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Yes .. some management care about existing shareholders and want to protect them .. some don’t
With last offering that wiped out previous shareholders , I think this management belongs to latter category
We will see, but I expect another wipe out in oct/nov time frame
This is a buy when cash burn goes down for a few quarters
Management is not interested in buyout now .. They like to get biz close to profitability to maximize value
Hard to say here .. you maybe right
But most likely you are not right
For now cost of sales has been equal to revenue and burn been about $4M a quarter , suggesting zero cash end of year and so a raise likely around end of sept
Once we see burn drop to less than $2M a quarter and QoQ growth of 20% , they can do raise without much damage to share price
P3 readout May be more hype than real for equity raise
Rodman , my experience , is associated with capital raise
Based on this earning fair price is $2 to $5, depending on market mood ... absent Blood Monitor approval
Yes .. I will look at revenue and ebitda growth .. as long as we can maintain a 25% YoY growth , we should be trading north of $6
Taxes this year will mute eps growth .. fair value maybe around $3 .. we will see .. hope we get a good surprise
Last year they did not pay taxes
Why is this going down?
Is click for NYSE is reset ?
Try to take advantage of this price and accumulate .. I am doing that
Having said that .. ceo has lost credibility
Well .. you sure switch your tunes since a few days ago when you said RR has marks of blockbuster
You are an emotional person
Just sit and watch ..
Stock will jump on next hype
RR is cool and will save this stock .. products are good .. but ceo has lost credibilty ...
Irrelevant .. he pumped way too much before PR .. just to sell shares (we will see folks soon at $2)
He is terrible .. but if you believe in their products , eventually you can make a lot of money by cost averaging
He has lost all credibility
You sure don’t get this picture from last shareholder letter .. that is why I say this ceo is a con job
It is probably fair value .. but ceo is a con job
Typo .. selling stock
They are self stock .. probably at $2 to raise cash .. this ceo is not to be trusted
I am down $10k in this stock already .. ceo is all promise and sweet talker ...
The three metrics to watch for are
1- building in net rev growth
2- backlog
3- working capital
Where do you see the filing ?
I think Medivir loves to buyout tlog, but needs to pay $50M to tlog convert debt holders
Thanks .. getting a p3 study started will be key for tlog ...
Are you adding here to avg down ?
A 1M shares at 4 cents is only $40,000 investment .. treuly peanuts compared to $ invested todate in tlog oncology
No .. This will be a 3 year wait , but a 100 to 300 fold increase, if ctcl is commercialized and zero if it fails p3
You have been holding for 1.5 years? Or are new?
Mick .. how long have you been in tlog .. I think stock is similar to a CVR now .. there is no company behind it
If ctcl good , shareholder entitled to $60M milestone from medivir which pays for all debt .. royalties on sales that will then make this a $50M asset for tlog or $8
If ctcl is not good , Tlog will be zero
If ctcl p3 good and it gets commercialized , I Tlog will be min $3 and max $12
No way to know till ctcl readout comes out in 2021/2022 .. we know more if/after p3 starts and medivir commitment in number of sites
You need to wait 3 years and if p3 in ctcl is good, this will be at least $3 or 100 times current price
If RR is a hit , these prices are just noise
I will hold till RR comes out .. if it is a bit , these are just noise
Well .. I don’t know much .. but I bought 11k shares past few days here . Hope you are half right about RR
So, how can we tell if RR is going to be blockbuster .. is there reviews , feedback or other metrics ?!?
If RR becomes block buster , this will be $500 a share minimum .. probably $1,000
Ceo saying RR can be blockbuster .. if so market cap is $5B .. it is $30M now .. ceo is full of BS
Don’t take me wrong .. I am a buyer here .. charts looks beautiful
Roth = secondary
They are looking at selling stock to raise cash .. question is price
Very happy and surprised .. now SARM partnership news and complete enrollment news