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TZL - TZ Limited

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MangaNOID said:
hmmm... so what if this 'new' company decides to have say 10x the amount of shares that 'tzl' currently have, then buy 'tzl' out? we could have majorly diluted stock holdings? worth lots less than current value?
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I don't wan't to sound nasty..but that's absolutely ludicrous.

You are referring to a 1000% share dilution

In your scenario the major shareholders (directors) would have the value of their stock fall by 90%!! ..and all for the reason of raising cash which they don't need!!

I would have thought the the Chief Executive (former Microsoft head for AsiaPac region), would be a little more savvy than that.
 

Engin, of course people on here don't read the reports. What's a quarterly report?:bonk:


To be honest, I can't be bothered up with sharing TZ research only to have it leeched by those not willing/capable of doing/sharing research their own.

Any genuine questions, and I'd be happy to discuss by PM.

I'll leave you to Treefrog and his attempts to buy in at a lower price.

Adios.
 
Thanks Engin. Yep report shows the company moving forward as would be expected. Good to see some sales coming to fruition.
 
The latest update was a very good read. Things are definitely starting to ramp up and I'm looking forward to the second half of this year.

I thought this news would have been worthy of an individual announcement.

The Directors are delighted to announce that Häfele America Co. became a new
Intevia ® Industrial customer. Häfele serves the U.S. market as a distribution
organisation providing products and services to the Furniture, Cabinet,
Architectural/Builders and Access Control industries. The customer now features
Intevia ® products in its catalog of home organization, custom construction, furniture
fittings and architectural hardware solutions. Häfele America Company will sell
Intevia ® Radial and In-line mechanisms integrated into a line of electronic locking
mechanisms. Häfele is known internationally for their innovative product selection
and technical expertise. For more information about Häfele, visit their website at
www.hafele.com/us.

This company is a perfect fit for TZ. Their web site features a whole section on automated locks.
It really seems as though the US (perhaps Europe) is way ahead of us in demand for these solutions.
 
Pommiegranite said:
To be honest, I can't be bothered up with sharing TZ research only to have it leeched by those not willing/capable of doing/sharing research their own.
Click to expand...

Pommiegranite, your absence from this thread would be a shame. I do enjoy your passion and insight into the potential for the company and the shareholders.
 
Next 4 weeks will be interesting. I might have to start biting my fingernails again. I think I will have to get back in early June no matter the price. Time will tell.
 
ntphil said:
Next 4 weeks will be interesting. I might have to start biting my fingernails again. I think I will have to get back in early June no matter the price. Time will tell.
Click to expand...

I have to say a big thank you for playing "sacrificial lamb" to the stock gods and selling up yesterday.:
 

spot on there S on both points:
1) Häfele significant enough to be a separate ann
2) Häfele is major co in latches and hinges with huge reputation
 
shaunm said:
I have to say a big thank you for playing "sacrificial lamb" to the stock gods and selling up yesterday.:
Click to expand...

Ditto!

Some obvious manipulation going on here, evey five minutes or there about a small digit trade [1-99]comes through at the highest bid...like clockwork.
 
Santoro said:
Ditto!

Some obvious manipulation going on here, evey five minutes or there about a small digit trade [1-99]comes through at the highest bid...like clockwork.
Click to expand...

Algorithmic trading - computer generated. Used by certain traders to Buy at day's average price. ( Or so I'm told.)

 
Thats OK Shaunm, Lambs could be buying at 510 and selling on stoplosses and panic soon too. Pack mentality. 4 weeks is a long time on the stock market. I weighed up the pros and cons a while ago and have taken the risk. Expect flack if it comes off
 
ntphil said:
Thats OK Shaunm, Lambs could be buying at 510 and selling on stoplosses and panic soon too. Pack mentality. 4 weeks is a long time on the stock market.
Click to expand...

Depends on your trading/investing timeframe. You are obviously a trader who is comparing returns against an investor. Is a sprinter a better athlete than a long distance runner?



ntphil said:
I weighed up the pros and cons a while ago and have taken the risk. Expect flack if it comes off
Click to expand...

I'm sure you'll be ready to throw flack back in the near future, but will be long gone by the time it is ready to be thrown back at you 100 fold
 
I have another 'silly' question.... what happens if there are no shares for the nasdaq IPO because no one here wants to sell their stock before the listing? (extreme view I know) do tzl have some put to the side for this IPO. with only 44 mil shares there might not be many to float on nasdaq.
 

Hey Manga, that's not a silly question at all, and has crossed my mind. I guess it's a wait an see situation.

I guess Credit Suisse New York will have even less to offer to their clients. I cannot see TZ allowing a dilution of their shares just to satisfy CSNY clients. Especially when considering that TZ will not need the cash raised.

I have my suspicions that a lot of the price manipulation which has been happening since CSNY were appointed 17 months ago, has been perpetuated by them, for the very reason which you mentioned. That, and the fact that they will offer the shares at a much higher premium to what they bought at.

It is the only way that CSNY will make its profit.

Bottom line is that dilution will be no more than neccessary. In my eyes its not needed at all.
 
I posted this on another thread, but thought I would post it here to remind people of the merits of this stock. IMO, one day this stock will be a prime example of patience rewarded.


TZL is the only stock I hold, and I'm up to my eyeballs in them. I have invested in them as I believe the real money will be made by those who do their own detailed research in individual companies in each sectors rather than following the masses into mining specs (I've never been lucky enough to hit the bullseye with my eyes closed)

Reasons:

1. Disruptive technology which will change the way we live our lives. Could have as big an impact as the PC. Look up ubiquitous computing - this is addressing wave 3.

2. No competition - Over 200 Patents protecting invention for another 10 years.

3. Recession proof - Is so cheap to produce and cost saving (weight, installation time etc), the more the POO goes up, the more Intevia is needed. Cost saving technology will fare well in a global recession. What would happen to mining specs should a massive global recession eventuate?

4. Whole NEW market - According to a research report (which can be purchased for $4000, Intellingent fastening is a $50 billion market and is growing at 4% per annum. TZ have a massive headstart in this market.

4. Market cap less than $200million AUD therefore upside is huge. I have calculated that the downside is virtually none existant as well covered by assets.

5. Due to list on NASDAQ by Q4 2008 (NASDAQ p/e can be upto 1000x forecast earnings)

6. Management very experienced in IPOs and respected included Chris Keliher (former head of Microsoft Asia Pac)

7. Prestigious Early adopters of technology include Boeing, Airbus, NASA, BAE, Visteon. (Media blackout by choice of company means some of these company names have not been released but can be found by intelligent research).

8. No debt/Ability to raise cash in current economic climate - $24million provided by way of convertible note to QVT in Feb 2008.

9. Extremely low p/e on expected earnings. I prefer to invest in a company before the masses get their hands on it.

10. Very high margins - upto 65% as stated by management

11. Numerous awards for their technology.

12. Overlooked stock - While most of the spec sector think "mining boom - lets make money". I prefer to see it that while a lot of investment money flows into the mining spec stocks, it means the Aussie inventions such as TZ's Intevia are overlooked here in Australia. This suits me fine, as once TZ delist from the ASX and relist on NASDAQ, the Americans will not have cloudy eyes when judging a tech stock, especially when listed on NASDAQ.

13. Great press - In a Speculator article from last September, David Hasslehurt stated that sources close to the company expect the SP to be 10x current upon NASDAQ listing. (Note the disclaimer at the bottom of Speculator articles states that his family own shares in TZ - the only stock in his portfolio which he states they do own)


Eggs in one basket? Damn right. Oh such a beautiful basket.
 

Hey Pommie,
Thanks for the heads up on this one! Not meaning to be nosey, but I haven't seen anyone with all their eggs in one basket on ASF before - how much are you in for? Do you really think they can go 10x by relisting on NASDAQ?
Cheers
JoNo
 
jonojpsg said:
Hey Pommie,
Thanks for the heads up on this one! Not meaning to be nosey, but I haven't seen anyone with all their eggs in one basket on ASF before - how much are you in for? Do you really think they can go 10x by relisting on NASDAQ?
Cheers
JoNo
Click to expand...

JoNo, Let's just say that I only hold TZ and hold more TZ than property or cash. I will diclaim that my average purchase price is less than $2 due to frequent trading of TZ last year, so my downside is virtually negligable.

As for your question about whether TZ can go 10x by relisting on NASDAQ, I expect a list price of anywhere between $15-$30 US. As for where the SP will be at the end of week 1 on NASDAQ, I expect it to be substantially higher.

My reasoning behind this (which is backed up by info in the announcements), is as follows:

1. Low market cap + high forecast earnings (yet to be announced)= High p/e or SP (especially on NASDAQ)

2. For the SP to be $15 on listing (on a very conservative p/e of 30), the forecast annual revenue would have to be $90million.

Easy as management have already stated that the upcoming revenue model used for listing would be based on future 3 years revenue.

As for today's action, you may have noted that a hell of a lot of trading was happening at $5. DKR also converted a record $2.2million ($7.4million out of $20million remaining).

It seems as though DKR have found a buyer for their converted notes, but have decided to only sell on market. Who can blame them when due to the demand for TZ stock, their sell orders will be filled even at higher than $5. (Much in the same way that property owners in Toorak get the best prices for their homes on auction rather than private sale).
 

I've never been game to fill up only one basket, but I don't think there is much downside to this one long-term either.

I first bought based on the fact that this man had bought shares personally as I'd never seen him buy shares in anything else he wrote about. This might seem a bad way to invest, but I have a hunch that it might just pay off.
 
Pommiegranite said:
I have my suspicions that a lot of the price manipulation which has been happening since CSNY were appointed 17 months ago, has been perpetuated by them,
Click to expand...

Maybe CSNY are buying stock as DKR are selling it off? Is that what you mean by price manipulation? At least they would then have stock to float on the NASDAQ!
 
Well technically TZL is about to come off the boil.
High volume on narrow range,indicates sellers off loading into buyers.
A great deal of buying effort with nothing to show for it in price gain.
Highly likely to fall back into a range.
 
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