Yes, no disrespect intended to anybody on a personal level. The only thing I generally post that annoys some is when I attempt to dispel their crazy stories, like the idiot speaking of a Zen $25 divi? wtf? lol. Crack head.
And to be fair CCB is no pie in the sky. And I have not promoted it as such. We too are making large assumptions as in selling the 1500 tons per year to specialty side at $20K/ ton. Is my process costing guess realistic? I expect fairly reasonable but I can't say for sure. It is only my guess. We really don't know. What I like is how it can grow and the fact it has a secondary revenue stream to help it weather rough patches and unstable pricing/ and or demand. I also like knowing that the crap high risk and cost of flow sheet development and favorable bulk pilot plant results are behind CCB. And based on the chart, the market agrees, thus far, with the progress and method to get there. After al, the chart really comes out of fundamentals in my opinion. Market is pricing in what it believes of the future? CCB been creeping up at given time intervals. Obviously others have not.
I know of a small electrical manufacturer that specializes in transformer design and manufacture of custom devices for very specific applications. And I tell you these transformers are not all created equally. They involve manual labor as automation can't do it all. And the folks that do the manual processes are very crafty. They are generally small volume but very high margins and company still going strong. Years ago It was all about the volume but Canada can't compete with many countries. So, they morphed into niche market like military apps and ultra high end products. And they are still a strong going concern.
Stephen Riddles interview, though biased somewhat, is very telling.
I really don't much care about the family feud between you all. Total waste of energy and a complete brain drain in my opinion. And we are all biased including Chief and FormerTN etc. So I question all pie in the sky nonsense. Chief thinks 40K tons on PEA announcement? is that his number or what he believes will be once drilled? Don't know for sure, never ask. do I care? No, not really because he is heavier in then I perhaps so it makes sense for him to stretch. But there is a line somewhere between a stretch vs an outright crazy $25 divi from a graphite stock. Or now zengold with the twist the truth. Zen, they are broke but exercising may have put some faith in the project? So your crap is biased too. |