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Gold/Mining/Energy : Zentek Ltd.
ZEN.V 1.160-0.9%3:59 PM EDT

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To: George69 who wrote (25373)3/6/2021 7:05:29 AM
From: Towser332 Recommendations

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emperor
Mister D

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I think we need to be careful of these projections. A 0.5% share of the market sounds achievable at first glance but this is 0.5% of worldwide sales. Can a small Canadian toy manufacturer achieve that.sort of penetration. It would be nice to think so, but I do not know what markets they have access to.

I have noted since joining this site there is very little mentioned about the importance of patent. We all refer to our "magic ink" but all we have at present is a patent pending. This is an indication of the company's intent to protect its IP, but the full scope of protection, or whether a patent will even be issued, is far from certain and it can take on average about 2.5 years to obtain. Add to that the fact that I understand that there are more graphene related products with patent pending at present than for any other substance means there has to be some uncertainty. Then of course you have the Chinese who will ignore it anyway. If the patent does get granted then we have something or real value.

I am in no way knocking the company in which I am a very strong believer and I think Zen are doing a fantasic job, but we still need to take into account the many uncertainties when projecting figures rather than getting too carried away.
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