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


To: dragon50 who wrote (16937)8/10/2018 6:48:40 AM
From: Garth3 Recommendations

Recommended By
Canseco
Inca2
Zen-Man

  Read Replies (1) | Respond to of 54161
 
A revised PEA could realistically push the NPV of the project into the 2-3 billion dollar range which would be a great 'starting point' for the company. Please remember that our revenue per ton can only go up (the ranges and target sales mix published in the PEA do not support 7500 per ton if you assume our product is merely average. Just think of how these changes could impact the NPV:

  • A sale price between 10-12K for just our graphite. Who knows how much they would value graphene in a PEA
  • A potential reduction in production cost for processing our graphite based on one of the newer new releases
  • The PEA used a production value of 30K tons per year. I don't recall the PEA giving a range of production volumes, but I do recall several posters on this board believing higher volumes were possible with the existing capex

Starting off with a materially higher asset value right after a new management group takes over would be a fantastic start for when we begin to raise money to fund the additional steps toward mine development.



To: dragon50 who wrote (16937)8/10/2018 2:17:14 PM
From: Zen-Man1 Recommendation

Recommended By
jiggydo

  Respond to of 54161
 
Thanks to all for the replies