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I don't mind the sleeping disorder because I think the odds so strongly favor one day we will wake up and the stock will be dramatically higher.
I purchased more stock recently and am pushing 7 figures, sure it has taken awhile and longer than I thought, but I've been there before.
Let's just do some math,
say 800,000 at an average price of $0.10 for an investment of $80,000. Maybe it all goes up in a bad nightmare.
Maybe I end up being right and wake up and the stock is $1.00. Let's see quick math would suggest a market value of $800,000.
Not a bad risk/reward in my book.
Now put together 5 stocks with similar properties, all I have to do is be right on 1 and I have doubled my money.
I know most everybody wants to chase after the hot stocks, I prefer to build nice positions and what for all the heavy breathers.
I have been doing this for a long time, which means I got enough experience to know I can be wrong, dead wrong. In this situation, things appear to be lining up and it is just a matter of time before the plane lifts off. Others will come in and chase momentum, God love 'em. I don't do it that way and haven't since I got into the business 40 years ago.
Good night and sleep tight
Agree, but want to add that this is a very strong press release. Done in conjunction with Hemo calling out the big name competitors and that their product beats the competition hands down.
The reason it beats it hands down is what I have been saying for some time. The patented process that VODG has permits stems cells to live/last so much longer then anyone else because of the patented process. To my knowledge, this is the first time the company has come out with such this forceful and hugely important fact. I know the science because I had experts review in detail the patents.
Hemo knows that too and has put their name behind it. Frankly, it is hard for me to come up with a scenario that this stock doesn't work.
HERE IS THE NEWS I AM WAITING FOR;
HemoGenix goes public in a reverse merger - buying VODG for $3 a share.
WHY?
1. VODG is a great fit and compliments HemoGenix.
2. VODG has awesome patents and products that HemoGenix is having first hand experience with, and capabilities taking them and running with them.
3. They obviously are having a growing, more serious relationship and get along.
4. Cost of going public and providing an exit strategy for HemoGenix shareholders is icing on the cake.
EVERYBODY WINS!
Yes, several on this board have. Dr. Musick is quite open and willing to meet with shareholders.
I have followed the company for a long time.
He has poured his life into it as apposed to many OTCBB companies pouring millions of shares of stock on the market.
Yes, Risk/Reward exceptional!
Now that shareholders have the combination of proven, solid and very successful business people, the synergy of their relationships plus the incredible science and patents that Dr. Musick has spent his life on
and if that isn't enough
recognize that Dr. Musick has given up tons of current income while he has minimized shares outstanding
strongly suggests, to me that the upside for VODG shareholders could prove to be enormous. The way he gets paid, backed by shares outstanding, his ownership, conversion of deferred income to stock is
BY A MEANINGFULLY HIGHER STOCK PRICE!!!
Think about it, tell me where my logic and assumptions are wrong!
Then =>
Ask yourself, how many other small OTCBB stocks do you know that compare to the risk/reward opportunities offered to shareholders of VODG?
1. Why this is so positive!
The expansion of the business relationship between these two companies means their working relationship is on solid ground and obviously improving. The current products and personalities must be working well enough together to result in the furthering of relationship.
Really difficult for me to see any other conclusion as probable.
2. Why it points to a potential huge gain in shareholder value!
It points to improved revenues and profitability.
It should lead to further developments in the relationship(s).
3. Why it continues to alter the investment potential!
Several reasons here, most obvious:
It continues to improve the risk/reward of being a shareholder of VODG.
Agree with you, futrcash and would add just for clarification that it appears that Dr. Musick has put together a group of people to maximize the probabilities for shareholders of achieving the goal.
Great post and terrific information!
I believe this supports my "thesis" even stronger and IMO states in writing the company's intent to realize shareholder value, most likely via acquisition.
Tremendous opportunity exists for shareholders in VODG. The value of the patents and technology plus the strong business board members provide shareholders with one of the most attractive risk/reward investments that I have seen over my 30+ years of investment experience.
The people that are involved in directing this company have a track record of great success and their association with it - knowledge that we would never have as "outsiders" - and their active participation increases our probabilities of success.
This success should prove to be very beneficial to shareholders either through the organic growth of the company of it being purchased by another company.
Of course these statements reflect my opinions, but I think it wouldn't take Dick Tracy too long to connect the dots...
Thanks for the information! Have to say I was quite positively encouraged by the private sale of restricted stock to two individuals!
Quite optimistic about the value that Dr. Musick has created through the unique patents that he has developed for shareholders. Very impressed with the way he has protected shareholders from dilution, etc. Furthermore, as I have stated here before, the patents are unique according to the scientists that reviewed them for me (us really).
My question, which I have dutifully reported here, has obviously nothing to do with the value of patents and potential business value of those patents.
The question is and we all understand, how often does one find an absolutely brilliant scientist that is also an astute business person? Therein lies the risk, but how significant is that risk?
I think Dr. Musick is at a place in his life that he will likely seek help in developing the business, if it proves he is incapable of doing it himself. Hopefully, that opinion is correct and if needed that doesn't take too long for Dr. Musick to realize, accept and react accordingly. He has done a remarkable job so far...
Yes, spoke with Dr. Musick a couple weeks ago. He sounded very upbeat and excited about the growing opportunities he sees for the company. Also seemed frustrated, as we spoke for some time about the "markets" reaction to news, developments and growing business value that seems obvious - but gains no lasting market reaction.
Over the time I have followed this company, Jim has always been available, especially when I have traveled to Denver.
Over the past 1-2 months, he has been too busy to fit me into a short meeting. Frankly, it is very unusual. All I know is that his calendar has been packed - or so he says.
I can think of three reasons for this, 2 are good, 1 would be not so good.
My conclusion is something is going on, time will tell.
Have you had any similar experiences?
One would think so. What do you know about the company, etc.?
So what is the value of this to a company with less than 20 million shares outstanding?
Thanks for asking;
1. Have spoken with and in some cases visited the management/management teams associated with my investment in VODG. Have also discussed the companies with competitors, lawyers etc. I am a long term investor that takes meaningful positions in a managed portfolio of what I believe to be potential home runs.
2. Furthermore, as luck would have it, I happen to have had "professional" experience with some of the more recently added people involved with VODG.
3. My biggest concern with my investment has been the capabilities of Dr. Musick as a business man. Documented in earlier postings. Still have them, but given the financial position of the good doctor, he seems to be a - has to be? - forced in directions that place time limits on his obtaining success on his own. (The recent passing of his mother, may, alter the time frame somewhat but does not change it - as his father had been quite successful and he inherited a substantial amount of money when his father passed on.) Those funds have run their course, but I have to believe he inherited something from his mom's passing. If you carefully listen to Dr. Musick, I would argue that the passing of his mum, as often does, has resulted in his contemplating where he is and where he wants to be in a few years. Running VODG is not a long term desire any more - again - this is all my own conclusions, I have no inside information here!
My conclusion is that the two companies have been brought together by investment bankers and that the relationship has been constructed to give both, Jim especially, an opportunity to work together and determine:
1. How they like working together (very, no, critical for Dr. Musick).
2. Evaluate potential success.
3. Based on the first two, establish individual company valuations.
Hemo is private, vodg public. A potential combination would not only provide future growth, etc. but the sum of the parts being greater than the two going their own ways. Options on combination would be for vodg to go private, or Hemo to go public though vodg. Lawyers, when you can get them to talk to you, are very difficult to read, but having been in the investment business and directly involved in 3 hostile take overs, I have some experience to make a judgment call. Doesn't mean I am correct though...
I have been backing my conclusions by continuing to add to my position in a careful non-aggressive manner.
One last thought for you.
I am a high risk, long term investor and over my career have been fortunate to be featured in numerous times in newspapers, etc. [For example, I recommended aapl one time back in the 1990's when most everybody thought they were going out of business. Stock was $14. I no longer have that position.] The upside of what I do, has historically paid for the downside of my mistakes.
I think the risk/reward is quite compelling > $0.00 on the downside and something north of $1 on the upside. You can do the math, but an average cost of $0.15 with an upside of $1 would result in a substantial annualized rate of return even if one has to hold this puppy for several more years.
Timing, I would argue, based on above, etc. will, should, could result in a resolution coming sooner rather than later.
As I have said, VODG is one of my long term holdings and I have no plans in acquiring over 4.9% of the outstanding shares.
NEWS interpretation - 2 shall become one?
I think this announcement is saying the likelihood of a combination of VODG and Hemo is significant.
Great way for Hemo to go public, if they want
or
VODG to go private.
What has anyone found out about the relationships between Huebner, Smith and the two companies?
Huebner + HemoGenix = Home Run
Think about it. Well any thoughts? Anyone?
Huebner + HemoGenix = Home Run
Think about it.
This is not new, it has been in prior releases.
Some time ago I stated that this was a show me stock.
Great news on patents, etc., which is creating greater business value, but not what will move the stock. It will take sales or some "corporate" announcement.
Prior to Dr. Musick's mom passing away, we had come to understand that he no longer had the personal funds to carry the company forward. Can't help but wonder if that has changed and what sort of inheritance there could be in the works. When his father died, he inherited a large sum of money.
Dr. Musick's mom passed away about a week or so ago.
In one of my old posts, I discussed how a Denver investment bank had a buyer for VODG, which helped move the stock back then to 0ver $4.
The investment bank that had the buyer?
Hanifen, Imoff, Inc. - Richard Huebner just happens to come from that firm.
Coincidence???
Important news!
http://ih.advfn.com/p.php?pid=nmona&cb=1266937760&article=41684042&symbol=NB%5EVODG
Now this sounds promising!
Nice work "futrcash". I appreciate your time to find this information and then to post it in such a way that the information speaks for you. In this case I think you are correct in your assessment of the future prospects of VODG.
You guys just don't get it.
Hopeless.
Way cool!!! Thanks. As someone who has been following this company for some time, I want to say how exciting it is to see something like this. While success is far from certain, it appears that it may well be - just around the corner.
Years of struggle, minimizing the number of shares outstanding in order to try to maximize shareholder value...
Sweet.
News in case someone missed it.
http://ih.advfn.com/p.php?pid=nmona&cb=1259764327&article=40606812&symbol=NB%5EVODG
And this as well -
1) One has to bet or anticipate news releases coming soon should be quite positive. That is my opinion based on optimism and activity levels at VODG.
2) During our visit we asked why communications to shareholders in the past had been so, well, sporadic. Management said that it was based on the level of new information and back then there wasn't much new.
3) Management further stated how pleased they were to get through the formative years with minimal dilution and the importantance of shareholder as management has foregone pay for stock. Why? "Because we believe in the value and future potential for shaeholders".
You're goning to love this -
Our meeting with management supports recent press release by the Company of profitability in FY2010.
Outstanding meeting, very up beat about current and escalating business.
Your obviously correct on your data and conclusion is pretty good. Could also say that the stock is acting like there is a large buyer, taking stock moving the price higher then fading back.
I don't really know myself. But what I do think is pretty obvious is that if VODG expands capacity like management has said, and if VODG is profitable for FY2010, like management has also said;
how the stock traded between 2 and 4 PM on November 17, 2009 won't really matter.
IF management delivers, what will really matter is:
Did you buy this stock when it was trading $0.30-$0.50?
We're working on more precise financial statement modeling. Might be able and willing to answer your questions definitively in a few days. For now, based upon our visits to their production facilities, etc. this is what we would suggest:
1) Substantial - how much does that mean? The orders appear to be in hand or enough confirmation to be able to make this statement. Based upon securities laws it should prove to be quite meaningful for shareholders.
2) Time to increase production? Plenty of room at the production facilities to expand. Shouldn't require knocking outside walls down, etc. Should be addition of equipment. Eric VanHorn, with his Amgen experience is a tremendous asset. Not a huge task, nor a great deal of time.
You should find that "actual" float is much less than stated. Quite a number of listed shareholders date back well over 10 years ago - to before VODG. Many of them were not able to be located.
You are correct. I spoke with the good Dr. following the release and I could hear in his voice the level of excitement and confidence. Given the length of time I have been talking to him, this last conversation stands out versus any other I can think of. In fact, I ended the conversation by saying I was happy for him. Now, he might be wrong, remember last year around this time I think, they missed the revenue figure to get in the last round of financing.
Here is what I think happened. I think the business plan called for sales growth via the internet. The build out of their web site would also support this interpretation. The internet didn't work. That was followed by using 3 or 4 sales reps, working a rather small geographic area. The results from those 3 or 4 has been huge. VODG's products, according to scientists who have used it, is far superior to any other on the market. Why? I think it is do to VODG's patented processes. They have a unique way to "transfer" DNA, etc. If you remember, Dave, I mentioned this to you some time ago. I spent money to have their patents analyzed by high level researchers from a highly respected drug company. As a result of that, I believe the superior products are the direct result of their patents!!!
Furthermore, as I think you will remember, I suggested this would happen based upon the research I did.
Conclusions? Tincup's post hits it pretty good, in my opinion, for now, given the modeling I have done. Here is what you can do. Figure out what the approximate capacity of existing facilities is, model expenses and it is pretty easy to see how 2010 could be profitable - even with the expenditures needed to build out additional capacity. If those estimates are even close, given the 17 million shares outstanding and this stock could well trade at the level's Tincup is suggesting.
NOW - ask yourself about 2011 with added capacity, expanded sales force...
This is one of the best risk/reward investments I have ever seen.
Tincup - very, very strong statements!
Let me add some information or perspective to your comment on having to expand capacity being an OUT OF THE PARK HOME RUN!
Who are you kidding???
1. VODG started by planning on the internet to expand sales. I think we will find that the internet has not contributed to sales growth of much significance. Initially, management was planning on this, but sales were slow to pick up and didn't meet expectations.
2. Management correctly reacted to this by modifying and improving on their business plan and added a few sales reps.
3. I am not sure how many sales representatives the company has, but I don't think it is more than a handful. Furthermore, I think these sales representatives are quite limited in their geographic coverage.
HERE IS MY POINT:
VODG has been able to achieve sales demand greater than current capacity, and able to project a profitable fiscal year ended 10/2010. It explains why it took longer than some investors thought for sales to materialize. This has been achieved with a 3 to 5 person sales rep team in a very small geographic area.
What happens when the company has 5-10 full time sales people?
The risk/reward in this stock has to be one of the best I have ever seen!
I think you are correct with your comment on being an out of the park home run. Where I take some exception with you is that you say the ball hit the pavement outside of the park. I think it is still flying, the only question is how far the ball travels.
Couldn't agree more with you.
Maybe you should change your ID from tin to say, gold?
This is very interesting news and now explains why management has been much slower than normal to return calls or respond to emails.
VODG management is busy!
Just spoke with management and found them to be the most upbeat and excited as I have EVER experienced. Remember, I have been following Dr. Musick for years.
"Demand for certain products exceeds present manufacturing capacity and requires significant scale-up to meet this demand."
Is that a strong statement or what? And look at the guy they have to help gear up. Eric Van Horn, remember where he works full time - for now?
VODG's products are being extremely well received and the future looks very bright! I would guess that we will begin to see comments on how well customers are responding to their products.
This could be very sweet.
I just checked and it was my error. I got an email today, news from someone and misread the date as today's instead of the 10/06 release,
Sorry for the misread on my part.
My impressions from conversations with management still hold. My strongest opinion is based on not what was said but the enthusiasm. Remember too, we just past year end. If I am correct, it should result in interesting reading for the 10K.
Very, positive news on VODG was released today. My recent conversations with management had an extremely upbeat feeling. Dr. Musick sounded the most encouraged about current business and future prospects than anytime I can remember.