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MMRK 76% revenue growth, 72% growth in consumer revenue, 170% earnings growth, and a $67M backlog in the millitary market. After years of watching, I finally decided to buy this one on the $40M military contract news. That adds a nice aspect of long-term stability to this company.
But someone sure did unload a lot on the earnings news at $4 Friday. The sure made an ugly candle stick for Friday, but hopefully the bid can absorb what's left and hold it over $4 so the company could seek a listing.
Not a bad stock to wait, collect some dividends, and watch for them to continue to beat revenue and earnings records. Although military delivery orders are a bit sporadic, I think that adds some great long-term stability.
green and bras re: BIPH and pacemakers,
No one ever really got to the bottom of this.....and any conclusions drawn from it would still only be a matter of opinion....but here's that very good DD our friend bigfella dug-up on MDT's pacemaker patents:
http://ragingbull.lycos.com/mboard/boards.cgi?board=BIPH&read=28146
babycakes the hike to the end of Angel's Landing is the most amazing....scary....breathtaking experience of a life time.
It's safe, the hot areas there have been thoroughly delineated, especially in the public tour areas. As of my last time out there, there hadn't been a case of personal contamination for something like 13 years. The main entry gate also has a radiation porthole that you can't get much of anything through. It actually detected a guy I worked with that had been through a thallium stress tests a few weeks earlier. The silly guy didn't think to mention that until the security guards had practically turned us all inside out surveying everything in our possession. Yes security is tight there, so leave all your fun stuff at home.
But the sights you'll see there are powerful reminders of just how much devastation those weapons can reap on this earth. Some people think Hoover Dam is a man-made wonder of the world, but I think it's even more gripping to see just how destructive we can be too.
The zen book "Warm Smiles From Cold Mountains" has a good stream of consciousness from the author Tenshin Reb Anderson based on his experience taking the tour of The Nevada Test Site....it's thought provoking stuff...and something not a lot of people get to see.
Sort of fun to hear the Dead working on Unbroken Chain in the studio, but then again it's my favorite song of theirs:
http://www.archive.org/audio/etree-details-db.php?id=15007
OT: EP, I spent about ten months working outside of Vegas at the NTS. That was the best work-travel experience I ever had. Weekends out there were great....downhill mountain biked Mt. Charleston, hiked Redrocks and Valley of Fire quite a bit. Made weekend trips to Bryce and Zion Canyons....and did a little through hiking at Great Basin National Park. There's so much great stuff to do out there.
Then at work at the NTS I saw some of the craziest things I've ever seen. Even if you are ant--nuke, it's still interesting to see what's out there. Did you ever look into taking the tour of it: http://www.nv.doe.gov/nts/tours.htm
Thanks EP. As for my favorite stocks now, they're still pretty much the same as last time. BIPH remains my largest position. I got scared out of EZEN when WEBX announceda DOD contract.....and I'm still not exactly sure what that means to EZEN....so I might wait to for good news before I buy back into that one.
BLLI is another low floater that looks like it might be on the verge of moving to higher ground, but the potential drivers aren't quite as clear.....they already announced 50% revenue growwth of the first quarter...and introduction of some new product lines in March. If interested, you should read the recent post from potse on the RB board, they've got some good info. on recent developments there that the company just doesn't promote. These are more my kind of plays than your I guess? My ideal situation is buy something that look cheap by either fundamentals or comparisons....and just wait for market to find it. Sometimes I time them well, other times not so well, but rarely get left holding something I'm not comfortable with the long-term fundamentals for.
EP, what do you think about MMRK here at $4? The low-liquidity probably diminishes the value of TA a little, but I'd like your opinion if you wouldn't mind pulling up a chart?
It looks like it might boosh again to me, but I can't read palms, crystal balls, Tarot Card, or technical charts?
But with an earnings PR coming up sometime soon (last year 2/17), rock solid fundamentals div.=0.06/EPS=.26 YTD, and the $40M DOD contract announced yesterday.....I think this one might be poised to make the next 25-100% step up on the chart.
If no boosh this time, it's still a good investment. Pays a nice dividend, has $67M DOD backlog, 3 digit revenue and earnings growth, and consumer revenue grew 120% y/y last quarter.
This post on RB has more fundamental speak if you're interested:
http://ragingbull.lycos.com/mboard/boards.cgi?board=MMRK&read=165
INB sure was a good play from $0.40 when hweb first started talking about it 2-3 years ago. I made some good money on that one, thanks to hweb. I don't watch it very closely anymore, too much has changed. No profits....and pursuing paxitacel business....definately not the same company anymore IMO.
BIPH: Add BusinessWeek to the list of mentions BIPH has received recently. Forbes-Wolfe Nanotech, Nanotech News, yada, yada, yada......the audience is there....and when the news hits....they'll love BIPH 10X more than they love ALTI IMO.
P.S.: BIPH is working on a nanotech power source with NASA, maybe some ALTI momos decided to jump on the BIPH band wagon today too?
...and according to BIPH's CEO....they should be able to formally announce their first licensing agreement by 3/31.
ALTI: Doesn't the rechargeable factor sort of limit their potential market size?
The last PR doesn't say BIPH is in clinical trials, but here's what it says:
"Successful development of MRI-safe and image-compatible medical devices requires extensive testing across a variety of MRI devices, with varying coil types, magnet sizes, and RF capabilities during both the early stage design phase and the later stage clinical trial phases. As the expansion of MRI-safe and image-compatible medical devices continues and expands, both Biophan and its customers, as well as companies pursuing development of their own MRI-safe and image-compatible devices, need access to equipment and expertise covering the full range of MRI devices installed in the field all around the world. AMRIS is quite unique in this regard, and significantly expands and complements the capabilities already provided by Biophan's relationships," Weiner explained.
I've heard a call for patients on the radio in Philadelphia to participate in clinical trials for something to do with magnetic devices, unfortunately I never got the details. If I hear it again I will call the number and see if I can get more details...and share them here.
P.S.: My current employer used to be owned by Eastman Pharmaceuticals....works with pharmaceutical companies in Renselaer, NY....and I'm trying to find anyone who might know Dr. Glocker....no luck yet. If I stop osting here, maybe you'll understand why ;)
EZEN: WEBX has announced their entry into the DOD market...and offers a simular product. I spoke to EZEN IR and they said they expect that they'll be competing against Webex on a big RFP bieng issued by the DSA in November of this year. I didn't get clarification of if it was a multiple award contract, but still some what sobering to know we've got to compete against them. Luckily pricing isn't everything when competing for a DOD contract, but Webex is big and resourceful.....I lightened my load of EZEN on that news from WEBX.
This board is too cluttered to catch-up with every evening....so I've been wasting a lot of time here....and haven't been learning much.
To be more efficient I've just been going to a few peoples profiles and reviewing their post histories. I don't want to ignore everyone else; but there's upwards of 200 posts a day here now.
Maybe the board does need some more well defined ground rules? But I agree with kozuh that it's reasonable to want to look back at some of the sentimental multi-baggers every now and then. There may still be some people holding it that would like to discuss exit strategies for long-term gains considerations...or gloat to hweb about patience.
But maybe a few categorical exclusion should be established....such as:
1.) Companies that never earned a profit.
2.) Companies that were previously introduced here, but have a present P/E over 50.
Something like that would take a lot of the extraneous discussion right off this board.
Then again, I suppose this post is extraneous as well. Doesn't matter much, no one responds to my posts anymore anyway....I feel like I've been exiled for being a part-timer. lol! Well the job ends in March....and I might be becoming a full-timer again? Managed to get by okay last year doing this....and increase my seed money pretty well so that I wouldn't need to make 450% again this year.
Thanks for the stocks that helped make that possible for me.....made the best of a bad situation thanks to many of you :)
When was lentinman appointed to the Value Microcaps BOD? No inaugeration party?
niles BIPH is coming down to the wire on the timeline the CEO set for the company to announce a first licensing agreement. I think the initial timeline may have already passed, I think initially it was an "objective" for 2004? Ever since then, the CEO has teased investors with vague little tidbits more in each subsequent mention of this mysterious deal. He's been mentioning it in interviews and such at least back to mid-summer......and it's obviously been "priced-in" to some extent. Now that those deadlines are approaching, or maybe even passed by some peoples judgement, the deal appears to be being "priced-out" now.
The most recent mention of this fabled deal was in the most recent 10Q, page 13, have you read it? I'm curious how many BIPH lurkers like you may have read it, or if the market is just ignoring it? It essentially states that Biophan has reached a basic understanding with Boston Scientific for licensing, milestone, royalties for exclusive AND non-exclusive terms. Yet it seams the market thinks Mike Weiner is the boy who called wolf.
I'm a little weary after a year of waiting, but still believe these guys have the qualifications to pull-off something big. Maybe I'm naive, but their experience in senior management for reputable companies gives me some trust that they would sign-off on a 10Q report that couldn't verified.
Good luck niles.
stephQB it's all just speculation, take it for what it is, just a simple matter of opinion.
But if you see a contradiction between my first and last sentence; maybe I didn't clearly communicate exactly what I was thinking?
As I understand it, BIPH's coating eliminates image artifacts, where aMRIs solution goes a step further to "illuminate" the stent in an MRI image. If BSX where to employ BIPHs coating they could eliminate the image artifact. Then by adding aMRIs technology on the same stent, they could go a step further and create the best visibility solution by combining both of these solutions? If BSX was given exclusivity to aMRIs technology they could claim exclusivity to the "gold standard" for MRI-visible stents. Yet by having "non-exclusivity" for BIPHs coatings, they could allow other device manufacturers to work towards enabling interventional MRI….to allow it to become more widely accepted and adopted in the market.....ultimately helping broaden market acceptance of their product. This would allow their competitors to get close, but not quite as good.
Again, it's all just speculation. But I would be willing to bet that BIPH acquired aMRIs for more reason than just to silence a potential competitor. More specifically, I would bet we see aMRIs solution included in a term sheet with BSX, as opposed to a contradictory position that AMRIs technology would NOT be included in the term sheet AT ALL. Essentially, I feel pretty strongly that BIPH didn’t buy aMRIs just to get it out of the way.
GLTY
greeneyedhawk. As I postec to terry on RB, I think there's good reason to believe the AMRIS acquisition was more than a deffensive move. Here's why I think so:
I think there's good reason to suspect there's more to it than just a quick take-under of a competitve tech.. We already know that AMRIS has been doing R&D with BSX for their microwire conductor MRI-visibility solution. Of course we also know BIPH is doing R&D with BSX and is negotiating a term sheet with BSX that stipulates exclusive and non-exclusive terms for various BIPH technologies.
Considering the rush BIPH seams to be in to finalize the acquisition of AMRIS (completing DD and finalizing the transaction by the end of this month) seams to be more than a coincidence.
I think this might pan-out more like BIPHs acquisition of Te-Bio on 5/15/04 (for the biothermal power source).....and the rather quick announcement only 3 months later (8/17/04) of a development agreement with NASA for that biothermal power source they just acquired 3 months earlier. I gaurantee BIPH needed to do mre than 3 months work to get the NASA agreement. They probably worked on that for at least several more months prior to that 3 month time frame.
http://www.biophan.com/pr/release_051404.html
http://www.biophan.com/pr/081704NASAAmes.html
I believe this could ultimately prove to be the case with AMRIS....it's just too coincidental that AMRIS and BIPH have both been working with BSX on similar solutions.... Then BIPH uses this language of exclusive and non-exclusive terms. 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".
That's just my stab in the dark......but I obviously think it's more than just a deffensive move.
As the billing service provider to Time Warner's VoIP and another unnamed "Teir I Cable MSO"s VoIP, this could be the year for PSOL. Still no mention of who will do the billing for AOLs VoIP offering, but considering TWX owns AOL, I think PSOL might have a good chance.
A major deciding factor for PSOL this year will be the contract renewal from their current largest customer, which is due in December. Formerly, Metrocall (MTOH) has recently merged with Arch Wireless to form USA Mobility (USMO). PSOL has a 10+ year relationship with MTOH....and MTOH's CEO remained the CEO of USMO. If these companies converge their billing infastructure....and PSOL wins...this could be very good.
If not, Time Warner's newly deployed service should have grown to a substantial enough portion to keep PSOL going to fight another day.
trwright re: ADGO. ADGO is everything you said, but the company is quiet and boring. Their IR Dept. is more tight-lipped than the CIA black ops. division. I talked to them last summer about their lack of PR and asked why they were so quiet. They told me it was because they were waiting to have a solid track record of trailing earnings before they began to actively promote the company. They have a new line of clubs out this summer that sport the newest innovations in golf clubs. I don't know a lot about clubs either, but as I understand it Adams clubs are a high quality alternative to the outrageously priced clubs of Calaway, Ping, etc., etc.. Adams clubs serve the middle market...a Callaway driver can run up to $500.....an Adams driver is something like $200....and as a cheapie....I paid $400 for my whole set of custom-sized "knock-off clubs".
Also the last PR indicated they are going to realize a one-time gain of something like 900k in the 4th quarter for an insurance payment from an employee theft incident. This should pad the numbers for their seasonally weakest quarter. Then the launch of the new club line should help increase sales....and hopefully profits....if it's a good buying season for clubs.
Disclosre: I've been in from $1.55 for a year now.
GLTY
I know some of you follow BIPH here, or maybe "follow" is the wrong word for EP's philosophy? Anyhow, I thought you might like a look at a condensed version of their quarterly report, so here's a good one from RB:
By: b9molecule
14 Jan 2005, 05:51 PM EST
Msg. 31086 of 31151
(This msg. is a reply to 31067 by bigfella41.)
Jump to msg. #
looks like a young, growing company.
some items of interest selected below.
some comments of mine in parentheses.
this stock should do very well next week! :
Outstanding as of January 13, 2005
Common Stock: 74,017,832
The Company is in the development stage and is expected to remain so for at
least the next several quarters.
the Company exercised the second tranche under the SBI
financing agreement for 2,000,000 shares at $.65 per share for a total of $1.3
million. Of this amount, $1.1 million has been received to date.
In December, the third tranche of 2,000,000 shares at $.70 was exercised for a
total of $1.4 million.
We have begun manufacturing samples
of devices modified with our solution, which is extremely cost effective. We
have modified a pacemaker lead for a pacemaker company concerned with pacemaker
safety, which is currently being evaluated by that company.
We are also working on
coatings that can improve visibility under MRI using thin film coatings… The advantage of a coating solution is that a manufacturer with
a product in the market or in development does not have to radically change the
physical design manufacturing process. Thus, the coating solution, which we are
pursuing, has broad applications for the rapidly growing stent market.
…it may be possible to enable a pacemaker patient to one day have an
MRI angiogram, and avoid having an invasive procedure. (wow!)
To manage the growing R&D and customer interactions in the MRI technology
business and the biothermal business, we have expanded our staff to support
these projects.
Over thirty professionals, both full time and
part time, now constitute the Biophan scientific and engineering organization.
We have also entered into a consulting contract with Isoflux
in Rochester, New York, a leading developer of plasma coating equipment, such as
that used to coat stents and long metal wires.
If the MRI safety and compatibility issues of interventional
devices were solved and devices were on the market, we believe that there would
be a significant migration of procedures, over time, to use with MRI. -- (could we potentially be acquired by an MRI scanning manufacturer?)
We are in various stages of discussions and
negotiations with an expanded group of companies, both in the United States, and
abroad, regarding the utilization of our technology. The value to our
prospective customers is competitive advantage with the potential to gain
increased market share.
AMRIS
GmbH -- Biophan will also acquire the exclusive license to fifteen issued
and pending patents covering imaging of devices such as stents and other
vascular implants, significantly expanding the Company's intellectual property
portfolio.
*****BINGO! HERE IT IS: ********
We have reached a basic understanding with Boston Scientific on
the content of a proposed term sheet for an equity investment and a license that
includes a combination of exclusive and non-exclusive devices, and will include
various licensing, milestone and royalty payments. We anticipate entering into
an agreement with them and, as we have previously stated, this will provide us
with the capital needed for listing on a major stock exchange…
--------
Since the beginning of 2004, we have expanded our development
and partnering activities related to these technologies to include guidewires,
stents, drug pumps, biopsy needles and other prosthetic and surgical tool
devices
Part of our strategic initiative for the current fiscal year will include
expanding our technology offerings to the companies with whom we are already in
discussions or collaborating. These arrangements may include payments for R&D,
licensing, equipment and materials purchases, milestone payments, as well as
possible strategic investments.
In December, we exercised
the third tranche of 2,000,000 shares for $1.4 million thereby selling all the
shares that are currently registered. This was done to fund the expected
acquisition of the German subsidiary without impeding our own development and
marketing activities, and to provide a cushion of additional capital towards our
goal of a major exchange listing although an expected capital investment from a
strategic partner may prove more than adequate to meet the capital requirement
for a listing. We will, at some point in the future, decide whether to register
additional shares for resale by SBI, which will give us the right to sell
additional shares under the stock purchase agreement. The balance of the SBI
commitment, 2 million shares at $.80 and up to 9.75 million shares at $2.00,
would provide an average price of $1.80, if we were to exercise the full
remaining amount of $21.1 million.
We intend to be prudent in our exercise of the SBI line, even with its very
attractive fixed price aspects.
--- eom --
EZEN has competition now:
Department of Defense Selects WebEx Communications to Provide On-Demand Web Conferencing Services
Monday January 10, 3:07 pm ET
Secure Web Conferencing Network to Connect Defense Organization's Worldwide Operations
SAN JOSE, Calif., Jan. 10 /PRNewswire-FirstCall/ -- WebEx Communications (Nasdaq: WEBX - News), the leading provider of on-demand web meeting applications, today announced that the Defense Information Security Agency (DISA) has selected WebEx to provide secure web conferencing services to the Department of Defense (DoD). WebEx on-demand web conferencing applications will be used to improve communications and coordination between the DoD's military, business and intelligence organizations worldwide.
ADVERTISEMENT
"This significant announcement points to a new level of growth and acceptance of web conferencing applications and the on-demand delivery model within large-scale organizations," said Robert Mahowald, manager at research firm IDC. "The agreement with a major entity like the DoD is a key accomplishment for WebEx, and strengthens the position of web conferencing as a keystone in the foundation of real-time collaboration in enterprise organizations."
DISA conducted a year-long competitive review that included both on-demand and on-premise web conferencing providers. The extensive review process and pilot deployment covered four key areas: security, collaboration and capacity, integration and implementation, and administrative reporting and control. WebEx delivers all its services over the WebEx MediaTone Network, a global network specifically designed for secure, real-time web collaboration. With its broad range of data, voice and video conferencing capabilities, WebEx was able to meet extensive collaboration and capacity requirements with its commercially available solution. The MediaTone platform's standards-based APIs make it easy to integrate WebEx meeting capabilities into IM solutions, enterprise applications and business processes. WebEx's powerful administrative features and reporting capabilities allow the DoD to monitor, control and report on worldwide usage.
"The DoD selection is a historic milestone for WebEx, web meeting applications and the on-demand business model," said Bill Heil, president and chief operating officer of WebEx Communications.
As a combat support agency of the DoD, DISA is responsible for planning, engineering, acquiring, fielding, and supporting global net-centric solutions. The responsibilities of DISA are communications, joint command and control, defensive information operations, combat support computing, and joint interoperability support.
WebEx manages a global network which delivers a suite of on-demand web meeting applications including applications for web conferencing, web-based support, web-sales, remote training and online events. WebEx provides its services to corporations, technology companies and telecommunication providers worldwide. All of the WebEx services are built on the MediaTone(TM) communications platform and delivered through the WebEx MediaTone Network, the only global network specifically designed for secure web collaboration. MediaTone's unique information-switching technology allows the WebEx network to manage complex media types, deliver advanced communications functionality, and support a broad range of devices and platforms.
About WebEx Communications, Inc.
WebEx Communications, Inc. is the world's leading provider of on-demand web meeting applications. WebEx applications improve collaboration and increase productivity in sales, support, training, marketing, engineering and product design. WebEx delivers its suite of web meeting applications over the global WebEx MediaTone Network, a network specifically designed for secure web collaboration. WebEx Communications is based in San Jose, California and has regional headquarters in Europe, Asia and Australia. Please call toll free 877-509-3239 or visit http://www.webex.com for more information.
Journalists should contact Colin Smith at Antenna Group: 415-977-1912 or colin@antennagroup.com
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements may be identified by use of the terms anticipates, believes, continue, could, estimates, expects, intends, may, plans, potential, predicts, should or will, or the negative of those terms or similar expressions. These forward-looking statements are subject to significant risks and uncertainties. Actual results may differ materially from those described in such statements as a result of these risks and uncertainties. In particular, these forward-looking statements include, but are not limited to, statements related to intended future uses of WebEx services by the DoD. Factors, which could contribute to risks and uncertainties, include, but are not limited to changes in funding or deployment decisions by the DoD. A fuller discussion of the risks and uncertainties that could affect WebEx Communications, Inc. is more fully set forth in WebEx Communications, Inc.'s filings with the Securities and Exchange Commission, including WebEx's Form 10-Q filed with the SEC on November 8, 2004. WebEx Communications, Inc. assumes no obligation to update forward-looking information contained in this press release.
NOTE: MediaTone is a trademark of WebEx Communications, Inc
Still holding all my SWTX too. I agree that the next couple of quarters should bring in new investors.....and there's the wild card of the "on-going trials with Mitsui's large Japanese electronics customers" that I think have the potential to really blow the lid off of it. I like the combination of profitability and potential growth.
I tried to buy more under $1.20 today, but they didn't give me any.
SWTX The comments on the conference call were far more optomisitic and detailed than the generic slide presentation in the 8k.
The conference call said for Q4 they expect to be able to grow revenues; but have decreasing margins (due to raw materials cost). But they benefit from being paid in Euro's for their automotive products, which should result in a simular EPS number overall.
I think even if they only put-up another 0.07 EPS next quarter, they should eventually get to an annualized P/E of 10 (per the hweb approved method, "annualized P/E calculation", [2003]). That should give them a PPS of $2.80....sometime? It might take a while, maybe for another quarterly announcement, or two, or three? But I think the growth should continue....the CC also mentioned trials with their partner Mitsui's "large Japanese electronics customers". Just one of these materializing could send it way past a P/E of 10 IMO.
BIPH filed their 10Q yesterday, here's a concise summary of the new information in the report:
By: b9molecule
14 Jan 2005, 05:51 PM EST
Msg. 31086 of 31151
(This msg. is a reply to 31067 by bigfella41.)
Jump to msg. #
looks like a young, growing company.
some items of interest selected below.
some comments of mine in parentheses.
this stock should do very well next week! :
Outstanding as of January 13, 2005
Common Stock: 74,017,832
The Company is in the development stage and is expected to remain so for at
least the next several quarters.
the Company exercised the second tranche under the SBI
financing agreement for 2,000,000 shares at $.65 per share for a total of $1.3
million. Of this amount, $1.1 million has been received to date.
In December, the third tranche of 2,000,000 shares at $.70 was exercised for a
total of $1.4 million.
We have begun manufacturing samples
of devices modified with our solution, which is extremely cost effective. We
have modified a pacemaker lead for a pacemaker company concerned with pacemaker
safety, which is currently being evaluated by that company.
We are also working on
coatings that can improve visibility under MRI using thin film coatings… The advantage of a coating solution is that a manufacturer with
a product in the market or in development does not have to radically change the
physical design manufacturing process. Thus, the coating solution, which we are
pursuing, has broad applications for the rapidly growing stent market.
…it may be possible to enable a pacemaker patient to one day have an
MRI angiogram, and avoid having an invasive procedure. (wow!)
To manage the growing R&D and customer interactions in the MRI technology
business and the biothermal business, we have expanded our staff to support
these projects.
Over thirty professionals, both full time and
part time, now constitute the Biophan scientific and engineering organization.
We have also entered into a consulting contract with Isoflux
in Rochester, New York, a leading developer of plasma coating equipment, such as
that used to coat stents and long metal wires.
If the MRI safety and compatibility issues of interventional
devices were solved and devices were on the market, we believe that there would
be a significant migration of procedures, over time, to use with MRI. -- (could we potentially be acquired by an MRI scanning manufacturer?)
We are in various stages of discussions and
negotiations with an expanded group of companies, both in the United States, and
abroad, regarding the utilization of our technology. The value to our
prospective customers is competitive advantage with the potential to gain
increased market share.
AMRIS
GmbH -- Biophan will also acquire the exclusive license to fifteen issued
and pending patents covering imaging of devices such as stents and other
vascular implants, significantly expanding the Company's intellectual property
portfolio.
*****BINGO! HERE IT IS: ********
We have reached a basic understanding with Boston Scientific on
the content of a proposed term sheet for an equity investment and a license that
includes a combination of exclusive and non-exclusive devices, and will include
various licensing, milestone and royalty payments. We anticipate entering into
an agreement with them and, as we have previously stated, this will provide us
with the capital needed for listing on a major stock exchange…
--------
Since the beginning of 2004, we have expanded our development
and partnering activities related to these technologies to include guidewires,
stents, drug pumps, biopsy needles and other prosthetic and surgical tool
devices
Part of our strategic initiative for the current fiscal year will include
expanding our technology offerings to the companies with whom we are already in
discussions or collaborating. These arrangements may include payments for R&D,
licensing, equipment and materials purchases, milestone payments, as well as
possible strategic investments.
In December, we exercised
the third tranche of 2,000,000 shares for $1.4 million thereby selling all the
shares that are currently registered. This was done to fund the expected
acquisition of the German subsidiary without impeding our own development and
marketing activities, and to provide a cushion of additional capital towards our
goal of a major exchange listing although an expected capital investment from a
strategic partner may prove more than adequate to meet the capital requirement
for a listing. We will, at some point in the future, decide whether to register
additional shares for resale by SBI, which will give us the right to sell
additional shares under the stock purchase agreement. The balance of the SBI
commitment, 2 million shares at $.80 and up to 9.75 million shares at $2.00,
would provide an average price of $1.80, if we were to exercise the full
remaining amount of $21.1 million.
We intend to be prudent in our exercise of the SBI line, even with its very
attractive fixed price aspects.
--- eom --
NWAU: How many shares are issued? Pinksheets.com shows 100M authorized...and 4M in float...but doesn't show the number currently issued.
The NWAU website suspiciously cluncky to me too. I certainly wouldn't buy an internet-based service from such a cluncky website. I hope that user interface for Navicom is a little nicer? Considering it's for a company claiming to offer an internet-based GPS asset tracking solution, wouldn't you expect something just a little sleeker?
....and the used car dealer thing......I don't like buying cars off of them....let alone equity in them. I'm not quite sure about that, especially being on the pinks, just my tendency not to trust any car salesman makes me skeptical they've taken their sales tactics to selling equities.
But the claims they make for the Navicom system are astounding, if it's true, I want to become the distributor for my area. So I plan on doing more DD here as my schedule allows....which my temporary employment is scheduled to end in February....so I'll have lots more time then.
Hey....actually...these now auto websites aren't too bad....why isn't their Navicom website this nice?
http://www.nowauto.net/
http://www.nowauto.com/index.htm;jsessionid=att9nfJjRnxg?bhcp=1
Keeps me thinking.
BIPH could be a zip code changer....this from their last PR reiterates their goal to "close a transaction" in the first quarter:
"This show is the kick-off for these new marketing initiatives and complements the transactions we anticipate closing in the first quarter of 2005."
The Microcap Kitchen already exists on I-Hub.....why not just join them to discuss more speculative situations? That group has been very successful at finding excellent speculative situations by following a few basic tenets.
http://www.investorshub.com/boards/board.asp?board_id=2025
Here's the basic tenets:
IMPORTANT... Minimum Standards:
We are looking for securities with great potential and/or value on this thread, not mo-mo stocks. Before posting here it is important that the stock meet some basic standards. The price per share should be at least five cents, and the number or shares outstanding should not exceed 100 million shares. Securities with a smaller number of outstanding shares issued have a much higher potential capital gains.
THIS THREAD IS NOT intended for penny or sub-penny stocks with hundreds of millions of shares outstanding. There a plenty of other threads that track these securities.
Your help in maintaining these basic value components is appreciated and necessary to keep this thread focused and viable.
MISSION STATEMENT:
This thread is a meeting place for microcap investors. This includes the whole universe of lower priced securities. It is a place to share and exchange investment and trading ideas so that we all may pursue the rewards possible in the stock market.
THE PRIME DIRECTIVE:
The exchange of opinions, research, information, and constructive criticism in order improve our investing and trading skills.
CONVENTIONS OF THIS THREAD:
Be civil. Be constructive. Be informative.
There is a zero tolerance level on name calling. This is just childish and serves no purpose. This thread is for and about trading stocks, not bashing individual.
Since this thread discusses many different securities, when posting, please start your post using the ticker symbol of the stock(s) you wish to discuss. When you post a stock here, don't just say buy it now, but tell why you think this stock is a good investment or undervalued or why you think it will make money.
example: WXYZ - now tell us why you think this stock will be a winner, and supply helpful info or links if you have them.
Stuki ggod point and perfect analogy. I was just thinking of poker analogies myself to describe this situation, lol!
lubowsky...as in "The Big Lewbowski"? If so, that an ironic change in philosophy :)
zenvesting = Zen_lunatic420 Bobwins, you nomad of cyberspace, are we there yet? Can we sit and rest....and clear our internet browsers of all the obselete bookmarks? RagingBull, Yahoo!, that other one that spammed me for months...but wouldn't let me logon, now I-hub.
I-Hub seams good and reliable, accept for their limiting of number of posts unless you pay, but that's a small price to pay to get to follow the Mosses of Value Microcaps.
Nice guess on that there oil contest of yours....weren't you the first one to make your guess too?
Stuki! Happy New Year! BIPHs mention in Forbes Wolfe Nanotech report was some nice validation by major media. BIPH really needs to deliver the long-promised announcement of a major licensing agreement soon....the timing would be PERFECT.
But if the news isn't delivered soon? I'm sure there's quite a few of us who remember the CEO ASSURING investors during interviews that one, or possibly two such deals WOULD be ready to be announced by the end of the fiscal year.....and if they are not....then the markets confidence will wain.
BIPH is a speculative stock with more potential than most any other OTC speculative stock I have seen. No the share price is not higher than a year ago, but the R&D with BSX is further along...and has been expanded to multiple products...with multiple divisions of BSX. Also BIPH seams to have engaged Medtronic in a race to patent the best MRI-safe pacemaker design.....Medtronics patents APPLICATIONS reference BIPHs ISSUED patents....which makes it seam BIPH might be leading that race? If you're interested in reading more about the patents go to Raging Bull and read "bigfella"s posts on the BIPH board from a few weeks ago.
Prophet re: PSOL:
PSOL might take a little while to BOOSH, but it's probably worthy of a 2005 watchlist?
They appear to be approaching profitability. They're the billing service proiver for Time Warner Cable's VoIP service, which just completed its rollout of VoIP and is repotedly adding 10,000 customers a week nationally. PSOL's revenue only increased slightly last quarter, but should continue at a good pace throught 2005.
PSOLs current largest customer Metrocall (formerly MTOH) just merged with Arch Wireless to form USA Mobility (USMO). This ads an element of uncertainity that I think is priced into PSOL right now. But I think this event might be good for PSOL. MTOH's CEO will remain the President and CEO of USMO. This is the same CEO that has used PSOL for 12 years now. PSOL's contract with MTOH needs renewed in 01/06....and it seams there might be a good chance PSOL could get a renewal for all USMO's customers by that point in time, which could roughly double PSOL's customer base?
http://www.primal.com/news/graphics/03-01-31%20Metrocall%20PR.pdf
Prophet,
That was some good investing existentialism :) I sometimes am guilty of getting tied down to a stock.....felt that way with BIPH all summer....hopefully she pays-off soon again as you predict :)
My current holdings by weight at present are:
BIPH
SWTX
EZEN
PSOL
DFNS
ADGO
ANII
MDF
I just took some weight out of MDF, from my intial position @ $0.70. I'm looking to probably add weight to EZEN....the stock trades at a forward P/E of less than 10....and the Raging Bull EZEN board is full of good reasons that stock should go much higher....
BIPH, feel free to run it up guys. I've been holding it from $0.40 since this time last year. Sure I could have traded in and out and made a lot, but my foresight is not that good.
The CEO has been saying "a deal is near" since September, so it should only be closer now. I hope your timing scenario works out for you.....and thae first deal gets announced...and we all can party!
Stuki, Great article!
That article is encouraging because it tells a lot about BSX's approach of investing in start-ups.....and occasionally not being afraid to go big in early-stage start-ups. BIPH drives a hard bargain, as I've posted from BIPH filings before, the CEO has already declined a deal with a "major medical device maker" for one of BIPHs MRI-safe pacemaker designs.
It all depends how that Phase II and Phase III are going with Boston Scientific, but I'm hopeful Weiner can reel in some favorable terms.
RCO, never mind, not really that big of a move. I missed the
the 60:1 split last week. I'm not too gung-ho on the company either....I've never really been inclined to do too much DD on that stock...never really striked me as a good company....but the Yahoo 5-day chart got me all worked-up. Sorry.
RCO, wow. I've had it on a watchlist for months and it never really caught my eye until last week from $0.02-$0.03, but it just made me wonder what was going on. I never really had the time to do DD....and then today happened....man! Maybe having a job is a significant "opportunity cost" in the market?