"way too excited" ,LOL!
Allow me to retort.
Don always has looked for the next bigger.. when he found the CCT, before the market collapse, this would follow.
The LTC is being shopped to larger Corps, than I would like, due to economics, resulting in lesser participation. The (my interpretation thereof) short term 1$ eval, probably will have a hard chance of breaking a 5$ eval (via accretion and bottom line accounting methods) due to that large corp. participation.
I could be wrong, but control of LTC would seem to be far more subject to, and directed by that entity, versus going it alone with simple accommodations for junior JVs.
CCTI, on the other hand, is not facing a Junior position (at this time) in the overall company's prospect, and with a junior
jv partner provides a larger % involvement for the company.
What else does CCTI have in ongoing business model dynamics?
NO FDA! Use accommodations for many applications already understood, in place governance, vast social and economic implications....
I feel the the eval could be 3x> CCTI long term over LTC long term. If excitement concerns about individual techs are stated,
all I can discern, is that long term is not at an investors forefront.
Short term, no one knows which tech will come out of the gate first. Either will improve spec fundamentals, either will most certainly, at least, indicate imminent income.
People will get excited as they see fit, CCTI fits very nicely for me.
