Already been done G:
Message 30584960
And not much has been added since...
Conservatively saying that only a 4% cement saving would result (even though it looks closer to 10%) in $10/$20K per tonne for albany (and how that would mushroom the NPV of the PEA (or PFS)) to wwll over the $1-2B range, may seem crazy, but cement is a massive market, and that industry is already used to paying for additives, based on the commercial value they add versus how easy it is to supply such additives.
It's not easy to suppy albany graphite unless you are zenyatta. So, let's say that the cement saving would be as high as 5% with any other form of graphite-derived graphene additive, but because of the unique characteristics of the albany graphite, it can achieve a 9% cement savings (on a bunker, bridge, building, nuclear reactor, etc.)...then that same 4% difference over and above what anyone else can do with a substitute product will lead to that same $10-$20K/tonne sales price I mentioned in May when that news came out.
As the infamous D of Chiefdom dread would say....
Capice?
PS: we are only months away from institutional buying, imo. That is the phase we are about to witness over the next year, and that is the role of our new executive. It shouldn't take a rocket scientist to look at that life cycle of a stock graph, and see that the upswing is soon to be obvious. A TA break of resistance ($1.80 level) based on a bit of news and/or buying activity...
The bears/accumulators will try to stop this there. It won't work, and $2 gets you $5. $5.50 gets you $10. :-) |
