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To: GMPInvestor who wrote (1301)6/21/2015 11:48:27 AM
From: NuclearCrystals  Read Replies (1) | Respond to of 22811
 
GMP, will those margins grow or decrease once you factor in the required post NAOH purification additional treatments?

Keep this in mind, Hains made it clear that you could purify before or after shaping and coating,thus the argument that the Albany graphite was already of the purity required to enter the LIB space with the caustic bake treatment falls flat. Fortunately or unfortunately, that is not a divergence from what Hains had already made very clear. The issue you have is that there was still the necessity to shape and coat the Albany graphite and accordingly there is a significant cost to that treatment, never mind the recovery losses incurred during that process representing another blow to the economic metrics.



To: GMPInvestor who wrote (1301)6/21/2015 12:29:12 PM
From: stuffbug  Read Replies (3) | Respond to of 22811
 
From the PEA excerpts on the company website the margins are unreal.
unreal = not real. First thing you got right.

Why do you think it will go lower?
Daily chart is in a down trend. Company needs to raise money to fund the PFS. Most of the time, the stock price heads lower after a news release. I expect that will be the case when the PEA technical report is published by mid July.

Some people on this board own shares, some do not.
Chief, the site moderator does not care if posters own shares or not.
Many of the questions you asked can be answered by reading, analyzing and studying prior posts on this board.
You seem to be fixated on projected profits (cash flow) - it is more important to understand the assumptions and the calculations that fed into those projections.
Is it realistic to expect that a 40% increase in supply (e.g fuel cell graphite) will have no negative affect on the market price (economics 101)?

If you want to play a game of "I'll show you mine if you show me yours", then I suggest you head on over to the shareholders board.



To: GMPInvestor who wrote (1301)6/21/2015 3:30:26 PM
From: sense  Read Replies (1) | Respond to of 22811
 
"Seriously though not really quite sure what you are talking about in your reply. Your thought process and what you are talking about don't really make a lot of sense to me."

The acknowledgment of your awareness that you're ill-informed... is perhaps telling you something... ?

"Why do you think it will go lower?"

The stock appears to be dramatically over-priced based on the company having made assertions based on assumptions that aren't likely to prove true.

"I see stock going up quickly on any news".

You think news coming out... showing that the markets current expectations are wildly over-optimistic... will make the stock go up ? You;re that clueless that you can't conceive of it even being a possibility... that the news from here might be all negative ?

"Do you know something that isn't public knowledge lol!"

I've seen a number of fact based items that "aren't public knowledge" addressed in the posts today... which facts are being ignored... only because "the public" doesn't want to accept the knowledge... rather than cling to the fiction.

" Everything I've read is pointing to this stock being oversold".

You need to be vastly less selective in your reading.

"From the PEA excerpts on the company website the margins are unreal".

If you like, I can point you toward any number of similar stocks... that at one time were propagating wholly unrealistic numbers. In one instance, the CEO even SAID that in over-touting reality: "you won't believe the numbers". Unfortunately, in that instance, quite a number of people DID believe them... although they shouldn't have.

If anyone is saying "the margins are unreal"... there's probably a REASON for that... which shouldn't require a detective to figure out... Here, I'll start it for you and let you finish: "If it sounds too good to be true"...