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Pastimes : Zenyatta Free Speech Board -- Ignore unavailable to you. Want to Upgrade?

To: helo4 who wrote (1234)	6/20/2015 3:56:05 PM
From: NuclearCrystals	Read Replies (1) \| Respond to of 22811

Helo, thankyou for citing that writeup, it further demonstrates the Albany conundrum. Kramer-Miller isn't disputing the size of the deposit nor the technical ability to support such a high annual volume of production for a long life of mine, rather, he questions the economic viability of doing so considering the graphite market dynamics. His comments do not diminish in the least the fact that they have established costs of shaping and coating, a cost that the Albany graphite must also incur for LIB market entry. Does it matter if Syrah will be successful in their lofty production projections? Not at all in the discussion of Albany cost implications. Does Syrah NPV or IRR metrics matter in relation to the costs they have established for shaping and coating and what that cost would do when factored into the Albany PEA? Not at all. So thank you for further supporting the glaring cost issues for Albany graphite that will definitely impact the economic metrics for that project.

To: helo4 who wrote (1234)	6/20/2015 5:32:49 PM
From: hoov	Respond to of 22811

Geez helo, it must be nice to live in your world. No thinking, just parroting other peoples' conclusions. Selectively, I might add. Kramer-Miller's conclusions were not drawn from thin air. They were based on a series of arguments. It would be absurd to support the conclusions, without also supporting all of the arguments, wouldn't it? What was the key variable upon which he based his valuation arguments? Lar

To: helo4 who wrote (1234)	6/20/2015 7:28:36 PM
From: cbs12311	Read Replies (1) \| Respond to of 22811

Exactly what Eric is saying about Flakers oversupply : Syrah Mkt cap $600M vs Zen $90M.....wow zen is hugely undervalued IMO http://markets.siliconinvestor.com/siliconinvestor/news/read?Symbol=TSV%3AZEN&GUID=30095321 As a result many investors are betting that Syrah can change the landscape of the graphite industry. I, however, am more skeptical. About a month ago I wrote an article in which I explained that Syrah’s planned production–~200 ktpa. at the time–is too much, and that the graphite market is too small and specialized to handle such a large amount of graphite coming onto the market. Not only is the flake graphite market currently oversupplied, but Syrah’s estimated production is more than 50% of the market.