ZGL 1.12% 8.8¢ zicom group limited

Here are my thoughts. 2 possible scenarios. 1) Spin off/sale of...

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    Here are my thoughts.
    2 possible scenarios.
    1) Spin off/sale of the heavy machinery.
    2) Spin off of the PE division & "the technology cluster"
    The old man may prefer the 2nd scenario.
    Opinions welcome as to the value of a standalone PE/med tech ventures ( I don't think "old school" Zicom will suffer much....It may even benefit from removing the liability of funding unproven ventures)
    What value do people put on:
    # A vertically integrated outfit owning & manufacturing high value products.
    # A profitable PE.
    # 3 Breakeven start ups.
    # More start ups in the pipeline.
    # iPtech funded to the tune of $4.5m by the state.
    # MedTacc funded to the tune of $15m by the state.
    I dare say that the technology offshoot will command the same value (as a stand alone) as the parent company.....Moreover it will grow much faster unshackled by the parent....The market will apply different valuation metrics to both outfits.
    I have been patiently waiting for this to happen.....Best news I've heard from Zicom.
 
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