Zenith Energy Share Discussion Threads

[acta_topup] 20/10/2011 12:20

When you see this kind of chart pattern it's best to get in as early as possible and add when you can. This could move extremely quickly from here, and although 100-150p may be a year or 2 away, 50p+ is definitely achievable with a JV or a few sales contracts within the next couple of months.

[errollc] 20/10/2011 12:02

If you think the US electricity supply market is bad...have a think about the Russian market!!!

[joeblogg2] 20/10/2011 11:55

Duncan. has the web site changed as I am not sure I was accessing the right one yesterday? thks!!

[joeblogg2] 20/10/2011 11:44

Have been buying all the way down from over 9p as found over the last day you can sell 100k but nit buy more than 50k so will be difficult to get as people realise what they have achieved!!

[joeblogg2] 20/10/2011 11:41

Cash of over 9p and transformational news with a little contract people will start to see the value here.

[duncandisorderly] 20/10/2011 11:39

That's the thing with these power cuts.If affect so much more than your average light bulb.Can they afford not to have these FCL'S because the problem is only going to get worse particularly with the population ever increasing.

[duncandisorderly] 20/10/2011 11:27

Globally 99.9% of power compannies suffer from the problems that these FCL'S can rectify.If they are anything like in the States were I think you can sue for compensation,(that someone said earlier)then we are onto a winner.Not to mention the money these compannies would lose in the period of time they weren't supplying the electricity.Let's face it you can't exactly store it in a barrel like oil.

[joeblogg2] 20/10/2011 11:16

duncan. It could be and lets hope it's soon if they have been talkiing to some of them for some time!!

[duncandisorderly] 20/10/2011 11:14

Happy with that.The next announcement will be a deal.Whether that is a jv,licencing or signing up with a grid operator.Looking forward to it...

[warwick69] 20/10/2011 11:10

trading ground to a halt !!!

[duncandisorderly] 20/10/2011 10:49

I've been trying to get hold of SC since the announcement but he is constantly in meetings.I would of thought that was a good sign.Has anyone else managed to get hold of him?

[mmickyboy] 20/10/2011 10:43

I agree its a nice speculative company with a good risk/reward ratio.

[dcroston] 20/10/2011 10:25

That was pretty much my understanding errolc, though not sure if January was the cut off but I got the impression that if they don't get any interest then they'll pull the plug.

They hope to complete the full scale demo by xmas but testing may continue into next year. They want to be able to prove that a scaled up MFCL works equally as well which is the acid test of course.

They are still very interested in JV's. This may be the best route for creating sales as larger companies may prefer to work with a well established company rather than a small unproven company such as Zenergy.

They can now make a much better version of the MFCL for less than a third of the cost and a thrid of the scale (Its also simpler to produce and easier to maintain as its very similar to a typical transformer) so if there was interest in the original product then you would have to believe there should be interest in this one. They need to sell half a dozen of these a year to break even.

They currently don't have a sales team in place and all the focus seesm to be on building and testing the full scale demo version.

Still obvious risks here but It just may be worth the risk.

[duncandisorderly] 20/10/2011 10:13

Just one deal with one of the grids will see this in the 20's,regardless of jv's and such like.It was up a ridiculous amount years ago on hope value and now it has been rubber stamped it's just a waiting game.

[errollc] 20/10/2011 10:04

Cleaver knows he's got to maintain decent cash levels to make it an attractive 'cash shell' if necessary. He'll work hard to secure sales in the coming months and if he fails it's shell time end January. downside 7p (cash level in Jan).... almost unlimited upside.

[giant steps] 20/10/2011 09:57

Proof will be when they book sales, else it's a cash burner imo

[marley07] 20/10/2011 09:54

Ive been told that there has been significant interest from end users aswell as parties interested in joint ventures and jv's.Not only since the announcement but prior to it,which I must admit I thought was a bit weird.They seem to be ticking. all the boxes at the moment for huge potential growth.Dyor but this looks brilliant.

[dcroston] 20/10/2011 09:26

Dunc, errol,

Both you and I have obviously had the same conversation. Limited downside here but potentially lots of upside so worth the risk.

Good luck chaps.

[warwick69] 20/10/2011 09:12

Errolic yes very good summation fr anyon looking in need to try and ignore all the idiot posters short or pumping? Go on the skill ogf the management teamwho seem to have rescued this from a more incompitent bunch as there seem to be sio many on AIM? same at HHR new team need time to get value out

[duncandisorderly] 20/10/2011 08:20

Errollc,A good summing up sir.From the conversations I have had I must admit I agree with you.The other products while interesting made no viable sense to pursue under this current economic climate.
Zenergy needed to concentrate on a product that could e brought to market in the quickest time scale,manufactured and distributed to customers.
They have now accomplished this and the only downside I can see is if we get taken over far below it's true value.
Happy to hold and add at the moment.

[mmickyboy] 20/10/2011 08:00

Bam Bam

Good oportunity for shorters here. TO GET OUT WHILE YOU CAN! lol

Stay lucky

[errollc] 20/10/2011 07:26

The company is trading below cash levels, suggesting the market has zero confidence in any FCL sales. A few years ago the company was trading at a massive premium to cash because everyone believed sales of the various products. However the company is now better positioned to sell products, than at any time previously (rather strange but true)...the FCL works, is simpler, cheaper than before and more compatible with the various grids. The management team is also trustworthy and relatively inexpensive and wholly incentivised to make this work. Plus there are expressions of interest in the product as can be determined from the RNS.

If sales come through then the turnover etc could be staggering (ly large)...so the question is 'will there be sales'? I think so.

If sales fail to materialise within a few months (end Jan?) then SC will close down or sell the FCL business (there were apparently a couple of companies keen to buy/invest in the FCL business as a stand alone company previously, so perhaps they are still interested?). By end of Jan there will still be c.£5m in cash and loads of trading losses, that can be used by a reversee. There are several decent companies looking for that size of cash in a market where brokers can't raise a penny. So a cash shell is truly valuable currently.

Downside 7p, upside....a lot! a good bet if ever there was one! Good luck.

[wolterix] 19/10/2011 21:55

'no interest'