Zenova Share Discussion Threads

[bobdown2] 15/5/2024 17:02

Echo. Im not missing the point. Most enteries into distributer websites have disruptive written. They note the need for technology change to aid green practices.
Zenova are front of the pack on products. How the competetors react is yet to be seen. The length of time that it takes to get certification is an obstacle for them.
Zenovas strength is the two different types of product. Paint and extinguishers. And they are proprably the only marine licence holder..MED. just need mire contracts to blow the doors off.

[echoridge] 15/5/2024 16:48

What you write is fair enough bob, but you kind of missed my point. The angle for ZED vs LIFS, is if the former, now that its certifications are complete, is slowly taking business from the latter

[encarter] 15/5/2024 16:43

At least the share price will be up tomorrow.

[bobdown2] 15/5/2024 16:36

Echoridge. Ive checked the sector. Some are more established and some cheaper. Im monitoring zed through to its results.
Technically zed,s fund raise has paid for itself. 700k raised and 2.4m pounds contract over 2 years. The revenues from this contract could cover another contract. How it effects the push towards cash flow positive we are yet to see.
The switch to longer term paint contracts could now escalate with the use of drips and sparks. Modular housing may appear. Zensafe are the main distibuter now and they mention Marine,automibile.aviation and oil sector markets.
And for about a month wildfire barrier is being pushed. The only taker for this so far is the film set industry. Summers here. Wild barrier could hit the headlines. That is a real money sinner.
Results are all important to educate and calm nerves.
I want more contracts to show that the funding is being well spent.

[echoridge] 15/5/2024 15:46

Bob - you might spend a touch of your investigative time looking at the problems at Lifesafe (LIFS), nominally a 'competitor' of Zed's but actually a company which hasn't managed to expand its product line beyond its one extinguisher product which itself has clearly not achieved the certification success that Zed's spent so much time nailing down. As a result, the 2 companies' fortunes seem to be diverging as LIFS, despite its bigger size, had to do a much smaller raise today than ZED's recent fundraise but at as big a discount. I started a board for LIFS in order to try and initiate a conversation with shareholders there to try and see why anyone would own it rather than ZED, but got no bites yet.....

[bobdown2] 15/5/2024 11:39

Drips and sparks the list proffesionals who can apply ZENOVA paints. They are now under zensafe and could lead to more contracts.
We need to see a definate increase. But now the fuse is lit

[kemche] 15/5/2024 10:30

I am also invested in LIFS. Another great company.

[bobdown2] 15/5/2024 09:54

Zensafe website. Enter by their own webpage not zenova.
Welcome to ZENSAFE, your prefered destination for ZENOVA products, specialising in fire protection and thermal insulation. As the authorised seller of ZENOVA products in the UK and the preferred choice by ZENOVA we offer the full ZENOVA range that encompasses the pinnacle of safety and thermal solutions

Maybe that will be mentioned as an update in last years results. Due before june starts. Wildfrire barrier is a highlighted,? Also.. when may finishes there could be around 30k of earnings a month from the 100k a month new contract.
Buy the fear and new revenue stream. Zensafe were responsible for the contract. Its for metal and wood supporting beams in houses.

[bobdown2] 15/5/2024 08:28

Ecob. Ecobuildings.. ecozenova/ecobuildings.? Ecozenova is part of a.z international the zenova partner for latin america and has the two companies as partners. Ecobuildings has recieved the go ahead for its modular housing in chile. News for the modular sections being made in albania has dried up.
There are contracts for 114m euros already on the table. If zenova had to supply paint or render then the contract would be sizeable.
All quiet on the western front though. More traction on the irder front would clear this incredibly stupid roadblock. I think the company is worth multiples if the current price. But the yo yo effect of the trading means i have no more money to increase my holding

[bobdown2] 15/5/2024 07:11

Im expecting a quiet day today. Now that the aggresdive seller has reduced the price to where it loses too much money to reduce its holding.
Investors if researched have an opportunity to buy before the results because of this crazy share price action.. news is not comming quickly enough to put right the problem here.
Another large contract ahead of the upcomming results would sort the problem

[kemche] 14/5/2024 15:22

Treeshake and MMs filling a large background buy order. NT to buy. All sold out.

[bobdown2] 14/5/2024 15:17

Tree shake.?

[kemche] 14/5/2024 15:15

I continue averaging down relentlessly. Barry all over this.

[bobdown2] 14/5/2024 15:15

Mms filling an order. Shame on them if it is.

[bobdown2] 14/5/2024 15:12

Will i ever find out what has gone on. A million sells today. ?? This after the biggest revenue earner for the company. Months on months if falling on good news destroyed by a desressed seller or deliberate actions. Hopefulky after the news the directors will fill their boots. At the agm maybe the company will ask for the right to be able to buy their shares back. This is crazy, stupid stuff and bears no resemblance to an orderly market.

[bobdown2] 14/5/2024 13:16

450k sell. Yhat and a look one. I thought again that it had stopped. W.t.f is going on. The new contract has had a marerial effect on the company. Ive postedall the good stuff
But.!! Maybe its not the previous seller its the placing. Zenova..its about time the news was continuos.

[kemche] 14/5/2024 13:09

Classic treeshake before Amazon is restocked.

[bobdown2] 14/5/2024 09:17

Including today. There are 14 days maximum for last years results. If they are released on the 31st.!! That is also the end of the first half of the current year. I think the change if auditor and broker will allow an update next year to close this overlong gap.
The second half of of the year about to be announced. Will not be financially impressive as it was all about certification. The update on the first half if the current year should be. 2024 could become the year of the octopus. Zenova is releasing its tentacles. India. Romania and central and south america. And the first major f.p contract is in the bag with more to come.
Look at the share price. There is now over 100k on average a month comming in. And a share price that is around 70% lower. I think it is a no brainer. But this is aim and its an aim bear market.

[bobdown2] 14/5/2024 07:44

Fire proof paint for wood and steel beams.
Wood and steel beams are integral to a buildings structure. Protecting them from potential fire hazards is paramount.
ZENOVA FP is specially formulated to offer maximum protection to these materials, ensuring they remain undamaged even in intense fire situations.
That from the zensafe website. Zensafe responsible for the 2.4m contract.
The paints also meet the current stricter fire regs.

[bobdown2] 13/5/2024 11:10

Advertising has picked up. All the distributers are pushing the fx range. The romanian fx supplier is very active on tik tok and social media. The media galleries that now show the fx range dealing with fires does highlight the superiorty of the fx range.
There now is maximum of 3 weeks before we get last years results. Year ended 31st of november. 16th? They are out of date because the certification and partners had not been added.
The company p.r guy is excited about the prospects. Demand will be mentioned. So will the palma demoes. Pr says it is the begining. Research agrees. Not long now.

[kemche] 13/5/2024 10:47

Not many left on Amazon now. Once they are gone then whoosh!

[bobdown2] 13/5/2024 10:32

Amazon!! Www.amazon.fx500. Only 14 left.
In the half yearly results zensafe bought 10,000 of which 2,160 were delivered. That news in the rns dated 25.08.2023.
Zensafe call themselves zenovas major partner.
One would expect time for the fx500 aerosols to gain traction. And it would be zensafe first. Because 10k no longer looks a large order. Clastrom for the spanish and german market was 40000. Germany is zenovas largest market.
Im thinking? Demand is picking up and this may be the first sign. Investors wznt to see repeat orders. Zensafe would be the first one to show.

[bobdown2] 13/5/2024 07:50

The full year results are due by 30 may 2024. From the government site, it reads next statement date 16th may 2024 due by the 30th may 2024.i expect that it will be
Just the month end. But last year on the 16th may they announced the big Clastrom order with a lengthy rns. Lets see if anytbing appears on the 16th.