Hyper, the problem CYRX is running into, the company is becoming capital intensive.. Depots need to be constructed, filled with employees and materials, technology needs to be upgraded and such..
The returns are crap, so far.. And our positions as shareholders are reduced annually, if not from cap raises but option grants.
The other issues that are slowly brewing.. World Courier also signed a deal with Savsu, Savsu also signed a deal with United Airlines, first signs of real competition for CYRX. I think Brooks and Fisher BIO could become a threat as well, not sure. And what if Novartis after their 3 year deal decides to use some other company to ship their materials, what if allogenic technology takes off?
I don’t see the hockey stick moment any longer, not saying it can not happen, I do see a steady grower in CYRX.
The one silver lining which will go back to your question, the industry is fragmented and the CYRX portal is integrated into all the major players..
I think consolidation is warranted and CYRX will fall sometime in the future, IMO. The reason most likely, CYRX informatics or software has great value, this might include all the information you provided in your last post as well. I will defer to you on that info.. The Chain of compliance seems to be something of extreme importance.
Like I stated before, I wanted to selll all my shares In CYRX this year, but had issue that put it off into 2019 and If I had sold, I would invest in BLFS. Full disclosure, picked up a few BLFS shares this week.
Their media products is simpler to understand and requires little capital. Watching carefully how BLFS approaches the Savsu investment though.
