ZEL - Z Energy.

[ScrappyO]

The question is, does ZEL want to try and get "ahead of the EV demand curve" and carve out a niche as the place to go to charge your EV and thereby leverage its snacks and beverage business or will some other retailer like BP (which is known to have a superior food and beverage business), carve out an even bigger slice of the market ?

Surely questions need to be asked when Mike Bennetts salary just for one person is a multiple of many times the total annual spend on EV charging infrastructure for their entire national network ?

I agree 100% about the Toyota N.Z. CEO's comments. They were pathetic. Its quite obvious Toyota are many years behind many other manufacturers with their EV products.

Maybe they need to use the profits they have now and build wind farms in a JV

[nztx]

Maybe they need to use the profits they have now and build wind farms in a JV

perhaps a KFC JV might be just what the Doctor ordered (& if that goes well add more similar)

Nothing like further capturing further captives with their captive dollars & mostly an audience
that probably doesn't give a hoot about getting EV-ed ..

[Zaphod]

Toyota is not bringing Ev hilux into NZ, for two years as they feel battery technology has not matured enough. .

There is no EV Hilux in existence to bring into NZ at this time. Toyota (globally) have stated that they are looking to develop a full EV model, but that it is likely to be several years away before anything is released internationally. There is however more clarity around a hybrid or PHEV Hilux, but even that could be a few years away from being released to any market let alone NZ.

Toyota are reasonably close to releasing a full EV SUV (BZ4X), and are likely to follow other mainstream manufacturers such as Honda with a small EV car.

[Beagle]

Shareholders should consider the 19cps bottom end of current guidance to be reliable under
almost any foreseeable circumstances.

Extract from Bennetts address at annual meeting. (This suggests a gross yield of ~ 10% as a minimum is sustainable for the foreseeable future)

Lot of talk about dividend sustainability but investors would do well to consider their very patchy track record with dividend payments.

My thoughts are best summed up with the old cliché "Talk is cheap".

[bottomfeeder]

The feebate scheme will be modified or scrapped as the import of second hand vehicles propels meteorically, targeting the rebate. We are going to become a dumping ground for near useless battery packs and vehicles that are not worth replacing batteries. The government is actually subsidising those countries getting rid of a stockpile of unsellable secondhand ev's.

[bottomfeeder]

I see Toyota is working on hydrogen technology. Uses existing ICE engine with modifications. Perhaps this will be the way of the future, instead of electric.

[Zaphod]

I see Toyota is working on hydrogen technology. Uses existing ICE engine with modifications. Perhaps this will be the way of the future, instead of electric.

IMO there's a niche market for hydrogen, potentially, in trucks/trains or perhaps aircraft, but I think the deck is stacked against mass adoption of hydrogen powered cars using either the converted ICE or a similarly inefficient fuel cell. There's some opportunity there for Zel.

[dreamcatcher]

More positives for Z's jet fuel business.

Air New Zealand is resuming passenger services to Taiwan for the first time since the pandemic began.

https://www.stuff.co.nz/business/ind...pandemic-began

[Arthur]

L1 CAPITAL PTY LTD buying in. They have a pretty good track record in their long short fund.

[sb9]

L1 CAPITAL PTY LTD buying in. They have a pretty good track record in their long short fund.

Yep, encouraging sign with new large player onto Registry.

And seems as though somone is happy to pay above current market price for a big lot.

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SP