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

To: cbs12311 who wrote (1246)	6/20/2015 7:50:19 PM
From: hoov	Respond to of 22811

That's not what he's saying at all CBS. The Syrah NPV valuation is based on marketing and off-take revenue that he believes is not valid. At $1000/tonne. Syrah might make a go of it by scaling up, module by flotation module. A 80k tpy production could feed the value-added sphericalization plant, which consumes 50k tpy, eh? There's no need to go straight to 385k tpy, is there? So, apply the same concepts to the play you're promoting. Revenue per tonne is the critical variable that both you and helo ignore. Revenue must be based on market analysis, which, according to Ben, shows declining revenues across the board. Extraordinary claims (e.g. $7500/tonne average revenue) require extraordinary evidence. I look forward to Ben's review of the ZEN PEA.