RE:RE:ZenithHi Sanfran99. That was an excellent posting re Strategic Game plan for Both.
I'm very pleased to hear the information regarding the Zenith IPO this year. Thanks.
That is encouraging. I like you was dissappointed by the webcasts in February but I do understand your analysis. The fact they do not commicate concrete plans is discerting. Webcasts like this should be fully leveraged and managed by professional communications specialists...specifically, public relations experts. There were far too many great results simply buried in the presentation and lost to the broader investing public.
Regarding the Zenith IPO - It has been 10 months since the spin off was completed...a long time.
- If there is going to be an IPO it should shelf ready right now.
- Timing - We are at mid March so they have April, May and 1/2 of June and the September, October and November windows when investors will be at peak attention.
- There should be a complete PR/communications strategy and program in place and this should have started at least back in September, 2013. The website looks good but passive communications just won't cut it. The PR must reach out to the broad market to position the brand and build it's equity and interest. Afterall, they have an epigenetics platform and some proven lab results. Perhaps I missed the news releases.
- The PR program should cover all media - broadcast, online, mobile and print (of course that's up to the experts). Who knows, perhaps they should get on Quirks and Quarks and equivalent programs throughout the world.
- The PR should be generating interest, understanding and hype continuosly. They should interview the scientists involved and gather interesting tidbits to use in communication releases.
- Isn't Princess Margrette Hospital already individual, patient specific cancer treatement? Zenith could play to this.
- "assuming market conditions are right" - Market conditions will never be perfect. In the USA IPOs are hot. Epigenetics is a hot term now. It's time to get moving. We've seen what happened to tech...bubbled, bust and eventually recovered.
- They need to get very strong financial advisers managing this (I am not one) and moving it forward quickly with commitment. I'm sure Eastern can help there.
I've been close enough to some scientific, medical, engineering, etc communities to realize how intelligent, enthused and "yet often humble about their accomplishments" they can be.
Well, sometimes it is the time to stand up and shout it out and let people know. That time for Zenith is right now. You can't wait for perfection.
My sense from reading board and management profiles (they are almost the same) that these are very bright, honest hard working people but someone needs to help them "twist the prism" to view the light from a new perspective.
The scientific skills are there and so are the resullts. They need to leverage this.
Anyway, just some thoughts. I'm very positive.
Toinv