TZL - TZ Limited

[UBIQUITOUS]

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...

Major distribution partner news due out within one week. Why would anyone sell 470k shares prior to this news as the SP has hardly factored in any news.

I've said it before repeatedly on this forum that TZs share price has been managed lower for a reason.

tick...tick...tick

 

[prawn_86]

Major distribution partner news due out within one week.

Where does this information come from U? Is it in one of their previous announcements? Or is it a personal opinion?

Thanks

Prawn

 

[UBIQUITOUS]

Where does this information come from U? Is it in one of their previous announcements? Or is it a personal opinion?

Thanks

Prawn

Hi Prawn,

If it is who I expect it to be, then it will be a company maker. Just joining the many dots from recent announcements suggests that the outlook is very positive.

As per the announcement on March3:

"...additionally, good progress is being made towards formalizing a distribution

agreement with a major wholesale distributor that services the international Data Center market reaching tens of thousands of customers worldwide via its Value ​

Added Reseller network. The Company anticipates announcing details of this distribution agreement by the end of March."


​

 

[UBIQUITOUS]

also from the same annoucement:

Chris Kelliher, TZ Inc. CEO comments, “we are pleased by the ongoing market acceptance of our TZ Data Center product offering which will be further strengthened as we introduce a number of new products in the coming weeks. Particularly exciting is the headway we are making establishing broad based distribution through a leading wholesale distributor, which will provide almost immediate access to thousands of resellers and customers around the world.

Relationships such as this will bring customer reach and logistics capabilities that are vital to establishing product volume.”

Not long now for the faithful. I expect TZ's sp growth to make news, and wouldn't at all be surprised if it starts getting mentioned in mainstream media in the near future.

tick..tick..tick​

 

[prawn_86]

"...additionally, good progress is being made towards formalizing a distribution

agreement with a major wholesale distributor that services the international Data Center market reaching tens of thousands of customers worldwide via its Value ​

Added Reseller network. The Company anticipates announcing details of this distribution agreement by the end of March."


​

Just like they said they would be listed on the NASDAQ by now hey?

While i still like the compnay i am now very sceptical of any timelines they set due to them never meeting their set dates previously.

I guess its just a matter of wait and see. I hope your right

 

[UBIQUITOUS]

Just like they said they would be listed on the NASDAQ by now hey?

While i still like the compnay i am now very sceptical of any timelines they set due to them never meeting their set dates previously.

I guess its just a matter of wait and see. I hope your right

Now now Prawn!! TZ had completed and paid for the NASDAQ legalities (>$1millionUS)relocated to the US, and then the financial crisis hit. Its very tough to be blaming them. It was a sensible move to defer NASDAQ.

As for notifying the market, we have had 7 announcements within a month. I am happy with this.

As for extended timelines, **** happens in business. Shareholders should always remember this. We need to let management get on with it.

 

[grace]

Now now Prawn!! TZ had completed and paid for the NASDAQ legalities (>$1millionUS)relocated to the US, and then the financial crisis hit. Its very tough to be blaming them. It was a sensible move to defer NASDAQ.

As for notifying the market, we have had 7 announcements within a month. I am happy with this.

As for extended timelines, **** happens in business. Shareholders should always remember this. We need to let management get on with it.

Hello Ubiquitous, we can only hope that you and Pommie are right. I've been holding for +2 years, so hey, what is another year? Only, I need this one to come good this year in relation to a tiny wager between some friends. They had better deliver this year or I am going to lose the bet!

 

[prawn_86]

As for extended timelines, **** happens in business. Shareholders should always remember this. We need to let management get on with it.

I totally agree, and am letting them get on with it, but i am always doubtful when they announce timelines as they have failed to meet deadlines before.

 

[prawn_86]

Up 7% so far again today, someone seems keen to get in, but i guess thats the joys of an illiquid stock...

Has rallied about 40% from its lows 2 weeks ago

 

[UBIQUITOUS]

Up 7% so far again today, someone seems keen to get in, but i guess thats the joys of an illiquid stock...

Has rallied about 40% from its lows 2 weeks ago

Prawn, i would say that its not just one person who wants in. There is so little on offer that there is no point in buyers showing their hands.

The SP increase is all about the expected major distribution deal.

 

[prawn_86]

Prawn, i would say that its not just one person who wants in. There is so little on offer that there is no point in buyers showing their hands.

The SP increase is all about the expected major distribution deal.

Bid is slowly increasing, with potential buys jumping over each other in the queue (but no more sales yet due to a big spread).

Im personally interested in what 'major deal' is defined as....

 

[UBIQUITOUS]

Bid is slowly increasing, with potential buys jumping over each other in the queue (but no more sales yet due to a big spread).

Im personally interested in what 'major deal' is defined as....

Aren't we all?

It means company changing. It means, TZ's product suite entering the entire market place as a MUCH cheaper and ubiquitous data center alternative to anything else out there.

You're right on the bids/sells though. As not much is available, those who want in have a decision to make - Pay the price or live and hope that someone wants to sell.

It feels nice to hold more stock than the entire sell side

 

[birdmanz]

Hi Ubiquitous,
Nice to see you here, who do you feel the major distributor could be? My research lead me to a company called Uptime Devices (linked to Remote Physical Monitoring) who have a distributor Anixter, would be nice if it were them or did you have another company in mind?
Cheers
G

 

[UBIQUITOUS]

Hi Ubiquitous,
Nice to see you here, who do you feel the major distributor could be? My research lead me to a company called Uptime Devices (linked to Remote Physical Monitoring) who have a distributor Anixter, would be nice if it were them or did you have another company in mind?
Cheers
G

Hey Birdy, my money is on Anixter not only for the reason mentioned, but also that there aren't any other major distributors of complete datacenters.

Anixter are absolutely gargantuan when it comes to distribution and anything related to datacenters (world's largest). Their revenue to almost $6billion per year!! They even have a datacenter college!

http://www.anixter.at/AXECOM/DE.NSF/ProductsTechnology/SolutionsDataCentersOverview


TZ's sp is currently being rerated. There is no mass volume simply because less than 0.1% of the shares on issue are for sale. Therefore there will be no quick spike, but a steady appreciation as smalltime holders (and non believers) take profits. These will be snapped up.

tick...tick...ticking faster

 

[birdmanz]

Let's hope it is them, they're also into Fasteners.

Anixter Fasteners offers customers a range of cost efficient management and logistical services that add value to customer supply chains. Agricultural machinery, automotive parts, buses, trucks, recreational and commercial vehicles, construction machinery, electrical, electronic and powertrain (axle and engine) are only some of the markets Anixter Fasteners currently serve.

Data centres for now then roll out the other early adopters in time.

I particyularly liked this re: the Fastener Division "Our Global Vision
To become a $2 billion OEM distribution business"
http://www.anixter.com/AXECOM/US.NSF/ProductsTechnology/SolutionsAnixterFastenersAboutUs

 

[prawn_86]

Well they have one day left till the end of March or they have missed yet another self imposed deadline. I will be watching with interest tomorrow...

 

[seajay]

hey UBI'

Just wondering if it also feels nice to be holding more stock (or pretty close to it ) than the 'buy side'.

Interesting too were your comments made in recent posts about HC and posters there . . . . . . . . . what handle did you use there ???

 

[UBIQUITOUS]

hey UBI'

Just wondering if it also feels nice to be holding more stock (or pretty close to it ) than the 'buy side'.

Interesting too were your comments made in recent posts about HC and posters there . . . . . . . . . what handle did you use there ???

Feels great Seajay. Absolutely fantastic.

Anyone get the news today? TZ sign a global distribution deal with global leader - Anixter.

Well done TZ management. To all of the doubters - you snooze...you lose.

 

[prawn_86]

Well done Ubi...

Will be good to actually see some cashflow forecasts, or actual amounts when they start selling the products

 

[UBIQUITOUS]

Well done Ubi...

Will be good to actually see some cashflow forecasts, or actual amounts when they start selling the products

Thanks Prawn, and well done to you for holding while some were lsing their nerve.

It looks as though TZ are now being rerated to fair value. What fair value is, is anyone's guess. My analysis is well over $10.

Yes, the forecasts will be interesting. Let's not forget that we are awaiting news on several other customer engagements.

What joy to be in the green despite the GFC. Bottom picking does pay off