RE:RE:RE:RE:RE:thechief's New Theme SongWhat am I missing here Chief? It looks like you are suggesting the reason that the graphite they sent under the NDA's to the end users had to have been damaged was because they have flow sheet issues. Aren't the flow sheet issues as the relate to the PEA and trying to develop a single circuit process? Wasn't the graphite sent to end users refined using an entirely different (bench scale) process?
And then you make this statement..
How can a graphite be nuclear purity, yet not piure enough for your clients? Easy answer they tossed inthe word purity so you would not realize that they really mesnt characteristics. I figure they ruined the conductivity and resistivity numbers Who said that the graphite isn't pure enough for our clients? You did - in the previous post that you just said you didn't know for a fact is true. It looks to me like you are using your own assumption that the graphite wasn't right for the clients to prove that the graphite wasn't right for the clients.
I'm no graphite expert, far from it, but I am trying to gather as much information as possible on this. As far as I can tell, one of, if not the biggest risk to ZEN is that the graphite isn't right for the end users. It looks to me like you've simultaneously said the graphite isn't right for end users, then said you didn't know that for sure, then attempted to say you assume it isn't right for two reasons, one being irrelevant (the flow sheet) and one being that you've previously written that it isn't right. Neither of those to me seem to be anything approaching relevant reason.
Am I going crazy again? WTF am I missing?
the_Chief wrote: Of course I do not know that for a fact. However, its the premise I have used since seeing the crystallinity tests in 2013. That NR led me to believe that they had flow sheet issues. I would suggest that the new flow sheet is "more viable" then the last one. However, the mere fact that AE avoids telling you what flotation numbers actually are makes me still suspect its not "viable enough" ie. UP TO 92.5%".
So if the purity is not up to client specs yet at 99.95 then my assumption still is, that its notthe purity at all. It is the flakes have been ground sufficiently to destroy the characteristics of the flakes.
None of you even bother to think what tbe NR mesnt. How can a graphite be nuclear purity, yet not piure enough for your clients? Easy answer they tossed inthe word purity so you would not realize that they really mesnt characteristics. I figure they ruined the conductivity and resistivity numbers
ceosss wrote: The bolding didn't come out very well. Specifically, I'm wondering about this line:
All the samples up till now are either damaged or otherwise.
Can you elaborate?
ceosss wrote: the_Chief wrote: I always find it interesting how people can rationalize both situations at once and no one questions them. Probably the best calls I have ever made can be attached to ZEN. Including the bottom of $1.04. Yet somehow even though flawlessly right on ZEN, including the last call to buy back before the 20th to take advantage of tax loss sellers buying back, I somehow am disliked for being right lol
Example 2 where I have been wrong CCB is somehow held against me for being right on ZEN.
So if you look at the last predictions on ZEN I have said the following
1) Bottom $1.04
2) Trade $1.34-47
3) Pop 1.56 which may signal run to $1.80 as tax losers by back
5) End of Jan PEA or collapse to $1.36
6) Trade $1.29-47 while you wait for May/Jun PEA
CCB I have been wrong. The VSE Index has not helped, but, the nice thing is CCB should be trading at .37-.52c right now. So risk is as close to zerovas you can get, of any stock I have ever owned including ZEN
ZEN
1) The reason AE was quoted as saying there was no money in concentrate when he delayed the PEA was because there was NO MONEY IN HIS CONCENTRATE!
2) Thats because he had no viable flow sheet. The process was neither cheap or easy
3) I believe they had to do alot of grinding and that not only killed their large flakes but also damaged their smaller flakes
4) So at notime has ZEN been able to sell concentrate for a good profit using their previous flow sheet. Thats why when others were laughing at me saying there would be no PEA IN 2014 . The addicted kept saying "run out of town" as some sort of guarantee their would be a PEA.
So why do I believe you will not have a PEA till May/Jun? Its easy. All the samples up till now are either damaged or otherwise. The same samples that AE proclaimed that THERE IS NO MONEY IN CONCENTRATE so went designer.
SGS DOES NOT DO DESIGNER. So my bet is the 7-46 micron grinding is being called "designer"!
So he has three options. Release a PEA with a poor price per ton. Or wait for any new samples from new flow sheet to be tested by end users MAY/JUN.
Or thirdly drill more in spring and do a production level test with the new flow sheet and see what you get.
Have a nice day.
Chief, I've seen you insinuate this before, do you know this for a fact?