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

To: Sultan who wrote (6543)	12/18/2014 1:57:02 PM
From: ayeyou	Read Replies (1) \| Respond to of 22641

Fulp was clearly commenting on ZEN but I guess you only want positive comments here.. CANCEL BOOKMARK...

To: Sultan who wrote (6543)	12/18/2014 3:36:50 PM
From: stuffbug	Respond to of 22641

Sultan, with all due respect: 1. I prefaced Fulp's comments by saying that I do not follow him and do consider him to be a top tier analyst. However, he is one of the more quoted geologists out there. 2. In my opinion, Fulp is saying something that is of major significance and that I have not heard from any other industry analyst. He said "now it has been revealed to have metallurgical difficulties". Up until now, I have not heard that sentiment expressed by any other analyst. I have read commentary from some who would not make a call because they they believed that the company had not provided sufficient detail in its news releases. But nothing as definitive as Mickey's comment. 3. I provided a link to the full article. 4. Do you think this guy agoracom.com is more of an authority than Mickey Fulp? Message 29855395

To: Sultan who wrote (6543)	12/18/2014 5:13:51 PM
From: the Chief	Read Replies (5) \| Respond to of 22641

I am not a Mickey Fulp lover either but I am not sure why you intend on vetting him out of the conversation, Personally the shot in the nose should have had a follow up as far as I am concerned but thats another story. His comment ""now it has been revealed to have metallurgical difficulties" is partially correct but late. I believe ZEN "had and has" metallurgical difficulties" In fact my entire complaint (other then AE could not regulate a one man rush to a three man urinal,) was that ZEN had Flow sheet issues. I believe I am right, even if wrong, my price bottom was right on the money.....but it may not be over. Back to flow sheeting..... Some would prefer this to be called tweaking okay, but .what they had was a nonfunctional flow sheet and now they have one they can work with. Disregarding the fact that the 78.3% number is "material info" and they never released it. Then have now released 92.5% Now whats interesting about that number is they say "up to 92.5% and we all know ZEN only reports the highest numbers. They never report individual mesh numbers. So did they take the lowest mesh number from the previous purification where they reported 80-90% for the comparator and then compare it to the highest purity they got for a specific mesh size in this float? So what I am saying is, when they presented to the shareholders that they had 80-90% float did they actually have 78.3% to 90%? Normally that would not be questioned because you would be able to see the data. Data that ZEN refuses to release? Why? you will say NDA of course, even though this is material info. Which is another argument for another time. So did they just do another float and instead of 78.3% to 90, which was reported as 80-90 and now have 78.3 to 92.5? Thats the problem now... you are really not sure whether you can trust these numbers IMHO If you can report the purity levels at float and after caustic bake then you can report the mesh sizes and their purities. The fact they do not is somewhat worrisome because they are only working in a 7-39micron range. This is not a wide range of flakes. They reduced their NaOH by 86% wooooohoooooo!! It would be valuable to know how much they were using before. What if they were using 4 tons for 6 grams of graphite and they reduced that by 86% is that a good number lol? There is no way to do DD on this stock. Those that say "I have done my DD" have no clue how to do it IMHO So prior to this change. This is what the samples were taken from and givin to the client. They took 46-80% float and 50-300+ micron graphite. Crunched it down to 7-39 microns. Now if you are a ZEN believer, you say that it was purposely done to target the battery market. If you have no info, which of course you don't what you do is start wondering if they ground those flakes down to 7-39microns to liberate the impurities and thats how they got 99.95% and 7-39 microns? Its Chicken and Egg! The interesting thing is "no one knows". Only AE and his buddies know and they have no intention on telling shareholders. Period! So you go with this blind belief that they did designer.Which is also interesting because the day, they had the success at the pilot plant was the day they released the 20 samples. Could be coincidence but never the less some people believe those samples are in fact "designer". Which s interesting because SGS does not own a micronizer (needed for designer) and states categorically they do not do designer? Too many open holes. Which bulls can find some clandestine reference that can close them. However all of the holes are plugged with comments from people who are being quoted off the record and not on behalf of ZEN. Lastly did you notice they did not tell you what size of sample they used? We could easily be back to grams on a bench test. But you don't know do you? So NONE of this has been tested at production level testing. NONE. So.... I am not in. Its that easy.