RE:RE:RE:RE:RE:RE:RE:RE:Bashing?The buyers of this graphite are not new at this game. They know exactly what Zen's high purity graphite is worth. Zen is not at the "production level", yet, so it is pointless to even talk about that. These buyers you talk of, probably can't wait for when the time comes to discuss large volumes of high purity tonnage, knowing Zen has a proven resource of it. Guestimates about Zen's PR's would seem rather weak at this point, especially in light of the "biatches" making up their own different statements. But again, why do you care?
the_Chief wrote: bigask2013 wrote: I should add. If they did have end tests for projected various markets, wouldn't they release possible/potential end pricing and variable costs to produce as well? IE lithium market: Anticipated price and variable cost to produce for either purified to battery grade, spherical graphite and spherical&coated, not just provide an estimated percentage of total production? It is not just the test, but is it economical?
Its not there position to release pricing, its the buyers position. Because there is no market like Gold, that you can reference, its a barter system. So if a buyer is looking for 95% graphite with no iron or sulphides he bids on whats available, when the seller gets the bid, he can either accept or barter or just walk away.
So the question has been for months now, how does a buyer know what the stuff is worth if the seller cannot provide him consistent tonnage with the same qualities. I suppose you could deal in "what if's" but the end user will not give you a price on a coin cell if he needs .25 tons to make a functional li-on battery. So are there companies that would risk scaling up and saying "okay if you gve me this grade and purity level at volumes of 3000 tons, I will give you $XXXX, not sure there are?
Especially because when asked ZEN will not be able to say they can provide this level of purity and grade at production levels because they have not done production level testing. The more I talk about it the farther a substantial PEA is away. Guestimates without production level testing would seem rather weak at this point especially in light of the statements that the batches may be different.