However, other than the current shareprice which makes us all cringe, I prefer to look forward. TZT's order book looks good not withstanding the delivery timeframes of the goods they have sold. Other than a TZT statement that booked sales will continue throughout 2010, we have no idea which quarter they will be reflected in. For all I know, the street might be struggling to believe the backlog numbers.
We do not know the operating margins. As shareholders, we might expect (dare I say deserve) "some reasonable attempt" at guidance from the company.
We logically (they didn't stop selling with the last P.O.) assume more sales will be forthcoming as the year progresses.
We have not heard that the company will be talking to the street via some dog and pony shows. It needs to happen sooner rather than later. TZT needs to broaden investor appeal. Of course they could also use some analyst coverage around this time too. If their prospects are as good as both the internal and external expectations of a few short months ago, then this should be not be hard to get.
We were compared. prematurely (I bit to this one) and maybe even somewhat unfairly with DWI (DWI is front end and we are back-end). DWI's recent (very poor) share performance may be contributing to our weakness. However,it is not an excuse to be used nor for that matter is the recent behaviour of the stock market. Afterall, TZT started sliding before the last two weeks.
Obviously, some buyers, on the rumours in the early part of the year, were simply profiteers and have moved on. Some of the weaker sisters, perhaps based on lack of info, have moved on. Some investors,based on a falling shareprice and lacking the stomach, have moved on.
Depsite these unknowns and I hope to get some answers soon, I am assuming (yes I know what A$$ U AND ME is) the setback is of a temporary nature and...................
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