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Re: ou71764 post# 7573

Tuesday, 07/27/2010 8:40:44 AM

Tuesday, July 27, 2010 8:40:44 AM

Post# of 18336
If everything we have been led to believe is reasonably accurate---lots more tests, broad applicapbility, nice royalty rates---$4-$5 should be a done deal in time. One of the great mistakes investors make in evaluating true growth opportunities is underestimating the potential payoff.

Of course, if we've all been led down a "primrose path," then we'll be lucky to get out even.

From doing this type of analysis for more years than I'd care to count, in the end it all gets down to the integrity of management---are they credible, competent and committed?

At this point, I do not yet have a definitive answer. Any opinions based on personal interaction would, of course, be much appreciated.