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Could this be the first conspicuous step in the direction of the reverse merger that some were discussing since shortly after Garon came onboard as CFO?
Now we have 5.5B OS and a PPS swaying between .0001 and .0002. Yes, it seems that financing for Holland is now complete. However, how long until this facility is productive (1-2 years?) and at what capacity when it does initially go online? Even though the entire 5.5B OS, at the current valuation, is worth a scant $1.1M, I’m having a hard time seeing how recent dilution won’t make a R/S all but inevitable. I’m happy to be educated on this though...
“Other Income / Expense. Other expense for the three-month period ended March 31, 2019, totaled $546,667 in comparison with other expense of $7,382,364 , for the comparable quarter a year ago. The decrease of $6,835,697 , or 92% is primarily due to a decrease of $7,301,939 in the change in the fair value of derivative liabilities, offset by an increase of $263,234 in interest expense.
Net Loss. For the reasons stated above, our net loss for the three-month period ended March 31, 2019 totaled $797,366 in comparison to $7,586,580 , for the comparable quarter a year ago.”
If I am understanding this correctly, the reduction in net loss is a function of the reduced PPS y/y. The current PPS is roughly 10% of what it was this time last year. Thus ON PAPER the loss looks substantially better (by the roughly 90% inverse factor)—although these derivative-based losses are nothing like “true losses,” such as come from operational and other business issues.
Please correct me if I’m wrong, but I THINK it works like this: Company X issues a warrant for a certain number of convertible shares at a certain price. If the PPS of the stock rises, the warrants (which are still on their books) will now show a LOSS because they are convertible at a higher PPS than was established in the warrant.
This was my understanding a year ago when I remarked about the $15M “loss” associated with the INCREASE in our PPS to .07 (a GOOD thing!). This continues to be my understanding based on further reading tonight—but, as always, I’m happy to have a finer edge put on my argument.
+1 (sadly). Happy to read a substantive refutation...
Unreal. Delays delays delays—and crickets.
Good stuff!
When do the notes you refer to expire?
Without official documentation and PR, this is pointless (and valueless) conjecture.
Why should we wait and unquestioningly accept their clear desire to do the bare minimum with regard to telling the world of their methods and results? Kinda reminds me of immature students and professionals who are working on a project or paper: they delay and delay delivery on the grounds that they need “just a little longer to make it perfect.” It will NEVER be perfect: work it up with intelligent and focused effort—and put it out there for feedback and reaction. No sense at all for CELZ to sit on all the smaller items for release god only knows when. The longer they go, the more doubts they engender...
Where do you see this in 3, 6, and 12 months?
IF is a BIG word: where is THE EVIDENCE to support your supposition?
I imagined that all that was well known to anyone here
After MANY months of thought and analysis, the ONLY logical explanation I can come up with for what we have seen and continue to see is the following.
In the first place, I cannot fully subscribe to the notion that “they don’t care about the PPS,” as some have maintained. To assert that they are not engaged in a PND is not the same thing as saying they don’t care about the PPS. Moreover, the price action seen over the last several months (with the PPS trading in a very narrow and controlled channel) confirms to my mind that they are not particularly interested in seeing significant movement in either direction—but ESPECIALLY up.
My gut tells me that those of us who, through personal resources and connections to others with means (who saw what we saw and threw more money at this) drove the action to .07–and that this spike was directly contrary to CELZ’ business purposes and gameplan. Thus the maintenance of their marketing and communications posture—which has been TREMENDOUSLY minimalistic (for whatever reasons they deem that approach either preferable or necessary).
To this point I have speculated (in other posts) that their lack of interest in seeing the PPS rise—in which they themselves are HEAVILY invested too—may correlate with a business strategy that involves the assignment of shares to physicians in some form or fashion (whether when they sign up and/or on some ongoing basis): in this analysis, higher PPS leaves FEWER shares for such designations (assuming a relatively fixed budget allocation for such purposes).
In addition to this explanatory possibility, another idea struck me today: if they were looking to sell just the CaverStem brand (keep in mind that CaverStem International is explicitly designated as a SEPARATE ENTITY) in order to generate a huge infusion of cash with which they would fund all other development and commercialization endeavors, then we might have another legitimate business reason to be apathetic toward a higher PPS: a higher PPS would command a higher price for CaverStem than their financial analysis suggests that CaverStem could easily support, at least in the near term (remember: their explicit goal is to have revenues sufficient to sustain CELZ in 2019).
I recall in the early 90s a rumor that Publix Supermarkets was interested in buying Ingles Markets: when Ingles’ stock tripled, that idea got scrapped (and that was LONG before the age of swift and abundant information that we have today!).
If they were to build CaverStem just enough to sell in this manner, even as they are developing FemCelz right behind it, they just might have the best of both worlds: sell CaverStem for cash to some existing entity in the MALE ED market space, and then establish FemCelz as THE brand within the comparatively non-existent female sexual dysfunction space—with which they would, in this analysis, fund operations going forward.
Can you spare some more tea leaves? Lol
What exactly did you mean about Warbington—I don’t understand your terminology? Can you explain?
Actually don’t think there was any revenues in Q1 2017
I’m not nervous about $h!t—if I were, I’d have sold a LONG time ago. I’m pissed! There’s a difference.
I do not disagree with anything you’ve said in this message—but I also contend that the catalysts (active or potential) that should drive this up were present THEN: I’m sure (a) that’s why many invested heavily in the first place, and (b) why several longs became pissed after many months of languishing with no evident end in sight.
Don’t forget to tell them how all the same things were said a year ago, how WE drive it to .07, how we believed that it would be at .10+ by 12/2018, and how the price has gradually crashed all the way back to sub-penny city.
So what is the definitive date when the later report can be expected?
Delays, delays, delays: the one thing they do reliably. More than 9 months since clinical trial ended on 8/28/18. Now they are late on their “Q”—and I have seen no press release about it and/or request for extension. I’m sorry, but the rose-colored glasses and Koolaid have BEEN off.
Yeah—now as about 150K. Guess my TD was hung up
Dormant? I see 100 shares traded in 30 minutes
At least the apologists are consistent
Late is late—and is not good. Wanna get it audited? Build that into your timeline.
I can appreciate the impact of the centrifuge issue. You raise a KEY point with regard to “competition”-and I submit that this notion MUST be better defined. Who specifically are the biotechs that currently use the SAME stem cells as CELZ who are ALSO currently engaged in commercializing their operations? THESE are the only REAL competition—everything and everyone else is pretext and an excuse for unnecessary silence: if you have something truly proprietary, truly revolutionary, and truly legitimate scientifically, patent your IP, tell your story, and get about your business.
I’ve been following Gershman, Said, etc for 1.5 years: that’s why I bought in in the first place. I have ZERO issues with the scientific and medical side of this—but the business and communications approaches have been blunted and glacial to say the least.
I am a shareholder (approaching the milly club), but it’s time for some meat and potatoes already. Bring the boom!
At what point do reasonable people stop making excuses and running interference, and start expecting more? Heavy on “potential,” light on RESULTS.
Human nature 101: good news comes forth more easily than bad...
Late is late. No extension request? Hamfisted.
SAD BUT TRUE
Whatever it is, I expect it to be massively undercommunicated.
What is the Priapus shot—and what does it have to do with CELZ?
So if we take the midpoint estimate, multiply by 10 (someone recently said that was a good benchmark for biotechs), and divide that MC by 1.03B OS—we get a PPS that is considerably lower than our CURRENT PPS (unless my math is wrong—and please clearly correct me if I am).
SERIOUSLY +1
Some of us have believed and invested unwaveringly for 1.5 years: trust us wearing a bit thin...
And even when revs shot up by multi-hundred % in the second half of 2019, the PPS continued to tank. I fully expect more of the same
CFO. Read his vita (public knowledge).
Yes—because we were all but assured that this was gonna go gangbusters in Q3-4 of 2018. Some of us drove massive traffic here on that premise as we rose to .07. I’m sure many of them made nice coin: sadly, those who brought them here are wasted.