| | | Thanks discern for the informative post, which is a helluva lot more useful than the rah, rah, rah, BS posted by some on here. We, unfortunately, rarely get this quality of post. I think over the years many have come to the same conclusions you have expressed in your opinion section below... There will be those that continue to calculate the value of their future ZEN profits based on musky math and glorious pep talks, but more sophisticated investors understand the need to always maintain a sober analysis of one's investment, understand its weaknesses, and take efforts to improve it.
I was also in contact with the company last week to week with regards to certain post being made about JJ's work on the SI idiot board, to at least raise ZEN's awareness to what was being posted and to try and 'discern' if there was any way information could be leaking. Admittedly, I did not accomplish much other than to maybe rattle the cage a bit, but the email response I got back in follow-up to a phone conversation indicated that things were moving along nicely, everybody was quite busy, but that they also appreciate being made aware of the 'hot air' being posted by the idiots next when it purports to get into specifics about ZEN's testing work not yet made public.
Coming back to your final point, it amazes me how when geologists who make discoveries, and in this case by accident, and without even knowing what was discovered, get put on pedestal by some who think they are something special and the most qualified to lead the company forward because of the discovery that they made. However, anyone who knows anything about the mining industry knows that the skill-sets of exploration geologists are very different from those required to develop a mineral deposit and a mining company, and this is particularly true in our case given the added technical complexity of the graphite. I would have liked to see AE step aside (but remain with the company) a long time ago and hand the reins to somebody with better skills to lead this project forward in the way it deserves from both a technical and financial management perspective, but I also believe that despite it all, it is the graphite that will eventually save us.
Best,
B. |
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