Dyadic International Inc (DYAI)

[tykundegex]

Today's PR was more proof of commercial progress, but admittedly it didn't provide any sense of value or of timeframes for the deal -- two things the market needs in order to act on it decisively.

For me, this company has a sufficiently solid history of revenue derived from similar licensing deals, and they have an impressive list of existing partners/licensees in the bio/pharma space. So these deals are precisely the foundation they need (and are pursuing) to build a long-term cash cow from their C1 platform.

The market has a short-term view of the stock price. I have a long-term view of an investment.

Downside is pretty well protected IMO, but upside could be anywhere from 5-20x within 3 years. Up to 50x is conceivable.