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I was going to make one more comment (or actually a lot more comments - lol) last night, but I had used up my messages for the day.
In my earlier post #8904, when I said "So lets say the iPhone app was in the equation last year at this time, and some of the big boys took notice and decided that APDN could do very well (with their help), and decided to invest in the company knowing what was coming down the pike in a little over a year."
Investment was meant in more than one way. It could be a monetary one, but it could also have been an, "I'll scratch your back if you scratch my back." type of one.
For instance, let's hypothetically say a couple of people in Washington who had the power to actually influence government acquisitions thought that botanical dna was a great idea, but just needed a little help taking off. And once it did, they knew the monetary rewards would be GARGANTUAN (thanks for the word johnsyn. ) especially if the government "mandated" its use.
So hypothetically, people in their position could go to APDN and say, "Hey...we can help your product and company take off, but, we would need something in exchange for doing that (i.e., company stock, nice campaign contributions down the road, etc.)" APDN says, "Hmmm....sounds a bit unethical, but we know how the world works, so we would be way good with that! And so, our politicos work on a bill, that gets passed as a law...
http://www.levin.senate.gov/newsroom/press/release/senate-approves-amendment-to-strengthen-protections-against-counterfeit-electronic-parts-in-defense-supply-system
“These counterfeit parts endanger our troops, harm national security and cost taxpayers,” Levin said. “The flood of counterfeit parts must stop, and this amendment provides tools and incentives that will help stop it.”
“Counterfeit parts pose an increasing risk to our national security, to the reliability of our weapons systems and to the safety of our men and women in uniform,” McCain said. “We cannot risk a ballistic missile interceptor missing its target, or a helicopter pilot unable to fire his weapons, or display units failing in aircraft cockpits, or any other system failure, all because of a counterfeit electronic part. This legislation will inject some much needed integrity, transparency, and accountability into the defense supply chain, help customs officials intercept these counterfeits, and ensure that prosecutors bring the full weight of justice down on those who traffic in military counterfeits.”
http://www.gpo.gov/fdsys/pkg/BILLS-112hr1540enr/pdf/BILLS-112hr1540enr.pdf
And I don't know if any of that actually goes on in Washington, since I'm the type that if I don't see it, hear it, smell it, taste it, or touch it, then I can't vouch for it's existence, but in this case I would have to assume something like that does occur, otherwise, what would the US Department of Homeland Security be doing holding an Investor Conference that was invitation only at the Ritz-Carlton in Washington DC? Who paid for that? Us taxpayers no doubt. Must be nice to be king, huh?
http://securitysolutions.com/news/Homeland-security-conference/
http://lists.econ.utah.edu/pipermail/a-list/2007-December/033347.html
And I'm not implying that any of the people referenced to in this post are in any way connected to APDN, or will benefit from a relationship with APDN, I'm just having fun speculating, as always.
TO DA MOON!!!
Here's my "theory" as to why no news Dingo...
APDN has been around for years without much consideration by the US Industry (that we know of), but the game changer was getting the proprietary iPhone App.
http://www.adnas.com/sites/default/files/digitaldna_launch_may_10-2012.pdf
There was speculation that if the partnership agreement with Divine Rune was done on January 25th, the launch of the QR (“quick read”) code on May 15th was a pretty quick turnaround for something like that.
http://www.activistpost.com/2012/05/dna-goes-digital-with-new-biometric.html.
"However, with the announcement of the digitalDNA program made on May 10, after only four months of partnership, one might be justified in wondering whether or not this system was developed long before the financial agreement made between the two companies was divulged to the public. Indeed, four months is a very short time to forge corporate partnerships as well as envision, develop, and release a product like digitalDNA."
So lets say the iPhone app was in the equation last year at this time, and some of the big boys took notice and decided that APDN could do very well (with their help), and decided to invest in the company knowing what was coming down the pike in a little over a year.
http://www.businessweek.com/news/2012-10-19/wealthy-advised-to-sell-for-gains-before-unfriendly-2013
They still want their long term gain rate, versus the short term, so the idea is that "mum is the word" on just how much business APDN has, and is going to have, until after a year is up. Which should be end of November into December. (The mandate news had to be mentioned by APDN or else someone would definitely think something funny was going on, which maybe would explain the two week delay between the DLA mandate and APDN saying something about it.)
So, my prediction is, there will be a media/press release blitz coming up soon that will run the share price high up the flag pole in time for the people who have most of the money can make the most on their money.
They didn't and don't want APDN to release stuff as it happens, because that would cause the share price to fluctuate too much. They want it to go up, and keep going up for awhile so they can sell at a more than hefty profit before the end of the year and not have to pay as much in taxes as they would if they waited until 2013.
Patience dingo...patience.
All IMO of course.
Oh...thanks Yip...did not see those.
But there you go...supports what I was saying about the problem being reported A LOT with very little mentioning of companies that provide a solution. Just seems too strange to me, but as a holder of APDN stock, strange in a good way. (I think.)
As this person pointed out...
Stabby • an hour ago
I'm assuming the author and all commentators have not heard of Applied DNA Sciences? This DOD mandate happened weeks ago to address this problem.
What kind of a news agency is CNN that they wouldn't know and report about the mandate, when "average citizens" obviously know about APDN and the mandate?!
Why are we not seeing this kind of reporting instead?
"We have a major problem with counterfeiting in this country that affects not only our military, but has the potential to affect EACH AND EVERY ONE OF US! Thankfully, the U.S. Government, in their infinite wisdom and power, is all over it like flies on a fresh cow patty by requiring the use of botanical dna to mark items for supply chain authentication purposes. They are starting with microchips, but could soon require dna use on many other items as well. Botanical dna is irrefutable forensic evidence accepted by courts of law worldwide. Now THAT's the kind of response every country should have!"
But do they? No...why not? Maybe because the same people who own CNN are the same ones who stand to profit the most when the cow patty hits the fan?
I dunno...and I don't care. (As long as my apathy makes me a lot of money at least...)
Once again we hear "The sky is falling! The sky is falling!" without hearing about who might be able to provide (or who is providing) some type of shelter in the hailstorm that's looming.
Good thing we all have our APDN umbrellas already, because when word gets out their's is the only one that will stand up to the deluge, they will be mighty hard to get anywhere near the price we got ours for.
I think you are right...reaction to news has always been about half a day to a day late, but I figured people would be more reactive with the added players we have now.
But, some people might not see it as concrete news either...
Nice emoticon johnsyn.
Things have definitely changed in the anti-counterfeit world in the last year...
No mention about DNA for authentication as of 9/12/11
http://www.cti-us.com/pdf/CCAP101Certification.pdf
And then after the National Defense Authorization Act (NDAA) for Fiscal Year 2012 was signed into law on 12/31/11, all the same major players (including APDN), have been having Pow Wow after Pow Wow...
This is from Feb 7, 2012, and there's Janice giving her spiel again with a lot of the same people and companies in the other meetings...
http://www.cti-us.com/pdf/ucmse12.pdf
Panel Discussion 8:00am - 9:00am
National Defense Authorization Act (NDAA) Impact on Counterfeits & Contractors.
Members: Leon Hamiter - Leader;
Larry Pappas - Attorney;
Misty Price - DHS/NIPR;
Aaron DerMarderosian - Raytheon
Anthony Lai, Consultant
Scott McKee, 4 Star Electronics
Session 4: New Reliability Practices Parallel with Session 5 9:00am - 12:00
Chairman: Tom Lee, CTI, Inc.
4.1 Corporate Counterfeit Avoidance Initiatives & Evolving Supply Chain Evasion / Detection
Techniques;
Aaron DerMarderosian Jr., Kenneth Rispoli, Raytheon Integrated Defense Systems
4.2 Resolving DMSMS Component Shortages with Die Extraction and Re-Assembly;
Erick M. Spory, Global Circuit Innovations
4.3 No Chemical Counterfeit Detection Decapsulation;
Nate Cramton, Nisene Technology Group
4.4 DNA Marking to Assure Component Authenticity;
J. Meraglia, J. Doyle, Applied DNA Sciences
4.5 Tin Whisker Mitigation Process;
Scott Sentz, AEM, Inc.
4.6 Fraudulent/Counterfeit Electronic Parts Risk Mitigation through Standardized Certification
of Distributors;
Bob Bodemuller, Ball Aerospace; Phil Zulueta, JPL
What is a bigger word than huge that we should use when talking about APDN's potential?
I don't think "Huge" is a big enough word for what's going to happen with APDN in the next month or so.
IMO of course...
Here's another potential competitor that wasn't even on the Top 25 list.
http://www.adelaidenow.com.au/business/sa-business-journal/dna-barcodes-next-step-in-fighting-crime/story-e6fredel-1226454380846
So there are several companies who utilize dna as a means of authentication, but I don't think they played the "Pay to Play" game as well as APDN has. I really believe we are tailgating on a huge money making scam big money folks (both private business and governmental) are promoting. (IMO, IMO, IMO) Lucky for us, we just happened to have picked the right competitor in the "race to stop counterfeiting".
We won't make the money that the Large Global Security Companies, Investors and Private Equity Groups and Prime Government Security and Defense Contractors will, but I'm sure we will surely see a profit by being along for the ride.
yep.. I interpreted that to mean that the DLA is saying, "If you don't use this DNA technology from this company by this date on your product, then we won't be using you, so don't bother wasting our time by bidding, because you will not be awarded a contract regardless of who you are, or what your price is."
I thought it was huge too. Huge enough that I immediately went to see if the volume was taking off. But...evidently others don't share our enthusiasm....yet.
nice find yip...it sure implies that APDN is going to end up being like a bag of microwave popcorn.
Not a whole lot appearing to be happening at first, but once the kernels start popping, it doesn't take long before it's ready to enjoy.
Even though I'm kind of over the whole PR thing with APDN, I do too!
I don't know that much about market makers, and I don't have access to level 2 trade info, but it sure looks like they have been trying to drag the price down below .17 for several days now, but they don't seem to be getting anywhere with that.
So if we're not going down on no news, good news is sure to do you know what with the stock price...
TO DA MOON!!!!
Well nobody wants to buy either.
I've got a sell order in for .297, but so far, no takers.
Everyone is sitting tight just waiting to see what is going to happen next...
Thanks for the link yip...
It still seems strange to me that there is so much in the media about the problem of counterfeit parts, but very little about who is using what to try to stop (or lessen) the problem. And forget secrecy to try to outwit the counterfeiters as a reason, as again, I believe that if you have a security system in place, you advertise the fact to use it as a deterrent. Won't stop all the criminals/counterfeiters, but it might stop a good portion of them.
To me, it's media hype, like the "Fiscal Cliff". A means, but to what end???????
http://www.thefreedictionary.com/hype
"4. Something deliberately misleading; a deception: "[He] says that there isn't any energy crisis at all, that it's all a hype, to maintain outrageous profits for the oil companies" (Joel Oppenheimer)."
I kind of hope it's like definition #4, only the example would be, "There isn't any counterfeiting problem at all, it's all a hype to maintain outrageous profits for the anti-counterfeit companies." lol
Word is still getting around...
http://motherboard.vice.com/2012/11/8/the-army-wants-to-tag-its-equipment-with-dna
http://www.raytheon.com/technology_today/2012_i1/counterfeit.html
Raytheon’s Response
Raytheon is addressing the threat of counterfeit hardware through strict management and control over the acquisition process and by using only original component manufacturers (OCM) and authorized distributors whenever possible. Because parts become obsolete, it is sometimes necessary to purchase parts from sources other than an OCM and authorized distributors. In this case, a comprehensive series of authenticity tests are employed based on industry standards such as SAE AS5553 (Counterfeit Electronic Parts: Avoidance, Detection, Mitigation, and Disposition.)3
Everybody wants a piece of the anti-counterfeiting pie!
Thankfully it's a huge pie (and growing) and there's enough to go around, and around, and around.
And speaking of around...at first I thought this was a direct APDN competitor with some recent news showing they were active in the anti-counterfeiting game with their own dna taggant...
http://brandwatchtech.com/news/press_releases/brandwatch_technologies_unveils_tau_detector/
"BrandWatch also offers a DNA component that can be added at the same time as its IR Taggant. Like all DNA, detection requires a standard Lab Test."
Which on the surface they are a direct competitor, but then I found where APDN and Brandwatch were working together back in 2009.
http://www.adnas.com/partners/brandwatch_technologies
Hopefully that's still the case, because that means APDN would be going after the anti-counterfeiting dollars from multiple angles.
Cha-Ching!
I don't know if this was posted previously or not since it's from Sept. 14th, but it's another sign of good exposure for APDN.
http://oemsecrets.blogspot.com/2012/09/counterfeit-avoidance-usnciecq.html
"As of today, 4 new members have been added to the USNC/IECQ IAB, three in the DAG and 1 in the Functional Test Labs, and relationships have been devleoped with GIDEP, ERAI, IDEA, Applied DNA Science, OEM Secrets, Net Components the DLA and others.
Tis' the ongoing drama of the "Fiscal Cliff".
Just a reminder that Nov. is a busy networking month for APDN.
The IFAI 2012 Advanced Textiles & Safety Conference started yesterday and Karim Berrada, PhD, Director of DNA Formulation, Applied DNA Sciences is speaking later today.
http://www.ifaiexpo.com/advanced_textiles.cfm
http://www.ifaiexpo.com/profile.cfm?profile_name=person&master_key=4427b1ff-ed22-1367-1943-6897102c2019&page_key=FFFFFFFF-FFFF-FFFF-FFFF-FFFFFFFFFFFF&role_key=44327013-cb85-bbc1-6b64-0b95d7b5bb79&xtemplate
I also like the part where she used "insure" instead of "ensure". I think she spelled it that way on purpose as a code that we would all benefit from APDN's going's on's.
http://public.wsu.edu/~brians/errors/assure.html
Based on the link, I guess I must be a conservative. lol
Thanks for sharing johnsyn.
I especially like the part below because I worked for a small start up company at one time, and the company ran out of money before it could get going because the owner was trying to take on too many projects at one time. To me, this does show that the APDN folks are going about things the smart way.
"As you are aware, APDN is still a small, growing company, and as such we are somewhat selective in the projects we take on, to insure that we can be successful in everything that we do."
We've talked about some of the APDN competitors out there, but we've only hit on a few. Here's a good list showing the Top 25 anti-counterfeiting & product security technologies in 2011. And of course the "top 25" means there are even more out there than that. Not all are direct competitors, but it's still nice to see who and what is out there.
http://www.id-world-magazine.com/directories/wp-content/uploads/2012/10/TOP-25-Anti-counterfeiting.pdf
And here's another one...not sure, but I think this is of the APDN headquarters and personnel when they were just getting started before Dr. Hayward joined up...
Just another old video to watch while we bide our time waiting for something more exciting.
Here's an old news clip about Martin Guitars using APDN.
http://www.videoandcomment.com/v/_HH3RQB4NS8
69 News?! What a coincidence...69 is my favorite number!
I take that as a very good sign.
don't know that...but someone obviously felt the urge to buy regardless of the reason.
Some mainstream media attention would definitely help our cause though.
This guy is a fairly new hire at APDN...and looks to have some decent experience...
http://www.linkedin.com/pub/peter-andolfi/4/904/92a
Peter Andolfi's Experience
QA Doc Coordinator / Quality Engineer
Applied DNA Sciences
Public Company; 11-50 employees; APDN.OB; Security and Investigations industry
August 2012 – Present (4 months) Stony Brook, NY
Fox News? Hey...that's pretty mainstream media isn't it?
http://www.foxnews.com/tech/2012/11/05/military-uses-dna-to-tackle-counterfeit-gear/
HAPPY B-DAY CAT!
Hope your wish comes true after you blow out your candles tonight.
You're welcome APDN1...you wouldn't believe the words I've used in searching for info on APDN.
Does anyone know if the Mafia changed their name to the US Department of Homeland Security a decade or so ago?
This is an oldy from 2009.
http://www.azonano.com/news.aspx?newsID=13931
I like this part...
HSIC (Homeland Security Investment Conference) provides a platform where business leaders, investors and government representatives meet to explore, acquire, and develop opportunities that build growth.
My take on that is that the people who already have the most money, are given first shot at potential money making companies/technologies so that they can make even more money with their money.
Here's an earlier article about the first conference held in 2007. Evidently it is a one day, by invitation only party.
http://securitysolutions.com/news/Homeland-security-conference/
What's interesting is that I can't find anything about Homeland Security Investment Conference after the 2009 one where APDN and Dr. Hayward was mentioned. I think someone wised up and said they shouldn't announce to the world that an elite few were being given opportunities that the chattel wasn't, so they changed the name to something else.
Something to think about, especially the way the Homeland Security personnel at the airports treat people. Very Mafia-ish handling of innocents if you ask me...lol
I saw this article about the DMSMS conference coming up at the end of the month that Dr. Hayward is going to be at.
http://counterfeitparts.wordpress.com/2012/10/30/dmsms-standardization-conference-2012-agenda/
Thursday, November 29, 2012
Enterprise Level: COTS DMSMS Solutions through Collaboration
8:45 AM – 9:15 AM Sustainable Microcircuit Obsolescence Mitigation / Counterfeit Avoidance and Substantial Cost Avoidance
Presenter: Mr Frederick Shope – Defense Logistics Agency
PANEL: Authentication for Counterfeit Prevention
8:45 AM – 10:15 AM Authentication for Counterfeit Prevention
Moderator: Dr Brian Cohen – Institute for Defense Analyses
Panel Members: Dr James Hayward – Applied DNA Sciences
Capt Samuel Stone – USAF
Dr Hal Aldridge – Sypris Electronics
I thought it looked like a big portion of the program was about counterfeit parts, and then found this article about it.
http://www.circuitsassembly.com/cms/news/13507-dmsms-a-standardization-conference-to-focus-on-counterfeits
This is from APDN's blog in January of this year. In terms of what APDN has going for it, I think it is a good reminder read for those of us who have been here for awhile, as well as a good informative one for those who are new.
http://www.adnas.com/company-blog/applied-dna-sciences-spotlighted-defense-logistics-agency-dla-pilot-vs-counterfeit-micr
From the blog:
"[Editor's note: the DLA-sponsored program is managed by none other than LMI, the expert agency tasked with design and management of advanced projects for the government]"
I had seen LMI mentioned before, so looked them up, and they appear to be another big name (Top Notch) company APDN is involved with.
http://www.lmi.org/
And maybe they aren't, but they sure have a nice website. lol
On the APDN summary page it shows 304,000 shares traded today, but I'm guessing that is only since it came back online today, because if I go into the trade area, it shows over 800,000 shares traded.
At least its back up and running. It took me a minute yesterday to realize it was a Scottrade thing, and not zero volume going on.
Scottrade showed zero volume all day yesterday, and today until 1:00pm when it finally started showing up. Maybe that was a factor as well. (?)
Yep...good news indeed.
So at least in the military microchip sector, APDN does have the market cornered for now.
From the mandate:
"The clause requires contractors to provide items that have been marked with botanically-generated DNA produced by Applied DNA Sciences or its authorized licensees, if any."
Pole position is exactly the right analogy. Let's get out the green flag and get this race underway!
Excellent comments Deep Space! I wholeheartedly agree.
It feels disappointing to me when I see APDN's competition. (And especially how many there are.) Mostly because the anti-counterfeit market is so extensive, and I foolishly thought APDN was the only one out there with that type of counterfeit prevention technology. It creates an "OMG! atmosphere" when the realization (based on that incorrect thinking) of the potential the company has hits home after seeing potential use after potential use after potential use...
Me: "Oh My God! This company is going to be huge, Huge, HUGE! BUY! BUY!! BUY!!!
But, even though that's not the case, as I mentioned before, I'm ok with it now. The anti-counterfeit/crime prevention industry is the same as any industry such as autos for example. There are a lot of car companies making essentially the same product, but some are high end, some are sporty, some are economical, etc... I feel APDN is the luxury version (or "Gold Standard" as they say.) of what's out there, and they will still get a big share of the market. They just don't have the market cornered as I once thought.
Anyway...just rambling as always... LOL
So now my "OMG! atmoshere" is more like a "Wow" one.
Me: "Wow! This company is going to do pretty well! Buy. Sell some to protect profits. Buy More. Sell some to protect profits. Buy More. Sell some to protect profits., etc."
GLTA
Definitely major competition.
http://www.selectadna.co.uk/user/SelectaDNA_4pager.pdf
http://www.selectadna.co.uk/user/SelectaDNA_4pager.pdf
I see it as a good thing though...it means the technology is proven, so companies, governments, etc., will see the benefits of using dna for security marking purposes, whether it is synthetic or botanical in nature.
From all of my internet searching, there are a lot of APDN competitors out there.It's up to each company to offer better products with better pricing to stay in the race. Let's just hope APDN moves to the front of the pack soon.