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I may not be good at a lot of things but I am good at math. Those two are the same thing.
come on you know better than that. You know what the words "progressing towards"mean in APDN lingo. More or less the same as "committed $6.5M in recurring revenue" which did not even occur once, let alone recur.
Remember last spring they had said that they has booked, committed, locked in $6.7M in recurring revenue and they were looking to build on that? What happened? Where did that go?
I honestly know nothing about LineaRX or the field in general. I am sorry I cannot help you. And I am sorry if I pissed you off. Have a good weekend.
A long time ago I asked you if there was any scenario under which you would sell. And you told me that ARDN is the kind of stock where the investors win whether it does up or down which is, I think, an irrational thing. I guess I'd like to ask you again whether there are any conditions under which you would choose to sell. Before you throw anything at me, I have always made it clear that I have never owned APDN and I just follow the stock our of professional interest. And, no, I am not a foreign spy. Or a paid troll.
I am not sure how you infer from a self promotion that the company is doing well... AS a matter of fact even their self promotion is sort of ridiculous. They are developing Chinese herbal medicines? WTF?
I think that is everyone knows by now that the more PR's are issued post quarter close the worse the news will be.
not entirely true.. there is that guy amongst you who is hoping for below $1 to load up the truck...
"Applied DNA Sciences Inc. (NASDAQ:APDN) (“Applied DNA” or the “Company”), the leader in large-scale PCR-based DNA manufacturing..."
I guess "large-scale PCR-based manufacturing" is the soup du jour
If you believe that to be the case and if you believe that is all is needed for APDN to be successful then you must hold to your shares and probably buy more. I don't believe either of those things and I am therefore not a shareholder.
BTW, the PCR you are describing that sirs on the palm of your hand and is run by an iPhone is fairly common, I know at least 3-4 companies that make it. APDN uses the mic, I believe. The mic has been around for a few years already. SO you need to ask yourself, if the markers have always been uncopiable and the mic has been around for years, what has prevented APDN from killing it?
exactly the opposite. I missed a colon I think. It was meant to be
Uncopiable mark: ...
DNA can be copied in this day and age. It is really a question of whether it is worth doing it.
I think you are focusing on the wrong things
Uncopiable mark but at what cost? This is not diamonds we are talking about, it is unprocessed cotton. Dirt cheap, so even if there is some small risk that it can be counterfeited (and frankly there is always risk when DNA is involved since you can sequence everything on a sample and copy a marker fairly cheaply these days), it is the cost that will be the driver.
You also need to understand the use case. So let's see, a big rig pull up to the receiving dock containing cotton. You say, wait for 2-3 hours while I am testing the cotton to make sure it is what I ordered. Or you just receive it, then you wait for 2-3 (or 15?) hours for the test and then if it fails what do you do? Call the truck back? It does not work like that.
And you are correct about the value proposition. Will people prefer brands that have some type of DNA marking to ensure sustainability for example? Or, and that is a big risk, will they freak out because they are afraid of DNA (yes, unfortunately there are people like that) and avoid them? Or will they not care?
It is very easy to answer these question so as to make APDN look like a bargain. Unfortunately the market has also answered these questions and the answers were unfavorable that is why the stock is stuck where it is. I am sure the dutch (?) guy will jump in and say something right about now and blame me for bias, etc. As you can see from above I offer questions for which I don't even have answers. But these questions is the reason I don't own APDN stock. I am interested but not sold.
so let's think cotton. Someone wants to have a system to link cotton modules to their digital identities. That way the cotton used to make a shirt can be traded back to specific fields. Each module is a different record. And of course when modules are delivered to the gin they get blended, commingled, whatever you want to call it. So rather than be irrationally exuberant about blockchain and APDN, I encourage you to investigate if the technology can be used to trace individual modules, millions and millions of distinct modules (meaning each one will require a distinct APDN marker) and then somehow differentiate the components of a blend and tell you the fields that participated in the cotton blend that produced that shirt. Oh, and by the way, it will need to do that for pennies on the ton. You heard right, PENNIES on the ton. Oh, and I forgot to mention, for any of that to make sense, you'd need to be able to test random shirts at warehouses and distribution centers - not in labs, not in Stony Brook. Perhaps in seconds, maybe a couple of minutes.
not to be a prophet of bad news or anything but two PR's per week is exactly the average after the close of a terrible quarter. I hope that's not the case this time but it has been happening with some regularity.
It's October 1 and I think we already fall in the post quarter end pattern. A barrage of PR's leading up to the earnings release that generally fails to impress. Go back in time and check, right after the end of each quarter for the last several quarters this patterns repeats. We will have 6-8 PR's by mind-November and then they will drop the bomb.
you are long on the stock but you are wishing that it goes down.... whichever way you cut it, that's just strange.
I know what I know and what I don't know I try to learn, if I give a crap.
Unlike you, who appears to know everything.
First I did not say there is no market. I said there is a commodity market, tiny margins and those who can deliver large volumes have a chance of being viable. Companies are competing on cost and PCR based oligo manufacturing is not really cost effective.
Second, your resentment is obvious. I have not called you any names. Yet you are very eager to throw names at me. Not sure why that it but that is not really something I give a crap about. Just pointing it out.
And you should really think as to why a company may want to spin off a division as a subsidiary. APDN is notorious for playing shell games. Could that be one of them?
Sorry my sources are not telling me anything. I am not asking because I don't care. If you are correct, you know what they say... tis better to have loved and lost than never to have loved at all
And it seems that nobody loves APDN.
I am not sure what it says. I read that as shrewd negotiation and deal making. Perhaps you see it differently but I am guessing that if APDN had won the business you would be opening champagnes no matter what the Turkish government was declaring.
A startup was able to align whatever it takes in Turkey and win the fertilizer project. Maybe it was a lot or maybe it was a little but if I startup could do it, don't you think APDN can do it also?
OK we'll wait and see I suppose.
My opinion is that this is an aborted PP
HPLC to name one
I think you need to ride this out and see for yourself. Information is not what you are after. It is confirmation and sorry I cannot give you that.
completely unrelated. qPCR is PCR with enhanced real time monitoring for detection purposes and has been around for years. Many years. Has nothing to do with DNA production using PCR.
there is a reason they are the "leader" in PCR based DNA production. Nobody else cares to do that. This is a highly competitive space and making DNA using PCR amplification is just not cost competitive. They tout other benefits such as purity etc but there are many methods to achieve high and even higher purity. There is no business there. I think it is another pivot or smoke screen, depending on your perspective.
You did? That's interesting. I was just at that web site and I did not see her name.
http://textileexchange.org/staff/
Is there another place where they list their advisory board members?
you really don't know what you are talking about. You are basically saying small amounts of cyanide can be added to food without approval because it is so little. You should really try to avoid this subject if you are not somewhat cognizant.
it took over nine months to convince you that no treacherous acts had been committed in Turkey, nobody had stolen APDN's tech (as you call it)
I'll just advise you once to try to validate your statements about higher resolution and whatnot. If it is wishful thinking, great no problem. But if you convince yourself and try to convince others that your statements are somehow factual (when they are not), you would be making a mistake.
because NDA...
besides I am not the one making claims one way or another about technical superiority. I am just deferring to those who have put their money in the technologies. And at this point it does not appear that anyone is putting any money on the APDN solution.
I am not going to tell you anything. In your first post you seemed to have all the answers and in the second post you just added a question mark and you posed them as questions to me. You just want to believe that you have the answers. If you can find technical data and compare the two solutions then you've got something. Until then you will have to trust those who have looked at the technical data. The government of Turkey, for example.
Let's just say for the sake of the argument that I don't believe you. Do you have anything to support your claim that the APDN solution can withstand a lot more? Of do you have anything to support the claim about more features? Because I have compared the two solutions and I think you are wrong on both.
well in some cases cheaper is better and in some cases cheaper is not better. I am sure the Turkish government could weigh the pros and cons and if they decided to go with SafeTraces that must have been the better solution for them.
I think what he was saying is that you keep insisting that a foreign government stole the APDN technology instead or recognizing that another company had a better solution and won the contract. If you look at the two technologies they may sound similar to the untutored but they are really very different.
I think what he was saying is that you keep insisting that a foreign government stole the APDN technology instead or recognizing that another company had a better solution and won the contract. If you look at the two technologies they may sound similar to the untutored but they are really very different.
your conviction that the company gave proprietary design to Turkey is puzzlingt. You have nothing to base that on and of course the company has not taken any action (PRs come so easy to this company, I would have expected at least a dozen) still you keep insisting that this is the reason the company lost the project. You have not seen any equipment yet you believe they exist. I am not sure what to think
"he must have orders in his back pocket he cant speak about"
Like I was saying, before the end of the week he glass will be half full again
"He better have some prs in the 45 days coming"
He had a dozen PRs in the last three weeks and you saw what happened. You think more PRs is the answer? If he issues one more PR I'd say sell like mad.
My guess is that before the end of the week the collective here will move on to glass half full rather than half empty and by the end of next week the glass will be 100% full again. Then it will be exuberance while the company issues one nonsense PR after another and the cycle repeats.It will pop eventually but the doctor has been playing this game for 10+ years and he is remarkably good at it.