where have all the posters gone?, page-17

MM, with testimonials from Veritas & Patersons who is going to touch this company when approached for a capital raising? Why on earth would anybody sink money into a company that has only delivered losses to all previous funders. The only possibility of a positive future here is for the company to be self sufficient for capital requirements OR land a landmark deal which attracts capital.

As TZ hasn't announced positive news such as NextDC Canberra or those PDT contract wins (which could have been included in the quarterly update), I don't believe we value this company based on what is in the public domain. Perhaps there is a lot more behind the scenes that they let on, or perhaps there is a lot less behind the scenes than they let on. Who knows? None of us, that's for sure.

Based on the above, I wouldn't be at all surprised if there is a deal with AP coming. JW told me a few weeks ago that AP wanted a national rollout from Aug 1, - a lockerbank a day. There has been no hurry to award to a competing company, and AP continues to install TZ lockers which will be required to be supported by TZ and run on a different platform to Keba et al. Do we really think AP will be running and paying for 2 systems concurrently? Clearly AP will not be ripping out TZ lockers. None of this makes sense as usual. I've a feeling there is a lot more to this especially considering the drama of the trading halt.

Sentiment - certainly not a sell at these prices.