Zenith Energy Share Discussion Threads

[p o n a] 11/11/2011 22:22

jblogg

mine are for the medium to long term. Short term price movements dont really bother me. I dont even monitor the price on a daily basis.

[joeblogg2] 11/11/2011 15:53

:(( looks like called this badly wrong. Had hoped to be in double figures not heading down. All depends on how soon we get contract news.

[p o n a] 10/11/2011 11:53

Contracts will come, confident of that. They have that one £500k contract to show case. Once one customer has it and ZEN has shown not having any problems, then you can bet others will follow.

The cash factor and no debt, gives very good support to the current (IMO) low valuation. It'll look even more better once we get another contract which means cash isnt being depleted but being accumulated.

At the moment the company is valued at cash but zero valuation for the business.

[joeblogg2] 10/11/2011 11:48

Well done pona, have high hopes here just need an initial contract to start this up!!

[p o n a] 10/11/2011 11:47

Any of you guys know who the customer for the £500k order was ?

[joeblogg2] 10/11/2011 11:45

ITM wish I had stuck with it but lost big time as bought far too many in high 60's only to sell out around 30 but is a great company!!!

[p o n a] 10/11/2011 11:45

Thanks dcr.

I picked up a lot of loose stock over the past few days.

Now holding over 1m.

[dcroston] 10/11/2011 11:43

Yes, I've been following ITM and have an interest in them as well. Things look to be taking off for them now.

[joeblogg2] 10/11/2011 11:41

Thks dc. A case of waiting but hopefully not too long. Look at ACTA and ITM what can happen with newsflow.

[dcroston] 10/11/2011 11:38

I had a couple of responses by email from SC since he returned from his travels. Here are some snippets.

Here's what he had to say regarding sales.

"If we get a suitable order we will simply build it and factory / type test it and stuff the prototype."

Also asked a few questions.


How satisfied are you that the non-superconducting MFCL is sufficiently protected from another company copying this technology?

"Met with lawyers; IP protection looks good"

Can you be specific about what it was that deterred companies from buying the HTS MFCL, what were the major contributory factors, in order of magnitude?

"New fragile technology with potential maintenance issues - customers never got past the Chillers. Footprint caused by ancillary room for chillers - Size really matters in substations

Having met and personally pitched some utilities - I can't see Superconducting FCL taking off for a looong time. They much preferred the new product."


When will the test results for the non-superconducting MFCL be released?

"In some respects I think we have already done so - but I guess final testing results will be available when we have tested a full size one - Back to 1st point."

[rovi57] 09/11/2011 11:11

"I need to get Zenergy into the habit of selling stuff, not just researching it"

I think this is a very telling statement about the past, and there fore it is a very positive attitude for the future.

[p o n a] 09/11/2011 08:07

Yes Joe, thanks for the feedback.

[duncandisorderly] 09/11/2011 08:00

Well done Joe.Thanks for sharing mate!

[bam bam rubble] 08/11/2011 12:08

Sounds like a lot of hot air with no real game plan on how to achieve those sales

[joeblogg2] 08/11/2011 11:44

guys, just had reply to my e-mail to SC regarding FCL and sales. I am sure he would not mind me posting as it would save him a lot of time answering any further mails/questions and get on with the business:

"In answer to the 1st part of your question, we are simply getting on and selling the new breed FCL now. We will use a 'sold' product to test as we don't have the luxury time to prototype / test /sell. Also this was we should be able to pay for the test.

I need to get Zenergy into the habit of selling stuff, not just researching it.

As to the second part of your question ; This I can't answer, apart from to say ASA(humanly)P - We're talking to everyone who will listen and pushing hard to bag sales!"

[duncandisorderly] 08/11/2011 10:06

I hope so guys.I don't want us to get up to Christmas with no news though.

[errollc] 08/11/2011 08:44

PJJ71 is right..they have position and trade around the edges. Dunc. we need to be a little patient I fear but I suspect all is in order....

[bam bam rubble] 07/11/2011 16:17

I wouldn't read too much into today's RNS of someone starting to sell their holding

Aquaglow is a small property company in Plymouth run by a husband and wife so these are PIs not an institutional investor. Most of the major insti's sold out long ago

3,401,750 shares are worth £323k at the current price so its not much of a holding in the grand scheme of things. They are doing the correct thing by selling however

[p o n a] 07/11/2011 15:57

On the website it shows them holding (before today's RNS) 2,848,800 (4.1%)


Today's RNS shows they now hold 3,401,750 (4.925%)

[pjj71] 07/11/2011 14:58

They seem to trade round the edges so i wounldnt read too much into it..

[jenny tulwought] 07/11/2011 14:37

Loads of buying all of a sudden - L2 anyone please?

[joeblogg2] 07/11/2011 14:13

:(( They sold 75k, seems a bit pointless with the number they hold?

[duncandisorderly] 07/11/2011 14:05

Pj,I got excited with the rns holdings in company until I saw it was a sell,ffs.

[duncandisorderly] 07/11/2011 11:30

I hope so mate.I just hope that SC doesn't let this one drag on and on like he normally does as folks are going to get bored and start to sell.All that hard work to get it up to 11p would of been a waste of time then.
It has already started to drift a little bit which isn't surprising but we have to keep the momentum going.
Take a look at SUH mate.My friend that told me about these,(although I'm still down,grrrrr)has said they are very much a takeover target and if he knows one thing it's his property compannies.

[pjj71] 07/11/2011 11:23

Morning Dunc, could this be the week we can start to crack open that champagne???