Friday, March 04, 2011 10:03:45 PM
I tend to agree with you. the use of the A/S should be a concern for shareholders. This time around there should be a tight grip on them.
They should be restricted to use for the uses deemed to add profit in the near term for their use, not merely for growth.
Seems also a good idea if possible to cap the amount that can be used for options. Very soon those options will be very valuable, they should only be awarded if only measurable profit benchmarks are met. If a/s are used to pay bills, then there should be a cooresponding decrease in the number available for options. I dont know of anything that would be a bigger profit motivator for management than tying their options to benchmarks, other than direct reduction in pay for lack of profit performance.
It would be hard to screw up CBAI's future at this point.
IDK what restrictions can realistically be placed on the a/s.
The more , the better for the current shareholder.
IMO this is still a discussion about who will own CBAI2. Right now current investors own 100% (less what is left in the treasury-IMO not much). 1st proposal 80 a/s we kept about 13% ownership. This proposal 225 /s - ownership goes up to about 25%.
The debate is not the number of shares its the % of shares. As % = ownership.
The shares have to be reduced, no doubt. 100/1 split is the limit of an acceptable split.
The a/s is all that really matters.
If there were going to be zero a/s - You could go by an armored car now. With what we can pretty much BANK on over the next 4 yrs IMO is strong organic growth. If the china operation in total becomes the size of China Cord Blood - just that operation would make us 15% of CCB. They dont build a 200,000 sq ft facility- if they dont know if they are going to fill it. The pps would explode, by 2015. By 2015 the stems public conversation will be completely different than today.
It would seem I could make one almost completely accurate generelization about every investor on this board. Virtually all of us agree, Stems Work, and their uses will only get more widespread and acceptable in the future.
If we all can agree upon this. Then we all can naturally agree on a time frame of 2015. As this is the year the a vast amount of stem clinical trial results are due out.
Here is just a partial listing-
http://clinicaltrials.gov/ct2/results?term=stem+cells
If just ONE of these trial proves stem cells a viable use for any wide spread application, your investment is GOLDEN!. Think its going to happen? I think I could say most investors do. BCBS is still and investor arent they?
If this happens could it sustain a 225 million s/s - Without -A -Doubt.
The most important questions for the current investor IMO are:
What will it take finacially for CBAI to enter 2015 prepared for the onslaught?
What % of ownership will CBAI1 current investor need to surrender,if any, to bring CBAI2 into this financial position?
R/S isnt a reduction in who has rights to the pie. Its just the reduction in the size of the pie itself.
The A/S is what brings more forks to our pie. What would be the reason(s) to let them have some?
There are two questions to be voted on at the meeting.
1. R/S - I think the CEO listened to the current shareholders concerns.
2. A/S - I'm not sure current investors grasp the importance of this question, it really is the most important of the 2.
I think shortly most will start to grasp its importance. Or I at least hope so.
Yesterday was a VERY Good Day for CBAI -- the 1st question was answered. That answer is acceptable to most.
the second? -- Well thats a whole different ?
Thoughts?
AIMHO GLTYA
They should be restricted to use for the uses deemed to add profit in the near term for their use, not merely for growth.
Seems also a good idea if possible to cap the amount that can be used for options. Very soon those options will be very valuable, they should only be awarded if only measurable profit benchmarks are met. If a/s are used to pay bills, then there should be a cooresponding decrease in the number available for options. I dont know of anything that would be a bigger profit motivator for management than tying their options to benchmarks, other than direct reduction in pay for lack of profit performance.
It would be hard to screw up CBAI's future at this point.
IDK what restrictions can realistically be placed on the a/s.
The more , the better for the current shareholder.
IMO this is still a discussion about who will own CBAI2. Right now current investors own 100% (less what is left in the treasury-IMO not much). 1st proposal 80 a/s we kept about 13% ownership. This proposal 225 /s - ownership goes up to about 25%.
The debate is not the number of shares its the % of shares. As % = ownership.
The shares have to be reduced, no doubt. 100/1 split is the limit of an acceptable split.
The a/s is all that really matters.
If there were going to be zero a/s - You could go by an armored car now. With what we can pretty much BANK on over the next 4 yrs IMO is strong organic growth. If the china operation in total becomes the size of China Cord Blood - just that operation would make us 15% of CCB. They dont build a 200,000 sq ft facility- if they dont know if they are going to fill it. The pps would explode, by 2015. By 2015 the stems public conversation will be completely different than today.
It would seem I could make one almost completely accurate generelization about every investor on this board. Virtually all of us agree, Stems Work, and their uses will only get more widespread and acceptable in the future.
If we all can agree upon this. Then we all can naturally agree on a time frame of 2015. As this is the year the a vast amount of stem clinical trial results are due out.
Here is just a partial listing-
http://clinicaltrials.gov/ct2/results?term=stem+cells
If just ONE of these trial proves stem cells a viable use for any wide spread application, your investment is GOLDEN!. Think its going to happen? I think I could say most investors do. BCBS is still and investor arent they?
If this happens could it sustain a 225 million s/s - Without -A -Doubt.
The most important questions for the current investor IMO are:
What will it take finacially for CBAI to enter 2015 prepared for the onslaught?
What % of ownership will CBAI1 current investor need to surrender,if any, to bring CBAI2 into this financial position?
R/S isnt a reduction in who has rights to the pie. Its just the reduction in the size of the pie itself.
The A/S is what brings more forks to our pie. What would be the reason(s) to let them have some?
There are two questions to be voted on at the meeting.
1. R/S - I think the CEO listened to the current shareholders concerns.
2. A/S - I'm not sure current investors grasp the importance of this question, it really is the most important of the 2.
I think shortly most will start to grasp its importance. Or I at least hope so.
Yesterday was a VERY Good Day for CBAI -- the 1st question was answered. That answer is acceptable to most.
the second? -- Well thats a whole different ?
Thoughts?
AIMHO GLTYA
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