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So many websites ... great news ... BUT:
I still am baffled by the choice of product names and an apparent lack of branding strategy. "Quill mouse" certainly is better known than AirO2bic mouse (and what's with that silent "2"?). The fact that it was mistakenly listed on all these new websites as the "Quill mouse" is prophetic.
Even worse, the product is "AirO2bic mouse" but its very own website is "Aerobicmouse".com! And then we have Nib software, which at least may be better than SooToSee, SooToHear, Soo2Sue or whatever the new stuff is called.
Don't even get me started on the branding genius demonstrated by "Designer Appliances"!
I think the new VP of sales deserves better.
But, I nearly doubled my position this morning. GLTA TRBY longs!
Took initial position six days ago... up 40%!
Need to increase my holding. Can anyone suggest anything to read on possible upcoming financing deal? TIA.
Thanks, WhiteSands... Interesting but a little too broadbrush.
Has anyone made, or seen, a projection of potential revenues and earnings? (I am obviously interested in potential future PPS.)
New TRBY long here ... thanks for the excellent DD, Unknown. I'm a buy-and-hold type (to a fault I think), and also hold ALMI and BIPH. Good luck to all.
Nice and thoughtful contribution, gtimm0 (eom)
I was going to take initial position today
but didn't get around to wiring funds. Wouldn't
you know it ... the stock chooses today to break
out.
Unknown, I'm pretty much an iHub novice ... where did you see TRBY in today's top 10 read boards? Thx.
Strictly conjecture about what is driving this rise:
Over the last few months it has often been said that ALMI will have profits as soon as it begins selling the clay. Then came speculation about higher-value "nano" applications, followed by Jacobson setting up the Nano Clay subsidiary, and then the association with NanoDynamics.
But as we all know too well, there have been delays getting to that first confirmed sale. Then, lo and behold, a $250,000 sale for NANO uses! And (here is my bias) it is to a company related to Biophan whose parent's CEO is also the Biophan CEO!
To me, this has been an important confirmation that ALMI has valuable product, and can successfully market it. So watchers are now buying. Again, strictly conjecture on my part.
OT: Shikari, free share strategy ... how do you generally determine you have enough to sell and regain your initial capital?
mt273, thanks for opening the "name" issue ...
I've thought this was too nitpicky to post, but speaking of names -- how does anyone recognize what an "aerobic mouse" or "nib software" does???
Who was the great marketing genius behind those? As you point out about the "Designer Appliances" moniker, are these appropriate for the target market?
Jamesssss, I will hold for the long term. I believe MW already has said that his objectives may not be achieved by the end of the fourth quarter. I believe strongly that there will be deals and that BIPH has too many solutions, too much industry exposure, and too good a management/board team not to succeed.
Thanks very much for your insight, Unknown. (EOM)
Several posts have clarified tubules / clay relationship.
I have been calling them nanotubules (nanometer scale), but the literature refers to them as microtubules (micrometer scale). Just wanted to correct that, so I won't repeat my mistake of trying to compare them to carbon nanotubes. The halloysite microtubules primary attribute of interest seems to be slow release of encapsulated agents and not the fanciful attributes of nanotubes.
Unknown, please compare TRBY potential to BIPH...
I've read the DD (thank you). It really concerns me that the Chairman and the CEO have sold their shares for short-term financing ... is TRBY's financial situation that shaky, and if so how do you think they will get good financing package as you recently posted?
I am surprised that with several things falling nicely in place (e.g. the 508 recognition and the Microsoft and HP connections) the share price is still stagnant.
Longer-term, how would you compare TRBY's potential future shareholder returns to those of BIPH?
TIA.
Zen, good thinking. However, you wrote "This makes me ponder and speculate that BSX might get exclusivity to the AMRISs stent solution, while BIPHs coatings get non-exclusive terms so the coating. This will allow the coatings to become an industry standard to be applied to a variety of devices to increase the compatibility of other interventional tools, procedures, and devices to move towards MRI-compatibility. This general market awareness and broad market acceptance of interventional MRI would ultimately benefit BSX...especially if the have some ownership in BIPH....and especially if hey retained exclusivity for the 'gold standard'."
First, doesn't the last phrase contradict your first sentence? Second, one could argue oppositely that BSX will ask BIPH to simply kill the AMRIS stent solution to prevent competitors from "entering the market that much faster".
Third, it is possible that a combination of exclusive and non-exclusive terms could include exclusivity for a specified time period to give BSX a head start using the BIPH "gold standard".
"It looks like nanotubes is all there is."
While that may be true, what then is NaturalNano separating in its proprietary separation process?
Patrico, edguer answered your questions in RB post#7562.
He is posting here too. He called Atlas for the information.
Holycow, edguer!! $28-$210/GRAM for carbon nanotubes!!
IMO this would be a excellent area for board research to better assess Atlas's financial prospects, and you raise good questions to begin with:
1. How do the halloysite nanotubes compare to carbon nanotubes (quality, applications, etc.)?
2. How should the halloysite nanotubes be priced (separated from the clay)?
3. What will the yield be from a ton of clay?
And my original question:
4. After separating the nanotubes from the clay, is the "waste" clay still saleable and at what price?
The more I think about this, the more it would seem that NaturalNano will try to force Atlas to take a commodity price with maybe a small premium while they the whole nano applications premium for themselves in their resale pricing.
With nanotubes separated is remaining clay still saleable?
Does anyone know (I suspect not), or know how we might find out? If the two products, markets and prices can be segmented so the nanotube product is not associated with the clay commodity, Atlas might become enormously profitable.
Interesting article, B9. Links to "nanobots" posted below...
Mike mentions "magical Lego nanobots" near the top of Page 2 of his article. Links to much more information on these (which MW's Technology Innovations holds a patent) are at the end of my post #31619 on RB, reproduced below.
****************************************************
Nanotube uses ... a Michael Riedlinger connection?
He's the Biophan consultant responsible for NanoView commercialization, and the VP of Business Development for Technology Innovations (TI), Naturalnano's parent.
He also was the TI contact on a July 2003 press release announcing a new patent for wireless microactuators that can control nanoscale objects, and which is jointly assigned to TI and Innovation on Demand, Inc. It uses "shape memory technology" based on a thin-film shape memory alloy such as Nitinol, an alloy of Nickel and Titanium. Potential uses for such microactuators "include construction and control of medical devices such as valves and stents, microsurgical instruments, miniaturized manufacturing molds, and manipulation of proteins and genetic components." An accompanying Technical Backgrounder mentioned "microsurgical instruments that can progress through the bloodstream and do noninvasive surgery such as in vivo catheterization for endovascular deposition of thrombogenic materials or microbiopsy of vessel walls (brings the Incredible Voyage" scenario one step closer)."
I wonder, but haven't yet verified, whether nanotubes such as from ALMI's very low cost halloysite clay, which are nanostructures, could be used to nano-construct these actuators.
Links:
innovation-on-demand.com/microactuators.htm
innovation-on-demand.com/microactuatorstechbk.htm
One more positive (important one, I think):
The research channel from Nanoset (and other related entities), feeding new IP to Biophan for commercialization.
Who you? Stole "cyberbub" from the great RB?
Interesting to me is that before I summarized using the term "human capital" I wrote "researchers, business and technical managers (not especially thinking of MW), etc.". I think there is a great deal of leverage going on among the related companies. IP comes into Biophan from Technology Innovations (which, I believe, spun them out in the first place), from Nanoset, and who knows where else.
Terry, I don't think the answer is clear...
MW is said to favor the close, interrelated Japanese Keiretsu corporate structure, and empirically this seems true. At the very least IP and human capital are shared across multiple Biophan-related entities. We just can't say where success in NaturalNano will have impact.
Beigledog, I think I heard speculation that they could have their cake and eat it too. That is, separate the nanotubes from the clay and sell them BOTH! This was just speculation, but it sure would be interesting to know...
Does anyone know anything about plans to...
confirm the quantity, quality and accessibility of clay beyond the confirmed 300,000 tons?
The affiliation with NaturalNano is especially good because...
the several related entities of which Mike Weiner is CEO, Chairman, or board member do not manufacture products. They license their technology to others to use in their products. We can see already in today's PR that Jacobson said "we think that by utilizing their system, we can create an even greater value for our product" and that Atlas will have the right to license NaturalNano's proprietary separation process. Both Atlas and NaturalNano will be incented to price the separated nanotubules as high as possible.
BINGO! Techisbest alerted Biophan's and NaturalNano parent's CEO of Atlas Mining's nanotubule clay. This is from the RB Biophan board:
By: techisbest
29 Jun 2004, 08:46 AM EDT
Msg. 15430 of 31571
Jump to msg. #
Just sent a note to Biophan regarding a small mining company I am invested in. They are about to begin mining a clay that has natural nanotubules that may be targeted for the biomedical field.
http://www.atlasmining.com/releases.html#April%2028,%202004
Just in case there is a connection.
I, too will be interested in how the nanotubules will be recharged.
Beigledog, I too live in Rochester. They are in rented space in Henrietta, behind RIT, which also houses the related public company Biophan (which you may wish to DD). This just gets better and better.
I have a hunch, but haven't yet verified it, that one of several Biophan shareholders from the RB Biophan board, who learned of Almi late last year, may have drawn ALMI's microtubules to Mike Weiner's attention. Mike is CEO of Biophan and of Technology Innovations, parent of NaturalNano. Biophan is applying nanotechnology in the medical device world.
Hawk, NaturalNano is a subsidiary of Technology Innovations, whose founder and CEO is none other than Mike Weiner !!!
I think I remember one of you (Techisbest, Ragsisme, or yourself) saying you would draw ALMI's microtubular clay attribute to Mike's attention...
"About NaturalNano Inc.
NaturalNano, a subsidiary of Technology Innovations, LLC ( http://www.tillc.com ) based in Rochester, N.Y., was formed to pursue processing and applications of naturally occurring nanoscale materials such as halloysite or materials that can be manufactured at very low cost and in high quantity. NaturalNano currently has a team of scientists and engineers developing new processing methods as well as commercial applications for halloysite. More information about NaturalNano can be found at http://www.naturalnano.com , or by contacting company representatives at 585-214-8000 or info@naturalnano.com."
Welcome e_p...I've actually been here awhile (eom)
Some have been here awhile already but until just now there have been no posts in ten days...
You're a good person, Unknown.
OT: Since Raging Bull availability and performance has been so unreliable for several days I suggest you invite the regulars there to post over here. Best wishes for the New Year.
P&F quadruple top breakout today (Stockcharts.com) EOM
P&F quadruple top breakout today (Stockcharts.com) EOM
OT - No posts at all today?! (eom)
Drillbit, do publicly reported revenues lag actual sales?
I think you've said that the nature of the business is that revenues shown in SEC filings can substantially lag the actual time of sales. If you have said that, would you please discuss that further, explaining why that happens? Thanks.
Stix, you've made your point over and over, surely now you are just bashing the Company and its management.
Excellent DD, Hawk...
Thanks for your DD initiatives and follow-thru, and especially for sharing with your board members.
Question: with (1) the likelihood of O&G prices continuing to rise forever, (2) continued acquisition of leases in the Barnett, and (3) the promise of continued production over two or more decades, do people here think we could see future PPS well out of the cents range and into the dollars range?
If so, isn't the potential reward/risk ratio a no-brainer here?