The May 27/15 Investortel Jack Layton editorial explains very well, (IMO), the multiple preparation caused delays of the ZEN PEA, and provides clear evidence of the information release strategy being followed prior to the PEA/Bankable FSA.
As the article logic explains, it's all about the proven all-in costs within individual market sizes (eg) the recently released ZEN EV battery NR market size/definition presentation.
I'm looking forward to the next (final?) market definition presentation NR, and the Initial PEA collation of the economic numbers, "soon".
"Press releases about qualitative achievements such as the production of a “mixed con” or the separation of an individual element no matter how pure need therefore to be placed in the context of total system economics. The questions to ask are what is the cost “all in “ of producing this “product;” what is its individual market size; and based on these numbers is it “competitive.”
If not then as the philosopher said “cast it [the press release] into the flames.” - Jack Layton, may27. See more at:
http://investorintel.com/technology-metals-intel/a-mixed-con-is-a-mixed-blessing-in-rare-earths/#sthash.uBYH3OPh.dpuf
Peter.
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