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"Revenue stream of 100 mill? Try Gross Margin of 240 mill. That's already set up with the contracts to buy enough GO for 3 billion mask equivalents over 6 months. Do the math @ 4 cts a mask. (Zen gives a range of 3-6 cts a mask) The contract is a 6 billion annual run rate. 6 bill times 4 cts...... 240 mill Gross margin (not Rev, Gross margin) If we assume a 50% margin, Rev would be about 480 mill.... Market cap is therefore approx 1 times sales of masks/mask equiv line. Nothing yet said of the spit test contribution, which was said to be out 1st qtr. (another Line) Treatment silver/GO Line prob will take a year or more, but de-icer stuff, maybe a year. Then there is the Biggie.... fuel additive... 2-4 years??
ZENYF (Zen.v) going Nasdaq... New Manufacturer plant boost Cap 25X current plant (End of Year) More IP applied for.... Yada yada. good for a 10x over next year or so.....
Hi guys and gals.... been a while. this board has been crickets for so long, I migrated to the SI board. Since things are picking up, I thought I'd stick my head in. IMO, the next 5 or 6 months are going to be EPIC. If looking for more Info, check out SI, CEO, or Reddit. Reddit seems to be better for navigating and finding real intel. SI's 2 zen boards are better for conversations. Back later.
South Africa to Manufacture Immunities Vac.
https://www.yahoo.com/finance/news/immunitybios-covid-19-vaccine-manufactured-113903835.html
If your really interested in Zenyf (ZEN) start reading the news starting Fall of 2019...gives context to the New Corp Presentation (Feb 5th 2021), found on their investors page on their home web site. Co. really IS at the cusp for great growth and Rev. Also, hell of a news cycle over the next 3 months.
Not here to "pump" the stock, Looking more for Investors that will hold for a while.... Lot of the current holders have been in for 7 years, and a bunch of them switched their shares to their Canadian retirement Acct's. Ie. very long time holders. Most active message board following the stock is the silicon Investor's board...there are 2 boards there.
Not going to hold your hand, but doing your own DD is more effective than anything I can say.... and more trusting.
The "Pill" NOW being tested in S. Africa:
https://www.researchprofessionalnews.com/rr-news-uk-innovation-2021-2-covid-vaccine-pill-enters-clinical-trials/
ZEVYF (ZEN.V) Zen Graphene Solutions: Good to accumulate now. At the cusp of making real money now. New (yesterday) Corp Presentation
https://www.zengraphene.com/wp-content/uploads/2021/02/2021-02-ZEN-Investor-Deck.pdf
A near future:
ZEVYF (ZEN.V) Zen Graphene Solutions: Good to accumulate now. At the cusp of making real money now. New (yesterday) Corp Presentation
https://www.zengraphene.com/wp-content/uploads/2021/02/2021-02-ZEN-Investor-Deck.pdf
ZEVYF (ZEN.V) Zen Graphene Solutions: Good to accumulate now. At the cusp of making real money now. New (yesterday) Corp Presentation
https://www.zengraphene.com/wp-content/uploads/2021/02/2021-02-ZEN-Investor-Deck.pdf
Time to look at ZENYF again. (ZEN.V in Canada)
Motley Fool just came out saying they like NK better than FATE. However, NK still not in their top-ten.
Very much agree... If follows it's pattern over the last year... we'd get another 30% pop and a sharp reverse..( look at the previous 2 halts) then stabllization for a few weeks to a month and a half. BUT (and kinda big but) Zen's going to have a lot of very positive NRs over the next 3 months, and I don't know if they will improve the price, or just give us a stable current price. If we have a profit taking sell-off, don't think it will last long.
Who knows, Most of what we are expecting would NOT require a halt.
New Doc Dube interview (sat Dec 12) approx 40 min. Gives among other things, refined time-line, and mentioned new plural IP applications over next 3 mo.
Zen Graphene (ZEN.V) CEO Interview- Francis Dube - YouTube
ZENYF (or zen.v) ready for another run.
News article. really connects the dots.
This Hearst-area mining solutions company has the answer to contain COVID-19
ZEN Graphene Solutions 'inks' sales agreement with Collingwood manufacturer to provide protective coating for PPE
18 h By: Ian Ross
Trebor Mask 1
Collingwood-based Trebor Rx's Pro+ Respirator Mask will contain a special graphene from Northern Ontario-mined graphite material that's lab-proven to kill the COVID-19 virus. (Trebor Rx photo)
ZEN Graphene Solutions, a technology company with a Northern Ontario graphite deposit, has come up with a mineral-based solution that kills the COVID-19 virus when applied to personal protective equipment (PPE).
The Thunder Bay and Guelph-based company developed a graphene-based virucidal ink coating that can be applied as an agent to N-95 masks or fabrics that, third-party lab testing shows, is 99 per cent effective in rendering the COVID-19 virus inactive, thus giving health-care workers that an extra layer of protection.
ZEN Graphene has a high-grade graphite deposit, west of Hearst, that was first discovered in 2011.
The anti-viral ink formulation they've come up with is from a processed graphene product pulled from bulk sample material extracted at its Albany deposit near Constance Lake First Nation.
The company had sent the ink material off to Western University's biosafety lab in London, Ont. earlier this year to determine its effectiveness at killing the virus.
Within days of ZEN publishing the exceptional lab results in September, calls started pouring in from global PPE suppliers, including from Trebor Rx CEO George Irwin, leading to ZEN signing a binding letter of intent with the Collingwood-based manufacturer.
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Trebor expects to receive Health Canada approval imminently to begin early production this month on a patent-pending reusable respirator mask that will use ZEN's graphene-based virudical coating.
Trebor expects to hire between 80 and 100 people for a Collingwood production plant by early 2021 to make more than 700,000 masks a day. The ink can be applied to face masks, gowns and other fabric by dip coating or spray coating.
The signing of the binding agreement was lauded by ZEN as a "watershed moment" for the company.
"It's incredible," remarked Greg Fenton, ZEN's chief strategy officer, in marvelling how fast the deal came together.
The initial order with Trebor is to supply enough ink coating for 100 million masks at a minimum.
"We expect that to be a small fraction of what the actual number will be," said Fenton. He thinks his company will be able to produce enough ink for about 10 billion masks by next year.
Trebor will also be rolling out a three-ply surgical mask with ZEN's viricidal protection.
But there could be even more manufacturers in the mix.
Since their Sept. 22 release of their test results, Fenton said they've fielded calls from more than 30 companies in Australia, South Africa, South Korea, Denmark, and the U.S.
Graphene is being called a microscopic, multi-faceted wonder material because of its flexibility, strength and ability to conduct heat.
ZEN had been working with the University of Guelph to develop a proprietary process to convert Albany ore into top-quality graphene oxide for applications in the fields of transportation, aerospace, bio-medical, civil engineering and water treatment.
The graphene product ZEN makes at its Guelph R & D shop is a carbon nanomaterial that can be used as an additive in auto parts, industrial coatings, lubricants, lithium-ion batteries, high-strength concrete, water desalination and purification membranes.
For this particular bio-medical solution, ZEN produced a combined graphene and silver nanoparticle-infused oxide ink that had been documented by researchers to kill earlier versions of the coronavirus.
Considering that global usage of disposal masks is 129 billion per month, Fenton said their coating solution for recyclable masks represents a huge savings for health-care providers and less landfill waste.
As Trebor ramps up for full production come January in Collingwood, ZEN is doing the same.
The company has doubled the size of its Guelph research facility to 4,000 square feet, while further leasing a 26,000-square-foot building 10 minutes away that will serve as a commercial production hub for 2021.
Fenton is reluctant to comment on their production output beyond their Nov. 9 news release due to the legalities of their reporting requirements as a mining company.
How things will eventually shake out for the company's Albany deposit in northeastern Ontario remains to be seen.
The property located just off Highway 11 has been called a high-purity graphite "freak of nature."
"What this has done has given us a wonderful precursor material for the production of graphene," said Fenton.
The former management at ZEN -- then-known as Zenyatta Ventures -- released a preliminary economic assessment (PEA) in 2015, estimating an open-pit life of 22 years with the potential to produce 30,000 tonnes of graphite annually.
Fenton said they have six tonnes of material on hand, extracted from a 110-tonne bulk sample taken in the winter of 2019. Their provincial permit allows them to harvest another 900 tonnes of ore. Beyond that they would have to get additional permission or get a mine permit and actually start mining.
When it comes to manufacturing graphene, it doesn't take much graphite.
"To put things in perspective," said Fenton, "one gram of graphene can cover half a football field. It's incredibly thin, so the quantities of graphene that you actually need to be effective are just a fraction of graphite."
He said the mine plan will probably be dramatically altered from what was originally anticipated.
Commercial production would probably be in the low thousands of tonnes with the ability to scale up if the nascent global graphene market were to really take off.
In preparing for mining operations, ZEN began the environmental assessment process more than a year ago, but activity was put on hold earlier this year due to pandemic-related travel restrictions. They plan to restart the process in 2021.
Fenton said the company is about a year away from having the environmental assessment complete before taking another year to do the mine permitting work.
There was some internal company debate whether to update the PEA, but given that graphene market remains in its early stages, trying to place an exact value on their material in order to do an economic study is a difficult chore.
"It's probably easier to us to go and start pulling out tonnes and selling tonnes into market, establishing that price point, and being able to say, here's what the deposit is worth," said Fenton. "It's a bit of a chicken and egg for us.
"If we start selling our ink, the ability to see where our ink's selling in the market and how much we're selling it for, we can work backward into that. At that point I'm not sure we'll ever need a PEA.
"Because we're generating significant cash flow from this product, we can probably fund it and move right to production."
Fenton said this close-to-commercial agreement with Trebor won't put their other potential graphene-based business lines on the backburner. He expects the company to release a substantial amount of news flow over the next six months.
"It is a great place to be right now."
News story on the 1st person stuck....
https://spectrumnews1.com/ca/la-west/coronavirus/2020/10/30/new-novel--stealth--covid-19-vaccine-starts-clinical-trial-in-oc
New Doc PSS interview in Pharmaceutical Executive Mag. At the end, PSS says in negotiations with the Bill Gates Foundation for additional funding for the manufacturing of Covid vac.
https://cdn.sanity.io/files/0vv8moc6/pharmexec/3c76b2f1a2ec9876da55ad77fe3157de8616100b.pdf
Another "T-cells are the answer" story.
https://www.yahoo.com/news/why-does-covid-19-strike-110000273.html
Cancer News....https://www.prnewswire.com/news-releases/hoag-offers-clinical-trial-for-pancreatic-cancer-patients-301106920.html
and
#Nantkwest ( $KN ) issued notification of TWO #patent grant for it’s #cancer treatment products :
— patentstocks (@patentstocks) August 5, 2020
“Cells & monoclonal #antibodies for the treatment of cancer”$NK #cancer drug patents will be granted next week on 2020/08/11https://t.co/FnATIGEETohttps://t.co/pUvkk6Z3oA pic.twitter.com/kBnMfZmAHw
Well, we all know earnings are going to stink. I look for a temp wash-out when they come out. Lotta exp with C-19 development and roll-out. No or little rev, as with any start up.
Out of dry powder...used it when we hit below 12.70 a few days ago!!!! Darn!!!
Seams the crash was brought about from a tweet from "Andy Biotech". (do a search on him) He panned the paper by highlighting the results when you dilute the hell out of it (10,000 to 1) and get a 20% effective results. Read that they do that to get more of a prob distribution of what's happening because higher doses get close to 100% and they need the spread to calc a proper doseage. (just my interp...NOT a Doc.) Anyway, read the responses on his site at...
$NK preprint out for its adenovirus 5 vaccine data in micehttps://t.co/jVvBOwunne
— Andy Biotech (@AndyBiotech) July 31, 2020
Good luck with human trials when 3/5 of your animals don't even generate much neutralizing antibodies even in mice? pic.twitter.com/FUWHdGPTAj
Red Rain17 hours ago
Who Has the Zpak of Covid? PSS/NK/Immunity BIO that's who!!
please listen to this video from today and take notes. Pss is presenting some powerful info regarding his plans and progress on Vaccine, paper will be published this week. Plus coming out with test for saliva and blood to check immunity. He's coming up with a complete solution for covid calls it the Ideal solution for covis and best vaccine!! PSS states Paper is coming out this week!
https://www.contagionlive.com/news/coronavirus-without-vaccine-monoclonal-antibody-research
https://www.contagionlive.com/news/coronavirus-without-vaccine-monoclonal-antibody-research
Less
FROM RED RAIN ON THE YAHOO FINANCE NK CONVERSATIONS BOARD.
Jly 28 interview about vac. Also mentions the theory behind the development work on a cancer Vaccine.
https://www.contagionlive.com/news/coronavirus-without-vaccine-monoclonal-antibody-research
Alex Trebek's interview....also july 20.
https://www.goodmorningamerica.com/culture/story/alex-trebek-opens-battle-cancer-experimental-treatment-memoir-71872701
New jly 20 interview.. important!! Listen to PSS after the 20 min mark. New stuff from 20 min to about 24 min.
https://newsroom.cnb.com/en/entertainment/media/kelly-coffey-discusses-covid-pandemic-with-patrick-soon-shiong.html
Came out yesterday...could explain yesterdays action:
https://www.nature.com/articles/s41590-020-0728-z
WELL.....That was exciting.
New 52 week high!!!
Another new interview found on the NantHealth tweeter. posted july 13th
Interview (say july 14)...thought it was earlier, or maybe confusing with another one few weeks ago.
https://video.foxbusiness.com/v/6171598914001/#sp=show-clips
Naaa, didn't get the 12's. Over weight now. got more than I needed cause I put in a limit order for 9.76 when going through the offering cluster f. didn't think I'd get em so I loaded on low 10s. Now I got too much...but letting them ride.
Now....I feel better.
The reason I'm in, is the potential for an Alzheimer's treatment...period. Any other positive results are icing on the cake, but beside the point. We are getting close to the 5th year on Alzheimer's and, given the state-of-the-art, AVXL is about the only game in town. This revelation alone should more than give more than satisfactory share price.
Just stuck my toe in...you are right about the tec indicators...I'm looking for the sub-4 bucks myself. I do, however, like the longer term prospects of this Co. and started to nibble. AND...everything did go to hell in about 3 minutes. about 80% of my holdings just crapped at the same time.
Program Hit....Calf closed a bunch of businesses and within 3 minutes everything I own took about a 5% hit.
There is a july 7th CNN interview with the Doc on NK's twitter page. (home page down til you see the little birdy)