Alabama Graphite Corp. Com ABGPF

RE:RE:Syrah Rescources?

[pjmac101]

Hey Vessob, I think Tesla is not going to take any concrete actions with ALP until ALP can prove they can produce consistent battery grade graphite.  I am significantly invested in ALP (relatively speaking for my modest portfolio) as I believe in the story but I am not 100% confident in Don's ability to attract capital - in the video I watched of him at a UK or european junior stock conference (I forget exactly where it was) he seemed a little bit like a cheap used car salesman so I'm less confident in him and the ALP story then I was before.  I'm still invested though.  Also, does ALP have the people/technology/know-how to be able to produce the battery grade graphite consistently?  I heard the main people in charge together have lots of experience in mining business but does this translate into being able to execute on ALP's business plan?  If Syrah has the resources to produce the battery grade graphite, then why don't they just buy ALP outright and secure the graphite deposit?  Are they waiting because they don't believe that ALP has the graphite that they say they do?  This would explain why Syrah hasn't taken ALP over.  I mean ALP only has a $17M market cap. 
So now I am worried about:
1. ALP's technical ability to produce it (if they have the quality graphite needed
2. Don Baxter - is he respected enough to attract capital
3. Does ALP have the graphite quality needed to produce batteries
4. Assuming points 1-3 are overcome - can ALP find the resources needed to ramp up and run a consistent processing/manufacturing facility? 
5. Why did ALP at one point need that university professor and now they don't?  Are they looking to replace him?  If I was the professor - if I thought the ALP story was really lucrative I would not have left.  So this worries me.  If ALP needed the professor's technical know-how and now this professor left.. do ALP doesn't in fact have the know-how in house?
6.  Why did ALP need 2 CEOS - and now they only need 1?  Was it to save $?  Why did the co-CEO leave? Did he lose faith in the story?  I know this is a small cap but what is the BOARD thinking with their initial strategy of 2 CEOs and now 1?  What changed or what is the problem?


It sounds like I am bashing ALP, I am hopeful they can execute but I am worried about all these risks.