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Larry, I thank you for clarifying and answering my questions. The care you took in writing your response verifies your in - depth knowledge.
My takeaway is that your exclusion of synthetic graphene in additive (eg cement, rubber, in Israel) and energy storage applications (eg Ballard), is good news for Zen investors, As the very high native graphite purity applications are the current high volume (ZEN tonnage) and most lucrative (ZEN revenue-profit) to shareholders. These applications are currently deep into productization testing.
It would seem that low volume Synthetic graphene would be best for the low volume highly specialized (eg) medical / scientific applications fields. I assume this.
I would expect that an additive application -specific, and exclusive ZEN off-take term -supply agreement would be executed when the successful economic and volume test confirmations are received. The testing companies will want to secure their resource supply immediately after their final successful test confirmations. My timeline is by the end of 2017, and possibly sooner if there is more than one cement and/or rubber company testing.