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Why do you think it has such a low time premium?
I just realized that if NVDA had the same P/E ratio as Amazon, we'd be holding a $1,500 stock.
I think I know what just happened from the end of March to the second week in April. As background, everyone here knows that NVDA is one of the fastest advancing stocks in a "heated up stock market". This is exacerbated by the old time investors and bears warning to be cautious and to take some off the table. Even though the news about tariffs is important, it should have only caused a minor blip in a stock like NVDA. What I believe caused the recent downturn was the hedge funds and others selling so they could make their 1st quarter profits look good. NVDA just had their BEST quarterly and annual reports, so they go down? Now NVDA is bouncing back with vengeance since the funds are buying them back again. Without outstanding short term news (other than quarterly results), I expect similar action to happen at the end of June, to be corrected after a week in July. JMHO
There is an excellent article on Yahoo (Nvda page) posted earlier this morning by Motley Fool. 10 Reasons to Buy NVIDIA Stock -- and Hold On for the Long Term
A little later but it broke $250 at closing today.
104,000 shares buyback is only being done for appearances to value investors (605 million share float), along with the dividend and increases in dividends. They are mainly showing appreciation to their investors by reinvesting the huge bulk of their profits in continued growth and maintaining their technological leadership.
It should go higher than that. The P/E shrunk 7 points with the latest earnings, and if you factor in similar growth for the next year, the P/E for $475 should shrink to about 20 times.
As long as oil stays above $40.00 per barrel we will be static. When it starts going to $45, $50 and up, we are going to see a pop of 2 or 3 times, easily.
I love this company also for environmental reasons. The sands they sell are used in fracking instead of pollutant liquids.
I was impressed, as you seemed to be, with the management putting their money where their "mouths" are. Insider buying of large chunks of stock are a true sign of management's confidence in the company's future. (Especially when the differential was about -15% on the date the transaction was announced.)
In another vein, I was a little disappointed in the sales increases, even though they still showed a double digit growth rate.
They explained this with thinner margins, which I believe in this economy. I hoped for a continued 40% growth rate year-over-year, and got around 1/2 of that.
Anyway, the company is focusing on their strengths and definitely have their priorities in order. I have had two close relatives die of Parkinson's, and it is one of the cruelest diseases out there.
Take care everyone,
Jimbo
I like the company for mainly three reasons.
1) The research and testing seems to be superior to many companies X times the size of ISCO. They therefore have a chance of either growing into a major pharmaceutical, or being bought out for a nice price.
2)They have had approximately 40% increases in the sales of the skin care and other products. In a few years, this, in itself, could, be a spin-off; provide the financing vehicle for the rest of the company, or supply partial buyout by a cosmetic company equal to or exceeding the present capitalization.
3)The stem cells are from non-fertilized eggs. Therefore, "Abortion" become a non-issue, as does developing and "killing" the embryo. Even the cells grown from others cannot be traced to an embryo so that no religious or political conflicts exist.
JMO
I used to have a basis of 27 cents. Now with the last few month's fluctuations my basis is at 15 cents with 40% more stock.
Go ISCO
I don't believe that the response was meant to be "hostile". I don't remember why or what part of the DD I performed comforted me to determine that the regenerative stem cells would not be open or effected by the malady, whether infection, syndrome, virus, etc... I think of it like a pre-mature and underdeveloped birth. The child may have all types of development problems, however the active stem cells have been known to regenerate partial organs, blood vessels, etc... while fending off diseases.
Yep! Wish I still had my friend Bio around. He called $5 in march.
Let's cross our fingers. I really want to see a bump in the health/cosmetic products of around 40% year-over-year? Do you think that is possible?
The pace is obvious.. They have to get it right the first time. The double digit growth in Life-Line products will, in the future, give them some help in speeding up R&D. JMHO
Great Video!
No apology necessary Seel! I admire you, and even though I don't often post, I do look at the messages (especially your's on CUR). Keep giving the 411, and I will try to not appear a person of negative interest. Okay? Jimbo
The board had members asking why CUR tanked over 5% today, and I just thought the explanation was apparent with the article on Yahoo. I am long on ISCO because of the fundamentals and because my dearest friend was an excellent analyst of micro-cap biotechs. In fact he "pounded" the table a few times. None-the-less, many investors (like me, and those new to the company) never heard of the patent (now with your explanation) non-issues. Go CUR! Nuf said... Jimbo
With attorney's involved, there is always a chance that both sides lose. (Only the attorneys win.) An interesting solution would be to bury egos, and merge the two companies? JMHO
I think it has to do with the recent posting. Stem has started litigation for patent infringement; which may be justified.
There is usually at least a couple of reasons a company does a reverse split. We have seen one of them with the up-listing. The other is to prepare the company for sale. The 50 million shares is incredibly small for the NYSE, but it serves to give a very nice round figure for potential buyers. It also validates the company's owners with the amounts of shares owned by each, like a wrapped Christmas present.
Therefore, it would not surprise me that we soon experience a couple of large pharmas bidding on this relative small but groundbreaking biotech; possibly before the "Tox"?
JMHO
Jimbo8
They ran for the hills when the SP dipped to $2.40 this morning and came roaring back at 3 times average volume. Made for a fun day!
Hi Karin!!! What I love mainly about this deal is that at one point the intellectual property,or "pipeline" was worth in excess of $200M, as represented by Polymedix's capitalization of $227M minus any hard assets. Effectually, there is a argument that Cellceutix doubled the worth of its pipeline. The immediate testing of Prurisol is a blockbusting event in its own right. JMO
Don't be so humble Seel! This old dog learned a new trick and bought in the $1.50's after reading the link you posted. They have more dynamic drugs and processes in their development lines than some mega-pharmaceuticals. All for only $1.50? No wonder potential dilution didn't even tickle the market??? Take care of yourself, and thanks! I have a nice little profit that will grow into, well, who knows?
I am relieved that I was wrong, but I also believe your knowledgeable posts blunted a share price run downward. (Especially the one with the link showing almost unlimited potential through current statuses of events.)
I do, however, expect Neuralstem to lose another 3% to 5% tomorrow before evening out.
The strength of the company is now even more obvious to me, in both the short-run and long-run. Cur has so much on their table, and every potential drug or process seems viable.
Thanks Seel!!!
Terrific! Many thanks for the response and your kind remarks!
Sorry to bug you again Seel, but sometimes news will negate market reaction. So I have been unable to find the post regarding the October data release. Is there a way you could post he link so others might read it?
I hope you are right and I am wrong. I have read over the S3 and saw nothing about them keeping the 50 million shares as shelf stock, as they are currently doing with the 29 million they currently are withholding from the market? Please show me where it says they will hold the stock in a form that we used to call treasury stock. All I see is that the offering will be at their "discretion".
On a personal note, I believe you have been one of the best respected people on this board, and that speaks volumes. I sincerely hope my scenario does not happen, and that your's does. My experience though, is that the market runs like lemmings to the cliff when the word "Dilution" is spoken.
First, I am not a basher, and will never talk bad about a stock without good reason. The problem is that CUR is going from 71 million shares outstanding to 121 million.
They have excellent technology and an improving balance sheet, but they probably won't be able to raise a, hopefully, $50 million or more any other way. They also probably need the funds to continue the excellent R+D that they are progressing with.
The problem with dilution is that the stockholders are usually the ones that take the brunt of the impact. It is a shame, but bio-techs are known for diluting their stock. As a result, many investors won't consider any investment in the biotech sector of the market.
In my estimate this 50 million share dilution will cause the stock to free-fall on Tuesday and Wednesday to less than $1.00 per share; before evening out on Thursday. Many, stocks doing an offering this large, in relation to the shares outstanding, have fallen to a third of their value.
I love the company, but I question their timing of this event. Take care all!
By the way!!! I do believe that within a matter of 9 months or less, they will recover to Friday's stock price. So, if you have kept some of your powder dry, get ready to use it.
Let's just cross our fingers that the subsidiaries continue their mid double-digit growth, resulting in enough net revenue to counter the research cash burn; until at least the IND.
Whoops, if topical applications work, the person with psoriasis will use it. Sorry but I am married to a psoriasis victim, and she has tried anything and everything to get rid of it. Like I said in a prior post.... psoriasis is presently like herpes and the energizer bunny... It just keeps going and going....
When did Bearer Bonds (aka: Coupon bonds) become illegal?
I am no lawyer, so I cannot answer your questions specifically. My knowledge comes from the experience of having an invention and looking into the patent process decades ago. I do not remember the time line.
None-the-less a title search has already taken place. That is where the application is compared with (hopefully) every similar patent. CTIX paid for this search to be done. The date on which the application was submitted is of utmost importance, since later dated applications for the same invention will be thrown out.
The next step is the publication of the patent. This is called the challenge phase. If the patent holders of the HIV medication covered skin diseases, they might issue a challenge the CTIX application. I do not expect that however, since the application did, in fact, survive the patent search. The time for this challenge phase is, I believe, an extended period, even though most challenges would take place almost upon publication of the application. I believe this is the "Patent Pending" part of the application, under-which the invention can be treated as if it is already the intellectual property of the applicant.
The last part, is a final "hearing", where all the challengers can reassert their claims. Rarely does a challenger do this, since their claim has already been denied.
So CTIX is on pretty firm ground, since the patent application seems to be surviving the the early part of challenge period. In fact it may be on attorney's advice, that CTIX is undergoing a waiting period (for the patent application) before starting the expensive testing for curing Psoriasis. Just a guess.
Take care LoanRanger, sorry I couldn't answer with more specifics.
Maybe we have a patent attorney on the board.
I believe we are getting a little mixed up on semantics and or misunderstandings of the patent process. Usually the early bird gets the worm or the patent IF; 1)the application for the intellectual property(s)is not completely digressed to the public domain (like the elevator), and 2) it is unique to any other patent granted, and lastly 3)the filing of the CTIX's application is prior to any other application for the same idea on file.
With the present application there seem to be 23 points of uniqueness, while only one is really absolutely necessary. This can work for you or against you. It works for you, so that another drug company cannot make the exact drug/process/use without infringing on your patent (or patent pending application). It could work against you in that another drug company could change a major part of the filing, process or use and not "infringe" on your patent or application. The main example of this is the sewing machine. Elias Howe invented it and filed for a patent. Singer viewed the application when it was published, and made enough substantial changes to justify his own patent. Singer was the one who benefited since he substantially improved on Howe's patent, and began manufacturing his sewing machine.
I do feel that the relation with the molecular structure to the HIV/AIDS medicine is the major patent-able "idea" behind this drug. I also believe that having survived an extensive patent search; the drug will also survive any challenges that other drug companies could think of making. JMHO
"Can't trust that day!"
Thanks for the great story tchauncy!
Leo has been most prolific with his 'PR's until the last couple of months. I believe this is a real positive since many regulations and laws prohibit insider and even exterior communications. Once the deal is done, the PR will be issued, IMHO. In this case, I believe silence is golden. Also, from readings on this board, it is apparent that Leo has presumably (off the record) been very open and honest with a few of the stockholders posting on this board.
I am looking forward to seeing what the next PR will be. Most guess that it will be the placement of the psoriasis test. This might move the stock. But, since it is "expected" in early August; it might not move the stock at all. Other announcements, such as a 50/50 partnership for quick development and marketing of the psoriasis drug, or survival into the 5th or 6th cohort, could move this stock a dollar or more.
Whether the announcements happen in the next several days, weeks, or months makes no difference to me. My basis is 96 cents for most of my shares, and I am in this company as an "investment", for possibly a number of years. GLTA
I can see a naked short in an unlisted company. For the most part, shares not listed formally on a major exchange aren't actively monitored by the SEC. A binary event is happening soon, and the short is betting on a dry well, or at least mediocre results..
Sure hope it is soon, and I will be one of the first in line. A family member of mine developed psoriasis after an accident, and nothing has worked over the last 30 years to eradicate the problem 100%. Like herpes and the energizer bunny, "It keeps going and going..."
Lets hope that the beauty and stem cell sales revenues continue to grow by double digits, so ISCO does not have to dilute for more $$$$ money prior to the IND. On second thought, I've already started averaging at a substantially lower price, and will continue as opportunities arise!
I am amazed that the very act drilling of a well is not bumping the stock price by 25% or more. It seems that most are discounting the mid and long term future in favor of the binary event of whether oil/gas is struck or not.
As I understand the facts:
1)The oil fields near the location where the drilling is taking place is very fertile, with approximately 60-70% of the wells successful for oil, and 20% additional for gas. So, even if this well is "dry" the future is still bright.
2)Another fact is that HENC has a drilling rights lease in this oil land for approximately 1,000,000 acres for a five year period.
3)The drilling rights lease renews upon completion of drilling a hole, whether successful or not. This is known as a rolling or roll-over lease, which can continue as long as the company drills at least once in a five year period.
Anyway, I guess that is the difference in an investor (long term interest in a company) and a speculator (gambling on a binary event).