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

To: Garth who wrote (11013)	1/15/2017 11:05:36 AM
From: I_C_Deadpeople	12 Recommendations Recommended By Antlizzie Bills16 Canseco cbs12311 Garth and 7 more members Read Replies (2) \| Respond to of 54496

I think we all know the $7.5K selling price is ultra conservative. At this point I would look to $10K as a reasonable number. This, and the additional annual tonnage (again the 30K tons was ultra conservative) will have a far greater effect on the project NPV than the cost reduction. If that can be driven down to $1,750 (a reasonable reduction given more knowledge and the leadership on this from a dedicated experienced professional) that would be fantastic. Throw all three of those in the blender and the NPV is huge. Graphene - the number being bandied about is $20 per kg COST for conversion to graphene. We also know what the selling prices are like per gram so this could have an enormous impact on the project NPV. Even if Zen (or the miner) is not the processor of the graphene; just the fact that the graphite is suitable for higher end uses once converted to graphene provides a higher value to end users.