Zenith Energy Share Discussion Threads

[duncandisorderly] 01/11/2011 09:29

Sell the other 120k's worth of shares then,FACTO,LOL.

[duncandisorderly] 01/11/2011 09:07

Is that the best you can do.Poor,very poor D-

[duncandisorderly] 01/11/2011 09:04

Fantastic news,good riddance to bad rubbish.Thanks for keeping us informed and keep us up with the updates.

[errollc] 01/11/2011 09:03

Big hitter if ever there was one!

[duncandisorderly] 01/11/2011 08:22

The one great thing about Zenergy's FCL is that even during these troubled times they will still be ordering them as it will eventually save the utility compannies a fortune.

[acta_topup] 31/10/2011 22:58

another good day despite poor market conditions, to be honest the chart looks more and more like a springboard pattern with an anticipitated large leap upwards following many days of sustained buying pressure. The upward pennant was confirmed several days ago, which alone indicates further significant gains at least in the short to medium term. of course all of that will be blown out of the water with confirmed JV discussions or a new contract or two, in which case you can rip up the charting textbook!

[errollc] 31/10/2011 20:11

ireminisces - reading the RNS's the management think they have a winner here, so selling at 25p makes no sense. At 25p the market cap is just £18m....that's less than the cash and tax losses combined. There's no need to sell out for such a price, given the positive cash balance and outlook. 100p as a starting figure might be more like it!

Of course if there are no sales of the FCL then the picture changes, but I'm a believer in the strategy and find it hard to believe no-one will want the product. We shall see.

[ireminisces] 31/10/2011 19:13

errollc - 30p seems a good starting point for zen this year, surely a takeover at 25p which I read on an earlier post is ludicrously cheap, but I suppose if your looking to make a positive aquisition it makes sense for the buyer.

[duncandisorderly] 31/10/2011 16:45

Oh yes sorry,you can,lol.

[duncandisorderly] 31/10/2011 16:43

It would be nice if he has sold out completely but seeing that he's a compulsive liar you can't take any notice of what he's saying.
First of all he's sold out completely,then he hasn't.Then he only has 56k's worth left and the price doesn't drop and all of a sudden he remembers his wife,(ken) has 100k's worth of shares.
When they shoot up he'll say it was a 100k's worth cash,lol.You couldn't make this stuff up.

[warwick69] 31/10/2011 16:31

comendable performance by ZEN on a very gloomy day for general market,good to see very few sellers except of course Santegro !!

[errollc] 31/10/2011 16:06

The figure I've seen includes Russia which is c.400-600 FCL's per annum.

[hugh g wrection] 31/10/2011 15:59

Dunc

Steady! You are becoming disorderly lol!

HGW

[duncandisorderly] 31/10/2011 15:49

I'm sure that even that figure has underestimated the full FCL market as I'm sure I have read the the Russian FCL market is close to 7 bln alone.I'll do some research tonight.

[errollc] 31/10/2011 15:37

It would be nice if ZEN got, even a small part, of a c.$5bn annual business!

[duncandisorderly] 31/10/2011 15:21

Whats 3,000 times $2-3 million,lol.Can't quite count that high...

[joeblogg2] 31/10/2011 15:07

thks errollc good post outlining the potential here!!

[errollc] 31/10/2011 14:49

Joe...I've written before about the size of the market. In general the global demand is 1500 rising to 3000 FCLs required per annum between now and 2025. I'm not sure of the split between the various sizes (4kv to 154kv) but I do know that Zen's MFCL will retail for c.$2-3m and cater for 80% of the market's demand. 50% margin and the maths look good.

Next stage will be a few small orders (1-3 a time)....with a view to much larger orders once the smaller numbers of FCLs have been installed and approved.

10p of cash, tax losses of c.20p and huge potential...not much downside and huge upside IMHO.

[acta_topup] 31/10/2011 14:47

Actually quite a few trades on LSE & PLUS. Excelent volume continues and this (aside from the chart, which looks great!) is a good indicator for further gains this week.