Can't help but feel the launch of the "highly ambitious" ourPAD project will cause a little tension in the relationship with Auspost. The success of the Auspost parcel delivery rollout is predicated on capturing a major slice of the parcel delivery business in a "one stop, bulk drop" operation. ourPAD presents direct competition to Ausposts current ambitions. Timing is paramount in this world, on this occasion TZ did not need to cause any unnecessary potential conflict with a Tender decision only months away. Directors could have thought this through a little better and lauched ourPAD next year. Goldie, believe me the Tender process will not be determined on Patent issues, complete furphy in relation to the outcome. Rating TZ as an 70% now in spite of the above.
TZL Price at posting:
34.5¢ Sentiment: None Disclosure: Not Held
