TZL - TZ Limited

[hmj]

Yah. As I said, hopefully the SP will outweigh the drawbacks of selling once NASDAQ listed. If all goes to plan.

The best laid plans of mice and men often go awry.

 

[ntphil]

Howdy all, Just a quick one to introduce myself

Relavite newcomer to trading

Bought tzl in Nov av 560 at the time, am steadily increasing my holding at the right money.

Obviously was naieve to the sp manipulation going on seems like a good thing to me.

This company and its products seem to have a fair way to run given time
I think that time will be the factor bearing in mind the development time to put intevia into some applications. Exclusive market and opportunity to hold premium pricing will benifit sp. Will be a long term hold for me.

Other stocks held are mining/oil specs

Tried to get the free sample but the site wouldn't accept the application

ntphil:freak3:

 

[Pommiegranite]

Howdy all, Just a quick one to introduce myself

Relavite newcomer to trading

Bought tzl in Nov av 560 at the time, am steadily increasing my holding at the right money.

Obviously was naieve to the sp manipulation going on seems like a good thing to me.

This company and its products seem to have a fair way to run given time
I think that time will be the factor bearing in mind the development time to put intevia into some applications. Exclusive market and opportunity to hold premium pricing will benifit sp. Will be a long term hold for me.

Other stocks held are mining/oil specs

Tried to get the free sample but the site wouldn't accept the application

ntphil:freak3:

TZ have announced one high volume order from Larson Doors, and are holding onto several others without announcing at clients requests.

So if we take the confirmed Larson order:

http://www.larsondoors.com/

The new product line incorporating Intevia will be officially launched into the U.S. marketplace in late summer 2008.

The consumer market will ultimately determine the product volumes for this application, but market research at this stage shows strong potential acceptance.​

Larson are the US' largest supplier of storm doors (external doors), supplying around 4million per year.​

I would put a conservative estimate of the Intevia enabled range at around 1% of total sales i.e 40,000 doors per annum​

Each door would consist of 2 fasteners.​

Total inteiva units purchased by Larson = 80,000 per annum​

Each intevia unit would cost Larson around $200.​

60% gross margin (as announced by management)​

35% tax to give net profit.​

40,000 x 2 x $200 x 60% x 65% = $6.24 million net profit​

or 14 cents EPS​

A very conservative guesstimate NASDAQ P/E for a disruptive technology company would be a P/E of 40.​

$0.14 x 40 = Share price of $5.60 based on Larson order alone​

At the recent EGM, it was suggested that TZ have received several other orders which are much larger than the Larson order. These included a defence contractor and aerospace orders. ​

We know from previous meeting and announcements that TZ have previously received development POs from BAE, Airbus and Being. I therefore assume that these are the defence and aerospace companies which were alluded to at the recent EGM.​

Question:​

If the Larson deal is worth $5.60 to the shareprice, then what would the shareprice be worth once much larger orders have been received from the 3 aforementioned global companies, and the other 100+ companies vying for Intevia (as announced in the AGM)?​

Answer:

Use your calculator and your imagination ​

 

[ntphil]

Hi, Yep the HUGE upside makes it attractive. As noted before the exclusivity and 200+ patents/intellectual property rights etc protecting this make for a long run in my books. With the increase in their sales force to service customer demand we should see more clients entering the pipeline as they move to new geographical markets
I'm sold.
I was a small manufacturer once and wish that I had the outlook, at the time, that tzl has now. I wouldn't be sitting here.

 

[ntphil]

What is the general feeling as to the timing of NASDAQ listing
i.e. will the turmoil in the market delay the planned listing if the US market falls further
or will they list asap as soon as they have the PO's needed

 

[shaunm]

What is the general feeling as to the timing of NASDAQ listing
i.e. will the turmoil in the market delay the planned listing if the US market falls further
or will they list asap as soon as they have the PO's needed

hey ntphil,

I believe the process takes about 5 months from what I have read, so I guess from May the latest onwards we'll start as they want it done this year. I can't see a reason why the current market conditions would hold up the listing, but then again I am far from an expert.

 

[ntphil]

With the manipulation going on what is the feeling re sp coming up to listing. I intend to accumulate more with anything sub 400 what are the lows expected?
Picked up more today late at 399

 

[shaunm]

hey ntphil,

here's "pommiegranite's" take on the SP side.
For me I have put quite a bit more in than I had planned, but if it hits' the 3.88 or below mark again I may just be tempted.

It will only be like this until May, by when DKR Oasis will have finished dumping stock for proft taking. They have $10mill to go.

 

[Pommiegranite]

hey ntphil,

here's "pommiegranite's" take on the SP side.
For me I have put quite a bit more in than I had planned, but if it hits' the 3.88 or below mark again I may just be tempted.

Its not my take.

If DKR have note converted by then, TZ will have the option to buy back at 103% of original value i.e around $3.10.

DKR will convert the remaining 10million by then. The only question is as to whether they will also sell these.

 

[shaunm]

Nice to see we're creeping back up. I'm sure a win in the judging below couldn't do any harm.

INTEVIA TECHNOLOGY FINALIST FOR PRESTIGOUS
WORLD SUPERYACHT AWARD
CHICAGO, ILLINOIS, USA – 27 February 2008 – It was announced today that
Telezygology Inc. (TZ – ASX: TZL) has been named as one of four finalists in the running
for the Boat International World Superyacht Award in the Technology Award category for
their Intevia ® Intelligent Fastening Technology (IFT). These prestigious awards, The
Neptunes, are presented by Boat International Media, the world leader in superyacht
publishing for over 20 years. An independent panel of judges – superyacht owners and
respected industry professionals – will take on the challenge of choosing the best of the
best within the superyacht industry.
The World Superyacht Awards celebrate the excellence in innovation and technological
advances as well as recognizing the quality and beauty of the very best superyacht. The
Technology Award for which Intevia ® IFT has been nominated is bestowed on the most
significant new technology introduced in the year and one that has the potential to achieve
a wide impact and acceptance on superyachts.
“It’s exciting to be considered for this distinguished award by a panel well respected in the
superyacht industry,” said TZ Group CEO, David Feber. “We are a relatively recent
entrant into the marine market, based on successes in aerospace, defense and ground
transportation, and to be recognized for the Technology Award at this point is truly an
honor. This milestone indicates market acceptance in the marine sector and will help TZ
realize many new purchase orders for marine applications in the coming year.”​

 

[shuisman]

TZ have announced one high volume order from Larson Doors, and are holding onto several others without announcing at clients requests.

Use your calculator and your imagination

Hi Pommie, what are youre expectations for now. Stocks just keep on dropping at the moment. There I expected it would go to the sky

 

[Pommiegranite]

Hi Pommie, what are youre expectations for now. Stocks just keep on dropping at the moment. There I expected it would go to the sky

My expectations are the same as ever. Are you aware of something which has fundamentally changed with the company? Please share

 

[shaunm]

Oooh tuff morning so far Is this just sentiment or some heavy price manip. going on.
Not a lot of buyers lined up either.
Holding firm, just after some feedback.

 

[Santoro]

Oooh tuff morning so far Is this just sentiment or some heavy price manip. going on.
Not a lot of buyers lined up either.
Holding firm, just after some feedback.

The sheer volume of money in the market place is drying up as the credit evaporates [same amount of stocks but less capital], there are not many sellers [nor buyers] and their is low volume and large price gaps to restore TZL back to previous trading range over $4, s....still has plenty of upside if new purchase orders are announced or disclosed...

 

[treefrog]

after that 380 very strong support line failing and this very hot weather out here, just had to put my shorts on....

 

[shaunm]

Well I don't know about you guys, but right now I'm feeling like someone has torn me a new a**hole!
A low of 2.80 is just incredible.
WTF happened today??

 

[treefrog]

Well I don't know about you guys, but right now I'm feeling like someone has torn me a new a**hole!
A low of 2.80 is just incredible.
WTF happened today??

c'mon fellas:
1) get your testosterone away from your shares
2) learn to read ..............charts - there will be less surprises
3) you were rooting against the downtrend - in TZ shares and the market generally
4) at close today 13 buyers for 132,101 units 39 sellers for 191,240 units

looking for positives:
5) the vols trying to take it down to $2 are relatively low and it should recover OK but needs the news u are hoping for
6) at $3 support level now, next support at $2:50

 

[shaunm]

Maybe TZL can sell me one of them new "fang-dangled" fasteners for my newly aquired "passage"? :bonk:

 

[ntphil]

I've been buying all the way down and will buy tomorrow. I think of it as an opportunity. As a longer term hold I think there's huge upside which cannot be ignored.

 

[Pommiegranite]

I finally, after months of buying dribble, managed to top up with a decent amount over the last couple of days.

It's a very illiquid stock with many factors at play. It cannot be analyzed by t/a alone.

Well done to all those who have bought at these levels.

The manipulation has been frenzied. I've a gut feeling we have some kind of news coming in April (Am I being vague enough?..lol)