Value Microcaps Zip Code Changers

[zenvesting]

COV.v: Disapointment depends on expectations and mine weren't that hih for this quarter, the agreement with Molnlycke was only signed 8 months ago and Molnlycke only "debuted" the products to the market at the end of June with 4 days remaining in the quarter:
http://wocnconference.com/wocn2014/Public/eBooth.aspx?BoothID=100572

If what Brian said is true and sales slumped due to low OEM orders, it appears their wholesale business to distributors is growing better than I would have expected, but the company doesn't break down revenues by sales channel to provide real clarity on that.

As for more licensing agreements, Covalon's medical device coating platform and patents have potential to be applied across various classes of devices and device manufacturers, but the Canadian market doesn't put much value in speculation. This technology alone would earn a NASDAQ stock a market cap in the hundreds of millions, but it's pretty much a freebie you get when you buy Covalon's advanced wound care business:
http://covalon.com/coatings

Microbix should be exciting as we head into the fall, if Lumisort works out, there is a presentation out there showing how it alone could be worth multiples more than the current share price. The potential for the settlements from Novartis could bring in cash greater than their current market cap. Kinlytic is a little more ambiguous, but still a healthy prospect.

Thanks for a new idea, I'll look into MAMS, numbers look great on the surface....I just need to get some more time to look a little deeper.