RE:RE:RE:All Graphite Is and can Reach 6Nbigask2013 wrote: Pokerman..The cost to coat could be up to $2,000 per ton (per Syrah NR. release). We don't know if ZEN has included this cost along with the 80M capex it takes to spherical/coat, in their PEA. The full PEA has not been released yet.
Actually bigask we do know. preperation for all the markets listed in the PEA NR is not $2000 because fuel cell preperation requires a value add of Anode formation which is not accounted for. So what you have is NON=Value add prices of $2000
Where the problem arises is that the prices they are quoting are value added pricing on Graphite that does not sell for that.
So for Li-on assume $2000 + $1900 coating
For Fue Cell assume $2000 +Anode formation
ZEN must have forgotten to put in the value add prices lol Why? Because if you sell into powder market, value add is not needed in some of the lessor priced units. So it would be incorrect to state $3900 which will be the true cost for Production _Value add for Li-on if you are really selling into a $4K Powder market.