RE:EGZ VS ZEN One thing I havent readinteresting I think ur right....I think ppl are forgetting the reason why there is so much interest in zen and their lump graphite...it's easier and less costly for production. if another can achieve same purity via flake using cheap method to do so, isn't that just as good? unless lump has greater purpose and applications? didn't think it does. not to mention the cost to mine if it's deep in the ground as you mentioned which may offset whatever cost savings they have from high purity. I think zen will have a niche market with limited scale.....and they 1 year late out of the gates and perhaps have peaked too early. it will be interesting to see how syrah as they have the same stuff egz has but a lot more of it. but they are aleeady over $2.30 and market cap of $340M