SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

   Gold/Mining/EnergyZentek Ltd - ZEN


Previous 10 Next 10 
From: Steakhouse7/25/2022 6:12:49 PM
13 Recommendations   of 15269
 
Day dreaming this past weekend about ZEN. Re-watched the GF interview as well as the Open House interviews. Noticed whenever management spoke of the HVAC opportunity their faces lit up and they got emotionally excited. When GF said Dr Lebbin said he has never seen a product as good as ZENs, well that is huge and very telling. I believe ZEN management is supremely confidant of phase 2 success and is planning as fast as they can to get their ducks in a row to get this business off to a fast start.

GF said ZEN was in talks with HVAC companies and some of the names will amaze us. Doing some dd on HVAC filter manufactures 3M & HoneyWell are the two big names most have heard of. After that I have never heard of the rest and their are many.

With a 3 year minimum exclusive deal with the Canadian Government, ZEN will be in the drivers seat in any negotiations with filter companies. So ZEN has the pick of the litter so to speak. And just think of the opportunity in the private sector.

The market in the US is about 10 times bigger. I based that on the population difference. Now will Canadian approval of ZENGuard on HVAC filters be rubber stamped in the US or will the US have to do their own testing like the masks? Dr Lebbin has US contacts and has worked at KSU so is well known in the States. Will this make a difference?

Finally who ever ZEN partners with, I surely hope they "HAVE" to use the ZENGuard name on the product to build our brand. Their will be a day when a competitor arrives on the scene to give us battle. If ZEN partners are using their company name minus ZENGuard they can simply drop in the competitors product and keep on going. Not nearly so easy if they have to replace the ZENGuard name. JMO

Steakhouse

Share RecommendKeepReplyMark as Last ReadRead Replies (2)


To: Steakhouse who wrote (14572)7/25/2022 9:26:57 PM
From: Inca2
1 Recommendation   of 15269
 
Big name in Europe is Carrier airco systems and in the far east Panasonic.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Inca2 who wrote (14573)7/25/2022 10:25:24 PM
From: Steakhouse
1 Recommendation   of 15269
 
The World is our oyster. :)

Steakhouse

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Steakhouse who wrote (14574)7/25/2022 10:51:23 PM
From: keyman
3 Recommendations   of 15269
 
... I just wish the damned oyster would open its shell.
I think we're close though...

Share RecommendKeepReplyMark as Last Read


To: Steakhouse who wrote (14572)7/26/2022 10:35:18 AM
From: Been.There
15 Recommendations   of 15269
 
I asked FD about HVAC branding at the plant opening and he stated that the filters would be branded “ [ company filter name ] with Zenguard “. He didn’t tell me the HVAC company name but stated it was a household name.
… Been There

Share RecommendKeepReplyMark as Last ReadRead Replies (2)


To: Been.There who wrote (14576)7/26/2022 10:43:20 AM
From: Steakhouse
2 Recommendations   of 15269
 
BT- That is great news. Only a couple of household name filter companies and really only one that just about everyone knows ----3M.

Steakhouse

P.S. Did not see that info posted when all were posting info from the Open House. Might have missed it or were you holding on to this tidbit of info for another day. LOL

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Been.There who wrote (14576)7/26/2022 11:37:32 AM
From: WhelanBay
8 Recommendations   of 15269
 
Hmmmm?

msn.com

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Steakhouse who wrote (14577)7/26/2022 11:42:08 AM
From: Been.There
8 Recommendations   of 15269
 
Maybe it was a little more subtle in my original post. It would be nice if it was 3M but no names were mentioned.

“Unlike masks/PPE Zentek WILL NOT be selling HVAC filters directly but the filters will have Zenguard branding on them.”

… Been There

Share RecommendKeepReplyMark as Last Read


From: Packfan19417/26/2022 12:00:18 PM
   of 15269
 
Certainly feels like shorts are making moves to cover and will, imo, test the market all the way up as they try harder to cover. I dont think significant upward price points will happen without news, but the steady climb confirms that they are getting desperate.

Share RecommendKeepReplyMark as Last Read


From: Packfan19417/26/2022 4:17:32 PM
1 Recommendation   of 15269
 
Makes me wonder who unloads 5000 at the end of trading after we had such a good day going. Playing into the hands of the short covers.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)
Previous 10 Next 10