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I've been reviewing my notes of the conference call. I was a little bit too blase yesterday after we all hung up. We are sitting on something with amazing potential:
-food industry...read your daily papers (E. coli. , Listeriosis, etc.)
-clean room technology
-HAI prevention...how many other OTC stocks will have their work presented at WHO?
-strong potential for revenues from disposables, possibly doubling company income and perhaps even surpassing direct technology sales
-lab safety..if the NML tests pan out AseptiSure can replace formaldehyde as a disinfectant modality.
-bed bugs..everyone is hoping, strong commercial possibilities if experiments succeed.
For those of you who've never been exposed to formaldehyde, consider yourselves very lucky. It is extremely irritating to the eyes and the breathing passages. Anyone who's ever gotten a splash of formaldehyde in the eyes knows what I'm talking about. It's like getting knifed without bleeding.
Labs will be thrilled to get rid of this environmentally hazardous toxic material.
-bioterrorism applications-especially in post attack decontamination scenarios
I think that each of the applications above-on a worldwide basis-should make this company a hot target for a deep pockets company.
Some other points to consider:
-We've had discussions with investment bankers
-Our patent situation sounds excellent-Ed did very good work in this and other areas
-marketing is "already under way"-I think I'm quoting Ed correctly
-we've used about 5% of our Mammoth credit line. The recent doubling of share price is very favorable for the company's growth prospects as the cost of financing will drop.
-the nature of the business leaves open the possibility of franchising
Since I've been following the company since last century I was aware of almost all of the points listed above, hence my comment about no new revelations (at least for me) but reviewing the totality of our plans made for an impressive compilation. I'm sure I've missed a point or two but I think we have ethical and proactive management which is on the verge of performing several simultaneous miracles. I used to joke that Ed would never be biotech executive of the year. Now I'm not so sure.
Personal statement: I have kept my powder dry, no shares sold to date. I think we'll do much better in share price in the coming 12months (IMO).
Ed and Jill and Dr. Shannon and the whole management team have done a bang-up job considering the very limited financial resources available to them.
There will always be questions and disagreements about aspects of the company's performance but
that should not detract from the size of their accomplishment.
Not too long ago there was a day or two when the share price was less than a cent (actually something like 0.4 cents if I remember correctly). 28 cents sp means that we've grown by a FACTOR of 70 since bringing the new team on board and switching the focus to space sterilization and industrial applications-and this is itself was a brilliant change of direction leading to our much improved situation.
As noted, I figured that most shareholders were aware of the scope of the company's efforts, hence my comment about no new revelations. I do think that if I were a new investor discovering this company I'd be amazed at what careful due diligence revealed.
GLTA, lep.
No great revelations for shareholders but a nice overview of potential future business opportunities.
Any predictions on what we'll learn on June 8?
Ben, it surely is a "mite" premature to dream of a fortune in dead bed bugs!
IF it does work, though, we can go after lice, fleas and termites- and mites, too.
If this treatment does have insecticide properties without the environmental toxicity of pesticides, then WOW.
But as you rightly point out there's a big IF standing in the way like a traffic cop. Your comments about a tendency towards rosy projections on this board are accurate.
A recent Washington Post article tallies the COST of food borne illness at 8 billion/yr. in the US alone.
This should be one of our major areas of growth.
You're probably right about the $5.00 requirement. On the other hand, if you look at the list of topics which can potentially be addressed at the teleconference many of them are the sort "business plan" matters which professional investors would find useful.
Does anyone know if investment professionals (mutual funds, etc.) will be invited to participate?
A few days ago judypudy estimated $9.00 by figuring there were 3 distinct business lines each worth
$3.00/share...I haven't seen anybody dispute jp's reasoning so round if off and let's say $10.00/share.
One point that we're not discussing on this board is the "green" value of our technology which converts ambient oxygen to ozone and then back into oxygen, so there's no environmental residues or pollutants. This is a big potential cost savings for customers so I hope that we make it one of our selling points.
I hope that the WHO meeting is covered by the press. I think it would be great to read in The Times of London or Le Monde, this headline, "Canadian Doc: We Can Brink Hospital Cleansing Into Modern Era" or "Canadian Scientist Tells WHO That Hospital Infections Can Be Eliminated".
That would be nice....
An article appears and the next day the share price jumps 37%. Was this article widely reported in the general media? NO. Who might be in the best position to take advantage of this news? People who read AJIC, i.e. infectious disease specialists, that's who.
I bet we have a lot of new shareholders today and I bet most of them are docs who understand the significance of what they read in their latest issue of AJIC.
$3.00 sp values the company at around 900 M...roughly what J+J paid for a dud technology. The question for shareholders of MZEI is how management develops the intrinsic value of the company.
We all know the many applications of the technology but we will only be rewarded if our leaders can demonstrate commercial viability(=orders).
In 2008 this company was on a death watch. Now we've got scientific proof of top level killing of bugs, a research facility in Ontario, dedicated medical personnel, a collaborative effort at NML in Canada, etc. We are off the mat but now we have to go another ten rounds. Should be a very interesting voyage...is there a pot of gold at the end of this rainbow? It's up to management now.
The publication of the peer reviewed article has been noted on the company's website. The article appears in the American Journal of Infection Control. This should help to underline the scientific basis of the AseptiSure system.
Yes, it's a good interview but if you're waiting to hear about government links or orders for equipment you will be disappointed. The positives include Dr. Zoutman's pending WHO presentation. EM speculates about the size of potential future markets. Still waiting to hear about bed bugs...
I don't foresee a big jump in sp as a result of this MoneyTV segment. My concern is that we're in for a very long summer without some definite news of commercial activity (orders/contracts/strategic alliances).
Does anyone know what's up with our peer reviewed article? That queue must be about 22 elephant trunks long...are we scheduled to see the article this year? This is getting ridiculous...
I am betting on a journal devoted to infectious diseases. The authors (presumably) include Drs. Zoutman and Shannon and they've both been identified in that area as experts...but we should know before long, I imagine.
That's why we're waiting for the publication of our own peer reviewed article:it will point towards
our solution to the problems described in all of those other pieces. Let's just hope we don't have to wait too much longer for it to appear.
Medicare has already ruled that the cost of extra days due to HAI's , etc. will be dumped on the hospital. Will third party insurers follow suit? Most likely they will!
You make some very good points...the only thing I'd suggest is that the government link might turn out to be better than you think because preventing catastrophic illness is much cheaper than dealing with same. The total cost of a bioterror attack would include hospitalizations, stock market panics,
loss of work days, possibly even unemployment or death benefits, etc. Just a thought, nice analysis anyway. Once the peer reviewed article comes out we'll probably get a peek at the spectrum of our plans.
This announcement seems to have kicked up some dust judging by the AM volume.
Would they be moving into new offices if they were planning to sell the company in 2011?
Discuss!
Never-say-die: you have made the case for having our own investment bankers on board to value the company in the event of a sale. If we enter negotiations without our own bankers we'll risk not maximizing shareholder value...one thing is certain: the purchaser's investment bankers will certainly have performed their own analysis of what they should pay for the company.
http://www.bing.com/search?q=FIME+2011&form=APMCS1
I think you'll find MZEI in the list.
If you Google FIME 2011 MZEI appears on the exhibitor list. Perhaps we were a late entry...??
Here's something to think about: how close are we to hearing about the links with governments-Canada, US, UK, etc?
My intuition is that something is bubbling along in that department.
But it's only intuition.
Semper, it was definitely an eye opener. Glad you found it so interesting.
Does anyone know the date of the next MZEI appearance on MoneyTV? TIA, Lep.
If this doesn't create a market for AseptiSure I don't know what will....
http://www.washingtonpost.com/wp-dyn/content/article/2011/03/01/AR2011030104408.html
No one can deny that the company was living on a life support device before 2008. No one can deny they've made serious progress since then. And no one can deny that there's still a gap between the actual accomplishments (major!) and the hopes of shareholders and the hype of some cheerleaders.
Basically we're on an upward curve that isn't quite steep enough for most people's taste. From here in on I think we'll keep slowly advancing by careful steps but The Promised Land ($5.00 share price and above) is probably 18 months away, JMO. Take a deep breath, center, proceed with your life....
Thanks for the update, GELATI. Was the Sept. 2010 quake in the same area? Glad to hear your family is doing well under the difficult circumstances.
Thanks for taking the time to post for us, GELATI. Are you near Christchurch? Are you and your family OK?
Thanks, gofor, here's hoping that events line up with our expectations.
Here's hoping you're right, sir!
We hope that all the Kiwis on this board would update us once in a while about the situation in Christchurch and environs. The images on the nightly news are unbelievable. For those who are baseball fans remember the the collapsed Bay Bridge roadways when a major quake struck during the SF-Oakland World Series (? 1988). Throw in those Chilean miners and you realize how powerless we are against nature.
New topic: did anyone notice that EM mentioned hiring SALES STAFF in conjunction with a move to new and improved HQ? Does this mean we've got orders lined up-or not? Hard to tell but its a move in the right direction.
We hope that our mates in NZ are getting through it all with bravery.
Favorable patent ruling re: bioterrorism app, more personnel coming on board, will do a bed bug efficacy study with a major US university that has an entomology dept., , will be developing more office space, next Money TV segment to include Dr. Shannon along with EM.
Sounds pretty active to me.
Thanks for the info, semper.
An open question: do we expect a significant announcement by...March 31?
Amen...that rumbling in the distance is our 2011 earthquake...
Some U.S. trial results utilizing later model technology + publication of peer reviewed article should clear the air.
TEB: see post # 16502, click to open link, read details. Important: this appears to be a whistleblower incident in which JNJ was reported to the FDA by one of its own employees.