Zenith Energy Share Discussion Threads

[duncandisorderly] 19/7/2012 09:53

I've been looking into Cleaver background and from what I can make out he has mainly dealt with software compannies so hopefully he will be looking into something in which he specialises.The compannies he has successfully built up and sold on appear to be I.T,so perhaps this is were we are heading.God Knows!

[idontpost] 19/7/2012 09:10

Only if you hold a million shares

[duncandisorderly] 19/7/2012 09:07

Do you think we'll get some form of discount,like staff benefits

[idontpost] 19/7/2012 09:02

What and subway the day after?

[christianf12] 19/7/2012 08:47

That's tomorrow then : )

The Board anticipate that Applied Superconductor Limited ("ASL") will exercise its option to acquire the entire issued share capital of Zenergy Power Pty Ltd before 20 July 2012, following which, a share sale and purchase agreement will be entered into to dispose of Zenergy Power Pty Ltd to ASL and the Board will proceed with the investing policy.

[idontpost] 19/7/2012 08:45

Pj earnings would worry me - pipe dreams are what share reratings are made of - we need excitement and a strategic plan alongside it

[duncandisorderly] 19/7/2012 08:42

Perhaps he'll buy a franchise to a Subway or McDonald's.

[pjj71] 19/7/2012 08:30

and no oil and gas..

and please let the company have some EARNINGS and not PIPE DREAMS

[idontpost] 18/7/2012 23:43

Pj, I would like £5 by Xmas also lol

[idontpost] 18/7/2012 23:42

Think it's simple.

It has to be within his knowledge base, it can't be a large sluggish opportunity requiring lots of capital (they only have £4mill),it h as to offer high potential and speedy return of value for investors.

He will want his money back too and he put in at average of 12p in last two investments.

Zen Market capitalisation is sat at half cash at bank. So there is protection for investors once final deal signed off and indemnities gone which is set for this week.

[duncandisorderly] 18/7/2012 18:57

Has anyone got any idea what Cleaver and co. have got their eye on.I suppose it doesn't have to necessarily have to be involved with engineering.Please,please,please,don't get involved in the pharmaceutical area as I have never made a penny out of it and I think they are the most devious of all.

[duncandisorderly] 18/7/2012 16:30

Pj,if it gets to that I'll be close to b/e.

[pjj71] 18/7/2012 16:11

i hope so dunc!! would be nice to start to recoup some losses in this name back!! 500p by xmas would be nice

[duncandisorderly] 18/7/2012 12:06

I don't know why but I can't help feeling things may just gradually start to get better day by day.
I have no basis for this,just purely a gut instinct.

[idontpost] 18/7/2012 08:54

As you can see, with only 69mill shares in issue, doesn't take much to get the great zen beast moving. And now its at 3p and cash is 6.5p, with new direction for the cash shell yet to be announced.

Could well get exciting soon.

[duncandisorderly] 18/7/2012 08:46

Sorry guys this should be on the aat site,lol.Another top pick of mine.

[idontpost] 17/7/2012 16:49

Summer in the uk - does that happen?

But assuming he means end of the traditional uk summer, which I would term endof the school holidays or late august/ early September, then I expect the are well down the road and know what they want to do.

It looks to me with zen they had a strategy, including giving an element of their portfolio time to perform. It didn't so they dumped and moved on. And if that is the case then at least they have demonstrated an ability to know when they had to cut and run.

I don't believe they will be holding back now, and suspect , when they explain their new strategy, it will have some punch. They have some big investors on board here and they will not want a small return. They need major multiples and quickly to restore faith in the stock. This is what they will seek to do.

They have probably been planning this for some time, in case they needed a contingency should the old business sales drive not generate a return.

And right now we sit here at 42% of cash at bank, waiting for the news on next step. It is a comfortable level to take an investment and see what emerges.

[idontpost] 17/7/2012 09:19

Possibly unfair Duncan. I tend to look forwards rather than back but Cleaver invested around £100k at 12p average. He also had the good sense to call an end to trading business before the cash ran out and there were no options.

Now with cash at 6.5p per share, tax loss, possible royalties and clean shell status this is lining itself nicely for a serious recovery.

[duncandisorderly] 17/7/2012 08:48

lol,Well I'm sure if there is a way to stuff it up Cleaver will find it.

[loverat] 17/7/2012 08:45

Indeed - it says something about a management when the market discounts 50% at cash.

duncan - not had time to look at this yet. Is there anything in the mix apart from the cash? If not,I guess perhaps that is a positive and one less thing they can stuff up.

[duncandisorderly] 17/7/2012 08:42

I just hope that Cleaver does a better job with this new venture they supposedly have,"lined up"as he has been far from impressive so far.In actual fact I don't know what the hell we've been paying him to do to date.
We know they will have about 4 mil in cash and yet the company is valued under 2 mil which has to be a reflection on the management who so far have been more than useless.

[idontpost] 17/7/2012 08:17

Duncan I never ignore anyone to be honest, always useful to hear a person's thoughts.

I can honestly say that the majority of the money I have made in my life comes from scenarios where somebody considers me to be a fool.

I expect this will return between 5x and 10x my original investment at 3p. But of course the negative comments from some will continue all the way up. And of course I accept things may not work out as planned. They usually do however.