Interesting take on things Scotty. I'd love to see a $10m profit but can't quite see it. We're two months in to this FY without any wins of note. Italy and Indonesia may start rolling out 3-6 months after their trial kickoff (which appears to be around end of June) based on the time between SingPost trial to roll-out. So any rollout would only begin Oct-Jan. Doesn't give enough time IMO for massive revenue to kick in. Doesn't sound like TZ's manufacturing capability could match a $30m demand anyhow? UPS/FedEx isn't getting trialled until later this year so too much of a lag time to kick in with again.
Again other postal org wins will have a lag time between win and roll-out even if they skip trials.
A director buy by MB right about now would be a good signal
TZL Price at posting:
13.0¢ Sentiment: Hold Disclosure: Held
