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Gold/Mining/Energy : CCB vs ZEN truth board -- Ignore unavailable to you. Want to Upgrade?


To: Thiess - ZEN who wrote (4215)2/16/2016 12:13:38 AM
From: LearntoTradeRespond to of 12350
 
As I said, I don't care what chief fellow predicts, especially in time domain prediction, lol

But you did raise some good points in my opinion with respect to greasing the correct hands. I'm sure it happens everywhere to some degree. And Quebec has its issues with that stuff. And notice I did not not use $20 million capex. $30 more likely. I also ran the numbers with $33 million. Used $4500/ ton cost on the graphite side. Asked if that seamed reasonable? And pushed marble cost to $45/ ton. Also asked if that was realistic?

It is this type of information that is valuable. At minimum, my job now is to substantiate what you say. You have provided something to look into. thank you. Of course my model also took this into account.

I hope I have opened your eyes regarding some of those zen adjustments. Funny how no one ever brought it up? Too blind to see it, or afraid of retaliation? But rest assured it plays into things. The 1.4 million has processing losses and is now getting dissected. Or should be dissected. Then you know where you stand, wink

Again, thanks for the input.



To: Thiess - ZEN who wrote (4215)2/16/2016 12:49:03 AM
From: LearntoTradeRespond to of 12350
 
As a positive addendum for the zen folks, you should realize that the numerous samples being tested are probably related to that costing and pricing matrix of the various purity and sizes. You see, you are never given the complete picture. So of a 50KG sample, what percentage was usable? Yield, right? You don't know. And this is a long process as seen by the large delay between your PEA and the next step, as yet not announced. The caveat is that it also demonstrates the need for the science community involvement to solve any met issues. And the very crazy suggestion/ rumor that all production is going to Tesla theory is hogwash. Perhaps some of it, sure? But it is not likely to happen yet because you can't know if it can come out of the ground, be processed and yield enough in that classification to fulfill Tesla's needs, let alone be economical. My research concluded chief was correct in his post on one of these boards regarding commercially viable caustic bake. I can't substantiate it ever worked commercially. And I say from experience that small scale lab results do not reflect real world outcomes.

Nothing ever progresses in engineering as fast as you flippers wish for. And I never placed time lines on future CCB milestones. Fact is, they might not get the permit? Tough love for me. But given the previous production history, CCB is not starting out blind.

The real issue I have with zen is the PEA holes and the lack of a published flow sheet and bulk pilot plant metrics. So, we are all in an unknown state, lol. Geeze my professor would dance if I ever told him my cell was in an unknown state. Fun times.