RE:RE:LLG - 43-101, 22 years of production, capex 90mm and mkt cap
Thanks. If I look at the focus graphite latest preso it shows synthetic prices around $6,000-$10,000/t. According to their presentation they can purify and supply into this market as well. It seems like everyone can and according to their PEA they have a pre-tax IRR of 36% on the project. There is a huge valuation disconnect between every other stock in the sector and ZEN