Zenyatta Ventures Ltd. (WKN: A1JWH7)
http://business.financialpost.com/2013/08/27/...est-graphite-deposit/
Mal sehen, was draus wird:
Der Kurs kann natürlich überall hingehen... sowieso...
Aber die reden dort von "Flocken", das ist meines Wissens nicht dieselbe Qualitätsstufe, oder?
Ich bezieh mich hierauf: http://www.zenyatta.ca/upload/documents/...s-zenyatta-pdac-3-marc.pdf
S. 17: Preise für flockenförmigen Graphit ( = Alabamas Typ?): 500$ bis 2000$ pro Tonne, hingegen Preise für hydrothermalen Graphit (= Zenyattas): die seien bei 5.000$ bis 30.000$ /t.
Dann sind 7500$ sehr konservativ angesetzt!
Versteht mich nicht falsch ich mach eure mine nicht schlecht in keiner Weise warum auch nur man muss sich im klaren sein das man für den Rohstoff Abnehmer braucht und in der Preisspanne wirds hald schwierig werden . Man weiß auch von Alp noch zu wenig Fakt ist sollte es so kommen wie von Fachleuten in Studien ausgearbeitet wird die kommenden Jahren sehr viel graphit bzw. Graphen benötigt .
Wie schon einmal erwähnt es ist lediglich meine Meinung und will euch nichts schlecht schreiben .
LG
Wobei zu genau dieser Alternative die Meinungen neuerdings geteilt sind...
Weiter oben ist ja schon darauf verwiesen worden, dass Zenyatta das noch mal untermauern sollte, dass die geschätzten Verkaufspreise erzielbar sind, sonst wird der Markt kein Zutrauen fassen können, bei dem Kursrutsch. Der Kursrutsch ist schon fantastisch.
zu dieser Aktie zuletzt zu hören war, würd ich für mich so zusammenfassen: Die Abschätzung der Wirtschaftlichkeit ist ausgegangen von den vermuteten möglichen Absatzmengen pro Jahr, und hat diese für 20 Jahre hochgerechnet und für einen gegenwärtigen Projektwert abdiskontiert. Daraus ergab sich, dass nur etwa die Hälfte der vermuteten Ressource in die Berechnung Eingang fand, was manche Leute sehr irritiert hat.
Es bedeutet aber demnach nicht, dass die andere Hälfte nicht wirtschaftlich abbaubar wäre. Es erklärt sich vielmehr daraus, dass alles was später als 20 Jahre von jetzt aus verkauft werden kann, zu weit entfernt ist um jetzt schon abdiskontiert zu werden, -- aber nicht, dass man nicht mehr zu bieten hätte.
Und alles hängt natürlich an der Schätzung der vermarktbaren Mengen, da seh ich aber ja große Spielräume und Unsicherheitsfaktoren, selbst wenn man "nur" 20 Jahre vorausschauen will.
Ich halte dieses PEA für nichts als eine standardisierte Rechengröße, und vielleicht sowieso auch for ein worst-case-Szenario. Meine eigenen Fragen sind damit vorläufig beantwortet und ich werd hier dabeibleiben.
Zenyatta, Ballard to work on fuel cell technology
2015-08-12 13:41 ET - News Release
See News Release (C-ZEN) Zenyatta Ventures Ltd
Dr. Bharat Chahar of Zenyatta reports
ZENYATTA VENTURES AND BALLARD POWER COLLABORATE ON FUEL CELL TECHNOLOGY RELATED TO ENERGY STORAGE; TESTING BY BALLARD ON ALBANY GRAPHITE EXHIBITED HIGH THERMAL AND CORROSION RESISTANCE PROPERTIES
Zenyatta Ventures Ltd. plans to collaborate with Ballard Power Systems Inc. on high-purity graphite required in components of fuel cell technology. A first step screening process on Zenyatta's Albany graphite confirmed its suitability for use in the bipolar plate ("BPP") and gas diffusion layer ("GDL") for fuel cells. High thermal stability and corrosion resistance is critical in the performance of these components in fuel cells. This research into fuel cell innovation was supported by technical, advisory services and a financial contribution from the National Research Council of Canada Industrial Research Assistance Program (NRC-IRAP).
Highlights:
Zenyatta graphite exhibits high thermal stability and corrosion resistance under Ballard testing;
Early testing shows Albany graphite to be suitable for BPP and GDL fuel cell components;
Zenyatta and Ballard plan to build components and further test these in fuel cells.
Dr. Rajesh Bashyam, Senior Research Scientist, R&D for Ballard stated, "Thermogravimetric Analysis (TGA) results showed that all Albany graphite samples had high thermal stability under the Ballard standard TGA protocol. Under this protocol most forms of graphite undergo complete thermal decomposition at around 860degreeC to lose all carbon. On the other hand, Zenyatta's Albany graphite samples only lost 60 - 65% even at 1000degreeC. The detailed investigation clearly indicated that the Albany graphite exhibits excellent thermal stability and this can be used advantageously in the sub-components of fuel cells, in particular as the gas diffusion layer material. Also, corrosion resistance is an important requirement for an electrically conductive material like graphite used as a component material in fuel cells. Our testing results revealed that Zenyatta graphite samples of a certain particle size were found to be more corrosion resistant than typical graphite."
The initial test screening was conducted by Ballard for purity, particle size, corrosion resistance, thermal stability and other desirable properties for use in fuel cells. These tests revealed Zenyatta's Albany graphite material to be suitable for use in hydrogen fuel cells with further advanced testing planned. Testing results were obtained from a lab-scale sample provided by SGS Canada Inc. ('SGS') solely for the purpose of providing early evaluation on the suitability and effectiveness of Albany graphite in these component applications.
Dr. Bharat Chahar, VP of Market Development for Zenyatta stated, "We are very pleased with these results from the Ballard testing. The purity and particle size of the Albany graphite material provided was already in the range needed for fuel cell applications, and therefore no further milling or purification was needed. Due to simple mineralogy, high crystallinity and desirable particle size distribution, Zenyatta's Albany graphite has shown first screening specification ranges needed for the hydrogen fuel cell components. While further tests are ongoing to verify other performance characteristics, this initial feedback on results is extremely encouraging and quite promising for our upcoming advanced testing."
Zenyatta commenced a market development program several months ago to initiate validation of Albany graphite in high purity graphite applications. Since the start of this program, the Company has had detailed conversations with more than 35 graphite end-users, academic labs and third party testing facilities in Europe, North America and Asia under confidentiality agreements. Many of these organizations requested a specified amount of purified Albany graphite produced at the SGS site during the development of a process flow sheet. The samples produced at SGS are experimental in nature and may differ slightly from batch to batch and may also differ from the final product in the future. However these samples are representative of the product that could be processed and provide a good initial assessment and guidance for the potential of Albany graphite for various applications.
The goal of these initial samples was to screen Albany graphite for suitable applications while gathering feedback from the end-users and testing facilities to improve the overall properties for high value applications. The Company is now starting to receive feedback from several end-users and independent labs, some of which received repeat samples. Information from this initial test program will be used to further define the Company's product and market strategy and set the stage for next steps in development. Zenyatta plans to provide its stakeholders with brief periodic updates on the progress as meaningful information becomes available on the market and business development.
Fuel cells and batteries are used in energy conversion and storage applications. A battery as an energy storage device will stop producing electrical energy when the chemical reactants are consumed and then needs to be recharged. The fuel cell is an energy conversion device and will produce electrical energy as long as the fuel and the oxidant are fed to the electrodes. There are many types of fuel cells used in various end-use applications including transportation, industrial equipment, stationary power generation, back-up power, aerospace and defense. Various fuel cell technologies have been developed to convert many different fuels to electricity at high efficiencies. While fuel cells were first developed in 1960's for niche applications such as generation of power for space vehicles, a large amount of R&D has been conducted over the last fifty years and resulted in much wider use of this technology. It is now considered a "green technology" for use in many applications. Since the fuel cells can be designed to use different forms of fuel, this is one of the leading technologies for sustainable generation of power in small to medium sized industrial applications.
Graphite for this market has to meet many challenging performance characteristics before it can be used in a Fuel Cell. The traditional graphite material used in bipolar plates is usually purified using expensive hydrofluoric ('HF') chemical or thermal processes. Zenyatta has developed an innovative purification system on its unique graphite material that does not require use of these traditional and environmentally damaging processes.
Graphite is used in the bipolar plate as an electrically and thermally conductive additive. Bipolar plates, which are a major component of fuel cells, are made from high purity graphite. These plates need to be impermeable to gases, have good electrical conductivity, high strength, low weight, good resistance to corrosion and should be easy to manufacture in large quantities.
Graphite must be high-grade (> 99.9% C) with low impurities with a viable, low cost purification process. Smaller amounts of graphite or carbon materials are used in the gas diffusion layers and the membrane electrode assembly of fuel cells, as a catalyst support, as coatings for the bi-polar plates, and in solid oxide fuel cell (SOFC) components. Gas diffusion layers use high purity, fine graphite powders for controlled porosity and low electrical resistance.
Based on research and dialogue with end-users, at this point in time, Zenyatta expects to have a targeted market application segmentation which includes 20-25% for high purity graphite in Fuel Cell products, 25-30% in Lithium-ion batteries, 25-30% in powder metallurgy and 15-30% from other applications. The Company is in discussion with end-users on other types of high purity applications that could possibly change the market segmentation. Markets for fuel cells using hydrogen as fuel are growing rapidly and high performance graphite is a significant component of these fuel cells. More information on the hydrogen fuel cells and their end-use markets is available on Zenyatta's web site.
Dr. Bharat Chahar, P.E., VP Market Development for Zenyatta, is a Qualified Person for the purposes of National Instrument 43-101 and has reviewed, prepared and supervised the preparation of the technical information in this news release.
We seek Safe Harbor.
© 2015 Canjex Publishing Ltd. All rights reserved.
http://german.china.org.cn/txt/2016-04/29/content_38349802.htm
Graphen ist neben Li-Ion-Batterien, Fuell-Cells, Powder Metallurgy ein weiteres Marktsegment für das natürliche Hydrothermal Graphite von Zenyatta.
http://www.zenyatta.ca/article/press-release-1409.asp
http://www.siliconinvestor.com/readmsg.aspx?msgid=30555920
Positive Feedback From Global End-Users Concluded That Additional Samples for Scaled up Testing Is an Important Step for Further High-Purity Albany Graphite Product Development
THUNDER BAY, ON--(Marketwired - May 02, 2016) -
NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES OR FOR RELEASE OR DISSEMINATION DIRECTLY, OR INDIRECTLY, IN WHOLE OR IN PART, IN OR INTO THE UNITED STATES
Zenyatta Ventures Ltd. ("Zenyatta" or "Company") (TSX VENTURE: ZEN) announces that it will be offering rights (the "Rights") to holders of its common shares (the "Common Shares") at the close of business on the record date of May 13, 2016, on the basis of one right for each common share held (the "Rights Offering"). Fifteen (15) Rights will entitle the holder to subscribe for one Common Share of Zenyatta upon payment of the subscription price of $0.75 per Common Share (the "Exercise Price"). The Rights Offering will be conducted in Canada and to shareholders outside of Canada who are eligible under certain exemptions. Shareholders who are resident outside of Canada are requested to contact the Company for further details.
The Rights will trade on the TSX Venture Exchange under the symbol ZEN.RT commencing on May 11, 2016 and until 12:00 p.m. (Toronto time) on June 3, 2016. The Rights will expire at 5:00 p.m. (Toronto time) on June 3, 2016 (the "Expiry Time"), after which time unexercised Rights will be void and of no value. Shareholders who fully exercise their Rights will be entitled to subscribe for additional Common Shares, if available as a result of unexercised Rights prior to the Expiry Time, subject to certain limitations set out in Zenyatta's rights offering circular.
Details of the Rights Offering will be set out in the rights offering notice and rights offering circular which will be available under Zenyatta's profile at www.sedar.com. The rights offering notice and accompanying rights certificate will be mailed to each shareholder of Zenyatta as at the record date. Registered shareholders who wish to exercise their Rights must forward the completed rights certificate, together with the applicable funds, to the rights agent, Capital Transfer Agency Inc., on or before the Expiry Time. Shareholders who own their Common Shares through an intermediary, such as a bank, trust company, securities dealer or broker, will receive materials and instructions from their intermediary. The Company will not issue or forward rights certificates to shareholders resident in a jurisdiction outside of Canada (the "Ineligible Holders"). The rights certificates of Ineligible Holders will be issued to and held on their behalf by Capital Transfer Agency Inc., who will, prior to the Expiry Time, attempt to sell the rights of Ineligible Holders on such dates and at such prices as it determines in its sole discretion.
There are currently 58,954,016 Common Shares of Zenyatta outstanding. If all of the Rights issued under the Rights Offering are validly exercised, a total of 3,930,268 Common Shares will be issued under the Rights Offering with gross proceeds of approximately $2,945,000.
Zenyatta intends to use the net proceeds of the Rights Offering to further the positive market and business development program initiated over a year ago for validation of Albany graphite in high purity graphite applications. This will include production of additional high purity Albany graphite samples for testing by end-users, academic labs and third party testing facilities in Europe, North America and Asia under confidentiality agreements. Production of samples will also provide added insights into the scale up of the purification process with optimization analysis and potentially associated cost reductions. Many of these organizations were provided a small amount of purified graphite material. These tested samples provided a good initial assessment and guidance for the potential of Albany graphite for various applications that included batteries, fuel cells, powder metallurgy and graphene. The positive feedback concluded that additional samples for scaled up testing is an important step for further development of Zenyatta's Albany graphite material as a substitute for existing synthetic graphite in use today.
Standby Commitment
In connection with the Rights Offering, Zenyatta will be entering into stand-by purchase agreements with investors and insiders in an amount to be determined. In consideration for providing the Stand-By Commitment, the Stand-By Purchasers will be granted that number of common share purchase warrants (the "Stand-By Warrants") equal to 25% of the Stand-By Shares purchased under the Stand-By Commitment. Each whole Stand-By Warrant entitles the holder to acquire one Common Share for a price equal to the Exercise Price until June 4, 2018. A further announcement will be made regarding the standby commitment before filing the rights offering notice and rights offering circular under Zenyatta's profile at www.sedar.com.
To find out more on Zenyatta Ventures Ltd., please visit website http://www.zenyatta.ca/
http://www.zenyatta.ca/article/press-release-3433.asp
http://www.zenyatta.ca/article/press-release-3435.asp
Kurs läuft auch wieder auf Hochtouren in Richtung Norden