chand
I listened to the SCDC presentation by the CEO David Feber and yes he said calender 2008 and made no reference to 1st or 2nd half. I would be surprised if its beyond the first half as the principle owners have had their m oney tied up for a long time already .. but its possible. Certainly the revenue numbers will look better the longer they leave it.
What I am looking for is a stream of good news announcements over the next 6 months as more and more customers sign up to supply deals and if that happens TZ will be rerated significantly by year's end. Perhaps that's just wishfull thinking because I need some return on my investment inside 12 months that's for sure!!
Amex why do you say with such conviction that the float will be in 2007/08 (that is what the article said but DF didn't say that at the SCDC)??
H
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