Any reasonably cursory analysis of market sector and %penetration potential in a range of areas will reveal that TZ will easily exceed this revenue example. The addition of Enterprise has completely changed the equation. I agree that a very high P/E is possible and I believe it is likely in the first years post IPO but the actual revenue accruing from some of the orders we know are in or being placed will greatly exceed the First Solar revenue and rapidly. If I thought we were going to receive a miserable $10-15 I most assuredly would not have invested so much and I remain entirely confident in both TZ and my decision.
NB1
I take your point but in the near future it is of no consequence what oasis does. Let them sell or hold.
TZL Price at posting:
0.0¢ Sentiment: ST Buy Disclosure: Held
