Thoughts on presentation tomorrow?

This isn't for the virus though. Its their other vertical

https://www.businesswire.com/news/home/20200430005634/en/Applied-DNA-Accepted-U.S.-FDA%E2%80%99s-Emerging-Technology

Huh, the company is real. Lots of people on this board have had contact with them. Sales team probably isn't in office cause everyone is quarantined, especially in Long Island NY

Huh, the company is real. Lots of people on this board have had contact with them. Sales team probably isn't in office cause everyone is quarantined, especially in Long Island NY

its old from April 15th

https://adnas.com/covid-preclinical-testing-apr-2020/

Sorry don't know why it posted so many times

There were 2.5 million warrants with a strike of 5.25 still available at the start of 2020

There were 2.5 million warrants with a strike of 5.25 still available at the start of 2020

Still warrants though

Applied DNA Secures Global Top-20 Pharmaceutical Manufacturer as Drug Development Customer

https://finance.yahoo.com/news/applied-dna-secures-global-top-152900907.html

So much for that vaccine PR that Hayward said literally yesterday was going to be announced this morning

Considering the share price was ~$4.30 before yesterday management got an offering almost $1 above the pre-pumped price

Its obvious some people are frustrated, but please don't fill up the board with these petty arguments

Its obvious some people are frustrated, but please don't fill up the board with these petty arguments

Usually deferred revenue is for services that are spread out over a period of time. So if you own a landscaping company and someone buys a year's worth of yard keeping, for example, you would defer that large lump sum out over the 12 months. Essentially each month you actually perform the yard keeping you convert some of that deferred revenue into that month's revenue.

Its easy to understand with services, but APDN shipping taggant is a little more confusing to me. If a gin buys a large amount of taggant which they plan to use over several months, that would seem to be on them unless they are returning unused taggant at the end of the year. IDK if APDN uses this "pay as you use" model

Are they basing the "funding secured for next 12 months as long as there aren't delays or changes" on receiving the 1.2 million upfront (i.e they already know there is a delay). It was unclear if that deferred revenue was already baked in or not.

Anyone find the link to the slides yet? Doesn't seem to be on the website yet

Deferred revenue is at 2.3 million though

I think that cotton payment was partially or fully deferred to Q4(?)

1 million revenue

https://finance.yahoo.com/news/applied-dna-reports-fiscal-third-200500104.html

Applied DNA Sciences reaffirms commitment to Indian market

http://www.indiantextilemagazine.in/corporate-news/applied-dna-sciences-reaffirms-commitment-to-indian-market/

For what its worth

"“Opening a lab in Gujarat has both strategic and practical importance for Applied DNA,” said Dr. James A. Hayward, President and Chief Executive Officer of the company. “Our partnership with Himatsingka for cotton traceability has proven remarkably successful, with uptake in the commercial ecosystem and endorsement by big box retailers. Adoption of our technologies by other textile companies is growing."

Woops looks like the video is old, I figured it was new because they just posted it on their twitter account

This was posted on their twitter account

https://twitter.com/APDN

New Pharmacy Video

https://www.popularmechanics.com/science/health/a20066493/how-to-track-weed/?src=socialflowTW

http://www.pharmtech.com/colorcon-and-applied-dna-join-forces-taggants-pharmaceutical-traceability

The 500k weed contract get lumped into the 6.5 mil or does it bump it up to 7 mil? Anyone remember from CC

I found the link through google. Not part of any mailing list.

For what its worth, maxim reiterates their $5 PT

https://registrarjournal.com/2018/02/09/applied-dna-sciences-apdn-receives-buy-rating-from-maxim-group.html

https://services.choruscall.com/links/apdn180208.html

$648k revenue

https://www.investornetwork.com/news/2936160

APDN and videojet have a booth today at WestPack 2018

http://www.videojet.com/us/homepage/general/news/press-release-west-pack-2018.html

Yeah until I read this line I thought it was just rebranded APDN tech. Although I'd think you couldn't counterfeit APDN's tech as easily as buying one of them and then reverse engineering it. At least not their DNA juice

What is this in reference to, google gives nothing. Is this a second competitor for Turkey's fert tagging?

Couldn't find a date on this article, but it definitely seems to be plugging APDN

"There are a number of commercial, technology-based solutions for cotton
traceability either in development or available to the market now. These include blockchain systems, software solutions, and the insertion of traceable fibres and DNA markers at time of ginning. While these products are becoming more readily available, the reality is that for most brands, cotton traceability remains a largely manual process that relies on the provision of evidence by people in businesses at various stages of production."

http://cottonaustralia.com.au/uploads/publications/Australian_Cotton_Traceability_GL.pdf

Nice to see we have the standard 100 share premarket lowball to poison the well

At the least this PR hit all the right buzzwords

Isn't all Pimacott tagged by APDN. Thats what their site seems to imply

https://www.pimacott.com/our-pure-process/keeping-pima-pure

If true then if says Pimacott it has APDN dna in it

http://www.qvc.com/Wamsutta-500TC-100-PimaCott-Dobby-Stripe-QN-Sheet-Set.product.H214660.html?sc=SRCH

I'm not questioning Sandia labs, I used to work there (not in fertilizer).

The article I linked says you need iron sulfate in equalish proportions to the ammonium nitrate to be effective, so it would greatly increase the costs/weights of fertilizer production. Tagging it is probably cheaper.