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a big )
Lets put it this way...from the reporting one might conclude:
1. CEO intimate MSA now pushed back to June, and
2. Executive team going to China in June
3. XXII is going to be seeking investment capital in China (dilution)
ALL ARE COMPLETELY INCORRECT STATEMENTS...
hint: timing wrong on msa and china, purpose wrong...read the 10 points..
ps...This is what an excellent management team looks like...man I love these guys! Aggressive and SMART...Execution, Execution, Execution!
Vans a research analyst...HTFBS...more of a DD letter... and not marketing anything...(ask holders of some previously "covered" stock...No mercy if mgt screws up)
Not defensive ... just amazing what people thought they heard and what CEO said he "actually said". Almost a 180 degree.
Not really critical of people...its just our brains "think" they hear something or are just not critically listening when words come out. All who reported were well intentioned but got some critical points really really wrong...
Depending on how quickly CEO was talking and listener distraction it happens...
Van's update of meeting per CEO interview ...clarifies and blows away any "disappointment" of the "interpretation" of what was said at the meeting.
Where did you guys get China in June?...I can't disclose (because investors pay for it) what was said in Van's update (based upon clarification by CEO this AM with Van).
...but his 10 point clarification of meeting blows away the reporting thus far.
And no, I wont post...if you are too damn cheap to pay $300 for a newsletter that has made investors including myself..(and saved investors) 1000X that amount ... then you deserve to be in the dark. No hard feelings ...
ps. One hint...I hope the executive team has already reserved their limo to the airport...so they wont miss their flight.
regs will be coming soon...there is no way they will not be regulated by FDA...as a cig...as well as the FTA (advertising)
Musing about the China trip...it would appear that any investment in XXII would really be about establishing more of a strategic relationship with Chinese Tobacco vs raising capital. Establishing a relationship with CNTC via a substantial investment in XXII, could produce some very immediate and profitable results.
Regarding tariffs, a country often sets tariffs based upon specific distinctions in product...
There is nothing that would prevent China from lowering its Tariffs on imported cigs based upon the VLN/VLT content...(on a "health" basis). Cig importers have to disclose now nicotine content of cigs sold in China (or conversely raising them on less-healthy cigs).
Assuming a substantial investment in XXII, by CNTC...the lowering tariff would add to their bottom line (via XXII's bottom line), snub out competition, and promote "healthier" smoking and smoke cessation opportunity.
It all makes sense.
ps. There are a couple of modern cig mfg plants available in close proximity to XXII's for lease or purchase. The communities would welcome them with open arms.
I dont have a problem with E either...but disagree with his TA...
Spiffy has held up admirably in tech sell off...but honestly it is like most microcaps ...they dont follow the general market but are company specific...
the daily volume has always been modest and combining that with a relatively small float...IMHO TA is questionable...but 20sma looks like it is about to turn up again...
first contract announcement will blow the top off of Spiffy...
there apparently was no discussion which altered April/May anticipation of MSA as per Chardan's update...
the question was apparently posed by investor "if" it did not come to pass by MSA was the China trip still on?
substance of response, apparently: the two have nothing to do with one another...MSA has nothing to do with China trip...
For statistics on conversion of Real Smokers to E-cigs...
Presentation at Annual Shareholder's meeting today...of a new tobacco co:
"Ron Tully, VP New Projects and Public Affairs at National Tobacco, presentation was pretty significant. In a nutshell, his points were that big tobacco is doing everything they can to come up with safer smoking alternatives, I believe he called it a race to get the perfect device. The explosion of e-cigs, vapor shops and now heat-not-burn devices shows that people are definitely looking for some sort of alternative. However, he presented that for every 100 smokers who try them, only 2 actually fully convert...."
I'll be loading it up at $5.55 if the opportunity presents itself...
but VMW down 20% and SPIHF up in down market...should tell you your premise is incorrect.
Perker...like your use of "fledgling" co..
Def: "a young bird that has just become able to fly. : someone or something that is getting started in a new activity".
Perker...more accurately put...it would appear the timing of MSA is irrelevant to the China trip which was planned independent of the MSA.
I wasn't there but Frankie said:
"An analyst from CHDN was there too.. not hiding... still reiterating their $9 pirce target."..
IMHO...the specific revenue in the initial quarter is not as important as the 6 month-12 month ramp up ...and MSA is still the fuse that lights up everything domestically ...
China...has nothing to do with MSA...hooking directly into Chinese tobacco ...would be a home run...(by-pass BAT on that) with its own joint venture.
The biggest Chinese investor in public companies inside and outside of China...is the Chinese Government via funding entities.
How much would the Chinese Government want to see their citizens smoking VLN/VLT cigs? ... and they have no FDA/MSA issues...very stream lined process "Do it immediately or else"...
IMHO ... rather compelling partner. A very smart move on management's part. Chinese tobacco invest in XXII ... XXII now a partner with Chinese cig co....XXII ships VLN/VLT leaves to Chinese cig factories...there you have it.
SPIHF...holders know what they have and the stock is not general market driven ... IMHO ... one major contract award will bring this over $30
Not really...if they were not...they would almost be compelled to say "NO"
Announcement could be a stretch on Monday...but that they working on it IMHO is not...
Its just a waiting game girls and boys...it will all come together...
Thanks for the reporting:
The two important issues were addressed...
1. MSA is not a matter of if, but when.
2. MJ was brought up, and was not denied,= YES
*"just said couldn't talk about it" is YES...but not ready to announced, which IMHO...could be announced on Monday press release.
after all what has happened to SP...that is a natural reaction...but not necessarily the correct one after going through all that discomfort in SP movement.
sell now...I'll gladly take more...
Its not called "hope" its weighing the probability...of events happening...MSA...not a matter of "if" buy "when".
Review the assets of the company...review revenue sources...review technology and licensing...review the investments and personnel in place...review the relationships with BAT, FDA, PFIZER...hardly hope or mere speculative whim....
obviously you left one other thing out to the list you lost...your ability to analytically reason.
You are what "professional traders" and "investors" refer to as "WEAK HANDS"!
you hit the nail on the head!
not talking about you...but you want me to disappear...posters keep to your interest...
its like letting the horse out of the barn into the wild with a gps...you find it and kill it....but the economic damage has been done ... now try to punish the one who opened the gate if you can find him...probably in China.
it could have "some" effect "slowing down" counterfeiting, but to organized crime (China) ... they could care less.
lol...when bashers from here go to ciggy ... I laugh and am compelled to remind them how pathetic DSNY's execution has been...
dont like that commentary?...stick to your board. No one here is going to convince ciggy investors to buy DSNY...its dead wood, poor management and execution...and will linger.
Watermarking is a neat technology...but it is hardly "security"...it's an attempt to track "breach of security"...its value is limited to content being tracked after counterfeiting or unauthorized use.
And while a company with a much higher valuation may not have reported ANY revenue to date...the size of the deals (with huge sales force on the street and high powered Senior VP of sales) are 10x more revenue than DSNY can garner...lets see who reports significant revenue first...there is a reason why insiders are buying hand over fist this and prior months in the other stock.
lol...you have no idea what profit I already took and how much I have bought back lower...now do you?...
you just dont know when to end a conversation...for your own good.
lol...no one calls me off...Van could care less about DSNY...he obviously has no confidence in management's execution...proof today...its embarrassingly staring at you in SP.
$14M no revenue, selling to FDA ... no revenue...lol...MSA coming...feeble argument ......DSNY dead wood...for at least another 3 months...and that assumes actual execution...
and quadruple the revenue of DSNY and technology to license ...which is a "product"
Expect something at the meeting Sat...but a biggie I expect the Monday after the meeting...ala BAT deal...announced the Monday after the AGM last year...
etrade... BEWARE about your BEWARE...because you have no idea what is taking place in contract negotiations and tech integration...that is all I have to say.... )
An "insider" buying ... is hardly a "leap of faith"...it is a full fledged endorsement of the technology, management and company...this dude knows what he knows...
IMHO...contracts are being worked on via Ovrl...and we are most likely talking about millions in the high 5s and 6 figures.
could be a factor...vol low...timing of AGM not advantageous for those who need to raise cash for taxes...
Wondering how many XXII traders have to sell today to pay "short term" capital gains taxes...this is the last day...
for money to settle and pay on the 15th without penalty...hummmm
the problem in daytrading is you create tax liability that needs to be paid...regardless of your current holdings...its like getting a Margin Call...
If an unsolicited offer came XXII way right now ... I doubt very seriously that it would remain a solo offer...
It is not hard to believe PM knows the value of XXII's technology...with all the FDA/PFIZER fanfare...
we would see at least both PM and BAT in the mix and IMHO....that would make things interesting...
MSA or no MSA is not an issue for an acquisition by a Big Tobaccco co...its the technology that's valuable...MSA permits XXII to capitalize on it vs. Big Tobacco Acquirer
ps. Rest of World...China and EU could give a hoot about U.S. MSA
Ok boys...we do know BAT wants a bigger piece of U.S. market...but probably a bigger piece of the Chinese market. VLN big issue in China...
If PM is snooping around on BAT turf (XXII)...could prompt a move by BAT much before anticipated...dont forget...they studied the technology for at least a year before licensing it ...and have had it for a over 6 months...they are NOT newbies to XXII technologies...
IMHO...could get very interesting...would love to hear of a joint venture with BAT in China... That would certainly wake up PM!
gives them some right they would not ordinarily have ... like rejecting a hostile takeover ... I assume without putting to SH vote...if they think it is too low...
havent seen specifics...
No need to whisper TAKEOVER TARGET....it is now out there with this:
"Firms such as 22nd Century Group, which alters the biological make-up of tobacco plants, may be targets of interest for Philip Morris through product licensing rights for the company to purchase and control."
Read more: http://www.benzinga.com/intraday-update/14/04/4451694/philip-morris-a-staple-play-despite-s-p-500-performance#ixzz2yJVQlLGn
ADD...company calling SH to vote YES on Prop. #1 to frustrate hostile takeover...
WHAT MORE DO YOU NEED?....XXII is a LOOKER and probably at TAKER...by either PM or BTI
Question is HOW MUCH?
They must have gotten word....you are on the plate...
Frankly...it would not be bad it their is a bidding war...but would not get nearly as much as if the XXII were permitted to build out itself...esp. with VLN/VLT...which would be a monopoly.
If you only received the notice from broker...you have to get your control number from the broker and go to Proxy.com to vote.