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They do that all the time, had a bid in last week for 9000 shares,they hid that several times during the day, until it was filled.
GLTA.
A.H
I certainly hope not, if they can get the first 5 processors up and running, then after a few Months they will be able to pay for further processors with the cash flow, I will be very dis-appointed if they spin it off in an IPO.
GLTA.
A.H
Lol, can't believe I found this stock, no selling until min 500 processors up at running, have a feeling you will be here as well when that number is acheived, then we can discuss how many more they will be able to put up taking the rest of the world into account, can't wait to see how much dividend they will be paying out at that point, maybe I wont have to sell any shares and just live of the dividend.
GLTA.
A.H
Yes assuming a reasonable PE value is the key here, if JBII gets 100 machines up in 2 years, then the PE will be anything but reasonable, and probably more like a google. facebook or ebay kind of PE. I reckon we can hit $100 with less than 100 machines, maybe only 40-50 machines, from there on the investors will see the potential going forward, and price the shares accordingly
GLTA
A.H
It all depends, if they get 100 machines up and running in the next two years, then yes you will probably see some people selling to take profit, however you will also see a lot of people buying to get into the stock as well, it all depends on how much profit per share and the potential going forward, if they manage 100 machines in 2 years then the potential going forward even at $100 share price, will be just as big as it is now.
GLTA.
A.H
Fourkids,
Completely agree, I had expected them to keep the down pressure we saw yesterday today as well, they filled 100 shares of my 2.80 order, 2 hours later I realised I wasn't going to get any more at that price and moved up to 3.00 and filled.
Can't PM
GLTY.
A.H
Fully agree, I had an order in for 9k at 2.80, and they hid my bid for several periods of 10 min or more, ended up buying at 3.00 in stead.
GLTA.
A.H
ISCO NT 10Q filed.
Guess Yahoo was a bit wrong on the earnings release date, and my numbers were a bit off too, still ok though.
http://knobias.10kwizard.com/files.php?alld=ON&sym=isco
they came in at $1,515,000 for the quarter, that is a very respectable 443 % incease over first quarter 2010 were revenue were $279,000
Is it anticipated that any significant change in results of operations from the corresponding period for the last fiscal year will be reflected by the earnings statements to be included in the subject report or portion thereof? x Yes ¨ No
If so, attach an explanation of the anticipated change, both narratively and quantitatively, and, if appropriate, state the reasons why a reasonable estimate of the results cannot be made.
As previously announced, International Stem Cell Corporation (the “Company”) introduced its initial Lifeline Skin Care (“LSC”) products in late 2010. During its first quarter of 2011, the Company recognized revenues from the sale of those LSC products. There were no sales of LSC products in the first quarter of the previous year. Principally, as a result of those LSC product sales, revenues for the first fiscal quarter increased to approximately $1,515,000 (from approximately $273,000 in the first quarter of 2010). As a result of increases in cost of sales, research and development and general and administrative expenses, total development expenses increased to approximately $3,828,000 (from approximately $2,440,000 in the first quarter of 2010). that is a 57% increase over 2010
Lets see what tomorrow brings. Looks great to mee. if they can keep those percentage increases in sales and R/D + G/A going forward then it will do well.
GLTA.
A.H
ISCO NT 10Q filed.
Guess Yahoo was a bit wrong on the earnings release date, and my numbers were a bit off too, still ok though.
http://knobias.10kwizard.com/files.php?alld=ON&sym=isco
they came in at $1,515,000 for the quarter, that is a very respectable 443 % incease over first quarter 2010 were revenue were $279,000
Is it anticipated that any significant change in results of operations from the corresponding period for the last fiscal year will be reflected by the earnings statements to be included in the subject report or portion thereof? x Yes ¨ No
If so, attach an explanation of the anticipated change, both narratively and quantitatively, and, if appropriate, state the reasons why a reasonable estimate of the results cannot be made.
As previously announced, International Stem Cell Corporation (the “Company”) introduced its initial Lifeline Skin Care (“LSC”) products in late 2010. During its first quarter of 2011, the Company recognized revenues from the sale of those LSC products. There were no sales of LSC products in the first quarter of the previous year. Principally, as a result of those LSC product sales, revenues for the first fiscal quarter increased to approximately $1,515,000 (from approximately $273,000 in the first quarter of 2010). As a result of increases in cost of sales, research and development and general and administrative expenses, total development expenses increased to approximately $3,828,000 (from approximately $2,440,000 in the first quarter of 2010).
Lets see what tomorrow brings. Looks great to mee.
GLTA.
NT 10Q filed.
http://knobias.10kwizard.com/files.php?alld=ON&sym=isco
they came in at $1,515,000 for the quarter, that is a very respectable 555 % incease over first quarter 2010 were revenue were $279,000
Is it anticipated that any significant change in results of operations from the corresponding period for the last fiscal year will be reflected by the earnings statements to be included in the subject report or portion thereof? x Yes ¨ No
If so, attach an explanation of the anticipated change, both narratively and quantitatively, and, if appropriate, state the reasons why a reasonable estimate of the results cannot be made.
As previously announced, International Stem Cell Corporation (the “Company”) introduced its initial Lifeline Skin Care (“LSC”) products in late 2010. During its first quarter of 2011, the Company recognized revenues from the sale of those LSC products. There were no sales of LSC products in the first quarter of the previous year. Principally, as a result of those LSC product sales, revenues for the first fiscal quarter increased to approximately $1,515,000 (from approximately $273,000 in the first quarter of 2010). As a result of increases in cost of sales, research and development and general and administrative expenses, total development expenses increased to approximately $3,828,000 (from approximately $2,440,000 in the first quarter of 2010).
Lets see what tomorrow brings. Looks great to mee.
GLTA.
A.H
Has anybody else noticed that the bid price is higher then the ask, and has been for the last two hours, it started about two hours ago, where bid and ask matched up, then bid moved up to 1.15 and ask was 1.14, now bid is 1.17 however ask is 1.14, games being played, hoping for a blow away Q10 tomorrow.
GLTA.
A.H
Yeah I found that too, that is why I am buying.
GLTA.
A.H
Looks like they might be able to produce more than 4000 creams a month, otherwice why would they need a promotion campaign
http://www.marketwatch.com/story/international-stem-cell-corporation-launches-new-marketing-campaign-for-lifeline-skin-caretm-products-2011-05-12?siteid=bigcharts&dist=bigcharts
Looks good, and ISCO is moving up as well.
GLTA.
A.H
Yes time will tell.
GLTY.
A.H
Rawnoc, I have huge respect for your analytical skills, however I personally believe you have this call wrong, I believe gold and silver will continue up for the next few years, JUST IMHO.
GLTA.
A.H
They have a $25 Mil credit facility by Aspire capital, that they can sell shares into at any time, at the average price of the stock over the 10 previous trading days (or something close to that) I think that is probably the best validation you can get, that a financing company is willing to put that much capital on the line, at such good terms to ISCO, shows that Aspire believes in them.
GLTA.
A.H
Who told you that the skin cream is not as good as advertised, always interested in what people have heard or read about the skin cream, do you have any links please.
GLTA.
A.H
Thanks Cargo.
and yes do really feel that this is the bottom for ISCO, really looking forward to the Q10, don't know when it will be out, but it will be out before Friday LOL.
Have a nice day.
A.H
I saw it thanks again.
Cheers
A.H
Umiak.
Thanks for your reply, much appreciated.
GLTA.
A.H
Sorry.
Thought that ISCO was going to file their Q10 today, only place I could find info about that was on Yahoo, do know that Yahoo finance is not the best source, however thought that they could at least get this right.
http://finance.yahoo.com/q/ce?s=ISCO.OB+Company+Events
Still think the potential for a 50% move is there once the Q10 is out.
GLTA.
A.H
Could very well be, they should be close to coming out with something, some other poster posted about 6 weeks ago, that he had spoken to Bruce, and at that time Bruce said about 4 weeks we should hear something about the financing, so we are overdue now.
what ever they come out with has to improve the share price form here, as we can't go much lower IMO.
GLTA.
A.H
Umiak, can't find it, could you post a link please.
TIA.
A.H
desperate!
Thought the Q10 was going to come out before the marked opened, guess not.
GLTA.
A.H
My guess is slightly lower at $245 Mil Gross, fully agree that CDE is very undervalued at these prices, $45 per share would be fair value right now IMO.
GLTA.
A.H
ISCO. Trading opportunity/ Nobrainer?
ISCO (international stem cell corporation) is filing their quarterly results tomorrow Monday. For 2010 their entire revenue came in at $1.6 mil, however after launching their stem cell based face cream in Dec 2010, I believe they could come in at around $2.5-3 mil for the first quarter, which would be a substantial increase over first quarter 2010, which came in at around $350.000. Furthermore the stock is currently trading at the bottom of it’s trading range, and a good result tomorrow could easily change the trend IMO.
The face cream was launched in Nov-Dec 2010, through an email promotion from John Mauldin’s company Millennium wave, John Mauldin has his own very successful free newsletter “thoughts from the frontline” and is also invested in the company, he assist in all levels in their marketing effort for the face cream. The face cream is as far as I aware the only face cream in the world that can actually make your skin younger (the potential here speaks for itself)
Link to John’s newsletter where ISCO is mentioned.
http://www.johnmauldin.com/frontlinethoughts/the-endgame-headwinds
The company can currently only produce 4000 face creams a Month at around $150 each, in Nov-Dec 2010 they sold out all 7000 creams after only one email promotion in early Dec 2010, since then they haven’t promoted it at all, which IMO means they are selling out every Month, the company has also stated in their last to presentations that the marked loves the face cream. Most of the creams sold in Nov-Dec 2010 will be reflected in this quarter results + the (4000 x $150 = $600.000) per Month thereafter assuming all the production is sold
From the 10K.
Skin Care Products
ISCO’s research scientists developed two skin care products based on ISCO’s stem cell technology – Defensive Day Serum and Recovery Night Serum. Defensive Serum contains sunscreen, along with unique stem cell-derived ingredients. The day serum not only protects the skin from the aging effects of harsh light, but it continues to nurture the skin’s collagen and fibroblasts to give noticeably firmer, smoother, younger-looking skin. The Recovery Serum is a nighttimes therapy that complements the Defensive Serum. The night serum nurtures the skin’s collagen and elastin and contains ingredients to defend against damaging free radicals, to help build firmer, smoother, younger and healthier-looking skin
ISCO is an early stage stem cell company, and normally I wouldn’t get involved at this stage, however I think that the face cream they have, could be a potential game changer, they wont be able to increase production until next year, however the 4000 that they can currently make/sell every Month could take the company to the break even stage, which for a development company can be very powerful.
They currently have no debt.
The have about $6 mil in cash.
They have a credit facility of $25 Mil provided by Aspire Capital, which is entirely on ISCO,s terms, they can sell shares into it at any time, at the average price of the shares over the previous 10 days.
OS is 75 mil common shares + 2.8 mil preferred shares, with a 1-10 conversion rate into common shares, for a total OS of approx 103 mil.
They are also the only company in the world as far as I am aware the can make a bio identical cornea in a petri dish with the use of stem cells, they are launching in India sometimes this year, where there currently is a big shortage of Donor corneas.
Furthermore the stem cells that ISCO are producing are derived from unfertilised female eggs, which avoid the ethical issues in harvesting from foetuses, it also means that because the stem cells are in such an early development stage, then they can be immune matched to a large part of the population, the immune issue is an issue which many other stem cell companies are currently battling with.
From 10K
Patents
In 2010 ISCO was granted a US patent covering our proprietary technology to create heterozygous stem cells without the use of fertilized eggs or transferred DNA. Composition of matter patents for the same are pending. We have pending patents covering homozygous parthenogenetic stem cells that can be immune matched to millions of persons and methods for deriving them. Other internally generated patents include patents on methods to differentiate stem cells and produce three dimensional corneal tissue constructs. In addition, we have obtained exclusive worldwide licenses to a portfolio of patents and patent applications from Advanced Cell Technologies, Inc. (“ACTC”).
Our patent portfolio consists of over 30 patent families and over 110 patents and patent applications (when including international filings) in the field of stem cell culture. Of these, eight are issued patents and a majority of the patents and applications have been filed in the US and in foreign countries through the Patent Corporation Treaty or by direct country filings in those jurisdictions deemed significant to our operations. We also have an exclusive license to the only patent issued by the US Patent & Trademark Office for the creation of hES cells using SCNT for human therapeutic use.
We have protected our research products and branding through both patents and trademarks. Lifeline Skin Care has filed patent applications covering its proprietary formulations and methods of using stem cells to create skin care products. Lifeline Cell Technology has patents pending on its unique packaging for research products. ISCO has registered trademarks on its company name, logo and various product names to protect its branding investment. Lifeline Cell Technology’s reagent formulations are protected as trade secrets
GLTA.
A.H
ISCO. Trading opportunity?
ISCO (international stem cell corporation) is filing their quarterly results tomorrow Monday. For 2010 their entire revenue came in at $1.6 mil, however after launching their stem cell based face cream in Dec 2010, I believe they could come in at around $2.5-3 mil for the first quarter, which would be a substantial increase over first quarter 2010, which came in at around $350.000. Furthermore the stock is currently trading at the bottom of it’s trading range, and a good result tomorrow could easily change the trend IMO.
The face cream was launched in Nov-Dec 2010, through an email promotion from John Mauldin’s company Millennium wave, John Mauldin has his own very successful free newsletter “thoughts from the frontline” and is also invested in the company, he assist in all levels in their marketing effort for the face cream. The face cream is as far as I aware the only face cream in the world that can actually make your skin younger (the potential here speaks for itself)
Link to John’s newsletter where ISCO is mentioned.
http://www.johnmauldin.com/frontlinethoughts/the-endgame-headwinds
The company can currently only produce 4000 face creams a Month at around $150 each, in Nov-Dec 2010 they sold out all 7000 creams after only one email promotion in early Dec 2010, since then they haven’t promoted it at all, which IMO means they are selling out every Month, the company has also stated in their last to presentations that the marked loves the face cream. Most of the creams sold in Nov-Dec 2010 will be reflected in this quarter results + the (4000 x $150 = $600.000) per Month thereafter assuming all the production is sold
From the 10K.
Skin Care Products
ISCO’s research scientists developed two skin care products based on ISCO’s stem cell technology – Defensive Day Serum and Recovery Night Serum. Defensive Serum contains sunscreen, along with unique stem cell-derived ingredients. The day serum not only protects the skin from the aging effects of harsh light, but it continues to nurture the skin’s collagen and fibroblasts to give noticeably firmer, smoother, younger-looking skin. The Recovery Serum is a nighttimes therapy that complements the Defensive Serum. The night serum nurtures the skin’s collagen and elastin and contains ingredients to defend against damaging free radicals, to help build firmer, smoother, younger and healthier-looking skin
ISCO is an early stage stem cell company, and normally I wouldn’t get involved at this stage, however I think that the face cream they have, could be a potential game changer, they wont be able to increase production until next year, however the 4000 that they can currently make/sell every Month could take the company to the break even stage, which for a development company can be very powerful.
They currently have no debt.
The have about $6 mil in cash.
They have a credit facility of $25 Mil provided by Aspire Capital, which is entirely on ISCO,s terms, they can sell shares into it at any time, at the average price of the shares over the previous 10 days.
OS is 75 mil common shares + 2.8 mil preferred shares, with a 1-10 conversion rate into common shares, for a total OS of approx 103 mil.
They are also the only company in the world as far as I am aware the can make a bio identical cornea in a petri dish with the use of stem cells, they are launching in India sometimes this year, where there currently is a big shortage of Donor corneas.
Furthermore the stem cells that ISCO are producing are derived from unfertilised female eggs, which avoid the ethical issues in harvesting from foetuses, it also means that because the stem cells are in such an early development stage, then they can be immune matched to a large part of the population, the immune issue is an issue which many other stem cell companies are currently battling with.
From 10K
Patents
In 2010 ISCO was granted a US patent covering our proprietary technology to create heterozygous stem cells without the use of fertilized eggs or transferred DNA. Composition of matter patents for the same are pending. We have pending patents covering homozygous parthenogenetic stem cells that can be immune matched to millions of persons and methods for deriving them. Other internally generated patents include patents on methods to differentiate stem cells and produce three dimensional corneal tissue constructs. In addition, we have obtained exclusive worldwide licenses to a portfolio of patents and patent applications from Advanced Cell Technologies, Inc. (“ACTC”).
Our patent portfolio consists of over 30 patent families and over 110 patents and patent applications (when including international filings) in the field of stem cell culture. Of these, eight are issued patents and a majority of the patents and applications have been filed in the US and in foreign countries through the Patent Corporation Treaty or by direct country filings in those jurisdictions deemed significant to our operations. We also have an exclusive license to the only patent issued by the US Patent & Trademark Office for the creation of hES cells using SCNT for human therapeutic use.
We have protected our research products and branding through both patents and trademarks. Lifeline Skin Care has filed patent applications covering its proprietary formulations and methods of using stem cells to create skin care products. Lifeline Cell Technology has patents pending on its unique packaging for research products. ISCO has registered trademarks on its company name, logo and various product names to protect its branding investment. Lifeline Cell Technology’s reagent formulations are protected as trade secrets
GLTA.
Well if they are guiding for $0.08 to $0.11 for the full year, then the next 2 quarters should be very good, will monitor it over the summer and possibly take a position before 2nd quarter results.
GLTA.
A.H
I believe he said an average size paper recycler produces around 30T a day, which is good enough for me.
GLTA.
A.H
Thanks Mike, have checked it myself as well, was just being a bit lazy, very interesting company that I will keep on the radar.
GLTA.
A.H
Just had a quick glance at this, looks very interesting, is there really only approx 1.6 shares OS?
GLTA.
A.H
Great post, fully agree.
GLTA.
A.H
Well they will save a lot of fuel by not having to take it to a landfill, don't know how much though.
GLTA.
A.H
Wow this board is just dead.
Anybody have any guesses as to what ISCO will post in revenue for the 1st quarter, I will start with around $2.6 mil.
based on 3 months of face cream sales,
4000 creams a month at $150 for 3 months = $1.8 mil
their normal quarterly revenue of $350.000
and half of the face cream sales of Nov-Dec = 3500 x $150 = $525.000.
total 1.800.000+350.000+525.000 = 2.675.000
just a guess, any other guesses?
GLTA.
A.H
Thanks Justice, sounds good, hope that you are right.
GLTA.
A.H
Well actually I think that Raw is spot on.
GLTA.
A.H
ok thanks, just trying to get my head around it, so SSCC will get 5% of the overall revenue, sounds fair in my book, as long as JBII gets lots of business out of it.
GLTA.
A.H