Questions
1. What does , “A significant business opportunity has now evolved” specifically mean? Is it a reaction to the pricing numbers claimed in the Graphene Magazine article, or does it reference a real business transaction involving Zen and other party(ies)? The latter would blow the doors off the current sp.
--I think they're just referring to graphene specifically, and its applications, as opposed to the high purity graphite valuation and modelling...
2. Where does the US $1000s/kg figure come from? It is not listed in the referenced Graphene Magazine table. Was it pulled from a hat? Does it include any pricing value between $1000 and $9999/kg? Will Zen be more specific about where they got this figure from in the near future?
-- It looks like they've taken a very conservative blend from the Graphene Magazine table to arrive at "1000s/kg" -- note how unspecific that is. Hopefully they are much more bullish than four-digit valuation. I think that, despite the prices of each row in the table, they have to figure out where the most margin is for them, which might not correlate to the more expensive row of the table, because the highest sale price might be exponentially more to produce. At a minimum, they are making reps to the public that it is no less than $1000/kg -- this is meaningful.
3. (Legitimate confusion on my part) Why does a very key Zen player, U of Sussex’s Dr Alan Dalton say about graphene based rubber bands (not just any rubber band but essentially they are medical based sensors that can read a patient’s vital info, “Until now, no such sensor has been produced that meets these needs …It sounds like a simple concept, but our graphene-infused rubber bands could really help to revolutionize remote healthcare–-and they’re very cheap to manufacture.”. I’m not trying to undermine Zen’s claims – just understand them – how can the graphene sell for US $1000s/kg and yet the bands are ‘very cheap to manufacture’?
--Presumably, because so little graphene is mixed into each band, probably a fraction of a gram, so at $1000/kg, it would be very cheap to produce. We're talking cents worth of graphene per band, in addition to the rubber, which is also inexpensive, per band (not a rubber expert, but I think it's a fair assumption). Obviously these would be meaningfully more expensive to create than your dollar store elastics, but on the whole, still relatively cheap to manufacture.
* And yes I realize the produced graphene would only constitute a very small per-centage of the final rubber band end product, and that an important aspect of this is that the graphene disperses evenly throughout the admixture. Right
4. Why is Zen referencing these pricing numbers only now when they have been available since April, 2017?
Personal guess is they had to re-check these numbers with reference to their particular find, but it's a good question |
