Inept company, buyout, or unannounced deals?
We only have three choices and I lean to buyout.
1. Inept company:
A. PAHL deal signed 2 years ago and we know that Z does not need it for proof of concept. Why has nothing been announced as to redoing the deal. Even Brad is not so incompetent as to have done nothing, and the BOD so incompetent as to have not demanded something be done.
B. China was signed one year ago and same as PAHL we don't have the money, yet the deal just sits there?
C. Wheat deal was supposed to be done in early 09--why not announced?
In AB C, if the VTLV sale has a SEC filing, the other things, which are bigger certainly would have.
Unannounced deals-- Just maybe Z can't announce these as per the SEC, but and they are done. But, In November Brad knew that we did not need proof of concept on the wheat, so why did he not have a reworked PAHL deal announced by February 23rd, the day the refiling started.?
Buyout
1. Employees are disappearing--Margie, Darrin, Brad, Dr, Mathewson, Dr. Patel, Bruce Sloan(you find him in old NTRZ show PR's on the site).
2. Refiling is taking too long, why? Buyout is being finalized.
3. Olga and Short have buyout experience. Short could have been working with NTRZ for some time. Short could have been named President as a reward for his work--options will be granted, I am sure.
4. They VTLV sale--that stunk SOOOO BAD that the buyer wanted it off NTRZ' books before a sale would take place. It was not removed to make refiling go smoother, but to satisfy the buyer.
5. They can't announce all the deals because they have been MADE BY THE BUYER--ADM, Cargill or whoever.
6. Gnus keeps telling us who is selling all the stock during the day and after hours, but, WHO IS THE BUYER AND WHAT DO THEY KNOW? Possibly nearing at 5% right now. Is the potential buyer, such as a Chinese consortium buying and about to announce and then the buyout follows? Inquiring minds what to know what is going on.
7. Does any believe NTRZ can't come up with a lousy $5,000,000. Heck, the BOD members could loan it to them. No money could just be an excuse for the sale, and I pray it is not below $2.75. A lousy patent for cloning a cow went for $100,000,000 late last year. NTRZ is certainly worth $500,000,000 in my opinion, especially with all these deals in the works.
To sum up, I find in inconceivable that management is so inept that the deals with PAHL and China were not reworked by the end of 08. If these deals are not reworked I say throw out the whole BOD. Those guys all ran businesses and should have seen that these deals needed reworking. I really can't see them being that incompetent either.
So, we either have deals in place soon to be announced, or we are bout out soon after refiling. If you bought at $2.00 or over, you had better buy a bunch at this bargain price to get you average down before a buyout. If you have not bought you had better get in now, almost no risk and a sure thing to go much higher.
We should know something with-in days is my guess.
AGHAST at the current situation and share price, but I can only see up from here. It is only a matter of, how high?
Sentiment : Strong Buy
AI
