sphericalizing and coating, making them suitable for Li-ion batteries. Syrah has indicated a process that is economical for them, and they are planning a plant in North America to supply that type of graphite. And because of the vast amount of graphite they have, the waste is not critical. Plus they are pretty much ready to go, whereas ZEN will take 5+ years to get to production. If you're Tesla, would you wait that long when you plan to mass produce in the next year or two? Second, ZEN's purity has regressed from 99.99+ to 99.94 in the PEA to 99.9 in recent news releases. That is not able to compete with synthetic in many of the pricier applications.

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