Zenyatta Ventures Ltd (ZEN-X)

A graphite deposit in Northern Ontario. Preliminary Economic Assessment has been overdue but came out today and, if good, it would lead to a bankable feasibility study. They should start presenting now and telling people what is going to happen, as it looks like now there may be some good value there.

Graphite. There is a PEA (Preliminary Economic Assessment) that is very, very late and is very complicated on high-end graphite that has gone to potential users trying to find a market. In this kind of resource environment, this one isn’t going to excite anybody. They would need capital to build the mill. By the company’s own admission, they are still 2-3 years away from that. If you like it, you can hold it, but he wouldn’t expect much out of it for the next little while.

(Market Call Minute.) A graphite deposit in northern Ontario. A speculative Junior. They are 3 years away from production and they need financing but at the same time an interesting story.

Small Graphite deposit in Northern Ontario. It’s almost tradable. PDA in March or April. There is something there and it looks economic.

(Market Call Minute.) Has a graphite deposit and has pulled back quite a bit recently. It is now at a level where he is going to see a prefeasibility study in the spring. Down here, it looks kind of interesting where you might take a punt.

A Junior mine in northern Ontario, which has a graphite deposit of 99% pure graphite so they don’t have to spend money on an upgrader. Has been a great performer. They are waiting for the 43101 resource in October and a PEA in the 1^st quarter next year. That will help to grasp numbers as to how big this resource really is. Now we just need the drilling and size to confirm and the stock will lift again if the number is good.

A mining prospect in the pure carbon stage of graphite. Very interesting development program. They will, of course, have to find markets for it.

A northern Ontario graphite play. 99.9% pure carbon deposits. There is no other deposit like it globally. It’s a bit early days so there are more drill results to come in August, a 43 101 in October and then Preliminary Economic Assessment (PEA) next spring when we’ll know more. Could see this go a reasonable amount higher. Thinks this is a ”move on news” type of stock.

Knows that this company is an extremely important holding by one of the gold mining analysts. It is an unusually rich natural graphite producer. Basically it is one of the best advancing traders on the front end of the market almost every day of the week. He feels he should look into this more.

Graphite player in northern Ontario and has had quite a run so he would be a little careful. Thinks their graphite asset is quite robust, some of the highest grades on record. Could pull back in the short term and that would be the time when you step in. Excellent management team.

Explores ultrapure graphite deposits in north-eastern Ontario. Quite small and is still in development. Not quite at the producing stage yet. Just came out with a really nice intercept today and the stock was halted. As purity levels on graphite goes up, profits explode. He doesn’t know which way it is going to go. It is early days to find a deposit, drill it prove it and finance it. There’s a lot of work to be done. Speculative.