As I said to BengalMan: You'll know when it's too late to do anything about it. If your wife is still cooking your dinner and talking to you, then you will have done well. If we are riding up the Cumberland in the good ship RMS Trader and we roll into Tootsie's and celebrate as a group, then you will have done considerably better.
I ask myself the simple question: Knowing what I know, through real public announcements, and what I think I know about the future of CryoPort and this industry, will I sell for at least $1.25, in 6 months, what I buy today?

Or, to put it another way:
Knowing the average relative humidity in Bangalore over the past 10 years, plus knowing the average interest rate of the LIBOR over the past 12 years, plus knowing how the price of gold influences the viscosity of oil pulled out of Saudi Arabia, plus understanding the intricate relationship between unemployment numbers and what RMS has for breakfast, I think that BengalMan squared plus the sum of all fears on this board minus the square root of the boiling point of dry ice plus the boiling point of liquid Nitrogen equals huge success for Cryoport because some day the selling will dry up, the growth numbers will be readily apparent and this little company will get noticed by some very smart fund managers out there and we will all do fine and roll into Tootsie's and..........see above.......................

"Tiger, you are invaluable here and your observations are broad and interesting. Thanks "

No! No! No! No tongue in cheek. You are very smart and your views here are welcome. Sometimes, however, I wonder whether or not you are short CYRX, and I don't say this with any hostility. It is a free country and selling is part of market function. I see some of your views as picky, however, and as dwelling on something of no consequence. Again, no criticism intended. We all see the world in a different way.
Let me elaborate. I correcspond extensively with one very smart and very well-informed member of this board. One of the points that I continue to make to him is that India is now one day away from anywhere, in the same way that Los Angeles is one day away from Boston. It is a small world and, to quote Tom Friedman, it is a flat world. Bangalore is "no further" in time or inconvenience than a phone call and quick pickup by a FedEx truck. A sample from Boston is placed in a "module" (our shipper) and it is in Bangalore the next day. No muss, no fuss, simple, convenient and cheap. The scientific analysis is done in Bangalore where scientists are plentiful and the results are e-mailed back or shipped back in maybe a matter of hours. India is full of Cal-Techs and M.I.T.'s and the gradauates of these places work cheap. This makes India the prime spot to concentrate on for bio-tech research and analysis.
CryoPort has an important foothold in India. I have reason to believe that their foothold will increase in the near future via other relationships with new and very significant CROs. The reasoning is quite simple: In the near future CYRX will have "contracts" with some of the largest players in the world in this field. Therefore, CYRX will grow by leaps and bounds and just might dominate the cold-shipping container world.
This is fairly straight-forward, isn't it? No Fibonacci numbers, no discussion of derivatives and their effect on the world, no discussion of the price of gold and its relationship to the humidity in Delhi. Just basic business reasoning and the willingness to buy into this theory before it happens. It's done all the time. You have done it with WFWL. Nothing wrong with the reasoning process.
There are those of us who see the selling of the past three weeks as a terrific opportunity to accumulate more CYRX stock. I know a number of people on this board have done so and this includes me, bigtime. Are we correct? We will know when it is too late to do anything about it.

Bengalman: Me have brain in head, ears to ground, eyes wide open, finger on "buy" button. Me no have tongue in cheek.

This could be a no-joke, serious issue for CYRX. Thus far, CYRX has contracted with major players who will outlast the temporary funding cuts. The reason why CYRX might be relatively immune to news like this is that our growth rate will be huge because we are starting from zero. If we did a lousy $3MM next yeasr, it still would be a huge jump. And if the company projected $5MM for the following year, then the same is true. My feeling is that the real numbers will be much much larger than the illustrative examples which I have just given.
Tiger, you are invaluable here and your observations are broad and interesting. Thanks

TIGER, you way of seeing this world is interesting but it is easy to construct an argument that uses your examples and comes to the opposite conclusion. You know this very well. I think you enjoy being a steely intellectual conservative hard-ass on this stuff but I also believe you know the opposing arguments.
Your argument about reality and how a stock price represents reality is not worth commenting on and you know it. The entire theory of Graham and Buffet and the adage of "buy low", when others are throwing the stock to the wolves, is based on a "hidden reality" that others do not see in front of their noses at a given time. You know this very well. If we have learned one fact, from the mess of the past two months, it is that hardly anybody knows a goddam thing. All the talk, all the experts, all the interviews on the cable networks and all the subscriber newsletters and services add up to authoritative-looking nonsense. And I mean utter nonsense.
Some of us think CYRX is an incredible find. I am one of those people. Others think it is speculative and cannot be judged or evaluated at this time. Perhaps you are of that camp. In the final analysis, time and developments will tell us all that we need to know. Some bet on success and others sit and wait for failure or for further developments. At this moment in time, neither camp is correct.

Nope. Stock Tiger operates out of Sing Sing. He is given one hour per day of library time and Internet access. After that he returns to toilet cleaning, laundry and plumbing work of all kinds.

Tiger Trader is an altogether different animal. Think Bengal, think India, think................Ta Ta

Dear Mr. Cryoport (Where did that name come from? Is that your real name? I've heard of Bucksport,Rockport,Freeport, Portland and East Port in Maine, but never Cryoport. Where are you from?)

"I love CYRX, but I understand where Tiger is coming from."

Ever hear of a Bengal Tiger? Do you now get the connection? Do I have to draw you a picture? Do you have any idea of who Tiger Trader really is? He is trying to be subtle. He is trying to be cryptic. All of you should realize that Tiger Trader really is.............enough said. TaTa

Beautifully put. Well said. Perfectly described. A succinct summary of our collective intelligence.
I particularly liked the reference to "Bostonman" when you spoke of the quality of the company's investors/shareholders.

"I know that "Going Concern" is in most quarterly reports but maybe this is the exception that proves the rule!"


..............whatever.........................

There is a frequency and a rhythm today that we have not seen before. It almost looks like more than one seller is trying to finish and get out in order to meet some sort of deadline. The worse the market, the more margin calls people get. And.........the worse the market and the more bad guidance we get from established companies, the better this little company becomes to people and funds looking for the next big winning idea that is patented and that has an economic moat around it.

I have done extensive research on S. Scott and his resignation. The word is that he bought $150,000+ worth of clothes at Neiman-Marcus. His love of cold temperatures has caused him to move to Fairbanks, Alaska, and it is too difficult for him to travel to Southern California for board meetings. Therefore, he decided to bolt.

No way that anybody could answer you unless his name is..........................coachc

RMS, I'm joining in with the group of loyalists to our cause. The Ludlow announcement is very nice. Thanks to whomever brought it to our attention.