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Your idea of speculation is wild fantasy guessing on subjects like who the trader is so you have no possibility of facts arriving so is useless - throw that stuff on the board every day is all grundero can do, like a fisherman casting into the deep blue hoping for luck so something will stick.
Useful speculation is limited to studying known facts so you can sensibly play the odds. I hope you can see the difference - grundero and my useless critic walkerville can't.
mac you are 100% wasting your time trying to analyze trades (that are not identifiable to any individual so it is all anyone's guess) in a futile attempt to make sense of who is doing what. There are enough individuals owning paper and following this stock that possibilities are endless including sellers thinking there will be a financing.
Also 100% waste to dream up what you consider to be optimal partners for nxt since they are in the biz and have scoured the marketplace. If you think they are too dumb to look in their backyard, try reading the history of this company where Provini got accused of not being patriotic so he explained he tried to go US first.
Can you provide the link to yahoo bb - for nxt? I didn't know this forum existed and a quick google brings up a lot of unrelated stuff. In Canada there is just Stockhouse as a forum (although others tried but fortunately failed) which makes it nice since it is all together.
donfig who posted it and was it on Stockhouse? I must have them on ignore if SH.
Is anyone planning to go to NO on Oct 22 - 25?
I’m pleased to announce that Natcore Technology, Inc. will have a very prominent presence at the upcoming New Orleans Investment Conference — and you can attend at no charge.
You see, Natcore Technology, Inc. is a Platinum Sponsor for this year’s New Orleans Investment Conference, and one of the benefits of that sponsorship is a limited number of complimentary tickets for this event.
Being held October 22-25 at the Hilton New Orleans Riverside, New Orleans 2014 is going to be another event to remember. This year's lineup features Dr. Alan Greenspan, Dr. Charles Krauthammer, Dr. Marc Faber, Peter Schiff, Doug Casey, Porter Stansberry, and Rick Rule, plus Robert Prechter, Frank Holmes, Mark Skousen, Mary Anne & Pamela Aden, Adrian Day, Brent Cook, Matthew Badiali, Nick Hodge, Ian McAvity, Eric Coffin, Chris Powell, Bill Murphy, Thom Calandra, Scott Gibson, and many more. If you want to know more, please visit the New Orleans Investment Conference website: www.neworleansconference.com.
I am pleased to be able to offer these tickets to Natcore’s friends while they last. Since I include you in that group, I’m extending this opportunity to you. The tickets normally cost as much as $995, but I’ll be happy to send them to you at no cost on a first-come, first-served basis. (No more than two tickets per person, please.) Unfortunately, this offer can’t apply if you’re already registered for the New Orleans Conference, but we’d be happy to transfer your free ticket to one of your friends or associates.
Please respond to this email or call our office at 732-576-8800 to get your complimentary tickets.
When you’re in New Orleans I hope you’ll stop by to see me and the rest of the Natcore team at booth # 109. I think my allotment of tickets will go quickly, so please act soon. Hope to see you there!
green - This is what I meant. HAI is not covered by Medicare so it basically forces hospitals to run a clean shop so they minimize HAI non-reimbursable expenses, which means using solutions like mzei. Ergo, it is a hands off approach by the gov by letting hospitals figure how to stop HAI.
If the gov enters the game and subsidizes supplier company's products (that is a hands on approach which is 180 degrees), then you can bet they will make the wrong decisions like they practically always do and subsidize things that aren't the best solutions.
To further the idea now that I am out here posting again, mzei could get lucky and get subsidized, but there is also the chance uv would get all the subsidies which would make it harder for mzei to catch on. Hands off the financial assistance approach allowing industry to solve the problems is a good gov.
"Asepticsure will benefit from the new Medicare laws." That was my point.
"The US Government underwrites much of this country's expenses so if Superbugs becomes an epidemic, the US will jump in..."
HAI are not covered by Medicare as an incentive for the hospitals to keep a clean shop, so if the government stepped in with subsidies that would be a 180 shift, not to mention likely that they would mess it up like governments normally do.
This stock is simple to evaluate at this stage considering the market cap is lower than it will be worth since it kills everything - as long as you think the EPA will come around. Wait for EPA, and if they get it, see what kind of marketing deal they can arrange. The blue-sky market was laid out in my recent post which is even bluer in the 2011 cc where they say an average of 3 might be required per hospital and it isn't a stretch to think it will be mandated after time proves its success in hospitals. Whether those 2 cc scenarios come to fruition are question marks until it is proven.
All the calculations some here want, regarding how they will create shareholder value and interest a partner are unnecessary not to mention impossible at this stage - it kills like nothing else, so someone will want their salesmen to carry it, but who ends up with a deal depends on expectations and negotiations, and is especially dependent on who feels it will be a good enough addition to their existing or planned space to bid higher than the competitors.
Their nr's list labs that have verified it. There is one doing it now in Germany too.
Last week I didn't notice the French portion of the label which my skimpy understanding of French translates to "utilize exclusively with Asepticsure" (and don't know if that is a warning not to use anywhere else but assume it means the system is to use Medizone hp only) because it just flashes at 2:09 of the video and my eye caught the 1% hp solution, which I presume you can buy anywhere, written in much bigger letters on the bottle that they pour in. A counter system tracking usage will cover off the issue of cheating by using other 1% hp brands - in the Western world.
http://www.medizoneint.com/video-gallery/asepticsure-promo-video/
Thanks, I am going to follow up with IR to see what makes up the $10-15 per room nowadays because I doubt power is that expensive or hp increased in price that much in 3 years.
Also from your link, question 7 gets into market size "To fully service a hospital correctly and maintain the disinfection standard that AsepticSureä is capable of demonstrating, we estimate it will require a bare minimum of 3 AsepticSureä units per hospital, and the larger hospitals would clearly require more. Based on unit sales alone, conservatively, that represents a potential US hospital market of $1.4 Billion in technology sales alone, at full saturation."
This is where it gets INTERESTING. "Now for the sake of conversation, lets assume a number of years down the road this technology was required in hospitals."
I thought you just poured the hp from any can of it into the machine?
What I meant zeppo is this was previous activity so irrelevant to today so I am not even going to look at it when ir tells me EPA is all about toxicity.
This might make sense to you Xeppo, but ir said it is not the case. I already pointed out the absurdity of paying a spokesperson who isn't apprised of the company's activities. I too would like to put this to bed.
No I didn't miss the 1 year, 3 year calculation lump issue. Since it had already been pointed out I didn't repeat it other than to say also, and I listed both in separate lines as separate examples with a different concept, namely multiple is based on growth or recurring revenue. Point being, that if they get acceptance early but they can't get a bigger share then valuation switches to wearout.
There are no easy answers, because considering the many what-if scenarios that exist there are dozens of different possibilities. However another way to look at this is if wearout is every 10 years then blue sky cumulative net income over that span of time using 1 sale to every hospital is as follows:
$125k times 5,759 times 50% after paying a marketer times 80% gross margin times disposable cash after US tax rate (guess 65%?)=$187M.
It gets more interesting when you compare that to the amount of HAI costs you think they can save a hospital. There are lots of other products out there that will contribute to cutting HAI if adopted and MZEI can't do the total job alone anyway however there is a contra idea in MZEI's marketing favour that HAI will soar when new bugs with stronger immunity systems emerge. Average HAI hospital costs PER YEAR is $5.2M = $30B/5759. How much a hospital believes it can cut from $5.2 M with a $12.5k PER YEAR mzei device with $15 per room opex plus labour to seal ducts is the key.
For a multiple you have to wait 10 years for them to wear out so maybe get a 2. This excludes the value of a maintenance contract - central sterilizers sell for $160k but require a whopping $480k maintenance and consumables contract (MZEI machine uses hp that anyone can purchase so no consumables)over its 10 year life.
This is an extremely novel technology because it kills all, cheap in comparison to HAI costs (which aren't reimbursed to hospitals by Medicare) but very expensive and slow in relation to UV which is not a perfect solution because it only provides limited kill.
These guys claim UV is pennies per room and takes only 15 minutes with minimal labour http://www.cleanhospital.com/torch.html
Also, if they get 20% of the hospitals after 1 year, the multiple will drop from 10 since they can't get 200% - unless they wear out after a few years. If it takes 3 years to get 20% and the machines last 10 years (like other sterilizers in the OR or central storage which is a totally different space and machine), investors MIGHT think 20% is all the hospital market they will get, so mzei might not get much of any multiple on US hospital earnings unless the machines wear out every year or so.
There are a lot of market wildcards with this potentially disruptive tech that no one can factor in today - No way anyone will buyout this company for a decent buck until sales are proven - Based on the Cdn hospital going MRSA free for 8 months after a sterilization this device may have room to be priced higher, or might have to be marketed as a contract cleaning job if hospitals just want it around for outbreaks. UV is practically zero opex so it could still survive in the market with flareups handled on contract by MZEI - who knows what cost benefit studies will come up with?
Another big factor is US healthcare has big litigation but in Canada not much - ir told me it is a tough sell in Canada, especially if they fix the problem for long periods of time - might have to be contract killing for places like Canada, where I am from.
No one can get any more info from the EPA than they feel like giving out. EPA like FDA is a giant bureaucracy with someone popping out from behind a closed door at any moment with their own question from hell - like playing Whack A Mole in slow motion, except you have to deal with each one's question or do more experiments to deal with it.
They can take their investigation in any direction they feel and no matter how well prepared your application is, there is no guarantee they won't ask questions that make more experimental data necessary. No one like MZEI does their application on their own - you have to hire specialized EPA consultants to help you with it, so complaining that mgmt can't get the job done isn't likely the reality.
I have a sterilizer device stock, not in the room cleaning arena, that started meetings with the FDA since January 2010 and was told in August 2014 that approval is a done deal, but labeling will take 2 more months because it has to be done in a way that FDA employees will accept even though they have already approved that the device works, but so many FDA'ers are involved that it takes 2 months to go over it and do the explanations of what to say etc. ...............In May 2012 out of nowhere a bureaucrat made the decision this device was so novel that it had to be applied for under du novo guidelines - never mentioned du novo previously - that is bureaucracy for you.
17yrman I figured that was your source of misinformation - going to the wrong source/making your own judgement from whatever link he sent. I can't be bothered reading it and don't care whose site link he provided as it does not specifically connect to mzei's particular tests. Instead I got it straight from ir that EPA review has nothing to do with efficacy, because FDA already covers that angle with med devices since THEY regulate devices appropriateness and labeling in the hospitals. The ir guy has been around this stock for a while, so knows what the testing is about because that is what mzei PAYS HIM TO DO, ANSWER QUESTIONS with the info they provide, not peruse EPA web pages and make up his own reality.
Anyone who disagrees with ir about this issue is calling ir a liar although earlier today Whatisvalue claimed below that a different paradigm exists - which makes zero sense considering ir's position with mzei. "teq0904 - I didn't say IR was lying, nor did I imply it."
17yr man where did your information that gave you this understanding come from?
GreenOwner - BOD aren't employees and don't get paid to do work. They provide strategic direction advice, and approve the CEO's plans. Lots of times they exercise their options whenever they get in the money and sell the shares if they want to put it into another venture they are involved in too. They aren't employees or cheerleaders.
How many posts do I have to put on this board before you bestow me with a pedigree and stick to the issues I discuss instead of sidetracking by trying to tell me how to invest or do dd? I know a chemical company trying to get EPA approval for their seed treatment - seeds have naturally occurring bacteria which affects growth performance for obvious reasons, hence the treatment industry is used by farmers. That CEO said the only EPA concerns are enviro toxicity issues and leave it up to industry to work out whether the product is efficacious - same situation applies here wrt the EPA but the FDA's domain is efficacy.
NXTCF isn't my only stock, just the only US one. I have a few in the medical bandage and bacterial/sterilization space although none are in MZEI's space. Just heard about MZEI yesterday, and still doing dd and have only read posts back as far as yours, but if you want to believe ir is lying that is fine with me, as I am moving on to other posts.
This is a competitor to UV light disinfection systems so I am trying to find the size of that market as it exists today, although likely it will expand further if a better product is available.
Whatisvalue - Let me disabuse you of your disabuse of Green Owner. You didn't have any facts, just posted what seemed to be a good guess. Green was 100% correct that the EPA only worries about toxicity issues in the environment. They don't have any scientists to test whether this device works, nor do they care. That is the FDA's biz.
EPA biz is the environment and MZEI's product initially creates a toxic environment which requires the taping of escape holes until the environment is restored in the latter stage of the 90 minute process. In this case, the EPA studies the chances of it escaping to another room and the effects to people in that room. I already knew that but talked to ir who mentioned it, btw.
This isn't Facebook's space so has its own rules. Big med companies like 3M pay for a guaranteed 15% ROI which is the reason their conservative shareholders are invested. I have another biotech that partnered with 3M and the analyst said they would rather pay lots more after sales are proven as long as they can get their 15%, rather than take the upfront risk with a cheaper purchase upfront.
Senor awe No one pays big bucks for a company until they see the sales, so they will have to do a marketing deal for a royalty first. A year later the value is easily calculable. You give up close to half or maybe more for that kind of deal, so whatever economics you think MZEI is worth at 100% have to be reduced by the time someone comes up with the big bucks.
grundoro has no clue so his opinion is just a flail in the air, like walkerville's. Dumb + dumber don't add up to an average IQ, so nothing to reply to when they post.
You got his new letter?
Lots of companies make claims westeffer, but Scarpa said their team reviews them and finds there is quite a bit of work to go. Natcore is also working on quantum dots and likely their tech will end up better.
You should look at all his past lies and my responses unless you believe in fairy tales.
If you are right about the nr, that will be two in a row. I doubt you know the Fraun works well because that would be inside info, just like the last pre-announcement you made. That one fell flat and this one will too, unless you have a lucky guess.
I am guessing, but it seems the first clue that it isn't a competitor is that he says it is very expensive. It is not a room temperature production like nxt.
" What makes the latest black particularly exciting is the fact that it can grow at lower temperatures – 400C, compared with the 750C at which Nasa has grown deep blacks."
http://www.theguardian.com/fashion/shortcuts/2014/jul/14/vantablack-nanofabric-new-black
NXT likely has a carried interest payable from profits. It would take tens of millions to start up something like this and would not match their game plan.
The German manufacturer mentioned in the SA article should be in NXT offices today.
kungfu Sunpower post last Thursday. They have 24% efficiency not 23% reduced costs like NXT. They have been around for a while so are not a new threat. Their site says they use only the highest quality silicon but they don't tell you that is necessary because it degrades so badly in their process that their cell has no better electrical lifetime than competitors. So they use expensive silicon but NXT doesn't so our costs will be lower.
This below means NXT won't have to give the Chinese any special deal to invent the initial manufacturing improvements.
So we have made the transition in each of those countries from the government itself to the people who've been tasked with it, who are now companies and/or individuals who provide a portion of the financing with the grants that are given. We're still very involved in that, and frankly it's a little bit of synergy with the Chinese manufacturer we've been working with, because again, they're one of the largest solar equipment manufacturers. So we have a lot of access to their equipment as well as going to the normal best-of-breed people in Germany or whatever. So there's a lot of movement and margins when you're dealing with that.
kungfu I don't consider history any indicator of success. Chuck isn't a talking performing lab but does what he can to update us, however science runs the show. It is all new science so impossible to forecast where it will lead from week to week. Just look at the lifetime revelation.
Here are some highlights.
http://www.stockhouse.com/companies/bullboard/v.nxt/natcore-technology-inc?postid=22664412
http://www.stockhouse.com/companies/bullboard/v.nxt/natcore-technology-inc?postid=22664397#postanchor
http://www.stockhouse.com/companies/bullboard/v.nxt/natcore-technology-inc?postid=22664376#postanchor
http://www.stockhouse.com/companies/bullboard/v.nxt/natcore-technology-inc?postid=22664297#postanchor
Does heavy volume always have to be indications of an inside job for you and do you think the insiders will post it if it is? Or does it just get you twitching so much that you are forced to post there is heavy volume - try to count how many times we have seen heavy volume in the past 6 years and it has never been the indicator that something was about to happen.
Only a fool like grundoro can't figure out the liar natcoreexpert is making this up. Don't encourage him anymore and we gain twice, 1 not having to read him and 2 not being bored by reading your ever stupid theories. This is a sample of natexpert:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=99992958
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=100004869
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=100059752
The U.S. Environmental Protection Agency officially unveiled the Obama administration’s plan Monday to cut greenhouse gases 30 per cent by 2030, stressing what it says will be the economic benefits of its "clean-air revolution."
Under the plan, carbon emissions would be reduced 30 per cent by 2030, compared to 2005 levels, one of the most significant actions to address global warming in U.S. history.
"The bottom line is we have never ... had to choose between a healthy economy and a healthy environment," EPA administrator Gina McCarthy said in a Washington news conference.
UN climate change panel warns emissions rising despite reduction efforts
How to raise a baby with a zero carbon footprint
Global warming means food, water shortages, warns UN report
McCarthy framed the changes as necessary for Americans' health and the future of the environment, but spent most of her address stressing the economic benefits.
Obama Global Warming
Environmental Protection Agency data shows that U.S. power plants have reduced carbon dioxide emissions by nearly 13 per cent since 2005, or about halfway to their goal. (Matthew Brown/Associated Press)
“This is not just about disappearing polar bears and melting ice caps … this is about protecting our health and it is about protecting our homes," she said. "It’s about protecting local economies and it’s about protecting jobs.”
McCarthy said the U.S. would save money on health-care costs and insurance premiums as the reduced pollution clears the air and slows severe weather. She also said the changes will be a boon to investors, entrepreneurs and labourers as new low-carbon technologies are brought to market and built, and that any "small short-term change in electricity prices" would be in line with "a gallon of milk a month."
Environmental Protection Agency data shows that U.S. power plants have reduced carbon dioxide emissions by nearly 13 per cent since 2005, or about halfway to their goal. But with coal-fired power plants already beleaguered by booming natural gas supplies and other environmental regulations, experts have told The Associated Press that getting there won't be easy. The EPA is offering a range of options to states based on where they get their electricity from and how much carbon dioxide they emit in the process.
U.S. President Barack Obama has already tackled the emissions from the nation's cars and trucks, announcing rules to reduce carbon dioxide emissions by doubling fuel economy. That standard will reduce carbon dioxide by more than 1.8 billion tonnes. The power plant proposal will prevent about 390 million tonnes of carbon dioxide from reaching the atmosphere, based on the 30 per cent figure.
States to play pivotal role
The push against Obama's new carbon emission standards has been strongest in some states that have large coal-mining industries or rely heavily on coal to fuel their electricity. State officials say the new federal regulations could jeopardize the jobs of thousands of workers and drive up the monthly electric bills of residents and businesses.
It remains to be seen whether new measures passed by the states will amount to mere political symbolism or actually temper what's expected to be an aggressive federal effort to reduce the country's reliance on coal. But either way, states likely will play a pivotal role, because federal clean air laws leave it up to each state to come up with its own plan for complying with the emission guidelines.
McCarthy said she expects critics to make "tired" claims about costs and reliability.
"The most costly thing of all that we can do is nothing," she said.
Senate Minority Leader Mitch McConnell, a Kentucky Republican, called the proposal "a dagger in the heart of the American middle class."
"If these rules are allowed to go into effect, the administration for all intents and purposes is creating America's next energy crisis," said Mike Duncan of the American Coalition for Clean Coal Electricity, which represents the coal industry.
http://www.cbc.ca/news/world/u-s-carbon-dioxide-limits-touted-by-epa-as-economically-wise-1.2661784