Yes, supply contracts (aka customers) seem to be an essential ingredient of revenue, let alone profits!
TZL - TZ Limited
- Thread starter Sean K
- Start date
-
- Tags
- tz limited tzl
Yes, supply contracts (aka customers) seem to be an essential ingredient of revenue, let alone profits!
Copied and pasted from another forum.
Worth a read for all TZL shareholders imo. Very well thought out questions.
Just sent this to management and copied in about 40 shareholders. For those who's emails I don't have see below:
Its time we ALL stopped questioning TZ's progress - for which the company should be applauded if only they'd let us - and instead question the real matter at hand.
Mark,
As you know, I am very supportive of the progress. However, recently clear evidence has come to light which suggests that TZ has not been releasing material market sensitive information through the appropriate channels, thereby giving many shareholders distinct advantages as well as resulting in an ineffectual pricing of the stock.:
1.$4.7m of PDT contract wins - not announced to market or included in SH updates, BUT included in a Veritas research report.
2. 50% funding by PB for future PAD sales - not announced to market or included in SH updates, BUT included in a Veritas research report.
This justifiably begs the questions as to what other material information TZ is 'holding' on to, and why?
With the above in mind, as well as the differences in sentiment between various reports depending on who they are targeting, increasingly more shareholders are beginning to be very suspicious as to why TZ has been breaching regulatory requirements.
None of this reflects well on yourselves and the company, which is absurd considering that after being in charges for 3 years, the very thing that you have been trying to restore ie TZ's reputation - is still in question!
As you are aware that there are many shareholders who suffered under the former board. In light of this, there is no way that the same shareholders will accept anything except the delivery of MAXIMUM shareholder value and to ALL shareholders - more so than any other shareholders in any other listed company, bar none.
I recognize that TZ is a long term play. Having said that, you've been in charge for 3 years, and the stock has been relisted for 2 years. This constitutes 'long term' in anybody's book. To have the share price at 31c would ordinarily smack of incompetence, which you certainly are not as evidenced by your track record with other companies. So this begs the question......WHY?
Worth a read for all TZL shareholders imo. Very well thought out questions.
Just sent this to management and copied in about 40 shareholders. For those who's emails I don't have see below:
Its time we ALL stopped questioning TZ's progress - for which the company should be applauded if only they'd let us - and instead question the real matter at hand.
Mark,
As you know, I am very supportive of the progress. However, recently clear evidence has come to light which suggests that TZ has not been releasing material market sensitive information through the appropriate channels, thereby giving many shareholders distinct advantages as well as resulting in an ineffectual pricing of the stock.:
1.$4.7m of PDT contract wins - not announced to market or included in SH updates, BUT included in a Veritas research report.
2. 50% funding by PB for future PAD sales - not announced to market or included in SH updates, BUT included in a Veritas research report.
This justifiably begs the questions as to what other material information TZ is 'holding' on to, and why?
With the above in mind, as well as the differences in sentiment between various reports depending on who they are targeting, increasingly more shareholders are beginning to be very suspicious as to why TZ has been breaching regulatory requirements.
None of this reflects well on yourselves and the company, which is absurd considering that after being in charges for 3 years, the very thing that you have been trying to restore ie TZ's reputation - is still in question!
As you are aware that there are many shareholders who suffered under the former board. In light of this, there is no way that the same shareholders will accept anything except the delivery of MAXIMUM shareholder value and to ALL shareholders - more so than any other shareholders in any other listed company, bar none.
I recognize that TZ is a long term play. Having said that, you've been in charge for 3 years, and the stock has been relisted for 2 years. This constitutes 'long term' in anybody's book. To have the share price at 31c would ordinarily smack of incompetence, which you certainly are not as evidenced by your track record with other companies. So this begs the question......WHY?
It seems that TZL's technology has missed out on the big parcel tender.
http://www.asx.com.au/asxpdf/20120530/pdf/426kcmzq5rwx80.pdf
http://www.asx.com.au/asxpdf/20120530/pdf/426kcmzq5rwx80.pdf
I imagine the unnamed tendering parcels and logistics company would be Australia Post. Bad news indeed. Massive rebuff to TZL and today's sp reaction reflects this.
skc
Goldmember
- Joined
- 12 August 2008
- Posts
- 8,277
- Reactions
- 329
Those who participated in the Feb capital raising @ 32c must be somewhat unhappy...
It was always a bit of binary outcome when the whole company seems to hinge on a single big contract win.
prawn_86
Mod: Call me Dendrobranchiata
- Joined
- 23 May 2007
- Posts
- 6,637
- Reactions
- 7
Job cuts at TZ and shifting things across to their Ukraine (??) operation. I fail to see how they will be cashflow postivie within a year...
http://www.smh.com.au/business/youre-fired-bouris-sacks-own-staff-20120718-229de.html
http://www.smh.com.au/business/youre-fired-bouris-sacks-own-staff-20120718-229de.html
skc
Goldmember
- Joined
- 12 August 2008
- Posts
- 8,277
- Reactions
- 329
Can't wait for the media headlines when Mark Bouris fires himself.
prawn_86
Mod: Call me Dendrobranchiata
- Joined
- 23 May 2007
- Posts
- 6,637
- Reactions
- 7
TZ to launch a parcel delivery locker system that accepts deliveries from all couriers and then people can just go and pick them up when they have time as opposed to having to go into the post office etc.
http://www.theage.com.au/business/bouris-and-packer-to-deliver-the-goods-20121217-2bj9f.html
http://www.theage.com.au/business/bouris-and-packer-to-deliver-the-goods-20121217-2bj9f.html
Sean K
Moderator
- Joined
- 21 April 2006
- Posts
- 22,041
- Reactions
- 11,057
Good demo by Mark on Sunrise just then. He didn't even know how to use it. quote 'how do I do this?' lol
Good demo by Mark on Sunrise just then. He didn't even know how to use it. quote 'how do I do this?' lol
hahaha is that true?
If it is it encapsulates everything about how this company has been run to date.
Sean K
Moderator
- Joined
- 21 April 2006
- Posts
- 22,041
- Reactions
- 11,057
Yep. Someone from off the set had to run on to make it work for him.
Hahahaha epic fail, great promotion.
On a business note can anyone see these lockers being successful?
Sean K
Moderator
- Joined
- 21 April 2006
- Posts
- 22,041
- Reactions
- 11,057
Between here and 20c is technical resistance. I'm not sure if its in confirmed turn around territory yet. Maybe once through 30c ish. Around 10c looks like it could have been a bottom. No idea of the fundamentals.Any views on where this one will stop ? I have been watching this since before xmas but didn't pull the trigger
Boris didn't really give me much confidence when he clearly didn't know how to operate his own lock.
Between here and 20c is technical resistance. I'm not sure if its in confirmed turn around territory yet. Maybe once through 30c ish. Around 10c looks like it could have been a bottom. No idea of the fundamentals.
Boris didn't really give me much confidence when he clearly didn't know how to operate his own lock.
View attachment 50649
Nothing to really indicate a turn around on the chart yet imo, would probably need to see it test 10c again. Problem with this is there isn't really much depth and any sort of buying or selling will seriously affect it, so the turn around could happen in an instant. Very risky stock imo, wouldn't be betting the house on it that's for sure.
- Joined
- 4 October 2012
- Posts
- 871
- Reactions
- 3
- Joined
- 4 October 2012
- Posts
- 871
- Reactions
- 3
On a day when the ords closed 66 points down (which also created a double top), TZL's action todays was to be applauded with a 20% jump in value on top on the highest volume in 12 trading sessions.
skc
Goldmember
- Joined
- 12 August 2008
- Posts
- 8,277
- Reactions
- 329
I walked past one of these at bunnings last week and it reminded me of TZL and its ambition to install connected parcel delivery boxes at all sorts of places.
Such a simple low tech solution!
Such a simple low tech solution!
Dona Ferentes
A little bit OC⚡DC
- Joined
- 11 January 2016
- Posts
- 15,206
- Reactions
- 20,638
small cap lock manufacturer TZ Limited was on the hunt for $2.5 million in fresh equity. Melbourne-based Reach Markets was in on the deal, and shares in the offer were being sold to funds at 12¢ each, a 29.5 per cent discount to TZ’s last close.
The company makes and sells smart locks, and the digital infrastructure to control them and manage them.
Money raised with the placement would be used to grow TZ’s click-and-collect arm, according to a term sheet. The company bought a bunch of parcel lockers from Couriers Please Pty Ltd earlier this month.
... and , what happened last week?
The company makes and sells smart locks, and the digital infrastructure to control them and manage them.
Money raised with the placement would be used to grow TZ’s click-and-collect arm, according to a term sheet. The company bought a bunch of parcel lockers from Couriers Please Pty Ltd earlier this month.
... and , what happened last week?
- Joined
- 27 June 2010
- Posts
- 4,154
- Reactions
- 313
Live Investor Briefing with Scott Beeton, CEO of TZ Limited - 11am AEST Friday 14 May 2021.
Leading access control platform TZ Limited (ASX: TZL) is giving online retailers access to a new and improved method of delivering goods to customers with its combination of hardware and software solutions.
The Sydney-based company has been a pioneering force in the smart lock industry and is now applying its comprehensive, data-driven software-as-a-service (SaaS) technology to bring Last Mile Delivery in-line with the advancements seen everywhere else in the e-commerce chain.
TZ’s digital platform enables retailers, building managers, and postal workers to allow remote access to secure rooms and lockers while building a database of users (including who and when accessed the lock).
Join a live investor briefing with TZ Limited's CEO Scott Beeton on Friday to learn more about the delivery solutions which TZL provides to their world-leading, blue chip clients.
Register here for this free event: https://bit.ly/3hhd8QG
Leading access control platform TZ Limited (ASX: TZL) is giving online retailers access to a new and improved method of delivering goods to customers with its combination of hardware and software solutions.
The Sydney-based company has been a pioneering force in the smart lock industry and is now applying its comprehensive, data-driven software-as-a-service (SaaS) technology to bring Last Mile Delivery in-line with the advancements seen everywhere else in the e-commerce chain.
TZ’s digital platform enables retailers, building managers, and postal workers to allow remote access to secure rooms and lockers while building a database of users (including who and when accessed the lock).
Join a live investor briefing with TZ Limited's CEO Scott Beeton on Friday to learn more about the delivery solutions which TZL provides to their world-leading, blue chip clients.
Register here for this free event: https://bit.ly/3hhd8QG
Similar threads
