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Gold/Mining/Energy : Zentek Ltd.
ZEN.V 0.980-1.0%11:16 AM EST

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To: gunzo who wrote (15008)2/1/2018 12:48:19 PM
From: discern10 Recommendations   of 54256
 
Great update short on details long on narrative.

As I read this press release we are given a historical narrative of how we got to the results without a clear explanation of why the results are important.

Things included: Where the albany graphite project is located. Who discovered graphene. What Ben Gurion University specializes it. A funding agreement from the Ontario government and a potential Newco. How previous research demonstrated a faster curing time and better performance than traditional concrete.

All of these details are helpful for someone who has never invested in ZEN or graphene before which I realize is almost everyone except for the 100 people on this forum:)

But, what I don't understand is why if we are given a historical narrative that explains what has happened to date why we aren't given information about the results that help us understand them.

"We achieved an improvement of 34% compression and 62% flexural strength"

Fabulous results, but in a couple lines they could have added other helpful additional information - How does this compare to the current additive performance? Was this just 1 sample, or are these the results from enough testing to say that they guarantee these results? What is the current price of these expensive additives? How much graphene was needed for these results?

Even if they didn't want to add these two lines they can at least interpret the information - "our partner Larisplast (remember they are an expert in concrete) has stated that these results support a GO value of $1/g as an additive for concrete." I wonder if we are short on details because they are going to patent the process, but this type of reporting is consistent with ZEN.

I looked at Talga to see how these results compared to theirs because from my opinion, Talga provides presentations and has secured partnerships in a manner in which I wish ZEN would. However, our produce is clearly superior. Tagla's graphene in concrete offers a 14% in compression and 26% increase in flexural strength. So ZEN blows these numbers away.

With these kind of results, why don't they say we are excited to pursue our partnership and believe we are in a position to capture up to a percentage of the UHP concrete market - 10%?

Or better yet, we have shared these results with a couple concrete industry leaders and they are actively engaging Larisplast to participate in further research.

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