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


To: kidl who wrote (2665)8/28/2013 10:40:02 AM
From: Rocket Red  Read Replies (2) | Respond to of 22856
 
yup need that proof that is key info and matters the most i don't care about more drill holes

Its the proof i'm waiting for



To: kidl who wrote (2665)8/28/2013 11:00:34 AM
From: Threshold  Read Replies (1) | Respond to of 22856
 
Hykawy is a REE specialist not a graphite guy. You can see by his coverage universe.



To: kidl who wrote (2665)8/28/2013 11:06:09 AM
From: the Chief2 Recommendations

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cole steel

  Read Replies (1) | Respond to of 22856
 
>>>“They have to prove the size of their deposit, the cost of producing the graphite and that there’s demand for the production,” Jon HYKAWY, a Toronto-based analyst at Byron Capital Markets Ltd., said in an Aug. 22 telephone interview. “The sooner the better for everyone.”<<<


1) It has been stated that we will be the lowest cost refining technique because of its simplicity. So cost is not an issue for cleaning the graphite up.
Overburden- I have said from the getgo that if this was gold equivalent people would not even be discussing the overburden. But because they are, I always add the "OK add $100million to start up costs and pay someone $100 million to remove it."
2) demand for production I think is a red herring. If you have the best and cheapest Graphite on the planet. The other companies on the planet should be really really worried about their existing customers. Just because you have the best, does not mean you have taken yourself out of the market. If there is no market for ZEN, then there is no market for anyone.
3) Size- its been answered as far as we are concerned. We have enough graphite in the east pipe for 11-13 years of production at 100K per year.

What all this is really about is no one got greased on a cheap PP. If we had 2 brokerages right now that had got a $2.00 PP they would be screaming from the roof tops and TD would be toast.