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I finally jumped in a year or so ago. Been a great buy for me. I started following after reading about it in Seeking Alpha. You may have seen this, but the same author just mentioned CSBR in another article recently. https://seekingalpha.com/instablog/47797823-melikemsmallstocks/5175273-knocked-horse-get-back-mantra-biotech-investor-csbr-pktx-leading-pack
Nice to see 7.00 by the way.
Mike,
Agreed. I'm trying to hang in there but the lack of making any progress towards revenue is making it tough to stay in. How many more years until they turn the corner.
I'm still here, I've just been avoiding chat rooms this year. I saw this on my twitter feed this morning. I'd like to say I disagree with his conclusion on ZIVO but he may be right.
https://seekingalpha.com/instablog/47797823-melikemsmallstocks/5175273-knocked-horse-get-back-mantra-biotech-investor-csbr-pktx-leading-pack
I saw this article this morning on my twitter feed and hadn't noticed it on the board yet. I tend to agree with the writer on this one. I think PKTX is on the verge of something big.
https://seekingalpha.com/instablog/47797823-melikemsmallstocks/5175273-knocked-horse-get-back-mantra-biotech-investor-csbr-pktx-leading-pack
I own three of these stocks. I've been following this writer for the last year and he tends to do pretty well on his picks.
As I stated earlier, the reduction in the fully diluted share count is what is significant here. To me, this is the important number, not the outstanding shares. For those of you that do not read the filings, which by the sounds of the dialogue is most of you. The options were set to expire in February of 2020. As someone stated earlier, in order for her to exercise her options it would have cost her $600,000. At exercise she would have received restricted shares. By restricted, that means issued under SEC rule 144, so she would not be able to sell for 12 months. Given her past work history and the fact that she was only being paid $72k, I doubt she would be in a position now or in the near future to come up with the $ to exercise. The $110,000 buyout she receives represents roughly 18 months of pay for her, which I'm sure was too good to pass up. I personally don't care why she left, but if you follow the trend of this CEO , my guess is he wanted to be replace her with someone else at a lower cost and get rid of her options. When looking at average pay for an accountant in W. Virginia, you'll find the average pay is around $60k. So, by those standards I would assume they can find someone for less than her $72k. I do agree that a new CFO will receive options as well but I am sure it will be significantly fewer than 12 million.
As of last 10q, 44 million options outstanding. We can take 12 million off of that number now. I've been in alot of micro cap stocks and I've never seen a transaction like this. It really is something to see a CEO personally step up so much for the long term benefit of the stock price. Today's filing may not have an immediate impact but the fact that these shares were taken out of the fully diluted share count without adding any dilution will have a tremendous impact down the road.
I've done a deep analysis of this yet but taking 12 million shares of fully diluted shares out of the cap table is huge.
Traderfan,
He doesn't have to have many followers to move the stock since it really doesn't trade much volume. I've followed him for several months and he has had some big winners and I have seen smaller stocks move on his recommendations. Even though today is just because of the big spread, it's still nice to see an up day.
I don't think the possibility of takeover is out of the question. I've followed Celgene for several years. A company they did a deal with earlier in the year, reminded me alot of PKTX.
http://www.businesswire.com/news/home/20170109005312/en/Anokion-Announces-Exclusive-Strategic-Collaboration-Celgene-Develop
The author recommended the sale of ACXA which is the recommendation of the sale of MPME. The readers that follow this author are selling on his recommendation.
It likely had something to do with this:
https://seekingalpha.com/instablog/47797823-melikemsmallstocks/5057063-knocked-horse-get-back-mantra-biotech-investor-look-back-last-12-months
Not uncommon for stock to move a bit when his pieces come out.
FYI, this came across my twitter feed this morning. This guy is likely PKTX now more than ever. I'm biased of course, but I agree with everything he's saying.
When You're Knocked Off The Horse…Get Back On! https://t.co/RPkUbvoQGu $csbr $dvax $pktx $zivo $orgs $adhd $mpme $mtem
— Blair Crow (@melikemsmallstx) October 18, 2017
Yes I'm still around. No, I'll not be attending the shareholder meeting this year. Yes, I still own my stock and yes I'm still bored with ZIVO. This just hit my twitter feed and so I thought I'd check in and share. At least the guy isn't recommending dumping it.
When You're Knocked Off The Horse…Get Back On! https://t.co/RPkUbvoQGu $csbr $dvax $pktx $zivo $orgs $adhd $mpme $mtem
— Blair Crow (@melikemsmallstx) October 18, 2017
Hey everyone, it's been awhile since I've posted but I continue to watch closely. I must say, I'm blown away by today's press. I was impressed earlier in the year with the beginning of the diabetes study, I had no idea the enormity of what is really going on.
FYI, I'm still around...just bored.
I'm been long an lurking on the board for a few months. In regards to the stop sign, I would guess it is intentional by the company. When a company is delinquent of its filings, the toxic people can not sell their shares, which is why the stock has been trading up since the filing date was missed. Likely good strategic move.
I do check into twitter a couple of times a day and someone tweeted this ZIVO research report. I've not had the time to dig into it. Apparently came out May 1.
https://jgrcapitalpartners.com/wp-content/uploads/2017/05/Zivo-Initiation-Report-05032017.pdf
Mike,
I tend to agree with you on this one. I'm pleased by the agreement but not impressed with the pr. The pr doesn't even begin to describe the agreement and the after market release is at the very least odd. It is a little unusual for warrants to be issued as part of a license agreement, I don' have an issue with it, just unusual.
Good volume today, also plenty of supply.
Let's hope it's a sign of things to come. The site is much easier to navigate than the old one.
I understand how the MM's work, but I was thinking the sell order was at a price lower than .0887. I doubled checked and yeah I was wrong, it was in at .10 and check. A gal can hope though.
My only comment on the allegation of you being a paid pumper is, you're not very good at it if you are.
On a bright note, it looks like the big sell order is gone. Nite only showing 12000 @ .0889
It is a bit odd, and during that time, someone came in with a higher bid.
We've got some good size on the bid today.
Mostly agree with you Amigo Mike, I was aware of the fully diluted shared count when I began investing in this, which is why my upside expectation was never too high but for me a move to .30 over the next 12-18 months would be a homerun. Let's face it HEP is stuck, they can't possibly exit their position in the market, so a ZIVO buyout down the road seems to be the only exit for them. I noticed the mentioned NutriQuest again in today's pr, at least the mention of it, let's us know it's still ongoing. I still think the biggest short term problem for the stock is the number 889690
Agreed, the big offer has put a ceiling on things but there has been consolidation beneath it. I'd prefer to see the stock go up but I also like to see consolidation with larger volumes. Need a bump up this week to reverse the downtrend.
Another Seeking Alpha mention today. Just a follow up from a similar one a month ago. Looks like were not the only ones that have been noticing our 900,000 share market suppressor. Anyway, it's good to see a little attention from the writer. He's gotten a few right lately, hope ZIVO doesn't break his streak.
http://seekingalpha.com/instablog/47797823-melikemsmallstocks/4964080-knocke-horse-get-back-mantra-biotech-investor-march-update
Don't interpret my non-chipping as negative. It's purely market dynamics. I'm still accumulating but I'll do it by being on the bid. If the guy on the offer gets tired of waiting, he'll find me, I won't chase him.
There won't be any chipping from me. I tried a small sell order a few minutes ago, just so I didn't have to look at it any more, but I don't have any accounts that clear through Nite. I would think we're about due for a little news in regards to Nutriquest.
It actually looks like a real offer. The size went down on the last .107 buy. I thought 90k shares was a momentum killer the other day, this really is. Who would buy at this point knowing you have almost a million shares looking to sell out there?
Quite the offer sitting out there. With that kind of size you do have to question if it's real or if it's just a Nite move. Is there even anyone that has a million shares to sell and if they did, don't you think they'd be smarter than to throw it on the offer. Regardless, I don't like seeing it.
Thanks for all the input on Wellmetris. I've got a much better picture of the history now. Sure seems like in the right hands, this would really have some value.
Thanks for the heads up on the Seeking Alpha mention. Interesting read.
Thanks Amigo,
Seems like an interesting technology with a lot of potential but also seems like something that could become obsolete if not brought to commercialization relatively quickly. Hopefully, they are able to make something out of it.
What do you guys think of Wellmetris? It's interesting but the last thing I saw about it is a press release from late 2015. Not much said about it at the shareholder meeting either. The fact that they put up a new website for it, makes you think that maybe they're doing something with it, but hard to tell.
This is a text message I received a couple of days ago:
PennyGems: EARLY ALERT - [IHGO] is going to go SKY HIGH today and bring in massive profits. Buy early and watch it RISE UP!
$IHGO INFO: bit.ly/2hhfe0T
To me the above is a pump piece. Usually going out as a blast text or email. Purely designed to drive short term buying and guaranteed to bring in volume and then sell off with 1-2 trading days. Today's piece about ZIVO isn't written in a way to drive short term buying(pump)to me it seemed more designed to get eyeballs on the stock. If someone is going to pump a stock to get out of a position and today's piece is not the way to do it. As an example, I received a similar text today as the one above for MJLB, I'd post it but I already deleted it. Volume came in on the pump piece and the stock will be trashed by the end of the week. I'm not defending the ZIVO piece today, it just didn't look like the normal pump piece to me. Personally, I'm glad to see people talking about it. If big volume did come into the stock today because of the article then we all should have been concerned, because when there's a pump, there's always a dump.
Mike,
Thanks for posting this one, I hadn't seen it. I actually liked the piece. Doesn't read like a pump piece, it was too well written but clearly it's paid "research". It may not be 100% accurate but it does tell a compelling story, which is why we all buy the micro caps. Sure, some of it may be a stretch but at least its getting the ZIVO name out a bit. I've been starting to see ZIVO show up a bit more, I'm sure it's hit a radar screen or two since it has had a nice move the last few months. I am ready for something substantial from the company though, that's what will really get us moving. Full disclosure though, I'm probably a little biased on the article because the company mentioned, NBEV(formerly ABRW) is how I got my handle Brewpup. I was big a ABRW enthusiastic on Yahoo back when it was only a brew pub near Seattle. I did the whole visit the company thing and really liked the story. One of the rare instances of everything going right. That has been a homerun for me, unfortunately, there's not enough space on the internet for me to talk about all my strikeouts.
There's the momentum killer again. Almost 90,000 shares on the offer tends to slow the buying down a bit. Seems like that seller is always lurking.
Thanks for the heads up on the interview. I did listen to and I agree we have reason for optimism. You bring up a good point in saying that they need to "spell it out" In listening to the interview it is apparent to me that Dahl knows what he is talking about and believes in what he is doing. But I think he can get so detailed that it goes over the heads of a lot of investors. I'm a firm supporter of ZIVO but after about 5 minutes of the interview, I was struggling to hang in there. I understand that in the format he was being interviewed it called for detailed "techy" talk but I believe if he could communicate the ZIVO story in a simplistic way, then investors would better understand the potential.
I've been on a bit of technology hiatus the last few months. The whole election was getting to me so I just "unplugged" for a bit. So, now I'm easing my way back in. Good to see ZIVO maintaining double digits. Interesting press the other day about Synthetic Genomics, Inc., Hopefully the added the capacity will equate into something good.