Zenith Energy Share Discussion Threads

[giant steps] 08/3/2012 14:15

CF12, i see one 20K order in the market to buy 8.20p
otherwise market is bidding at 7.50p

[christianf12] 08/3/2012 14:11

Going up on sells : )

12p coming : )

[mudbath] 08/3/2012 10:17

We could do with a self fulfilling rampfest at ZEN to brighten the day!!
(A bit like MTT currently.

[duncandisorderly] 08/3/2012 10:11

Just as well it isn't,eah!

[christianf12] 08/3/2012 09:51

Didn't realise this game was all about being popular.

[duncandisorderly] 08/3/2012 09:50

I see he's a popular chap over there as well,lol.

[giant steps] 08/3/2012 09:47

O/T

Apologies CF12, rsi is not one i follow

[christianf12] 08/3/2012 09:12

A few days? Haven't you seen my RSI rns? lol

[giant steps] 08/3/2012 09:11

O/T

CF12, your time-frame for investment is usually only a few days - i assumed
it was a revised target.

All the best.

[christianf12] 08/3/2012 09:09

My target is 12p "over the next couple of days", can't you read? We need a close above 11p to confirm a breakout and then a kick on to 18-20p : )

Have a great day!

[giant steps] 08/3/2012 09:07

CF12, perhaps zen will revisit historic lows if no sales orders are announced

Your chartist target 18-20p a few days ago has now become 12p, what next ?

[christianf12] 08/3/2012 08:02

Looking for 12p here next couple of days. Can anyone get a quote online to buy 200k shares?

[mudbath] 07/3/2012 17:45

PETERBLOK,that is true.
To remedy the omission I replicate a recent post from skeky,who appears to know the time of day,also.
===============================
"I've taken a quick glance at the tinyurl link. From the limited specification that Schneider provides in this document, I would say that Schneider have an FCL with specifications that falls short of what Zenergy have to offer.

For example, If you compare Zenergy's 6KV offering against Schneiders 12KV, Zenergy's offering comes out very favourably. Zenergy doesnt provide a spec for a 12KV (only 15KV) on the website but I assume if it did then it would very comfortably beat Schneiders specification.

Its also worth noting that schneider only seem to be offering a 12KV when Zenergy offer electrical ratings up to 138KV. The 138KV is the highest transmission voltage level used in the US and schneiders 12KV offering would not be appropriate in grids of this type."
====================================
++ a response from John of Groats:-

"Skeky,

Without knowing the respective sales prices, it is difficult to know how serious a competitor Schneider will be in the lower voltage range. As you have pointed out, their offering looks technically inferior and addresses only a small part of the range that ZEN are aiming at. However, last year they had revenues of €22.4 billion and net income of €1.82 billion so could invest heavily in catching up if they so wished. That is when the strength of ZENs Patents would be tested. It is at least possible that Scneider are already working on more FCL products but we may only know what those are when they are ready to launch them. With more than 130,000 employees operating in over 100 countries, Schneider could attack a far wider geographical market than Zenergy could on its own."
---------------------------------------------------------

My view echoes the optimistic and knowledgeable inputs on this thread from dcroston ,errollc,duncand and others that ZEN is edging towards releasing news to the market that should instigate a serious upward re rating of Zenergy's prospects.

[peterblok] 07/3/2012 12:15

No mention of Schneider though, mudbath?

[rovi57] 07/3/2012 10:26

good enough reply and information scope to go in to header? for newbies

[mudbath] 06/3/2012 20:57

The III MTT Board remains very informative.

I have lifted the post of WeRdoomed(with thanks)in view of its content.

"to clarify the difference between ABB, Schneider and Zenergy FCL's I thought I would ask the Zenergy in an email.

Here is their reply, you can make your own judgment as to which FCL you would then buy!

The ABB device mentioned below is an explosive interrupter. They are not permitted for use in the UK. In jurisdictions where they are used, they are basically a fast-acting fuse that uses an explosive charge to "blow the arc out" when the fuse operates in order to quickly interrupt the fault current.

They result in a permanent power outage, and require that a technician be dispatched to clean the device, reset it, and install a new insert (explosive fuse). Even if a technician is standing right by the device with the required tools and parts, it takes 30 minutes or so to restore power.


For auxiliary power applications at 10kV-12kV we are targeting replacing these devices in auxiliary power networks of main generating plants with our FCLs, because they don't want to continue to tolerate the outages that occur with some frequency when these devices activate.
Faults occur with some frequency on these auxiliary networks, because of the complexity of the network and the gritty industrial environment. Also, spurious operations are also fairly common, because the auxiliary networks power large pumps, blowers and other equipment that have very large starting current surges, so it's tricky to strike a balance between allowing the "normal" current surges associated with starting and shutting down equipment to pass unimpeded, but to interrupt the actual fault currents that occur.

Though I am sure that ABB is working on an upgraded product, currently, they are made only for applications up to 40 kV .

The advantages of the Zenergy device is that it simply absorbs the current surges, fault or otherwise (starting), and the device maintains continuity of power without an interruption.

Also, it provides additional long-term ownership benefits. While the normal starting surges should not be interrupted, i.e. they should be passed by the explosive fuses, these surges do damage equipment, though typically not to failure – they most definitely accelerate the aging and "normal" wear and tear of the equipment and result in reduced service life. Our device will mitigate these "normal" current surges as well as faults and provide long-term reliability and service life benefits.

In addition, for the faults themselves, even though the ABB devices are fast acting, there is still the initial fault current "slam" of the first few peaks of the fault current before the interrupter actuates. As you know, our FCL limits the first quarter-cycle peak of the fault current.


So, completely different products with completely different performance profiles.
End

So there we have it, no more replaceing fuses and outages with an mFCL"

[christianf12] 06/3/2012 08:10

There is no 100k sell order on the book. hhhmmmmm : )

[a.fewbob] 06/3/2012 08:09

No. What's different?

[christianf12] 06/3/2012 08:02

Anyone notice anything different this morning from yesterday on the level 2 order book? : )

[christianf12] 06/3/2012 07:56

errollc, ok cheers.

That sub £6m cap is discounting a hell of a lot of potential imo.

[errollc] 06/3/2012 07:45

CF12...I wrote about this a while back...I think the usable trading tax losses are c.£15m. You are quite right that this is a valuable asset, on top of the cash. However the cash is depleting slowly.

As I've always written I think Zen will get some decent orders, when these are evidenced the shares will fly and I agree with DD, these will be over 100p in 12 months (as fanciful as this may seem).It's just a question of 'when will these orders arrive?'....hopefully soon!

[christianf12] 05/3/2012 14:28

And what are the previous tax losses worth to a company? Multiples of this current market cap alone!

[drradcliffe] 05/3/2012 14:25

Of course, I should also add to my list of possibilities an acquisition or merger through trade sale.

There must be organisations out there who are interested in the power transmission business, and see purchase of Zen as a golden opportunity without the costs of setting up their own Australian and US business units.

Having said that, I think Simon Cleaver should give the business a bit more time - say the beginning of July. Large infrastructure sales always have a long sales cycle, and given they were drawing up contracts for the Russian mFCLs only a few months ago, I think extending to July would be wise.