Overview of Zenith Clients and Projects, page-9

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stan255

619 Posts.

94

22/08/19

13:40

Post #: 40097506
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Originally posted by danhoff ↑

thanks for update, Stan

I note the EPS of 5.72 cents per share; I think ZEN will be more than that (just over 6 cents per share); funny how one, non growth company earning 6 cents a share is priced at 97.5 cents and the other (a growth company) at 55 cents.

re the pipelines, I try to find almost daily PPAs signed by miners and remote communities; it seems the entire remote country is on 'hold'; I really dont find anyone signing anything

I like your compare of EDITDA per MW. I am not sure I believe your numbers. PEA 373 MW earns 60 mill. We have 180 MW (we are not finished with 39 MW - it is in build). And our biggie Tanami only started EBITDAing for us from around Feb. So I guess that is why our guidance for EBITDA for the year just finished is much lower. Our operations are very young and just starting up. And PEA is very old and stable (hence their cash flow goodness). And that is how they reduced their debt so fast. They are where I hope we will be in 3 or 4 years - in terms of lower debt and great cash flow.

Mr Market is really valuing the stableness of PEA. One thing I really do not like about PEA is their selling of power into the grid. That, as I have stated, is going to be a nightmare. Even last week there were 4 days the electricity prices paid by the grid to suppliers went NEGATIVE. I am more positive to ZEN because they do not contribute into the grid.

But all said and done, PEA is a great cash flow business. I hope ZEN will follow.

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Go look at their FY presentation and you will find their BOO EBITDA number of $60m.

ZEN Price at posting: 55.0¢ Sentiment: Buy Disclosure: Held
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0 Great analysis

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Overview of Zenith Clients and Projects, page-9

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