thiesst wrote: GREAT POST WORTHY OF A RE-READ
outtahere58
RE:Assessment
Here is what people see, as opposed to what you write.
Zen: 1) Proven to date resource of almost one million tones and inferred of more than 400,000 CCB: 1) No proven resource. some old stock piles from a century ago. Not true, Stockpiles plus 100s of meters of channel and trenching, but you can believe what you would like.
Zen: 2) PEA imminent now that SGS work is finally complete. Much delayed, yes, but based on ensuring the PEA addresses the issues that end users and potential buyout targets will need to see addressed and explained. Really? Do you think they will go for a Leco test on 99.9% when error is up to 1.4%?
CCB: 2) No 43-101, No PEA and until to months ago, when CCB was forced to withfraw two NRs becaue it could not back up statements in them, there had been little indication there was going to be one. Again, Not true, no NRs were retracted it was a single presentation and a page within that presentation.It was mistakenly included in the presentation when it was posted to the Website. It was not part of the formal presentation in Berlin. Period, but again, spin as you wish.
In fct chief said he would drp the stock if it went that rout. when the PEA was announced, chief guess it would take three weeks. Thats true, that was before we decided to Permit Asbury and build our own facility. Prior to the point where the decision was made to Permit the Tailings pond at Asbury, the intent was to rail the 3/4 minus out of the miller facility to an end user. PEA at that time was simple. Dig= $1.20 Crush=$1.20 Load =$1.20 dump at train =$1.20 and load Ore cars=$1.20
So the PEA was to be quick. Then suddenly we started getting more 9's and it made it much easier for us to go the full monty.
As of writing there is no way of knowing when CCB will complete a PEA or how detailed it will be as there is still no sign of a resource estimate being available. Thats also true. However, you misinterpret the reason for our PEA. Our PEA is not to create the steps to a PFS and BFS and massive spending like ZEN's. Ours is to build a business plan the Quebec gov will be willing to sponsor with loans or Grants. So the intent is a 5 year plan, at this point. But I learned early in my life that just because I don't show you my hand, that I don't have one!! You never embark on a PEA unless you do have at least a 5 year resource. As much as you trust AE, I trust Duncan.
Zen: 3) Zen's 43-101 and PEA is the work of the highly respected RPA, which has absolutely no ties to Zen and can be seen to be 100% independent Ah So? Everyone seeking a PEA is the same to insinuate otherwise is a mistake one poster has already made. Are you stupid enough to do the same?
3) Zen has also engaged a highly respected company, but there is a Caesar's wife issue for some as it has ties to an advisory board member hired by CCB. Yup you are stupid enough... not smart
Zen: 4) Has: - Top people in graphite field in which it seeks to break through and the experience of an insider who lived through the Diamond Fields buyout. - 35 NDA with leading companies and institutions. - Grants from the federal and Ontario governments, both directly and in terms of fuel cell research being done with a leading company. Okay? You are about 2 years ahead of us. But the gap will close this summer and we will be ahead of you.
CCB 4)CCB has: - excellent purity results so far, but no resources and no indication that its nuclear grade purity meets all other requirements for nuke market or economic feasibility. It has not announce any grants or NDAs, but did recently state it is talking to potential end users. - Has sent a 20 tone sample to an interested European party - this is intruiging, but no word yet it will lad to anything further. What if I were to tell you we have many more NDA's signed then ZEN does, would that really make a difference to you? Do you realize NDA's mean nothing? If you really want to tout NDA's as ZEN has, then what you really need is the number of NDAers that have come back for a second, third sample. You will find its far less then 35 but that no longer fits your story does it? It truly is a useless measure and shows how juvenile the use of NDAs are. I have an analogy. Have a gorgeous girl walk into a bar and ask all the guys there if they will sign an NDA and she will get naked. If not everyone signs, its probably because they are gay lol So walking into a graphite company and saying I got great graphite and having that party sign an NDA to get some is no different. Yet for some unknown reason ZEN people hang onto this NDA thing like its proof they are marbleous lol Its really quite funny. Speaking of Marbelous...........
- Apparently has a marble producer chaffing at the bit for access to marble deposits on CBC's property. $24 a tonne for crushed marble, and possibly up to $700 a tonne for slabs it these can be obtained without crushing to separate any graphite.
Hmm the marble slabs is in one section of the property, the marble with graphite in an adjacent area. Extraction permits will be sought for that purpose. The area for slabs is supposedly 300mx100mx60m which would mean about 500,000 tons of marble. I think we will be lucky if we can get above $150 a ton, but lets use $100, thats $50,000,000 in marble.... nice offset for the graphite processing, eh what?
Of course there are some things CCB has working against it that Zen does not. For example:
1) CCB and those who seem to speak for it on these boards have made priority of launch threats and legal actions against posters. And LtGoldBull has not done the same through the OSC comments where he alledges criminality? Then published it here????? Are you that daft?
I have never called anyone a criminal, he has and he names names. Sorry, you lose on this one. The people that you say have been threatened have received Cease and Desist orders only. Its a warning that if you continue down the same route, you can be sued. It is a requirement by law. No one that I am aware of that owns CCB has ever received a cease and desist, other then me, that I am aware of. I was told not to use Quiney or Quincey12 ever again ROTFLMAO and told me he had sent it to his " LAWYER for action . The real estate lawyer he sent it to, shook his head, would not take his case, wonder why? lol
2) Chief Bob G and Hoov have made themselves the voice of CCB on these boards and elsewhere.
These are just a few reasons why Zen is trading where it is, and CCB is trading where it is.
Hope that helps explain things for you Chief. - Yes, I suppose this does, it shows how narrow minder the group of 14 really are. You seem to think the Chief Bob and Hoov (I note its no longer the 4 amigos, so you got smart suddenly) are the CCB speakers. What do you call Quincey, Thiesst, outtahere58, Glorieux, formerTN, vette2009, Threshold, (ask Threshold about his CCB confidentiailty agreement and how much he was to be paid for acting on behalf of CCB? Oh you did not know that? Whoops!!!!)
Are these people ZEN speakers? If so, whats the big deal that Chief BobG and Hoov are CCB speakers? Are we not allowed to defend our stock too? You guys can be real simpletons sometimes, you see everything from your side only. Never anyone elses. Its why you are out here on SH. Absolute Chit for brains.