Zenyatta Free Speech Board Message Board

STOCKTALK

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 77.48

0.0%

Nov 21 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: jiggydo who wrote (6743)	2/16/2016 2:44:05 PM
From: GrumpyGus	Read Replies (1) of 22811

I haven't been much impressed with that chart. The numbers really don't mean very much, as many variables that enter the picture are ignored here. First off, it assumes the tonnage listed can be sold yearly. Does anyone think Syrah can sell 300+ tons/year, for many years? And it does not account for price/ton. Perhaps some of the flakers will end up selling at a (varying) per centage of what ZEN or CCB could get. While graphite pricing idiosyncrasies prevent accurate assessment, it would be a much more meaningful chart if it showed the capex relative to dollars produced. The bandied about numbers for CCB have been in the 1.5-5000 tons/year. The capex estimate from $20-33 million. The rough averages of those are 3000 tons and $26 million. I believe that results in a value of $8-9000, which I also believe is closer to ZEN's high than Syrah's low. Having said that, I now really hope the chart is meaningless. lol

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next