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

To: Packfan1941 who wrote (2067)	7/17/2015 12:48:03 PM
From: the Chief	Read Replies (1) \| Respond to of 22811

I agree its a negative but, Duncan did exactly what he was told to do. he submitted it was approved. They did not say..hmm don't like RT pricing, hmmm don't like Indicative Pricing before PEA. They said "OKAY PRINT IT. Then some wet behind the ears idiot decided he did not like the new age terms or the concept of price before PEA. So called up and said redo it. They are farking with every graphite company that submits to them, No wonder ZEN doesn't. It appears thats the way to go,just ignore the whole bunch of them.

To: Packfan1941 who wrote (2067)	7/17/2015 1:34:45 PM
From: NuclearCrystals	Read Replies (2) \| Respond to of 22811

Packfan, Zennanites like to use the term "derisked" and in this case, the net result is a completely derisked pricing metric for Miller graphite specific to a high purity sector with a market depth that is complimentary to the business model being developed for the specific graphite. IIROC has officially signed off on the disclosure as a result of the clarification, that is "derisking" at its best. Now the only reason you will not refute the fact that Albany LIB pricing tabled in the PEA is susceptible to a restatement notice is because you know that there has been no cost metrics provided on shaping and coating that reflect the price points and it's clearly is an issue. What do you think happens to the PEA document if this gets in front of a regulator? Retraction ….. restatement ? and if that were to happen, would it impact the results positively or negatively? I think you know the answer. When you speak of market reaction as being negative, that's not unexpected, just look at the market reaction to the Albany PEA, when optics are poor, the reaction is swift. In the case of ZEN, it has been quite devastating. In the case of CCB there appears to be a resiliency at a base that is higher than it was trading at before the clarification was issued. Investors have digested the derisking in price and the clarification is a non-event. The surprising thing here is the Zennanite zeal to bring attention to the pricing table deficits in the Albany PEA which clearly fall under the same critique that was put on the Miller pricing release. No costs for shaping or coating have been provided for not only CAPEX but also the rationalization of the pricing of the LIB targeted graphite, it's an issue. What does a Zennanite think Bruce Duncan would be inclined to do when there is such a wildly inconsistent regulator scrutiny being applied to issuers in the space? Zennanites are on the offensive casting negative aspersions at management of Canada Carbon …………… is that smart considering the massive deficits found in the Albany PEA? I've heard Duncan worked with/under Elliot Spitzer on a number of significant investigative files and I'm sure that is as surprising to Zennanites as it was to me. The guy obviously has a very long arms reach to many professionals that could be commissioned to compose a report on all peer group issuers who have not been exposed to the heavy hand of the regulators simply for the fact they are not aware of the issues that are clearly within the precedence being set in these clarification notices. Elliot Spitzer has nothing to do with this obviously, the point is that Duncan is not hesitant to have wrongs corrected and it wouldn't surprise me if calling out the regulators by bringing in a report that captures the breadth of the graphite issuer spectrum would be something that he drops on them. The problem for Zennanites is how that kind of action might impact the Albany PEA as the only result that could come out of it would be an all encompassing regulator dragnet which could get very ugly. I question why any Zennanite would poke a grizzly when they can so easily bleed, if the grizzly turns on them.