[Tony53711]

Let’s see how low they can get the price for the insider offering.

[Amigo Mike]

Weazel,

I don't have a problem with the raise. Twas needed given the fins. Already mentioned here.
I do however have a problem with this being debt ..... no problem with that ..... but it being CONVERTIBLE .... with no apparent floor. Convertible with limits is one thing ... with no floor is another. Absolutely .... a BAD MOVE. On the interesting side ...... These notes apparently are "unsecured" .... which is very curious. Noteholders would be giving up potential rights to ZIVO assets. And at 10% interest. Also curiously low for where the company is presently and with no security.

I'm still standing pat with "swing trade" leftovers after covering the swing last year. Turned into LTCG area at this point. Its dead money until something happens so don't really wanna move the price around trying to sell it ... and with ZIVO .... news can come any time outta the blue. So don't wanna have to try to scramble to buy back.

I'm not happy with the latest "information" offered to shareholders. It is a total disservice to investors and the company. But everyone is smarter than me.

I anticipate grant money announced publicly by those entities that are making the grants soon ...... i.e. the State of Michigan..... and the USDA HPAI innovation grants. The USDA could come any day now in July with funding in August according to their website. State of Michigan hard to say cause ZIVO hasn't bothered to tell us about the specifics of this to look it up but my assumption is it may be a similar timeline as the USDA give gov't fiscal year timing.

I also anticipate something toward early August related to whatever the new target is of the second agreement ZIVO signed with the major animal pharma. Whatever this candidate is, the testing timeline for the initial tests is very short .... as is noted in the PR. I know the avian flu initial clinical tests are only about 10 days. So if new candidate is anywhere near there up to less than a month .... then it shouldn't take long.

Asking google for top viral diseases in poultry:
https://www.google.com/search?q=top+viral+disease+poultry&sca_esv=93d9039c66c2f80c&rlz=1C1FKPE_enUS992US992&sxsrf=AE3TifM4hhR5z_D8PRDhfiqbI7COl_Gmdw%3A1752542338748&ei=gqx1aIezLf7n5NoPzuDBiAs&ved=0ahUKEwiH_Lf82L2OAxX-M1kFHU5wELEQ4dUDCBA&uact=5&oq=top+viral+disease+poultry&gs_lp=Egxnd3Mtd2l6LXNlcnAiGXRvcCB2aXJhbCBkaXNlYXNlIHBvdWx0cnkyBRAhGKABMgUQIRigATIFECEYoAEyBRAhGKABMgUQIRigATIFECEYnwUyBRAhGJ8FSKhIUABY_T5wAngBkAEAmAGqAaAB8xOqAQQxOS44uAEDyAEA-AEBmAIdoAL8FMICChAjGIAEGCcYigXCAgQQIxgnwgIREC4YgAQYkQIY0QMYxwEYigXCAg4QLhiABBixAxjRAxjHAcICCxAAGIAEGLEDGIMBwgIREC4YgAQYsQMY0QMYgwEYxwHCAgsQLhiABBixAxiDAcICBxAuGOUEGCfCAgsQABiABBiRAhiKBcICChAAGIAEGEMYigXCAg4QLhiABBjHARiOBRivAcICDRAuGIAEGNEDGMcBGArCAgsQLhiABBjRAxjHAcICBRAAGIAEwgIIEAAYgAQYsQPCAhoQLhiABBjRAxjHARiXBRjcBBjeBBjgBNgBAcICBhAAGBYYHsICCxAAGIAEGIYDGIoFwgIIEAAYgAQYogTCAgUQABjvBcICCBAAGKIEGIkFmAMAugYGCAEQARgUkgcEMjAuOaAH3tEBsgcEMTguObgH8hTCBwkwLjEyLjE1LjLIB2o&sclient=gws-wiz-serp

You get a number of diseases noted.
I found the site below from Mississippi State lays all of it out. The PR sez it is a "model of various viral diseases"
https://extension.msstate.edu/agriculture/livestock/poultry/diseases-poultry
If you scroll down to near the bottom there is a list of "viral diseases" ....... my guess is the new target is one or more of the diseases listed and its underlying viral cause. More or less matches with the google search list provided.
The site lists:
Avian Pox
NewCastle Disease
Infectious Bronchitis
Quail Bronchitis
Lymphoid Leukosis
Marek's Disease (Visceral Leukosis)
Infectious Bursal Disease (Gumboro)

Hard to say which one (or more) it might be or if the new candidate is even listed there. Most sites list these same diseases. A couple I would think are not the targets simply by what I think the ZIVO isolates do which is to reduce inflammation and boost immunity. Which would lead me to 2 or 3 of them being the target of the second agreement. But so far not having much luck finding the clinical testing protocols on the ones I think might be in the new test.

The new coccidiosis testing is a 42 day test as noted in the PR. Nothing offered on when it starts. But my guess there is this test starts in 1st half of July and would run to mid to late August ... so not expecting anything there til September.

And still blows me away that ZIVO hasn't kicked Z Worldwide to the curb and virtually doing almost nothing for 2 years. Why this hasn't had deals signed to include as ingredient in someone else's product ... I just don't get it. This is opportunity lost not getting something moving here. They have plenty of documentation on it. And I've stated in the past I'd go head to head with glucosamine .... and any recovery based ingredient that easy blood tests would validate (CRP). And post the results.

Anyway ... in short I anticipate July grant announcements for Michigan and USDA. Money in August if ZIVO gets the awards.
I think Early August result of first clinical evaluation of whatever the new viral target is.
September for new coccidiosis result.

Assuming all goes well ... personally .... I don't know why a major animal pharma would even wanna bother with ZIVO and just have the isolates to themselves. Buyout offer in the 4th qtr and be done with it. And have full human side to explore for things we know already are rooted in inflammation. An offer of $500 million (roughly $100/share) would be cheap for >>>> "a disruptive, non-antibiotic therapeutic platform (animals and humans). Adding ZIVO’s therapeutic products to their portfolio would represent an entirely new market for our partner, and the significant prior work we’ve done provides high confidence for success.” <<<<

Depending on next round of news .... I may ... potentially .... dip my toe into the buying pool for ZIVO. That's a wait and see for me.
But you are welcome to listen to Tony ... who offers nothing here on ZIVO ..... take your pick. =)

I bitch .... but I provide my reasoning.

Amigo Mike

[Amigo Mike]

Clueless .... as usual.

Amigo Mike

[Tony53711]

Not hard to accurately predict based on past activities. Insiders continue to average down and dilute what is left of retail. It is why there is zero effort going into promoting the company to attract new investment and create enough demand to move the price. I guess this means they were not awarded grant money.

[weazelboy]

Uh oh...don't tell Tony...but, they fired up the dilution machine again... 🤣🤣🤣😝

**Need more tests, pleazzzzeeeeeee!!!** 😂

Same as it ever was.

https://www.sec.gov/ix?doc=/Archives/edgar/data/1101026/000165495425008035/zivo_8k.htm

[Tony53711]

Why is this still a publicly traded company? Insiders who own almost half the company are on the board. No information is shared except the minimum as required by securities law. The latest shareholder vote showed the few holders who control most of the company are happy with its performance. The stock barely trades and there is a relatively high cost to being a publicly traded corporation. Why bother?

[Tony53711]

Someone is keeping a lid on the price today. Guessing insiders want another private placement below $12.

[Tony53711]

Let’s go grandpa! Look at this stellar performance. Tird, keep up the great work with investor relations!

[Amigo Mike]

Feed and Additive Magazine

https://www.feedandadditive.com/zivo-targets-poultry-diseases-with-algal-compounds-in-new-partnership/

Unfortunately more or less repeating PR.

Amigo Mike

[Amigo Mike]

Article on ZIVO

https://africanfarming.net/livestock/poultry/zivos-revolutionary-strategy-to-poultry-disease-control

"Revolutionary".

Amigo Mike

[Amigo Mike]

Small uptick yesterday on 500 shares of buying.

WEEEEEEEEEEEEEEEEEEEEEEEEEEHHHHHHHHHHHHHHHHHHHAAAAAAAAAAAAAAAAAAWWWWWWWWWWWWWWWWWWWWWWWWWW.

And now back to your regularly scheduled dead space in ZIVOland ..........................................
😁
Amigo Mike

[Amigo Mike]

Appreciate the note,

But like you ..... flying blind.

Communication sucks ... its Dahl 2.0 thus far.
So:
1. Coccidiosis - 1 or more (unknown) major animal pharmas on it.
2. Avian flu - potentially state and federal grants on tap. Fed should be announced in July. Dunno about Michigan. Could be nice pile of money. Maybe major animal pharma on this too.
3. New unnamed vertical candidate directly being tested by major animal pharma. We got nothing on it beyond the existence of agreement.

Tough to be a ZIVO investor.
Amigo Mike

[Amigo Mike]

Gwinner,

I'm not sure we can glean anything for a timeline from the PR on ANYTHING. That is the major problem with Payne communications thus far. They raise more questions than provide answers.

Were I to guess if I were Payne I'd want the test already started or starting immediately.
The second unnamed candidate ..... we got nothing except selected for its short testing duration.

Also a guess this agreement didnt happen overnight so in my book the pharma should have been ready to hit the ground running. But my experience with these guys is they are slow as shit. Payne offered nothing so investors left holding their pud in their hand.

Amigo Mike

[Gwinner]

Amigo, as usual great recap and analysis

[Gwinner]

I am curious when the new 42 study will start or if it already started?

[Amigo Mike]

Top coccidiosis vaccines in USA 2024

>>>>>
The search results indicate that several companies offer coccidiosis vaccines for poultry in the USA, and some key products include:

Vaxxilive® Cocci 3: Launched in 2024 by Boehringer Ingelheim, this vaccine, previously known as Hatchpak® Cocci III, is a biological alternative to in-feed anticoccidial drugs. It is unique in the US market for using genetically stable precocious strains of the three key Eimeria species (E. acervulina, E. tenella, and E. maxima) that affect broilers. Precocious strains lead to faster immunity development compared to non-precocious strains. Vaxxilive Cocci 3 also minimizes tissue damage and can be used year-round.

Huvepharma Turkey Coccidiosis Vaccine: Huvepharma received a conditional license from the USDA in 2024 for this vaccine. It is the only USDA-approved and marketed vaccine specifically for turkeys that contains three Eimeria strains (E. adenoeides, E. meleagritimis, and E. gallopavonis).

IMMUCOX® vaccines: Ceva Animal Health offers a line of IMMUCOX® vaccines, including Immucox®3 for broilers (containing E. acervulina, E. maxima, and E. tenella) and Immucox®5 for breeders and layers (containing E. acervulina, E. maxima, E. tenella, E. necatrix, and E. brunetti). Ceva emphasizes the safety and efficacy of their vaccines, stating they induce fast, robust immunity.

COCCIVAC®-D2 and COCCIVAC®-B52: Merck Animal Health offers these vaccines, with COCCIVAC®-D2 effective against six Eimeria species and COCCIVAC®-B52 offering added protection with five strains (four species), including two strains of Eimeria maxima.

ADVENT®: Huvepharma also offers this live coccidiosis vaccine for broilers, effective against E. acervulina, E. tenella, and E. maxima. It's a strategic option for antibiotic-free production systems.
<<<<<
https://www.google.com/search?sca_esv=de7b93cea84487c6&rlz=1C1FKPE_enUS992US992&sxsrf=AE3TifN_yEDBgXgMHCi6aw2RRuaGYFAjuw:1750682960635&q=Top+coccidiosis+vaccines+poultry+2024+usa&sa=X&ved=2ahUKEwivq-6fyoeOAxWrMlkFHfo0F6gQ1QJ6BAhHEAE&biw=1536&bih=695&dpr=1.25

Amigo Mike

[Amigo Mike]

Depending on how you ask google the question about coccidiosis vaccines you get some different responses.

Here's part of an article posted to LinkedIN on research on the coccidiosis market
>>>>Key Competitors in the Global Coccidiosis Vaccine for Chickens Market
Key Competitors in the Global Coccidiosis Vaccine for Chickens Market refers to the leading companies that significantly influence the direction, innovation, and competition within the industry. These organizations are recognized for their strong market presence, extensive product portfolios, advanced technologies, and strategic initiatives. The report highlights each competitor’s core strengths, market share, recent developments, and competitive strategies such as mergers, acquisitions, partnerships, and new product launches. By analyzing the performance and positioning of these key players, businesses and investors can gain a clearer understanding of the competitive landscape and identify potential opportunities or threats. These companies often set industry benchmarks and play a crucial role in shaping consumer preferences and industry standards. Understanding who the major players are and how they operate enables stakeholders to benchmark performance, develop informed strategies, and respond effectively to market changes. This section is essential for gaining insights into competitive dynamics and planning for sustainable business growth.

Merck
Ceva
Zoetis
Boehringer Ingelheim
Elanco
Virbac
Xi'an Skydar Biological Products Co.
Foshan Zhengdian Biotechnology Co.
Qilu Qingda Biopharmaceutical Co.

<<<<<<
https://www.linkedin.com/pulse/coccidiosis-vaccine-chickens-market-size-segment-projections-amtte/

Amigo Mike

[Amigo Mike]

Just asking Google for companies that offer poultry coccidiosis vaccines .....
>>>>>
Several companies offer poultry coccidiosis vaccines. Some of the notable ones include:

Boehringer Ingelheim Animal Health: They offer Vaxxilive® Cocci 3 (formerly Hatchpak® Cocci III), a live vaccine providing a biological alternative to in-feed anticoccidial drugs.

Huvepharma: They offer Advent®, a live, orally administered coccidiosis vaccine for broilers. It can be used in antibiotic-free production systems. They also have a turkey coccidiosis vaccine containing live oocysts of three Eimeria species: E. adenoeides, E. meleagrimitis, and E. gallopavonis.
HIPRA: They offer EVANT®, a live coccidiosis vaccine administered via oral spray. They also have EVANOVO®, the first attenuated coccidiosis vaccine for in-ovo administration.

Merck Animal Health: They offer COCCIVAC®-D2, a live oocyst vaccine for breeders and layers. They also have Coccivac-B52/Fortegra for broilers.

Ceva Poultry: They offer the Immucox® line of live oral coccidiosis vaccines for broilers, breeders, and layers.

Murray McMurray Hatchery: They use Schering-Plough Coccivac-D, a live vaccine for broiler and layers, and administer it by spray.
<<<<<

And link to a poutlry med site pretty much lists the same players
https://www.poultrymed.com/Templates/showpage.asp?DBID=1&LNGID=1&TMID=87&FID=1632

Of course give me any one of those top three and I'm all for it. All three have human and animal divisions.
Amigo Mike

[Amigo Mike]

Weazel,

Ya ..... I know .... more tests .... not what we want.

Amigo Mike

[Amigo Mike]

Gwinner,

Judging from the market's reaction to the news ..... this obviously didn't garner anyone's attention .... and not likely what investors are looking for. Obviously no named animal pharma which is what would garner alot of attention. No $$$ attached, no decent specifics outside of more tests. So I guess that's the "bad" news.

I do think there are some positive nuggets of information in this release even though the market apparently isn't interested.

First ... a "relationship" with one of the "world's leading animal health companies". "Relationship" is an odd term here. But ZIVO basically appears to have a definitive agreement for this animal pharma to pay for and run a study on coccidiosis ..... and another on what I believe is a new ... unnamed ... virus candidate. Unclear if "relationship" has further meaning.

For coccidiosis it appears this study is more or less another version of study done last year that IMO was about as comprehensive as it gets for a coccidiosis disease mgmt program. Also done by a major animal pharma. Obvious questions ..... is it same pharma as previous, different one ? If different, what happened to the first one ???

This coccidiosis study appears as though it will specifically measure outcomes in combination with this animal pharma's vaccine. So this is clue as to who it could be since not all of the major animal pharmas are in the coccidiosis vaccine space. Also appears some new parameters being tested that weren't part of prior tests and specifically calls out that this trial would support the USDA approval process.

So good news .... major animal pharma doing it all and paying for it. More good news ... working with animal pharma that knows the process and has the expertise to make it happen. This test is only 42 days. Bad news ... more tests .... no timeline for WHEN.

Then it gets a bit more intriguing.

The second agreement pertains to "a model of various viral diseases of significant consequence to the commercial poultry industry. The particular disease to be studied, which has no cure ....... " .......... appears the successes pertaining to the University of Delaware Avian Flu tests ...... have spurred the thought that there are closely related viral diseases impacting the industry that ZIVO might have a potential solution for. So sounds like new vertical candidate ..... that potentially has implications for multiple poultry diseases. Also specifically selected due to short study duration .... and again no details on what "short" really means. I am aware that some of the early avian flu tests are very short duration and by that I mean roughly 2 weeks. Whether that is the case for this new vertical candidate or not ..... who knows. Long on questions ... short on details.

So Payne's comments state the animal pharma is aligned with ZIVO that there is more broad applicability of ZIVO's bioactive (NO SHIT) and of course that would be a new disruptive non antibiotic therapeutic platform (AGAIN ... NO SHIT). We've known this for 10 years. And of course multiple vertical options significantly increases the value of ZIVO. $50/share is still only roughly $250 million on a fully diluted basis. I'm on record already on what I think it is really worth. And we aren't even talking human applications either on multiple levels. We need a company that can open those verticals in a timely manner and that isn't ZIVO. Maybe this agreement gives the animal pharma enough chance to get an inside look at what these bioactives can do and it leads to a buyout. Would be interesting to know if this animal pharma is stand alone or has human side as well.

Given that ZIVO applied for state and federal grants ..... I'm guessing that animal pharma would also be interested in and help support greasing the wheels to land some of that free money.

Amigo Mike

[weazelboy]

What's a few more 'tests' amongst frens...??? 🤣🤣🤣

Cool, the partner is paying for it. Still, means nothing revenue generating any time soon.

Business as usual.

[Amigo Mike]

ZIVO Bioscience and Leading Global Animal Health Company to Advance ZIVO’s Immune-Enhancing Compounds in Poultry
Download as PDFJun 20, 2025
TROY, Mich.--(BUSINESS WIRE)-- ZIVO Bioscience, Inc. (OTCQB: ZIVO), a biotech and agtech R&D company engaged in the development of therapeutic and nutritional products derived from proprietary algal cultures, announces it has entered into a relationship with one of the world’s leading animal health companies to advance ZIVO’s novel immune-boosting compounds for use in multiple poultry market segments. The collaboration is expected to expand over time to address significant unmet needs in other livestock and companion animal species.

Initially, ZIVO and its partner have executed two agreements that will govern independent studies designed to validate and expand the use of ZIVO’s proprietary actives as immune-enhancing biologics to complement existing poultry vaccination strategies.

The first agreement covers a 42-day study focused on coccidiosis, a parasitic disease that remains a major challenge to poultry producers worldwide. This challenge study is intended to confirm previously demonstrated effects of ZIVO’s compound now co-administered with the collaborator’s vaccine, and will include collecting tissue and plasma samples to evaluate performance parameters not previously examined. This trial will support the regulatory approval process of the USDA’s Center for Veterinary Biologics, as well as to validate the commercial business case and lead to a commercial agreement.

Under the second agreement, a study will assess ZIVO’s compounds using a model of various viral diseases of significant consequence to the commercial poultry industry. The particular disease to be studied, which has no cure, is characterized by rapid onset and high mortality rates. The virus was selected for its well-established in vivo model, clear clinical endpoints and short study duration, while serving as a representative model for a range of other viral poultry diseases.

This study was prompted by ZIVO’s previously reported data showing reduced severity and spread of low-pathogenic avian influenza (LPAI) in treated birds. Positive outcomes from this trial will lead to a broader research agreement to pursue additional diseases. Applications for treating viruses represent a significant expansion of the therapeutic range and economic value of ZIVO’s novel immune-boosting compounds.

Both studies, to be fully funded by the collaborating company, will investigate several ZIVO product candidates for their ability to:

Reduce the time between immunization and the onset of protective immunity,
Protect birds during the vulnerable period between vaccination and immunity,
Enhance the immune response following immunization, and
Mitigate the immunosuppressive effects of diseases that leave birds susceptible to secondary infections.
“This collaboration supports our strategy to partner with a major animal health company that brings scientific expertise and R&D infrastructure to advance our innovations to global markets efficiently and at scale,” said John Payne, Chairman and Chief Executive Officer of ZIVO Bioscience. “We are aligned with this company on the broad applicability of our immune-modulating technology and its potential to create a disruptive, non-antibiotic therapeutic platform. Adding ZIVO’s therapeutic products to their portfolio would represent an entirely new market for our partner, and the significant prior work we’ve done provides high confidence for success.”

[Gwinner]

Any guesses who the major animal partner could be???

[Gwinner]

"....Both studies, to be fully funded by the collaborating company....."

[Gwinner]

Thank you ZIVO!
I knew you were listening!

[Zhodar]

Well, hello morning press release

[Amigo Mike]

Gwinner,

I would honestly expect they are at or near out of cash by now. So not really surprising to me ..... and signals another middle finger salute to the IBs of the world. They are truly scumbags. And the buy is only $50,000 ... they surely need more than that.

Anyway I posted previous there are 250K Armistice warrants at $16.80 that expire July 5th. That's $4.2 million if exercised but of course that should only happen if the stock is above $16.80. I'd be surprised if the stock got past that price before then in the absence of news. Also wonder if it could factor into the "timing" of news.

Regardless .... insiders can't buy in front of pending news. So the other side of the coin is ... I wouldn't expect news now with the Yaldoo purchase.
So I like the purchase but feels to me like we will still see nothing from ZIVO at least for now. Not good enough in my book and a big reason I would rather see the company sold at this point.

Amigo Mike

[Gwinner]

I'm going out on a limb....Maybe they needed to get this out before a news release? Or maybe they just needed some fast cash...?

[Amigo Mike]

LOL,

Yaldoo just bought $50K in stock at $14.33 with 10% warrant coverage.
https://www.sec.gov/Archives/edgar/data/1101026/000165495425007028/xslF345X05/section16.xml

Amigo Mike

[Algaeboy]

your late second quarter update is it nothing is going to happen anytime soon, if ever

[Tony53711]

Not going to happen. The shareholders who control vast majority of the shares know what is going on and others do not matter. The annual meeting vote was clear insiders are happy with grandpa and lack of activity. I would not be surprised if they vote to take this private if revenue generating deal is imminent. The top five holders who own vast majority of the shares - many on the board - can easily do this.

[Gwinner]

Give us an update ZIVO

[Gwinner]

Lets go Zivo!!!!!

[weazelboy]

Oh, I totally agree with you on that...guess I should've stated such. I just meant exactly what you stated...**if** they are desperate, they will extend them at a lower price.

As I said way back in 2023, I am convinced they had a falling out with Armistice which caused the waterfall in late 2023 post-surprise increase split...and Armistice said "f u"...and just sold everything they could to recover as much as possible.

We'll soon find out the path ZIVO takes on this...

[Amigo Mike]

Just my opinion,

But I'd take the opposite opinion.

ZIVO and it's investors been burned by these financings. They've gone the way of the middle finger salute to IBs and hedgies for the last 18 months.
Not sure that I see that changing right now.

On top of it .... don't know how much they are engaged with Michigan and the Feds .... if they think they'll get awarded grants next month .... I'd preferably take those.... and LOL .... if there's a pharma deal involving money at or near completion ..... I'd let the warrants expire.

Of course repricing also shows weakness/desperation to an extent ..... and would likely drop the stock too.
But JMHO .....

Amigo Mike

[weazelboy]

And one item of note ..... at least dilution/money wise ..... the Series A 2 year warrant held by Armistice Capital for roughly 250,000 shares at $16.80 are no longer ... "in the money" at the current bid and they expire July 5, 2025. So we are within a couple weeks of some potential "funding" expiring off the books. This is $4.2 million were these to be exercised. I would think ZIVO receiving $4.2 million from these guys would be a material event needing to be reported but one never knows these days ...... dunno if ZIVO been in contact with them or not but just pointing out that a sizable warrant expiration is happening shortly.

In the absence of something tangible to move the stock price AND create enough volume to exercise these...they will likely re-price/re-structure them at lower price with an extended date imo. Would likely require them giving Armistice more warrants too though.

[Amigo Mike]

Yup.

I'm fairly certain 1 or more big animal pharmas were or are in play here given ZIVO's public statements. And I know pharma deals don't fall off trees and happen overnight. I get it .... but Payne tossed out a few bones and then has gone silent on what investors need to understand to make informed investment decisions.

At face value ZIVO still in the last window offered for a pharma deal ..... "1st half" ..... but that window is near closing.

I do wonder if Payne gone dark because the talks and deal are hot and wrapping up ? ..... or has it run cold ...... and ZIVO left at the alter again.

He could have very easily offered CEO letter as is fairly normal for the annual meeting. But didn't. WHY ?

And one item of note ..... at least dilution/money wise ..... the Series A 2 year warrant held by Armistice Capital for roughly 250,000 shares at $16.80 are no longer ... "in the money" at the current bid and they expire July 5, 2025. So we are within a couple weeks of some potential "funding" expiring off the books. This is $4.2 million were these to be exercised. I would think ZIVO receiving $4.2 million from these guys would be a material event needing to be reported but one never knows these days ...... dunno if ZIVO been in contact with them or not but just pointing out that a sizable warrant expiration is happening shortly.

Amigo Mike

[Tony53711]

Dahl 2.0. Still amazes me the board members that own almost half of the company have tolerated the incompetence. Although looking at their backgrounds it makes sense.

[weazelboy]

Anyway ...... investors still in the dark .... maybe Payne has something to say soon ... maybe not. A game of wait and see .... AGAIN.

[Amigo Mike]

Gwinner,

8K posted late this evening.

Of course it sez absolutely nothing about anything of value. No CEO address to shareholders. Solely the voting results of the annual proxy.
https://www.sec.gov/ix?doc=/Archives/edgar/data/1101026/000165495425006837/zivo_8k.htm

Annual shareholders meeting and you post zippo .... no recap of where you've been ... no where expecting the company to go from here .... nada.
WTG ZIVO ...... just another miss to add to the pile.

And this is the info from the USDA website that leads me to believe we would hear something on the federal grant roughly July.
Announcements on the APHIS website "mid 2025" and project should start no sooner than August 1, 2025 which means the awards would be funded end of July or early August presumably.
https://www.aphis.usda.gov/funding/hpai-poultry-innovation-grand-challenge/faq

>>>>>>
When and how will I find out if my proposal is funded, and when will funds be awarded?
APHIS will publish the spending plan and list of projects resulting from this funding opportunity and notify applicants of their award status promptly after the spending plan is approved by USDA. Applicants will be notified by email and through announcement of the awarded projects on the APHIS website. We anticipate announcing awarded projects in mid-2025.
<<<<<<
>>>>>>
When should the project start and end? How long will I have to complete the project?
We recommend that cooperators plan for project start dates no sooner than August 1, 2025, but we may allow flexibility to accommodate specific project needs. A project’s duration will depend on the nature and scope of the project, but we expect all projects to be completed no later than 3 years after the start date.
<<<<<<

No idea on the Michigan grant cause no info on what grant was actually applied for and what the timelines are. Of course $5.5 million from Michigan would be pretty sweet. But I can't see Michigan granting money and ZIVO spending it at the University of Delaware .... but maybe that wouldn't be a condition of the grant ... i.e. spend the money "in state".

The combined grant money could end up being substantial for the company that's for sure.

Unfortunately one thing that gives me pause on both grants .... ZIVO doesn't do it's own research so wondering what their applications look like.

Anyway ...... investors still in the dark .... maybe Payne has something to say soon ... maybe not. A game of wait and see .... AGAIN.

Amigo Mike

[Amigo Mike]

Gwinner,

Some selling is not really a surprise to me at this point ....

Mgmt has basically been a complete failure in the communications dept and has not delivered a coccidiosis license. As I already noted ..... Payne has left investors with nothing to hang their hat on for any time line to execute just about anything.

Coccidiosis license ? Last public statement was they expected deal in the first qtr. Only if you are following along very very closely would you know that was walked back for reasons unknown and restated as 1st half.

Avian Flu ..... next test when ? State and federal grants applied for free money. No timeline. The federal grant is closed to submissions. I believe the applications are reviewed now and I think the awards would be announced in July if I understand what I read on the grants. This one is intriguing to me cause I don't know that I've yet to see anyone with some sort of solution option to the avian flu situation. We'll see I guess. But no timeline on more tests either. Next steps, etc.

I also have a problem with the ZIVOlife vertical. Obvious there is some massive disconnect there. Not doing jack. Past time for a move there one way or another.

No 8K filed still with regard to annual meeting/proxy results. Another opportunity to communicate ..... still not filed.

So .... frankly ... I'm not surprised to see selling. Honestly a CEO's job isn't to care much about day to day stock price movement like an investor would. CEO's job is to build company value. Thus far Payne has moved the company to the cusp of monetizing a product candidate and I believe built value. But we are at the point that investors are generally flying blind based on company provided information. And it is also why I'm much more inclined these days to advocate that Payne sell the company to someone who can explore and monetize the vertical possibilities. It is time for action !

Amigo Mike

[Tony53711]

Still no 8-K for annual meeting outcome. What are they hiding?

[Tony53711]

And still selling. Of course no support of the stock from Zivo.

[Gwinner]

Welp OTCN got there shares sold....

[Tony53711]

Where is grandpa’s boot licker?

[Tony53711]

Lack of news on annual meeting leads me to believe investors who do not get private placement deals and free shares about to get hosed again.

[Gwinner]

OTCN wanting to unload some ZIVO shares today...but no takers so far

[Tony53711]

Apparently no one rushed out of the annual meeting to buy stock.

[Tony53711]

Still clinging to that $50 a share huh?

[Gunner 75]

Thanks Mike for the awesome lesson. I needed that. Still curious why the RS did not affect the Warrant total.