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To: The Barracuda™ who wrote (113461)	6/1/2013 11:35:09 PM
From: hoov	3 Recommendations Respond to of 233882

You're absolutely right on that, Barracuda. And the price need not decline below the production costs of synthetic, which is said to be at least $12k/tonne for the higher purity products. Napkin calculations have ZEN's production costs at $1600/tonne, or less, for equivalent purity. If that is truly the case, demand will swallow all of the supply. That's a pretty good situation. Lar