Member Info for originalharrystamper

Agree. Product looks sound. Videos are great. Omnis are really pushing the products on social media for the US. Need to see what Australia 'contract' is doing though...... I've found nothing on that front and that was the first main contract they reported

I know the link, I posted it. WG wouldn't give the contract to Zenova. At best, they would get 'specified' for use by local authorities for use as a fire protection product before contractors can use it in council owned buildings (see London Borough RNSs). Lots of noise from them with being specified by Pelling, trusted NHS partner, shipping to European customers, Australia £2m contract etc.... but no actual revenue figures mentioned yet. Results will be interesting as most of this news has come after end of Nov last year (which is what I believe is the end of reporting period)

OHS

Gives out the contracts to who Earl?

Well that's a welcomed surprise! Just goes to show how quickly this can move on a little change in volume

OHS

Now this would be a very nice piece of the £580m pie:

https://www.insidehousing.co.uk/news/news/welsh-government-confirms-1bn-social-housing-spend-over-next-three-years-74426#:~:text=The%20spending%20was%20first%20announced,Wales%20up%20to%202024%2D25.

"In its full Budget published today, the Welsh government confirmed it will spend £310m in Social Housing Grant in 2022-23, up from £250m this year.

The Budget also confirmed plans to spend £330m on Social Housing Grant in 2023-24 and £325m in 2024-25.

The spending was first announced in the draft Budget in December, but has now been confirmed after consultation.

In addition to the Social Housing Grant, the Budget also confirmed £580m for the decarbonisation of social housing in Wales up to 2024-25."

OHS

Looks like Zenova are partaking in a project in South Wales:

https://www.linkedin.com/posts/katie-loforte-20405ab0_insulation-savingthroughinnovation-testhouse-activity-6922467284494004224-tcAj?utm_source=linkedin_share&utm_medium=member_desktop_web

Social Housing # 'hashtag' could be a pointer to this:

https://gov.wales/optimised-retrofit-programme

'Optimised RetroFit (ORP) is a whole house, pragmatic, approach to decarbonising existing homes. It is far more sophisticated and bespoke than previous schemes. It takes into account the fabric or materials homes are made from and the way we heat and store energy. It also takes into account how energy reaches our homes.

It is open to Registered Social Landlords (RSLs) and local authorities (LAs) to install a variety of home decarbonisation measures in existing social housing stock.'

OHS

I feel Zenova missed a massive opportunity to promote their business whilst at the same time instilling some confidence in current and future investors. Why give an extension of 3 months? I appreciate that paying 19p to subscribe for 6.5m shares when current SP is circa 40% lower isn’t good business sense for Amati but a deal should have been struck here where Zenova could have agreed a proportion of shares to be subscribed for now at 19p and the remainder extended for 3 months. That way, both parties are showing commitment. Amati could walk away in 3 months without subscribing for any more shares and have lost nothing

Devil et al - as I think most of us are aware, there is very little info on ZED in the public domain! Each avenue of research doesn't seem to go very deep before reaching the base source of the initial media coverage. That said, sooner or later I believe we will get a steadier flow of updates as further supply and distribution contracts are formed and then news of actual quantitative orders and revenue stream from Australia (very quiet?), USA (Omnis - good website coverage of Zenova), European (most recent orders being shipped) and the UK (most recent supply and distribution partner). Whilst on the subject of the UK supplier - Beyond Surface Solutions (BS Supplies Ltd) - here is a bit more info about them:

Company website: https://beyondsurfacesolutions.co.uk/

Their page update for Zenova partnership: https://beyondsurfacesolutions.co.uk/weve-joined-forces-with-fire-protection-thermal-insulating-coatings-company-zenova-group-plc/

More info: BSS are part of the EGUCHI IWAO Group due to EGUCHI buying International Applications shareholding of BSS (https://www.international-applications.com/NewsDetail/18) and (https://beyondsurfacesolutions.co.uk/were-partnered-with-eguchi-iwao/)

Surely this gives ZED great exposure to the Far East customer base - another string to their bow and perhaps explain why BSS was chosen over other paint suppliers and distributors?

OHS

Use this link instead:

https://uk-podcasts.co.uk/podcast/vox-markets-podcast/396-tony-crawley-of-zenova-talks-about-their-innov

Devil - have a listen to this:

https://www.**********.co.uk/articles/zenova-talks-about-their-innovative-product-range-and-wildfire-barrier-aae41f2/

OHS

Lonely, yes :(

Directors can't trade between closing of the financial period (30 Nov 2021) and the reporting to the market of that information

OHS

I have an expectation of some time in May. This is based on their stated financial year end being 30 Nov 2022 and the requirement to have results filed within 6 months of this date:

"The Group’s year-end is the 30th of November. The Directors are not anticipating material revenues in the period from Admission to the current financial year end. During this period the Group anticipates that it will be placing orders with its manufacturing partners for delivery of product to end clients towards the end of the current financial year and in the new financial year. The significant majority of the revenues derived in the first full year following Admission will occur in the financial year ended 30 November 2022."

OHS

good to see Omnis really pushing Zenova's products:

https://www.linkedin.com/posts/omnis-panels_construct-america-magazine-activity-6916731120906637312-tcWd?utm_source=linkedin_share&utm_medium=member_desktop_web

Question for the Zenova team (assuming you read this BB) - why has there been no similar media coverage in Australia when that contract was RNS'd back in November last year?

OHS

Morning ZEDers! Looks like Omnis put out some media coverage back end of last month as I’m finding the same article on a number of sites:

https://www.bloomberg.com/press-releases/2022-03-30/omnis-brings-revolutionary-zenova-thermal-insulating-and-fire-protection-paints-and-coatings-to-the-us

https://www.dailyadvent.com/news/29cdec39df7a908809bd6ab3275aac95-Omnis-Brings-Revolutionary-ZENOVA-Thermal-Insulating-and-Fire-Protection-Paints-and-Coatings-to-the-US

https://www.globenewswire.com/news-release/2022/03/30/2413064/0/en/Omnis-Brings-Revolutionary-ZENOVA-Thermal-Insulating-and-Fire-Protection-Paints-and-Coatings-to-the-US.html

OHS

No probs Spin. I'd really like to find something similar from Australia, seeing as that contract was RNS'd back in November and also mentioned in the IPO admission document, but nothing found so far

OHS

https://construct-america.com/index.php/2022/03/31/omnis-brings-revolutionary-zenova-thermal-insulating-and-fire-protection-paints-and-coatings-to-the-us/

It was 15.7 to buy, back end of last week so we know it doesn’t take much change in volume to move the SP. Edging ever closer to Final Results…..
OHS

Spread tightening. 14.04/14.4 live

Looks like (hopefully) the word of Zenova's products and contracts is spreading and investors are taking their position. Some nice chunky buys have gone through in the last week with 2 x 131,000 trades last Monday, a 60,000 and 45,000 on Thursday, another 100,000 on Friday and now a 118,000 today. Very nice to see! Onwards creep back up to the placing price should be on the cards if the trend continues and hopefully much more to come with each new contract win and news update! Looking forward to seeing further developments here in the very near term

OHS

Now this would be a very nice partnership collaboration:

https://www.linkedin.com/posts/ed-h-b4689516_good-chatting-with-katie-from-zenova-activity-6912711086207029248-fKdl?utm_source=linkedin_share&utm_medium=ios_app

https://www.kier.co.uk/expertise/housing-maintenance/experts-in-fire-safety/

OHS