| | | You dug into the costs? Thats interesting because I am really not sure you know it but you do not have a Flow Sheet yet. You can dig into a 2 year old filler flow sheet, but you can't dig into real numbers or any numbers even close.
The thing that quite honestly amazes me is you actually think that Graphite mines will even feed Graphene to anyone? If the margins are as good as you say, why would a person dig a 300 foot hole if all he has to do is use his NG pipe, or his Corn field or Soybean Oil etc etc etc etc?
Any margins worth capturing will be captured by people who can do it with less infrastructure. By the time you get anywhere near Developement you have to "Sell a BFS to a bank, that's where your problems or for that matter ANY Graphite facilities problem stat if they are relying on Graphene as a market.
I have no idea how many tonnes you think the world can handle of Graphene a year but I can absolutely asure you the market will be flooded even if you can double your money when selling it.
So it becomes a strategy of economics, do I spend $600,000,000 or more, I think it will be closer to $1billion by the time 4 years from now arrives, and add in the equipment to take the graphite to graphene. Or do I just buy the equipment equivalent and stick it in an industrial park or a Corn Field Barn?
I realize you have to keep the pump going and I hate to burst your bubble but AE better start focusing on Practical applications or you will be dead before you get to the PFS.
Here is your other problem. Projected demand for Graphene will be about $500million by 2025
Now of course your response will be it will be alot more than that. Actually it probably will peak out at $500million because the price will plummet thereby changing the actual delivered tonnes.
ie $500million when talking $800US a kilo amounts to "X" tonnes delivered
If the price falls as I anticipate than $20 a Kilo amounts too 40X tonnes delivered.
So now, you would have us believe that ZEN or any other graphite mine will provide a lot of it, that's where your flaw is, because it will supply none, of it or be a small subset of what it produces, if Jordan can fix your problems. |
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