Emerging Graphene Technology Company

Hydrothermal Graphite Deposit Ammenable for Commercial Graphene Applications

Free
Message: Re: Darkest before the dawn...
4
Oct 15, 2014 10:06AM
7
Oct 15, 2014 11:04AM

I actually don't think the cost and the flow sheet will be the keys to the PEA. I think we know them to a reasonable degree already. We figured them out form the 43-101 and from there and from other information we believe the deposit is "low cost", "inexpensive', etc. to use words provided to us. The Company has even stated part of the PEA delay was to make it a single process that is even cheaper. But the cost being 'cheap' is in relation to the PRICE.

The PRICE(s) and the VERIFICATION of that price(s) is the KEY to the PEA being recognized by the market. Put yourself in an analyst's shoes - you read the PEA that says costs are $2,000 per tonne which is fine and makes sense; you read the selling price is $10,000 and you say that is great but where does this number come from? Unless we PROVE this price to the market the market won't accept it.An analyst would have to see verification in order to provide a recommendation.

We NEED price verification more than anything. Price verification brings the project 2 things (1) confirmation of the economics and (2) Validation of the product.

If End User A says "I will buy x tonnes of this graphite per year for $10,000 per tonne - this eliminates all possible doubt as to quality, purity, contaminants, product consistency, etc. If we received a news release today with the above information - what 'doubt' is left?

7
Oct 15, 2014 01:02PM
7
Oct 15, 2014 01:25PM
5
Oct 15, 2014 02:48PM
4
Oct 15, 2014 03:35PM
6
Oct 15, 2014 03:40PM
8
Oct 15, 2014 03:51PM
5
Oct 15, 2014 03:59PM
11
Oct 16, 2014 01:02PM
11
Oct 16, 2014 01:28PM
Share
New Message
Please login to post a reply