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

To: jiggydo who wrote (6743)	2/16/2016 2:44:05 PM
From: GrumpyGus	Read Replies (1) \| Respond to of 22811

I haven't been much impressed with that chart. The numbers really don't mean very much, as many variables that enter the picture are ignored here. First off, it assumes the tonnage listed can be sold yearly. Does anyone think Syrah can sell 300+ tons/year, for many years? And it does not account for price/ton. Perhaps some of the flakers will end up selling at a (varying) per centage of what ZEN or CCB could get. While graphite pricing idiosyncrasies prevent accurate assessment, it would be a much more meaningful chart if it showed the capex relative to dollars produced. The bandied about numbers for CCB have been in the 1.5-5000 tons/year. The capex estimate from $20-33 million. The rough averages of those are 3000 tons and $26 million. I believe that results in a value of $8-9000, which I also believe is closer to ZEN's high than Syrah's low. Having said that, I now really hope the chart is meaningless. lol