TZL 0.00% 2.4¢ tz limited

buy v sell, page-2

  1. 319 Posts.
    And as soon as the market opens the share price goes up.

    Here's an alternative view on the company's near term future. We've jettisoned PDT, which appears from the latest quarter's figures to have become a drain on the business. We appear to have quite a large order coming in from SingPost, as they roll out their locker system. Continuing and growing orders for PDT from corporations. Ongoing demand for IXP from data centres. We've broken into the university sector, which I think has huge potential, and against heavy competition as well. The ADAM rollout is disappointing, and who knows what's happening with Coles. But other things look quite positive.

    We're building a customer base and a reputation for our products, which from my experience is absolutely the hardest part of creating a business.

    It's v. early, but I reckon there's a good chance that the results for the September quarter could be v. strong for us. And if profit margins are near where management expect them to be, we could be on track for our first profitable quarter. At long last!

    This is v. speculative, and not at all a forecast, but there's plenty of upside potential this quarter.

 
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