Zivo Bioscience Inc (ZIVO)

[Amigo Mike]

Gwinner,

I'm not really surprised ...... ZIVO typically under promises and some day delivers. Timelines are a joke with this company and always have been.

Payne thus far hasn't really offered timelines for things although he did step out and say in the December PR he was expecting to land a license for coccidiosis by the end of the 1st qtr. So that's still 6-7 weeks away. But then there is this presentation given at the MicroCap conference ..... and it sez "1H" ...... i.e. end of June. (slide 14)

IMO ....... there has been some shifting in the timing and language being used. I think Payne offering >>>>>Catalyzed by encouraging findings from completed studies in avian influenza and coccidiosis, ZIVO has attracted interest from several global animal health companies seeking innovative, non-antibiotic solutions to combat disease transmission. This interest underscores the opportunity for ZIVO’s proprietary algal-derived compounds to play a role in improving poultry health and productivity.<<<<< may have altered the timeline here. "SEVERAL" to me is surely more than 1 .... and potentially more than 2.

If you are introducing more players into the discussion ...... I'd expect ZIVO has to entertain all the inquiries. I don't think Payne is blowing smoke. But the big boys are slow as molasses and deals happen on their timeline ... not ZIVO's. IMO, the addition of the avian flu testing may have shifted the timing a bit from just a coccidiosis license .... to a global animal pharma getting their hands on more than just coccidiosis. JMHO but I think if we were just talking coccidiosis and avian flu wasn't in play right now ...... I think coccidiosis license would be more likely to happen faster. Add avian flu ...... I feel like that might introduce some delay although talk could still happen assuming success as the newest announced round of avian flu testing is seemingly about refinement to achieve even better results than previous. My impression is the avian flu tests are much faster than the coccidiosis testing and I'd certainly expect the results to be positive ... just a matter of the formula refinement as to what works best. So shouldn't be too long there.

More eyes are definitely better in my book ..... as it opens door to more possible outcomes up to an including a buyout. Frankly I am leaning more and more towards a buyout of ZIVO as I just don't see the long term pathway for this company. They've blown 20 years already with inept mgmt. Payne is in his upper 70s and there's no apparent succession plan. The company is small and is "rightsized" for a sale. There are multiple animal applications that haven't been fully vetted but as example ZIVO already has positive tests on bovine mastitis with Zoetis and their hand picked CRO Dairy Experts. Joint health was researched and still don't know why head to head easy study against glucosamine was never done. Prolly cause I don't think there is a way to measure it. And they haven't scratched human health options. The algae powder sales are laughable and not surprised as you'll find posts from me here indicating Z Worldwide was a nothingburger. And that's what they've produced. Almost nothing. Its a joke. LOL presentation now sez ramp in production will go out to 2026. Laughable. And not seeing deals for the powder for other things that were previously in the pipe like ingredients in other foods and skin care that there were tests on. So ... what are they doing in that regard ?

Anyway ..... I still think this is minimum $50 stock on coccidiosis license alone. Add avian flu and it's anyone's guess how much more. Only 3.8 million shares out. It's blast off time ..... just a matter of when .....

Amigo Mike