TZL - TZ Limited

[Pommiegranite]

To be completely honest with you, if TZL can break into just a couple of target industries, they'll be worth their weight in gold!

I like the idea of the bus seatbelts, and I think every Australian school bus should invest in their technology. Bus drivers can check from the console that child seat belts are secure (just as the hosties will be able to check the same in planes). Our kids deserve this!

You've summed it up there Grace. There are so many applications for Intevia, that even just a couple would make holding stock profitable.

This is not a one off invention with one application.

 

[Santoro]

I took the complete conversion of DKR's convertible bond as a positive. I assume DKR values TZL's potential returns.

I see TZL's technology as the evolution toward superior products. For example, compare the first Commodore to the current model, big difference in product and price. Each release sees minor enhancements.This applies to all market sectors, everyone is looking to improvements through technology, this helps market their products. The world loves technology, who wants an i-phone? Why? Admittedly it must be secure and robust.

 

[alankew]

PG dont know if this is something that TZL will be doing or am i off track http://uk.news.yahoo.com/pressass/20080617/tuk-chipped-bins-schemes-to-go-ahead-6323e80.html could also employ it to monitor tyre pressures as you are driving perhaps?

 

[Pommiegranite]

Massive volume today. Infact record value for TZ.
It comprises mainly of an offmarket crosstraded, which appears to be DKR as the price was $2.95 which is what the notes were sold at. Possbily crosstraded between 2 DKR accounts, as otherwise it wouldn't make sense to sell well below market to another entity.

I also noted that there are many 5k sells stacked up in the 'teens , which I have never seen before (previous highest sells were at $8).

All of this does not change my believe that larger forces are at play which relate to the NASDAQ listing.

 

[nberardis]

Hi Pommie,
I have read your threads with interest,
Is todays volume an indication that some deal was struck with DKR and another entity, as 2.5 mill shares were x traded. Cause as for the last 2 announcements I felt that DKR had completely were issued with shares from their Convertible note deal with the company and the shares were issued bringing the total up to 48 million or so on offer. Considering the last 2 announcements were for the sum of 2.5 million shares issued to DKR and today 2.5 millon sold at 2.95 indicate that they were in fact DKR shares and could one assume now that they are completely out of TZ. The only thing I dont understand is why DKR would want to convert the Notes then sell below market as the company indicated that they had a underwriter ready to pick up the shares ( notes ). My guess is that they have gone to ( shares ) credit suisse for their own investors prior to IPO.
what are your thoughts

 

[Pommiegranite]

Hi Pommie,
I have read your threads with interest,
Is todays volume an indication that some deal was struck with DKR and another entity, as 2.5 mill shares were x traded. Cause as for the last 2 announcements I felt that DKR had completely were issued with shares from their Convertible note deal with the company and the shares were issued bringing the total up to 48 million or so on offer. Considering the last 2 announcements were for the sum of 2.5 million shares issued to DKR and today 2.5 millon sold at 2.95 indicate that they were in fact DKR shares and could one assume now that they are completely out of TZ. The only thing I dont understand is why DKR would want to convert the Notes then sell below market as the company indicated that they had a underwriter ready to pick up the shares ( notes ). My guess is that they have gone to ( shares ) credit suisse for their own investors prior to IPO.
what are your thoughts

It certainly is likely that the shares have gone to CS. I would only be speculating as to what has happened. The sooner CS get the shares, the sooner the IPO/listing can take place. I get the feeling that this is what has been holding TZ back. It is CS who are advising TZ.

One thing I am convinced about is that we are at the business end of years of progress. There are far too many clues out there which when added up suggest this (see previous posts).

I suspect that CS may be trying to take advantage of some tax loss sellers, and that July may yield some operational news.

Once again, I am only speculating, but am genuinly more excited as each day passes (albeit with some frustration).

 

[birdmanz]

it certainly would be DKR.....I'd doubt the 2.5mil @ $2.95 trade was to CS...DRK would have been paid $3.10 by TZ had they not redeemed or could have struck a much better offer if they really wanted to.....seems to be simply switching from one account to another at the same price they redeemed the shares for

 

[Pommiegranite]

Well it look as though Interxion (one of Europe's leading provider of premium carrier-neutral data centers and managed services) were impressed with Intevia Enterprise to vote with their 'wallet'.

You were saying something Eddyl?

CHICAGO, ILLINOIS, USA – 19 June 2008 – It was announced today that a purchase order was signed between Interxion, the leading European provider of carrier-neutral data centers, and Telezygology Inc. (TZ; ASX: TZL) for the initial deployment of an Intevia Enterprise™ data center equipment cabinet security management solution, in its Madrid facility.

Intevia Enterprise™ is an integrated, network-enabled security control and environmental monitoring system, optimized for applications such as data centers, server rooms and other environments that require high levels of access control, security monitoring and event logging.

Representatives from Interxion were introduced to TZ’s new platform technology at a recent industry trade show for data center professionals and experts. As the pan-European leader in co-location and associated managed services, Interxion executives recognized the solutions Intevia Enterprise™ would be able to deliver in the services they provide to more than 1,000 companies to securely house, connect, monitor and maintain mission-critical IT equipment in data centers such as server racks, equipment cabinets, floor and ceiling tiles, access panels and entry doors.

“The Intevia Enterprise™ product family represents a new opportunity for Interxion to compliment our existing world class security package with value added services for our customers,” said Robert Assink, Director General of Interxion Madrid. “The ability to remotely monitor and control access to discrete components and access points within a busy, shared, data center environment will improve our efficiency and give our customers confidence that their assets are protected from all types of physical hazards.”


TZ Group CEO, David Feber said, “Our partnership with Interxion Madrid is a sensational opportunity for TZ and reflects on the tremendous versatility of our Intelligent Fastening Technology. Intevia Enterprise™ brings the full power of network-enabled intelligent fastening into reality to address real world business challenges that data center operators like Interxion face every day.”

TZ is a recent entrant to the data center industry with the introduction of the Intevia Enterprise™ system and the purchase order from Interxion is the first for this new application. “This milestone further validates our technology in yet another industry,” said Mr. Feber. “We have successfully managed to quickly develop and commercialize the Intevia Enterprise™ suite of products to address a rapidly growing industry with significant near-term revenue opportunities for the Company. Securing data centers and the information assets and valuable business data that they manage is critically important, and Intevia Enterprise™ is a reliable, multi-functional system that can easily be integrated into existing infrastructure.”

The server market in 2007 grew about 7.5% to approx. 8.8 million units (Gartner in Digitimes). Typically, a server has a four-year life. One estimate of the number of existing servers already in the market is 36 million units – a potential retrofit market for Intevia fasteners of up-to 72 million units for potential server applications, with cabinet doors potentially representing up-to an additional 12 million fasteners (Dutton Associates).

Other relevant market data to consider (2007) is the estimated 515 million hard disk drives shipped (iSupply in DigiTimes), and an external disk storage system market of $4.4 billion (IBM in DigiTimes).

For more information about Intevia Enterprise, visit www.intevia.com/store/enterprise on the World Wide Web

 

[MangaNOID]

well its a start... i guess its not a big deal at the moment as it wasnt announced market sensitive. and no figures were given. is it just a window dressing for the time being to try a spark a litle more SP interest whilst it gets sold down by dkr? seems like we love our conspiracy theories on this thread...

 

[Pommiegranite]

well its a start... i guess its not a big deal at the moment as it wasnt announced market sensitive. and no figures were given. is it just a window dressing for the time being to try a spark a litle more SP interest whilst it gets sold down by dkr? seems like we love our conspiracy theories on this thread...

Hmmm...not sure about your logic behind that one.

What it does mean is that Intevia Enterprise has been demonstrated and purchased by one of the leaders in its field. Intevia Enterprise has moved of the drawing board an into the real world.

Successful deployment in Madrid will lead to Interxion's other data centres following suit. No doubt other companies will also follow.

Its hard to put an exact figure on what TZ are charging, but I expect it runs into the tens of thousands. So deployment for Interxion as a whole could be worth a couple of million. Okay, far from the biggest deal for TZ. However, it is important to bear in mind that Intevia Enterprise always was designed as an application which would be targeted at hundreds of companies (As opposed to, lets say Aerospace fasteners, which are aimed at Boeing, Airbus and Cessana).

A thumbs up to TZ!

 

[grace]

Pommie, whatever happened to Navistar, and their bus seatbelt order in America going back some 9 months??? The speculator was all over it in The Bulletin. It was supposed to go in 38000 buses or something? Did the speculator make a big mistake???

 

[Pommiegranite]

Pommie, whatever happened to Navistar, and their bus seatbelt order in America going back some 9 months??? The speculator was all over it in The Bulletin. It was supposed to go in 38000 buses or something? Did the speculator make a big mistake???

I don't believe the Speculator made any mistake. TZ have mentioned such a deal (page 7 of annual report- Commercial vehicle). The joint development agreement might not have been announced, but the purchase order may or may not be when it is received. It would be an idea to keep an eye on the receivables & cash balances in the quarterly reports.

 

[DionM]

Quite a rollercoaster lately with the price.

Down most recently on fairly high (for TZL) volume too.

 

[Pommiegranite]

Quite a rollercoaster lately with the price.

Down most recently on fairly high (for TZL) volume too.

Yes,,,the stock is being thrown out by what looks to be one seller. However, I believe that it is being sold from 1 pocket to the other, with the purpose of sucking in some worriers.

With so much going on with TZ at the moment, I just find it really hard to believe that someone who has that much stock (and therefore probably knowledgeable about the company), would sell out in apparent desperation.

We should soon find out with a change in substantial holding if a biggy is selling out.

 

[ntphil]

I'm back in as an investor this time and have tripled my previous holding $$wise. Might be DKR selling off a parcel. Who knows. Wow look at the buyers. We are seeing TZ making sales in diversified markets so gives us a clue as to the wide applications that the product can be adapted to. As indicated by other posters, and in the recent audio, the time from design to market can be substantial so we will see a raft of sales as this time expires. The SP will look vastly different when these sales are announced to the American market. They might be in the doldrums for a while but these bigger sales will take a while too. Buckle up we're in for a ride.

 

[oldblue]

Yes,,,the stock is being thrown out by what looks to be one seller. However, I believe that it is being sold from 1 pocket to the other, with the purpose of sucking in some worriers.

With so much going on with TZ at the moment, I just find it really hard to believe that someone who has that much stock (and therefore probably knowledgeable about the company), would sell out in apparent desperation.

We should soon find out with a change in substantial holding if a biggy is selling out.

Hi Pg
I'm interested in your comment that the stock is being sold by one seller and that it is going from " one pocket to the other".
How do you reach this conclusion?

 

[Pommiegranite]

...by requesting Top 20 shareholder listings on different dates from the company. Feel free to do the same.

If there was a massive movement out, then one of the T20s would have shown with a reduced holding. I have yet to see this.

 

[oldblue]

...by requesting Top 20 shareholder listings on different dates from the company. Feel free to do the same.

If there was a massive movement out, then one of the T20s would have shown with a reduced holding. I have yet to see this.

Thanks for the clarification, Pg.
So it's only a gut feeling at this stage? I was wondering if there was something in the pattern or timing of sales.

 

[brian70]

There has been some discussion that Acument are selling.

Do you have any views on this?

 

[prawn_86]

There has been some discussion that Acument are selling.

Do you have any views on this?

I think that this thread is beginning to become loaded with a few too many rumours.

Can we try and stick a bit more to the facts and what is actually known, rather than rumours?

Thanks guys