Re: INSM Fundamentals Still There
by: supacharja 06/14/06 08:10 pm
Msg: 106754 of 106766
"More are likely then to beieve the negatives since the falling sp seems to justify their validity."
And then panic sets in forcing the hand of the weak retail holders. INSM will remain fairly quiet due to competitive/legal implications, which acts as a double-edge sword. PR is likely to be rather mute which in turn may lead to a continued oversold scenario for the pps. But for those patient enough and confident enough in the Company, this difficult environment offers the potential for significant near/intermediate/longer-term returns. Balls of steel are required, but the risk/reward tradeoff is and in hind-sight will prove to be very favorable. And at the end of the day, a worst case scenario for INSM with respect to the patent suit outcomes, which is not likely, will not prove fatal (I suggest everyone on this board read the recent briefs from both sides to garner an understanding of the issues at hand). And understanding legal precedents relatable to the outstanding cases would help assuage the fears of many here. But nonetheless, murky visibility is allowing the pros to take advantage of each and every INSM investor that throws in the towel without understanding the issues at play. How do I know...significant insty accumulation has been underway for months. Which means one thing...insty ownership goes up while retail ownership goes down as a % of the overall float. Once the 6/30/06 stats appear, this will become even more apparent than the 3/31/06 stats.
Welcome to micro-cap investing, where extreme market inefficiencies allow the pros to take advantage of the ignorant. It is what it is and it has always been that way. And everyone can learn to play their game by understanding the story from top to bottom. The more you play the game, the more you increase your odds of success. Good luck.
