who is this airframe mfg , page-8

glyco

Your a super bull on TZ I have to say. But a reality check ... the announcement says that "closing this development portion of the deal strategically places us in the pole position for achieving the award of a supply contract that will be worth US$100 million to US$200 million over the lifetime of the product". So tyhe income is not guaranteed ..but it is very likely, and they think it will form the cornerstone of their business.

So you guys are saying .. US$8m per year gross margin on 60m shares at a PE of say 40 = US$5/share. I guess its possible??

What we are really waiting for (patiently) is the upgraded reveue estimates as these will pool all the done delas nd likely future deals and give total dollars expected ... now that should be nice! Good thet they were happy to talk big $s in today's announcement ... I guess they wouldn't have if they had named the company involved .. so its a compromise (but I like to see the dollars!). I know they are stating everything in US$ but does that not perhaps in this case point to a US company??? (otherwise for Airbus it might be in Euros?). Just a thought.

H