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You sure? I'll have to replay when it's over. I thought he said revenue would be around 3.5M once recurring is 1.7 to 2
Finally first projection ever!!!
Recurring revenue $1M per quarter. Expecting 50% growth in this number by early 2018.
Cash flow positive when $1.7 - $2M recurring revenue is reached.
Most concrete sounding and optimistic sounding PR ever in regards to revenue and future revenue. Maybe he will finally be able to hint at revenue forecast on the call if pressured.
"Which will be confirmed in the initial phase of production testing."
Still sounds like a pilot to me. Desperation PR to try to stave off the bad news coming this afternoon.
I'm just playing a psychology game with the stock Gods. If I bash my own stock, maybe it will go up. The other way certainly didn't work.
There is something wrong with this company. Takes them one year to do a pilot on a supposedly proven product and how come there is no immediate contract afterwards? Didn't they do the pilot with a potential commercial customer? And then some stupid PR that says wait another 6 months for the first customer? Everything moves so damn slow. Something doesn't add up.
anyway what difference does it make? GS, MS, or none at all make no difference to the investment thesis.
Morgan Stanley - not Goldman Sachs
** I think that's what happened. I clumped a big name together with GS. So maybe that's how my memory messed that up. Morgan Stanley was on the call two quarters in a row recently.
Maybe GS was there also but I can't search my threads effectively. Next time I pay on ihub I'll use the search feature and I can tell you definitively.
I don't have a spare 8 hours to listen to the last 8 conference calls. I was in the calls. You weren't. Let me see if I can search this board to narrow down what quarter it was on. I checked StoryTrading and it wasn't there. I must have mentioned it here.
Lol. I'll take that bet. I was listening live. Go to the audio. SA transcripts have mistakes in them.
No it's not GS
Dude I was on the call live and I believe I even wrote about it on my storytrading blog. Before betting you may want to LISTEN to all the audio. SA transcripts make mistakes. I was there live. I'll find the audio. Who else wants to bet? I can become a millionaire on this one!
Yes GS was on one conference call. I was listening live and you can listen to the recording or read the transcript. I don't remember which quarter but to anyone who doubts me, I will bet you $100,000.
Dreyfus can still sell the product. It's just not exclusive anymore.
Where is it. Please paste
Don't like today's news:
1. Why are we making exclusive deals. This is a high volume business. We need to mark billions of pounds of product. We only get paid 4 cents a pound on cotton. Okay maybe we got a higher rate for exclusivity. But how much higher? Do you really trust this management to make a good deal?
2. So if this is news today that means there is no additional demand or volume? Best they could do was sucker out a few extra percentage points from Loftex by offering exclusivity?
Today's news was not of the game-changing variety and could infact be looked at negatively.
Our stock is doomed to failure unless we can have game-changing news such as:
1. APDN teams up with AllState to offer car marking for all Allstate customers.
2. APDN enters nutraceutical market with multi-year commercial agreement with GNC valued at least $10M a year.
3. APDN marks 500M pounds of cotton after deal with Levi Jeans
Short of announcements like this, our money is destined to head towards $0
That wasn't filed yet? Was supposed to take just 30 days from when they first announced it.
The stock is nearing the 200 DMA in two ways. 200 DMA continues to slide down and price continues to slide up. This is usually a formula for a big move (in either direction). Thus why I said its approaching an inflection point. Also we have a bullish 20/50 cross. The chart is screaming that news is pending. Some big news item is out there lurking and it will hit the presses right around the time the stock hits the 200 DMA. Hopefully it's good news and can quickly take us to $2.50-$3 range.
APDN stock reaching a technical inflection point.
For "select" products where we don't know the minimum nor the rate per pound we are charging. What is the reason for not disclosing this? It can only be because it's an embarrassingly low number.
Another PR with no dollar amount. Worthless. We'll need a thousand similar contracts to get this baby above $5
I don't understand your purpose of making fun of Beth. You obviously don't know the cost of living in the NY area. I bring in almost 250k a year and I live paycheck to paycheck. Citing this one employee to somehow imply there isn't real interest in this raise is contrary to the rest of the available evidence. Great job with your recent flip from near $1. I'm out of investable cash at this point and just waiting for my shares to bounce back.
Don't think it will come until the deals close end of July ?
Can't understate the importance of today's news. The company is still overvalued on a revenue multiple basis but now, future news can have a more lasting effect on the stock and we can finally work our way out of this basement and back to $3+ for good I hope.
Wow best news yet!
Straight up equity purchase. No warrants. Led by insiders.
This is the only significant news so far and if I wasn't fully invested in this, I'd be looking to add more right here.
I spoke with dr at last annual meeting and asked him about auto insurance deal with US companies. His eyes lit up and he seemed very excited and hinted they are working on something.
True but unlikely to happen. Also consider market cap now is much larger due to dilution.
How many shares, one?
Still don't see game changing news here. Now I'm down like 350k instead of 400k. Whoopdee doo. Where is the big polyester order? The big leather order? The big car insurance collaboration?
Sorry but the last 3 PRs don't change the revenue or trajectory of the company. Waiting for more significant news.
We've seen a thousand of these pilot announcements and so far nothing has come out of any of them except cotton. I remain unimpressed.
I'm not getting excited. I'm down like $400k on this turd. This is a dead cat bounce in my book until we get back over $5
Dead cat bounce unless we see game changing news. Friday's news was so not news IMO
Yawner of a PR
Listening to Hayward live at ldmicro right now. New presentation available on webcast right now
Nice new ADNAS video on HomeGrown Signature T
So 62k monthly revenue will decrease the burn by 70k? What if they don't do it profitably. Then the burn will increase! Not all deals are good deals.
News is a yawner. Who cares about their little government contracts which never scaled to anything appreciable. We need PRs on how many hundreds of millions of pounds of synthetic fibers, and cotton they've marked. We need a PR on a big car insurance deal with geico or all state. Today's PR will do absolutely zero to stop the falling knife.
Now we find out car marking program in sweeden was mandated by law. And I thought that was BMW in its own deciding. Oh well.