8 more days until 10Q arrives and it will come loaded with so many juicy facts!!!
To be clear, I'm not expecting a blowout earnings report BUT I am expecting FINS to be much higher than Q2 and Q1 COMBINED and a very clear revelation of the corporate financial condition and structure going forward (i.e. new institutional investor impacts etc.). Do the revenues have to be all that much to prove this thing is finally rolling for real? Nope. Why you may ask? Well, you see, when a business is literally just turning on the revenue engines, there has to be some amount of paltry revenue spitting out as the thing fires up. Like a jet engine that maybe cycles through three phases of "warm commissioning" before the glow plugs are at the proper temperature to ignite the rocket fuel properly and most efficiently. Doctors signing up and the revenues recorded for it are all we need to see that this CaverStem business model is going to work. Russian ProMed deal, whatever it may be, will be icing on the cake of proof of business concept turned revenue generating ENGINE.
I would liken this experience of watching CELZ prepare for lift-off like Boeing's engineers standing on the tarmac watching their latest and greatest aeronautical engineering feat get ready for its maiden flight. Imagine them standing out there on the cold windy runway in Seattle just teeming with anxious energy. They've done this a million times, they're great at what they do, and they're arguably the best in the business. Even still, that pre-flight systems warm up and the jitters that go with are simply unavoidable.
And here we true longs are now...on the cusp of seeing this $CELZ plane get it's engines up to a taxiing RPM. Engines were turned on at the Commercializing Gate on Dec 2017. It was in PARK and idled through Q1 & Q2 "warming up". Q2 was arguably a cylinder miss fire (from a revenue perspective only) and that slight sputter made many gasp with fear. But, alas, Q3 arrived and contracts with ProMed and doctors signed was the all-clear sign that the cylinders had all resumed their timely function and it was just about time to push off from the gate.
AND NOW...now we see $CELZ taxiing from across the tarmac heading for the take-off lane and we wait for the pre-flight systems-go report (Q3 - 10Q) before we give the all-clear for throttling engines to MAX thrust.
When a 777 Dreamliner takes flight, it is a glorious thing. If you've ever had the privilege to fly on one as I have, you know that it is even more amazing when you're sitting aboard that phenomenal craft.
I am HAPPY to be aboard the $CELZ dreamliner and although I'm impatiently eager to get past the pre-flight procedure, I am buckled up and watching out the window with great anticipation.
Time wise, this 10Q should provide us with the "system go" as respects the business parts showing us that they are operating according to plan. With that, we'll taxi to our spot in the take off line and I expect we'll get the Tower to clear us in Jan/Feb. With each creep forward the engines will goose up and down but resting a slightly higher RPM than before. Then, we'll approach the line, and fuel systems will pressurize and the Capt'n will tell us all to sit back and prepare to feel the G-FORCEs about to be unleashed on this terrestrial ball. I see this moment aligning with the release of Peer-Reviewed study which should occur anytime between Jan - March with April a remote possibility. After that, it will be a blur and then onwards to a cruising altitude with minor turbulence along the way.
PPS wise, my guesstimate is that we will end the year somewhere between a nickel and a dime. I don't have any chart or crystal ball to support this, it's more a function of "if the 10Q for Q3 delivers a solid report that the fundamentals are in check and the systems are tightening all tolerances in preparation for what comes next", I simply expect that will drive many on the sides watching this with curious eyes to step in and that will move us up.
Plus, if you do like charts, you will notice that the only other time the PSAR was this flat this long this year was March 13th-19th. It went from .0024 to 0.0157 between mid-march and March 27th. We've been flat longer here and that could make for an amazing snap up or not so much. Just an interesting observation. If it was a similar pop, we'd be at 8 cents in a flash.
That's my take on our current sitiation and I hope for all of our sakes that I'm right about what I see with this team, the IP and the incredible developments unfolding before our very eyes.
All posts my opinions only, NOT investment advice. Do your own due diligence (there is a TON!) and definitely do not buy any if you don't like what you find.
-- Narrow is the way and few are those who find it. --
