AI
Sunday, August 24, 2008 8:23:37 AM
The Ltc office and personel are under the Bridge loan. Burn rate seems to be about 3-3.5 mill a year so far. I can see that
as much as, and hoping for, doubleing next year, aside from material investments on products. We may not hit that double but it needs to go up, such is the relationship of the development curve.
Ctgis burn rate has dropped dramaticaly over the last 18 months or so.
The 10Q shows enough planned revenues going to Ctgi, from LTC,
to lower that burn rate on current Ctgi share curve financing
even more, where we will be close to zeroing out Ctgi daily
operating costs to NADA.
Further (Co2) developments, may change that. Cannot tell yet
as we have not seen how revenue sharing from LTC will be taken so early into the LTC game plan.
As I've said, an IPO, is the way to go, for LTC to see the benifits from the established structure and is still indicated.
The "whatever Revs" the Ukraine IAW are producing are theirs,
and for whatever reason, no news has been released in that org.. Simply put, that's theirs and they will do as they wish. For me, it kinda falls under the same area when we found several years ago where the Ukraine was given some Gensets and
a couple of folks complained , then ctum, charged out the 5? sets @ 20k apiece, but did not record revs. We recieved the benifits of perhaps 10 mill?..20 mill? $ U.S. in clinical trials costs! We really, really, really want this relationship to continue.
So, continued Bridge or IPO, for LTC is working fine so far and I might add, seldom does one get to see as much as we are
in the way of development costs. Usually one sees the IPO first and then one wonders will it be enough, was it too much and be wasted?
Don, in effect, is showing the structure of capitol expense, use and what is nesessary for the future, for potential LTC Investors. Like I say, this is real handy info for a long term investor to have, that may want to invest in LTC.
Historicly, the sale of a division, garners the most after at least a few Quarters of indicated growth. So, again imo,
propelling via the IPO is 2-3 times better than selling any
IP or exclusive rights to an area or subsector. This is not to say that if Don can get 20 mill + for one sub now, that we should not go with it, just that 50 mill later with a 25 mill
IPO now, or as soon as Don has the ducks lined up in his judgement, brings US, book value (reserve LTC shares) and a
potential one time divi from the sale of a sub later. Or a massive influx of cash from the sub sale later. One wonders what Don sees out there that is beyond his current reach. WOOF!
as much as, and hoping for, doubleing next year, aside from material investments on products. We may not hit that double but it needs to go up, such is the relationship of the development curve.
Ctgis burn rate has dropped dramaticaly over the last 18 months or so.
The 10Q shows enough planned revenues going to Ctgi, from LTC,
to lower that burn rate on current Ctgi share curve financing
even more, where we will be close to zeroing out Ctgi daily
operating costs to NADA.
Further (Co2) developments, may change that. Cannot tell yet
as we have not seen how revenue sharing from LTC will be taken so early into the LTC game plan.
As I've said, an IPO, is the way to go, for LTC to see the benifits from the established structure and is still indicated.
The "whatever Revs" the Ukraine IAW are producing are theirs,
and for whatever reason, no news has been released in that org.. Simply put, that's theirs and they will do as they wish. For me, it kinda falls under the same area when we found several years ago where the Ukraine was given some Gensets and
a couple of folks complained , then ctum, charged out the 5? sets @ 20k apiece, but did not record revs. We recieved the benifits of perhaps 10 mill?..20 mill? $ U.S. in clinical trials costs! We really, really, really want this relationship to continue.
So, continued Bridge or IPO, for LTC is working fine so far and I might add, seldom does one get to see as much as we are
in the way of development costs. Usually one sees the IPO first and then one wonders will it be enough, was it too much and be wasted?
Don, in effect, is showing the structure of capitol expense, use and what is nesessary for the future, for potential LTC Investors. Like I say, this is real handy info for a long term investor to have, that may want to invest in LTC.
Historicly, the sale of a division, garners the most after at least a few Quarters of indicated growth. So, again imo,
propelling via the IPO is 2-3 times better than selling any
IP or exclusive rights to an area or subsector. This is not to say that if Don can get 20 mill + for one sub now, that we should not go with it, just that 50 mill later with a 25 mill
IPO now, or as soon as Don has the ducks lined up in his judgement, brings US, book value (reserve LTC shares) and a
potential one time divi from the sale of a sub later. Or a massive influx of cash from the sub sale later. One wonders what Don sees out there that is beyond his current reach. WOOF!
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