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Gold/Mining/Energy : Zentek Ltd - ZEN -- Ignore unavailable to you. Want to Upgrade?


To: Claude Cormier who wrote (1176)7/16/2013 11:59:04 PM
From: Cogito Ergo Sum  Read Replies (1) | Respond to of 22856
 
So for now NGC is just like NPK ...



To: Claude Cormier who wrote (1176)7/16/2013 11:59:36 PM
From: Berry Picker  Respond to of 22856
 
"I missed it" buy 1000 shares just in case these
insane price estimates are even remotely correct :-)



To: Claude Cormier who wrote (1176)7/17/2013 1:00:24 AM
From: Threshold8 Recommendations

Recommended By
99FXD
Chinarab
cole steel
Eva
Glorieux

and 3 more members

  Read Replies (1) | Respond to of 22856
 
Hi Claude nice to get your opinion. try not to confuse hi purity flake with hi purity hydrothermal. different substances.

You might want to check out the NGC site to understand the volume loss of their flake graphite if they try to move to a sperical product which is needed for battery usage.

flake is naturally anisotropic and hydrothermal is naturally isotropic. so NGC and other flake deposit holders need to grind their flakes down to "potato" shape to attempt to enter the synthetic space. then they need to attain the purity levels demanded by the market.

NGC is pretty open about the difficulties, cost and volume loss (approx 66% of their feedstock) on their website.

"Only flake graphite which can be upgraded to 99.9% purity can be used to make the “spherical” or “potato” shaped graphite used in Li ion batteries. The process is expensive and wastes 70% of the feedstock flake graphite. As a result, spherical graphite currently sells for between $3-4,000/tonne or three times the price of high quality flake graphite."

northerngraphite.com

keep in mind that hi purity flake has different characteristics than hi purity hydrothermal/vein/lump. flake deposits are sedimentary and have not been cooked at the high temperatures and pressures as hydrothermal vein/lump deposits, so there are some very distinct differences between the two substances. the market seems to be finally catching on imo.

mother nature has done ZEN a huge favor. an even bigger one than she did for the Sri Lankan and Borrowdale mine owners. hard to bulk mine the centimeters wide veins in Sri Lanka and Borrowdale, while the Albany deposit looks to have some interesting benefits that i sure don't have to explain to you.

no shortage of flake deposits on the planet. only one ZEN so far. such an interesting speculation with no magic processing techniques involved to get to 99.99+%



To: Claude Cormier who wrote (1176)7/17/2013 1:27:11 AM
From: Proud Deplorable  Read Replies (3) | Respond to of 22856
 
you missed ARU too if I recall? Anyway you haven't missed it. Some here are saying 200.00 a share like Diamond Fields.



To: Claude Cormier who wrote (1176)7/17/2013 7:13:13 AM
From: Merlot2 Recommendations

Recommended By
Chinarab
copperknob

  Read Replies (1) | Respond to of 22856
 
Yes, but like you say, they do not say much on the proprietary side of it.

I would like to expand a bit on it

They would have to use acid leach , maybe many times, which would be very costly and also have environmental issues.

I do not see were they say anything about their process being environmentally friendly?
I see were they say it is more environmentally friendly than the chinese process but what does this mean? Not as much Acid?

"Almost all natural spherical graphite is currently produced in China and purified using strong acids which results in large volumes of acidic and toxic waste. Thermal purification at temperatures as high as 2,400 C can be used but it is expensive in terms of capital and operating costs. The proprietary purification technology developed by Northern and its metallurgical research partners is much more environmentally friendly than the Chinese approach and operates at significantly lower temperatures than traditional thermal methods"

They later say " purified in an environmentally sustainable manner"

Gold mines do theirs in a environmentally sustainable manner too,,,lol

Big difference compared to ZEN's process "simple caustic baking leach process conclusively demonstrated that an ultra-high purity graphite product with >99.97% Carbon (“C”) can be produced from the Albany graphite deposit. The process was successfully applied to a variety of graphite concentrate samples that had initial carbon grades in the range of 46 – 90% using conventional flotation techniques. In all trials the final purity values were >99.97% C and up to 99.99% C in many cases, regardless of initial carbon grades"

For NGC, if it was cheap and environmentally safe, they would come out and say it, not dance around with words IMO.

Take Care
Don