Good points Q, I would add:

People should stop comparing CCB to ZEN outright. If CCB can optimize their flowsheet in any manner to get to 99.95%+ they will never have the reserves to sell large quantities. They have stated they are targeting the low volume niche high purity market - this makes sense for them. Recall what was stated by Dr. Charar at the AGM - the first question he is asked is how big is the resource? We have the purity, the low cost (CCB may end lower but we won't know their costs for some time) and the tonnage. Different target markets.

The Tesla's and Panasonics of the world wont be looking at CCB.