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For 2+ years I've believed (and said) that the "science side" of the house is rock solid; however the management side--which is ultimately and completely responsible for projecting and managing EVERYTHING that the underlying science is (and isn't)--is grossly lacking.
Moreover, I've NEVER understood how several of the execs can own such a comparatively small portion of the OS (at least in their names), just check the filings--I own more than several of the principals--while Tim owns hundreds of millions, now into billions of shares: what specifically is the dynamic at play here? Is Tim essentially Daddy Warbucks and calls the shots period? Are the scientists--without whom this "business" is even more worthless than it has become under Tim--hostage to his vision and voice (either figuratively or literally)?
If the NM docs got suckered in like the rest of us, I can't imagine that they are happy or will take any of this lying down. Then again, how could they rationally and realistically invest to such an extent professionally without knowing Tim's business plan, IN DETAIL, for increasing market cap (the only meaningful measure of shareholder value) organically, aggressively, and steadily?
Furthermore, who but the stupidest dropout from project management school would engage in such public actions as touting the arrival of "marketing gurus" like Mells (and the blonde-haired lady who was apparently Dr. Gershman's social media wizard--I forget her name)--all of which suggests readiness to launch in a high-profile, public way--without having FIRST built the DEMAND to support such statements (and staff roles)? Where is the contingent thinking? Where is the keen awareness of game theory and REAL strategic thinking and planning? Where is the project manager who functions as a cunning and capable AWAC entity, scanning the terrain and continually reconciling the detailed strategy with the operational execution at extremely minute and compressed intervals?
Finally (for now), for as far back as I can recall, they have spoken of "commercializing" their patents rather than selling them. With that in mind, and in the context of public announcements about Mells, the "contract with Russia," etc., many invested much on the supposition that $CELZ-- having risen from the .002 range to where it was when I discovered it around .015 (when folks like Gershman and Said were posting on social media about CaverStem's effectiveness)--was on the early leg of an organic "lift-off." That was obviously NOWHERE near realistically supported by what was going on "behind the curtain."
So back to commercialization: from the moment they created a self-standing entity (CaverStem International--over which Gershman presides) I imagined that they might eventually sell that segment of the business. If THAT is what they mean(t) by "commercialization," I suppose that is an acceptable functional application of that word (as opposed to setting up the business and managing it going forward: it's clear that they do not have the ability to do that in anything even approaching a smooth and reasonably logical and predictable way).
Is @CMTH_Inc seriously changing the symbol from $celz as part of the R/S—their version of “cutting bait” with the past? Good luck with that: there are several folks online who will ensure that the last two years remain an albatross around the neck of all involved.
Asleep at the wheel. Zero sense of urgency. Zero awareness (or concern) for shareholders being “set up” and duped into believing the company was ready to lift off 2 years ago. Let’s assume NO malfeasance: well then their ability to coordinate organic business growth and align with communications in an assertive manner SUCKS. Clearly they had no master strategic plan and were freelancing for precious periods of time. And for all this, WE pay...
Balanced perspectives as always, monte. Bottom line for me: directly involved individuals should not have been blasting social media with claims and encouragement to “check out CELZ” if the business was NOWHERE near ready to grow and sustain the interest they were attracting to CMTH. Others were “leading the posse” for two years—encouraging almost blind confidence and buying. Now they’re chartists? C’mon.
?The conduct of certain individuals in “unofficially” pumping CaverStem’s efficacy 2 years ago borders on outright malfeasance (their identities can easily be discerned and their statements are documented). Now we are being wiped out by a catastrophic R/S—and we’re supposed to forget what transpired back then? At this point it may be time to force our way behind the curtain...?
Thank you.
Landmark business bust. Great science, abysmal “business minds.” Shareholders eviscerated by 1:150 R/S. “Thanks for your loyalty—how’s THIS for shareholder value?”
Brilliant management: they are dividing our share counts by a factor of 150–all so they can put this at the stratospheric price of .03. Let that sink in
Number of shares on the ask keeps growing. 50-odd million earlier, now 71M. 3+ months since the last shareholder update. Have we reached an actionable crisis of confidence in leadership yet?
It’s been a lock-and-forget investment for me too. HOWEVER, we need to start seeing RESULTS that drive PPS up to SOME extent that justify our trust. For the last year-plus we have sustained hemorrhagic declines—with no reversal ANYWHERE in sight. SHOW US THE VISION!!!
The time for “benefit of the doubt” has LONG passed: it’s time for CMTH to DELIVER ANSWERS to questions so long overdue!
Or perhaps they are being made more aware of certain individuals’ perceptions of the caliber of management…
I’m assuming that they became aware, at the latest, at the time when the contract was executed.
Yep—that proposal for a R/S was certainly unexpected (and unwelcome) for most of us 2-year longs.
O/U on 3.3B OS when next update comes in early Feb?
BTW, what exactly is there to “buy out”—why wouldn’t a buyer just buy the manufacturer of the device (which Tim himself said in that podcast is produced by someone ELSE). Again, CMTH MUST articulate clearly, compellingly, and completely what THEIR value proposition is—what do THEY provide in terms of worth, and how EXACTLY is that to be monetized and quantified. I CANNOT believe we are even having this conversation about the need to disclose such FUNDAMENTAL things—now going on two years later...
I’ve been beating the drum to get a clear and explicit answer to that question ever since the VERY FIRST Q in which they reported revenues—going on two YEARS now. If this is real (and I believe it is), there is ZERO reason not to disclose to the investment community what your business model, revenue streams, etc. are—unless you haven’t devised them (and they HAVE seemed to be improvising for some time now)...
Q: (a) why would anyone with anything worth selling allow their equity to sink to almost literally worthless status; (b) why would they consider selling anything worth anything for .0003, .03, or maybe even $3; (c) how seriously can a company whose equity is worth .0003 be taken by those who would consider acquiring companies in a given space?
They have yet—after TWO PLUS YEARS of “commercialization”—explained in clear terms their revenue streams or anything else on which to base a valuation of the company. Who can be surprised, then, that the market sees the stock as essentially worthless? And good luck convincing doctors and future investors that there’s something seismic and substantial here—that just happens to be valued at the BOTTOM of the trips...
So more can get stacked in their place?
Someone here DID contact BHP: apparently they are concerned about the R/S and what may happen if/when it is executed.
You got an email on 1/13–what was the gist?
The day before they saddled us with a reverse split, largely because their glacial business plan—which was unable to support the public chatter of interested individuals—required massive dilution (now approaching 3B OS).
So could this be a potential mechanism for getting them to avoid requiring the R/S themselves?
The Hopkins article mentions neither CMTH nor anyone associated with it. It’s time for CELZ to stop stealing a spot in the stem cell “team championship photo.” It’s obvious that’s the market doesn’t take them as a serious member of that kind of company: either do something to change that, or stop trying (and failing) to earn “credit by association.”
The $64,000 question (I’m dating myself there): WHO would want to keep the price DOWN through and in the interest of dilution—when a HIGHER PPS means you have to dilute FEWER shares?
Nope. I’m on TD (probably best to identify our service so as to verify the scope of our efforts)
It would likely make the difference (at least for some) between squatting on the stack we have, and throwing more (and more serious) money at this.
Sorry, monte. I would never mean to imply that about you. I have always enjoyed reading your posts and enjoy exchanging ideas with you. The bottom line for me is that they were grossly unprepared for the attention that came when doctors started chirping online about 2 years ago.
I, for my part, am not denying that it will take time to develop fully. However, I AM persistently (and rightly) angry over the fact that “folks in the know” broadcasted details about CaverStem’s effectiveness—complete with stock ticker—all over social media CLEARLY before the company that they worked with was ANYWHERE ready to do what was needed to ride the elevator up to appropriate levels of valuation. Moreover, their evident sandbagging (only clear and consistent communication can prove otherwise) has worsened and prolonged this asinine cycle. And I’m far from alone in these feelings...
Everything you say is true. Much of it has been either explicitly known or reasonably surmised for
around 2 years. Given their inability to (want to) do anything to increase and sustain market cap during that period, it is almost impossible to convince (at least me) to invest MORE money. Sad but spot-on characterization of the reality.
Are these the same people who ALSO told us about Gary Mellls, Tim Henry, Russia, and cachexia? Asking for a friend
I, for my part, am not denying that it will take time to develop fully. However, I AM persistently (and rightly) angry over the fact that “folks in the know” broadcasted details about CaverStem’s effectiveness—complete with stock ticker—all over social media CLEARLY before the company that they worked with was ANYWHERE ready to do what was needed to ride the elevator up to appropriate levels of valuation. Moreover, their evident sandbagging (only clear and consistent communication can prove otherwise) has worsened and prolonged this asinine cycle. And I’m far from alone in these feelings...
Any number of other tragedies could be conjured to mind—but “we delivered!”
Have to savage SOMETHING from this otherwise hopeless and lost cause—aka the Hindenburg
The market doesn’t even see MARGINAL value in this company—despite the fact that it’s sporting almost POSITIVE earnings per share (EPS)! There is no other analytical interpretation of this situation. If that were NOT true, the valuation would be MUCH higher. There is no such thing as “hidden value” that is recognized by the market: recognized value translates into higher PPS. Period.
+100
Saw another stock yesterday that went from .02 to .20 INTRADAY—and I didn’t even have a clear sense of what they do or the catalyst for the upward explosion. Just shook my head in dismay. In two YEARS here I recall
ONE day with a 100% gain. By the only objective measure that matters, this stock sucks: really unfortunate to see top-flite medical professionals getting dragged down nuh these clowns.