TZL - TZ Limited

[Eddyl]

How are the fundamentals in your mind Pommie? You must be close to losing your home with all these volatility in the market, and having sunk so much money into this company.

 

[Santoro]

How are the fundamentals in your mind Pommie? You must be close to losing your home with all these volatility in the market, and having sunk so much money into this company.

Jeez Eddyl, Eddyl, Eddyl.......thats a tad personal.......probably a fair call if the whole market wasn't reeling back in panic, shock and awe.

 

[Pommiegranite]

How are the fundamentals in your mind Pommie? You must be close to losing your home with all these volatility in the market, and having sunk so much money into this company.

Actually Eddy, if you do a search on my posts, you will see thatI have previosly stated that I am mostly in cash, and I do not own property anymore

As for TZ, I am enjoying the fact that you are squirming. I find it highly amusing. Meanwhile, I am trying to time a sizeable purchase of more TZ stock.

 

[prawn_86]

Over $1.2 mill worth of shares bought by the directors in the last 6 weeks.

Not small change for anyone. It seems more than just a token attempt to hold up the price. Perhaps there is good news to come... eventually

 

[Pommiegranite]

Over $1.2 mill worth of shares bought by the directors in the last 6 weeks.

Not small change for anyone. It seems more than just a token attempt to hold up the price. Perhaps there is good news to come... eventually

Seeing directors have been buying over the past couple of months, I would say its a signal that we are approaching a landmark day.......eventually

 

[oldblue]

Quarterly Cash Flow statement shows a $4m cash burn for the 3 months and cash on hand still the best part of $20m.
Looks pretty solid to me but I'd like to see a positive cash flow before investing.

 

[Pommiegranite]

Quarterly Cash Flow statement shows a $4m cash burn for the 3 months and cash on hand still the best part of $20m.
Looks pretty solid to me but I'd like to see a positive cash flow before investing.

The negative cashflow was for cost incurred (production of fasteners for Larson Doors) but revenue not received (On page 1, it is stated that Larson will pay over the next 2 quarters for 100k units i.e $5-$10million).

So TZ should now be considered cashflow neutral at the very minimum, as there are always timing differences. The proof in the pudding will be the 4c in 3 months time.

Its good to see a company moving in the right direction.

 

[grace]

Hey Pommie, it's been a while between drinks here.

Anyway, seems the Directors don't mind the weakness in price and have used it as a buying opportunity! Notices out.

 

[UBIQUITOUS]

The Company anticipates completion of its TZ Data Center Standard and Professional editions by the end of March, with sales through distribution and reseller partners commencing in the second quarter, and the Enterprise Edition completed by June. The Company plans to sell the Enterprise Edition direct to end users. Pre-selling and pilot customer activity has identified solid demand for the completed product.

The above is from the quarterly report. As I don't believe in the 'efficient market hypothesis', I'm not surprised that this has been overlooked.

However, the quarterly report was enough for me to increase my holding substantially.

 

[prawn_86]

The company hasn't delivered on any of its promises on time so far, so why should the market think any different of this one?

 

[UBIQUITOUS]

The company hasn't delivered on any of its promises on time so far, so why should the market think any different of this one?

Prawn, sometimes the potential rewards are so great, that it is worth perservering with a company. I really believe that ability to read between the lines sets successful fundamental investors apart from unsuccessful ones.

A couple of points of interest from the quarterly, which should NOT be overlooked:

Of particularly interest is the encouraging acceptance of the TZ Data Center Security and Environmental monitoring platform which has led to pilot installations with end user customers that are progressing well
and is generating strong interest from established distribution companies servicing this sector.....

....research provides a solid foundation for the marketing programs that will commence at the end of February to drive traffic to the new website

 

[UBIQUITOUS]

This is hilarious!! I'm sure the media coverage will be much better this time around!!

http://www.wwj.com/play_window.php?audioType=Episode&audioId=859157

What a tool!!!

 

[prawn_86]

A lot of price sensitive announcements from these guys recently, but as usual the anns dont really say anything with hard facts or figures so they are still being punished by the market.

LOI signed with a Fortune 500 co, but wont say what co...
Successful deployment of data centre, but wont say how much it earnt...

Also in their half yearly i didnt like the fact that $1.5mill was spent on travel etc and also a big chunk spent on 'Misc'.

Still not enough transperancy for me or the market IMO.

 

[UBIQUITOUS]

A lot of price sensitive announcements from these guys recently, but as usual the anns dont really say anything with hard facts or figures so they are still being punished by the market.

LOI signed with a Fortune 500 co, but wont say what co...
Successful deployment of data centre, but wont say how much it earnt...

Also in their half yearly i didnt like the fact that $1.5mill was spent on travel etc and also a big chunk spent on 'Misc'.

Still not enough transperancy for me or the market IMO.

I've been doing an advanced search on google. I found this:

http://www.tzinvestors.com/

I hope its not their new website which we are expecting!! All the same, it looks pretty interesting.

 

[Santoro]

I've been doing an advanced search on google. I found this:

http://www.tzinvestors.com/

I hope its not their new website which we are expecting!! All the same, it looks pretty interesting.

No the new website is available at tz.net and looking good heres to companies looking to add improvements to existing products with the view to be a market innovator/leader in these difficult economic times.

 

[prawn_86]

Quite a large jump today (19% at the moment) on the back of the new website ann the other day, and the AFCOM trade show news of them launching a few new products etc.

Did anyone actually watch their presentation online?

 

[Rough_Trade]

Yes nice move up today and not many orders left on the sell side. Weather it continues to rise will depend on how the person/persons who have been selling it down all these months continue to off load their shares.

 

[UBIQUITOUS]

Yes nice move up today and not many orders left on the sell side. Weather it continues to rise will depend on how the person/persons who have been selling it down all these months continue to off load their shares.

Yes it does look promising. Time will tell. We were promised an announcement by the end of this month

On another note, I was told by somebody that on the Hotcopper forum, Forlan is infact a Hotcopper moderator who holds TZ stock. So beware of that place!!

I'm glad that moderators on here have morals and don't resort to slander and scaring people out of their holdings.

 

[prawn_86]

Huge trade went through today at $1.35. 454k units for a price of $613k.

The volume today is the highest in 6 months and about 4 - 5 times higher than the 3 month average.

I wonder if it was just a transfer between the same holer? But then why would it need to be on market? Interesting to say the least...

 

[YELNATS]

On another note, I was told by somebody that on the Hotcopper forum, Forlan is infact a Hotcopper moderator who holds TZ stock. So beware of that place!!

??? U, What were you told ??? As a TZL holder I am very interested in upcoming news. Thanks very much.