danoff, you have very clearly illustrated the reasons why so...

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Rikardo

1,527 Posts.

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16/04/20

15:39

Post #: 44081789
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Originally posted by danhoff: ↑

I just want to repost the analysis I am working off. This is FOR ME. These are my numbers. The oops column is what I had for 2020 before the great first half numbers came out. You can see why I hold. Each person should make their own judgement.

With no 'hiccups', just normal growth I see eps after tax of 13 cents per share in 3 years - and company still growing - debt percent decreasing, and FIIG payment finish in 2025. Also, I note interest rates from CBA for their loans (not FIIG) fell about 1% in the last fin year. I expect another fall of about 1% for this year. That is, costs will fall.

I think my sheet is unders even. The solar should be repeated elsewhere. This is the sheet that makes me say '$2 in three years' with dividends starting.

I dont recommend to anyone what to do. I just say THIS sheet tells ME that I should hold. And it tells me PEP got a bargain. They are allowed to get a bargain if they have the intelligence to make the offer they did.

I am just a watcher in our happenings. Like the rest of you. I assume PEP and OPT dont read or get info from hotcopper.

Remember the premise to invest in Zenith: safely off grid in the outback; leveraging our great miners (even gold miners); not on the unstable govt grids; over depreciated to date - so future earnings will be higher as project 'continue'; experienced management that has been doing this for decades; IP that others do not have (solar / gas power station with no expensive battery needed for smoothing); long history of operations with no hiccups... should I go on (maybe I AM typing for OPTrust and PEP)

...and I note no brokers do analysis of Zenith; that is odd, hey... we are still under the radar

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danoff, you have very clearly illustrated the reasons why so many of us hold the shares, but alas with the recent events it appears we will not get those benefits that come with patience. JMT

ZEN Price at posting: 99.0¢ Sentiment: Hold Disclosure: Held
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0 Great analysis

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