I agree IC,

Zen is a mine after all and I don't see either Panasonic or Tesla buying a mine and hire a miner to get the graphite for them.However,one company with very deep pocket may offer an offtake agreement which will monopolize the entire supply of Albany till eternity and offer to finance building of the mine.If that happens,the future price of the precious product will also be capped.Will a company like BHP or Debeer see that happening without considering bidding for Zen themselves and name their price in the future accordingly?Besides,if the Capex turns out to be as low as presumed,how many major mining companys may wish to make competing bids for the ultimate prize.And it will be interesting to see how high will they consider to go.