I am RED. Crimson Red.
But, I AM NOT AFRAID. I am not mad at CMTH management. They are doing a GREAT job IMHO. I added on Friday during that CaverStem Russian Press Conference relay. I think our PPS predicament is because there are so many longs that refuse to jump ship. It's the only logical reason at this point. The majority of dilution happened in Q1 and Q2. It has not been in Q3. What changed in June/July was a LOT of new eyes found CELZ on the 7 cent run. And a ton of people liked what they saw and STAYED. And ADDED even as the PPS upward blitz ended. And in doing so, many have soaked up a ton of the float (myself incl'd). Now, IMO, there is little to play with and so gravity is stronger than drifting to new heights. My theory at this point. Just a theory. A 70-100X revenue increase WILL bring whales in who are watching. I know a few who are waiting to see the "proof" in the Income stmt. They don't care about the debt. They don't care about the OS or dilution. THEY CARE ABOUT THE REVENUE EARNED so they can project a fair value at a reasonable # of doctors once they get to mostly "full-stock", i.e. have signed all the doctors they want.
Keep this in mind: RED OR GREEN DON'T MEAN A THING UNTIL FINS COME SWIMMING IN.
We didn't get the Q2 FINS to do the trick for dime time (i loaded heavy in the 4's on the hopes we'd get $$ reported), it was a super long shot and I knew the risk when I dove in. So it didn't pan out, that was 50/50. I'm not crying a river about my bad bet there and I don't blame MGMT. Q2's revenue miss did give us a glimmer of what is to come with the $20,000 license fee that only showed as pre-payment in cash flow stmt, not INCOME Stmt. Needed that to be on INCOME Stmt. Guess what? It will be on INCOME stmt for Q3 reporting along with the other 8 MD's who signed up. That Q2 morsel was all I needed to keep loading all through September. IT PAYS TO PAY ATTENTION to the details. Q3 FINS WILL HAVE REVENUE. I've made a very big bet on this, as have many others.
Until November 14th (reporting day for 10Q) this could be a total massacre by MM's handiwork. It's OTC! Just mentally prepare for it and know that a certain cement company went from sub-penny to 60 cents in nearly 48 hours. On pure nothingness. What will CELZ do when it shows REVENUE GOLD and the whales have a FEAST on this low PPS?
It all comes down to one thing:
Either CELZ is going to show revenue and they are continuing to commercialize OR they don't show any and they are not doing anything at all. If it's the former, as most LONGS believe, IMAGINE WHAT THE PPS will do when they show $100k's+ in revenue with nice Gross Profit Margin. This is what you've all been waiting for. If it's the latter, I will tip my hat to those that say it is no good and admit my delusional view was so terribly wrong. We'll know soon enough.
HODL in place if you can! Whether this gets gorged to a penny or not, I WILL NOT sell a single share. My faith in the management executing their plan has not been shaken one iota. The Russian Press Conference was simply stunning. The chart will later testify about what many of us have believed all along. No chicken and egg situation here!
All my opinion and NOT investment advice. Do your own Due Diligence and don't buy if you don't like!
-- Narrow is the way and few are those who find it. --
