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They wouldn't set up a meeting to just order cigarettes which they could do over the phone.
But they would ask for a meeting if they wanted to determine if XXII could provide several "special order" cigarettes (various strength levels of nicotine at different time intervals) not previously manufactured by XXII, to use in FDA testing.
we can agree to disagree.
Sons...you didn't read my post closely enough...
I made the distinction between getting approval "to sell" cigarettes without VLN designation vs. selling "VLN designated" cigarettes...I indicate that they could and should get approval to sell...but without the VLN designation because FDA is conducting a 4 year study to determine effects of different levels of nicotine and effects on smokers.
How could they grant XXII a designation of VERY LOW NICOTINE cigarettes...without first conducting their study...to determine effects so that they could decide what they should consider VLN? In fact, the length of the study gives FDA a 4 year cover to kick the VLN issue down the road.
IMHO reason FDA contacted XXII was to discuss its proprietary product in order to purchase different nicotine level cigarettes for their study...not because they were trying to decide to grant only XXII VLN status.
I still maintain VLN designation will not occur until the 4 years study is over and results are in.
Also Clipstream G2 Platform is cross-platform (transcode once), streams from cloud without need for players and reduces bandwidth by 90%...would still be the better mouse-trap...once ready...
and who wants to be a slave to GOOG technology?...once you adopt
"their" solution you will be and they will own you...that is why no common format can be adopted..."control issues"
Actually I left out main point in IGEN vs. ROCHE...private equity funded the Patent suit all the way...there was no shortage of capital for IGEN, who at the time only had just over $1m in cash. Shareholders made out handsomely as did private equity partners.
Key there...Roche had already incorporated Igen technology into its product used by 7,000 diagnostic customers world-wide.
Not to dis-similar to a situation where Big Tobacco if they violated and used XXII technology in its cigarettes worldwide...IMHO settlement would require big tobacco to buy XXII.
Dan...Pete gave the "very bullish" summary and it was well done, but IMHO you sobered it up a bit and hit the bottom line with:
1. "It seems to me that you completely ignore the capacity of human beings and GOVERNMENT to foul things up. Also events often CONSPIRE to frustrate our plans (the "Black Swan")."
IMHO...there will not be any VLN designation for at least 4 years when the FDA completes its study. (And the time factor IMO is absolutely ridiculous for a smoke cessation test..which leads me to believe big tobacco is involved...there is too much money at risk for them not to be.) But the market is not just U.S. and I would argue bigger outside U.S. for VLN, esp. China (where BT is big) where Tobacco companies MUST list Nicotine levels on pack.
2. "Key near term events for XXII are approval to begin making cigarettes, the actual initiating of production, and the up-listing of the stock so that it becomes possible for institutions to buy. I will not count these as done until they are, in fact, done. Nothing here is a foregone conclusion, but the odds do seem to be on our side."
Again..IMHO moving forward with MSA and manufacturing is a big plus, even without VLN...and I believe it will be done without the right to publicize VLN. And yes, no "Counting chickens before the eggs hatch" is prudent. (We have already been down that road with one of our Big 3)
3. "One big danger I see flows from the valuation of XXII. The current valuation is tiny, which allows room for huge percentage appreciation, but also restricts XXII's financial resources. In the event of a challenge to XXII's patents and prolonged litigation, it seems to me that XXII might lack the resources for a long fight. Remember, patents are not self executing. They have to be asserted and defended in court, often at great expense."
True...but you are ignoring BT and the sizeable investment made already...they would be the obvious partner, or if they are the violators, then any other big tobacco would fund ... against BT. (assuming patents solid).
Interesting 20 bagger scenario I invested in 11 years ago... a true David and Goliath... (you would see XXII vs. A BIG TOBACCO) http://www.nytimes.com/2003/07/25/business/roche-moves-to-settle-dispute-with-igen-by-buying-it.html
ROCHE ended up buying Igen, then plus spun off for IGEN shareholders a new company with their entire patent portfolio, less a perpetual license for Roche...and funded them $147M dollars). Worth the 6 month wait.
one small omission Etrade...though it might not be able to advertize it ... the general public will soon learn that brands are VLN and low tar.
Dont see it slow and arduous grind...see it as brisk move up with big funds joining in. Retail Day-traders should be history.
At what point will AAPL/iPhone and NSA Complicity ...damage AAPL...with banning of iPhone in China?
Watch video starting at the 44 minute mark... this is a ticking bomb!
http://www.mrconservative.com/2014/01/29909-obamas-spy-agency-has-control-of-your-iphone-microphone-and-camera/
ztockings...yes you are right...this is old news, which IMHO is why PlayMPE has a real value...and it is why DSNY has it current value via PlayMPE.
Pepsi..cash on hand..computes to shareholder's equity..depending on where SPIHF wishes to uplist (and it is a patchwork of different variables with Nasdaq and NYSE etc.)they likely will need the cash they have on the books right now.
On the other hand, SPIHF might also want to get rid of warrants since they are a liability, but they might not need to.
Liquid assets are important for uplisting and SPIHF keeping its cash is important for the same reason DSNY needs it (and is short liquid assets right now to uplist...even at $2) and why XXII has it, because of $7m from BT and is in a solid position to uplist.
ps. IMHO SPIHF has their hands full launching GlassWare and will be focused on doing its best job getting it out there...not diluting its time and energy in another "project" (acquisition) when they haven't finished their first and primary goal. Just good basic management execution.
Pepsi, the comment made: "Steve's replied that the European patent is close. They also EXPECT to hire senior staff to help expand the business."
I would not expect a "hire" unless and until G2 is ready for prime-time and can and will produce revenue. IMHO Steve will not commit to "senior" staff (big $) unless and until he is confident there is a committed revenue stream ... I would expect no sooner than end of February ... March, if all goes well. Just my guess...which could move up if that revenue stream is identified and committed.
That "intention" was referenced by Steve in the beginning of November...
IMHO...when the actual hiring takes place will be more important than the "intention" to hire.
Don't believe it will be for several months. But downside I see at 1.60 downside and 2.10 to upside (range) until then..(assuming the short can be controlled and a major deal is not announced).
IMHO...raise was strictly based upon upping Shareholder Equity for uplisting and not for acquisition(s).
If they have the "Crown Jewels" in GlassWare, why would they be interested in diverting their attention away from their core by purchasing a "Jarrod Diamond" (less disruptive then their technology)...
Van's alluding to NOT calling the Warrants is an interesting scenario. That would leave the warrant holders to choosing when to exercise their warrants and put less immediate pressure on the stock.
IMHO...exercise left to the warrant holders will not take place until $9.00 (resulting in receiving 1/2 their stock for free). Also SPIHF could have the flexibility of calling them in the future at any time (once $6 call criteria has been met, which apparently it has). It's like having an Equity Raise available to call upon at their whim...when needed.
My "guess"...is that the warrants won't be called...but will be voluntarily exercised at or above $9...which puts NO PRESSURE on stock...to the dismay of the SHORTS...
An example of a very favorable financing deal by SPIHF.
what is the price on Canadian Exchange? IMHO..it appears that the Warrant holders dont want to be forced to exercise...and will force under $6 again...
Lambert...IMHO...you are missing Steve's basic premise. Clipstream can either be a first line provider or the plumbing behind existing providers.
DSNY can play either competitor or partner role in the entire ecosystems...
Providing 90% bandwidth savings alone is huge to spotify, netflix, itunes, amazon, tubemogul, liverail, adapt.tv, youtube. It would be huge to Amazon who is hosting NFLX, big for GOOG with Youtube.
It would be huge for any Player device company concerned with evaporating in thin air...if G2 is widely "adapted"...G2 could be wildly profitable...and completely behind the scenes...and not "in your face".
If it plays a "plumbing role" for a big player, no additional capital will be required. Another opportunistic Media company might want to use G2 platform to go head-to-head with a big boy...or nibble on their heals...but that would be funded by the challenger..not DSNY
As I recall Apple OS was to be completed within 60 days from beta release of G2...it on target, that should end of January...or so.
comments were made in response and in reference to Seeking Alpha article by Shareholders Unite, dec 24th...don't know who Nickroyveya is.
yes..seeking alpha article was a good summary of Van's newsletters over the past year...
agree with you Macn...it was a fine day to consolidate...the more we do at this level...the stronger the move up will be.
I have enough at risk... by $3.60 it would have proven it to the street...and would be taking off ...
I look forward to buying DSNY much higher...I will have no problem buying it at $3.60...
my point Keltoi...selling is probably "tax related" ... pent up sellers from last year...not to be concerned...when they are done.
IMHO we continue to move up ...slowly...until the big pop.
"profit taker" traders...booking profits this year, rather than last year...when they are finished...we move up again..
temporary "tax" hiccup ... meantime...buyers waiting to help them out.
One important observation should be glaringly clear about Van's newsletters, he sticks to the facts and has integrity. It would be much easier for someone in his position to not address concerns or caution, or temporary frustration with one of his own picks.
If he failed to do so in this letter, I would have been concerned about whether I was receiving "just the facts mam", or some hype by someone trying keep up the appearances that everything is perfect. Only with the facts and clear articulation of what the facts are telling us, can we make the best educated decisions as to where we would feel more comfortable with the allocation of capital.
Generally with BB stocks, it's Management's ability to execute which is going to determine the company (and stock price's) success or failure. Replacing/supplementing management is often a major condition precedent to private equity/angle investor investing in a "good idea". The idea, no matter how brilliant, is (for an investor) effectively worthless unless it can be brought to market and converted to a revenue stream. (ala VSUL).
Clearly VSUL had tremendous opportunity...Van did not fail with the pick...VSUL management failed and continues to fail. Van raised the "caution flag"...it was up to you to decide whether it was time to leave or "hope".
I appreciate being told the facts...
Every investor should develop "an uncanny grasp of the obvious", listen to it and act upon it ... rather than remaining in denial and hoping...
IMHO...All 3 picks still have tremendous potential... Some are going to move beyond "potential" sooner than others...Van's newsletter is clearly articulating his analysis and rating. For some his perspective is one spoke in the decision wheel..for others it may be several..and for others it may be all the spokes needed.
ps. I always find the order of the picks presented as telling...
ok..."Ciggy"...trying to keep the "y" motif... Spiffy, Ciggy(aka Puffy)and Dissy (aka Dizzy)our little play pals...
Sons4...we need to stick to the facts...which were simply stated by you...
we have Spiffy, Puffy and Dissy
IMHO
Spiffy will be a ICLD on steroids and is entering the theater for its debut...counting down to show time.
Puffy has all the stars aligned ...just needs the proper catalyst
Dissy...well... is dizzy right now...and needs to get its focus before moving on..
My prediction is that when Van put out his BIG STOCK BAROMETER...you will know how to weight the picks...and they should be in the order above.
lol...unfortunately it is a very serious problem...our "dumbed" down electorate will wake up to ... much too late...
IRS abuse by political operatives was nothing...compared to what NSA with APPLE's assistance will do...nothing will be safe from political operative game....
nice support coming...looking for bargains....perhaps $2 to close out the year...
demand...
How long will it take before Customers start DROPPING iPhones....
APPLE complicite in NSA using iPhone as "personal bug" 24/7/365...couldn't have done it without APPLE's full cooperation...and would not have been done when Job's was in control
How will this news effect new China Deal? Dont believe China is going to want NSA to SPY on its population...
http://www.forbes.com/sites/erikkain/2013/12/30/the-nsa-reportedly-has-total-access-to-your-iphone/
TIME TO GET OFF THE "SMARTPHONE" GRID...dropping my iPhone ASAP!
James...a Well done Summary of XXII investment attributes
Well said Tommy
And for those who are disappointed that there are only 3 picks, they are missing the Scott's basic premise of investing...i.e invest only in "disruptive" technologies, with companies with solid management, good stock structure, capitalized (or means without crippling SH) and very low debt and solid business plan...
They are few and far between...you research and find them...if they are not there...you dont make them up to satisfy someone's need to have a full cup and who has an erroneous impression of "value" ie mistakes volume of picks as value vs quality of pick.
IMHO 3 is a perfect number, enough to have a substantial number of shares for optimum gain, and diversified enough to have the opportunity to hit big on at least one.
ps.Scott keeps to his principles, stays focused and presents to the rest of us less talented, the fruits of his hard and diligent work...for a pittance
wow..."a lazy hustler"...LMFAO...I am sure VAN can't stop laughing!
Email him at 5:30AM...after he gets back from his early run...he will probably answer you.
lol...Post of the Year ... for comic relief.
ps. IMHO he does it for the intellectual exercise...its surely not for the revenue collected on the newsletter...still too cheap IMHO.
sorry to have hurt your feelings...but I believe I answered it. Do you agree?
Some investors question whether XXII, as a biotech stock, is a bit more risky?
IMHO...XXII is NOT a true biotech stock. Its a hybrid.
It will have a basic "staples" business with or without FDA, and it can flourish elsewhere (outside the U.S.) and quite handsomely.
The biotech aspect is the FDA designation as VLN...which is just a bonus, not a necessity for XXII to be an overwhelming success OUTSIDE the U.S ...where the growing market is.
another good point Macn...
IMOH...XXII is not a true biotech stock. Its a hybrid. It will have a basic "staples" business with or without FDA, which can flourish elsewhere (outside the U.S.) and quite handsomely.
The biotech aspect is the FDA designation as VLN...which is just a bonus.
got some below $2...couldn't resist even at 100% allocation. "when you feel the panic and want to vomit...its time to buy"
Spread could be explained very simply: Buyers don't want to overpay in anticipation of dip again at end of day...Seller dont want to sell cheaply...therefore .10 spread
When nerves calm down..spread will tighten.
IMHO...We are overdue for announcement (not a correction)that new factory is operational "on line" and pumping out cigs. That would indicate to interested parties...XXII has a "real business" ...very bullish.
Friday as almost a classic bullish "Hammer"
the stock opened, then at some point the sellers took control of the stock and pushed it lower. By the end of the day, the buyers won and had enough strength to close the stock at the top of the range.
"Hammers can develop after a cluster of stop loss orders are hit. That's when professional traders come in to grab shares at a lower price."
For those who dont know...Beware! When "stop-loss" orders are put in MM can see them...when they get juicy enough they gobble them up drive it down, then they bring it back up to sell to sitting orders they have at higher prices.
Funds are not trading on-line...they have MM working for them or "make the market" too...looking at "stop loss" targets. Fund will put order in. "Buy 50K shares of XXII limit 2.12". MM will aggregate small stocks purchases after they drive it lower causing panic...buying stop losses on the way down and happily delivering at end of day at $2.12. picking up .20, .30 .40 a share...