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Re: BiotechValues post# 12007

Tuesday, 11/17/2009 5:19:28 PM

Tuesday, November 17, 2009 5:19:28 PM

Post# of 94785
CNDWF: Joined you guys on this one. Like the price disparity w/ the warrants, better disparity than HOL warrants, which I chose not to play. Not as crazy about the company, China Cord. Unlike TMI, which is booking serious profits and growing, CNDWF hasn't shown that yet from the filings. They certainly have a moat, which is good, but hopefully that moat is protecting a valuable asset. I sized this accordingly, I put in 1/3rd less than I did to start with TMI. I'm also not planning to hold this as long term as TMI. TMI I can see holding through to end of next year, as long as the growth prospects continue. CNDWF I'll play by ear. Need to dig a little deeper, I've only looked briefly at the numbers.

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