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


To: ValuHunter who wrote (6989)1/15/2016 5:02:36 PM
From: Antlizzie13 Recommendations

Recommended By
cbs12311
ejasons
Elvan
George69
Glorieux

and 8 more members

  Read Replies (2) | Respond to of 54922
 
Finally somebody speaking my language. For sure you will be called crazy or whatever else. Yes, it sounds unbelievable at first glance but not many people understand graphite and cash this company will generate.

I'm not sure how long you have been a shareholder of ZEN, but back a couple of years ago several did speculate what value ZEN might attain. It brought a lot of debate and was taking a lot of attention away from what the company was doing. Today, it is a lot more clearer what ZEN has. There have been several who calculated ZEN's worth since but I feel those numbers are way too conservative. Most people think we are going to be bought out. If that is the case, then we will take a big hair-cut. To get these numbers you visualize, we will have to be into production and show profits. That may take another 3 to 5 years. The cash flow, earnings per share, and dividend should bring the numbers you mention. I am sure we will do it.

Zenyatta has turned into a big find, but it glory days are ahead of it, not behind us. The honour and recognition to see this to the end will keep those in charge of this company running it. They have put the right people in place already to do this. Who in their right mind would turn this over to somebody else? It could happen but the price would have to be right. It isn't $22 talked about. As AE went to the first PDA meetings in what seems like a century ago, he said Zenyatta would not be around for another PDA next year. Of course a lot happened beyond his wildest dreams to change his mind. I'm more than happy we are going to another PDA. If we knew all that is known and kept quiet behind closed doors, we could speculate better. I want to know a lot more than we do before I donate my shares to someone else too cheaply.

I look forward to some healthy debate and some constructive dialogue.



To: ValuHunter who wrote (6989)1/16/2016 1:32:47 AM
From: LTGoldBull215 Recommendations

Recommended By
3bar
Antlizzie
Bills16
Canseco
cbs12311

and 10 more members

  Respond to of 54922
 
"Buyout is Best Option to lower LIB costs" ValueHunter

No argument there as the most cost effective solution. The question of future ZEN valuation potential is the reason we are long based upon many scenario's that can evolve upon some type action(s) being taken.

The flip side is Today’s Market Reality of ZEN or maybe one should say Market Disconnect,

ZEN is very cheap,…How cheap is this Resource?

$34/tonne Canadian,…Canadian you say,…ya, ya Canadian, ha, ha, ha.(now near 69 cents)

(us$24/tonne) based upon 1.4 MT’s with 65M shares F/D at SP $0.73 or F/D MCap of c$47.45M,…now that’s a joke, not the Canadian.



Even using the PEA’s 680 Kt’s presents a valuation of the graphite of only c$70/tonne (us$48)



Using the In-Situ Valuation Metric, 10% there of would represent c$340/tonne (us$240/tonne)

Pretty crazy that ZEN is valued more than 50% less than the bottom of the barrel of what Amorphous Graphite sells for in todays markets (us$600-800/tonne) What does Synthetic Graphite cost to produce??? 6k – 10K and Albany has tested as comparable or better than Synthetics used in End-user products. Synthetic Producers have to also make a profit above that of the cost of production, but ZEN is valued at c$34/t today.



A big disconnect imo, that won’t be corrected until we see an official first bid, first offer, contract or strategic interest partner that will set true reality for valuation metrics based upon Albany graphite true pricing.



Hopefully that day comes soon, we wait for our justification to be proved being long, cheers, Mark



To: ValuHunter who wrote (6989)1/18/2016 10:48:27 AM
From: Steakhouse  Read Replies (2) | Respond to of 54922
 
VH - It looks like know one on this board is going to challenge your numbers. Being an accounting major in college, numbers can be manipulated to show good and bad outcomes. It is done daily in accounting by many companies. Other posters on other boards have challenged your numbers because they cannot post on this board. Who is right, who really knows. The final arbitrator is Mr Market. Their are some very smart (and dumb) people in the markets. All I am saying that if ZEN is/can be worth $123US per share, why is it sitting at a half a buck?