What a great article. Well written and easy to understand.
Just got home was pleasantly surprised to see the share price rise today. Goes to show yesterday's sell off was purely emotional, panic stricken and short selllers taking advantage.
ZEN team's focus is to deliver the lowest cost, environmentally friendly process possible to satisfy all end users to make this deposit a one of a kind that will supply graphite for many different end users, especially the ones that demand the highest purity graphite and that is where the value is. My Theory - AE and ZEN management positioning ZEN for a take out value that will shock most. Customer's are anxious but ZEN is calm.
Purity is but one factor in determining mineral graphite’s desirability; structure and shape are also important. Previous tests already demonstrated a very high quality crystal structure, which led Zenyatta to allow over twenty potential end-users to start evaluating the graphite themselves. The Albany graphite is of the rare hydrothermal variety, which means that it occurs at naturally high purity levels and that it is very malleable. Both of these features add to its market desirability and value. The important and simple fact that investors should consider is that the Albany deposit has been proven to present a very high carbon graphitic content, which means the graphite is pure enough to compete with synthetic varieties. Zenyatta’s target customers are precisely the ones, who, until recently, had no alternative to synthetic graphite. The Albany deposit’s purity, therefore, allows Zenyatta to set ambitious sales targets, lithium-ion batteries, pebble nuclear reactors, solar power capacitors, wind power generators and graphene.
