NanoLogix from a Strategic Perspective
Several people have commented that the NanoLogix CEO appears unconcerned with ratcheting up the NNLX share price through continuous postings of “inflated” hype as is common with many developing technology-based companies. I pray that in fact is the case because (in my opinion) most companies are “hyper-hyped” for short-term paper gains for a small group of insiders. Like mosquitoes or other irritating small parasites they live short and predatory lives while feeding on the financial blood of unwary investors. It is a profound relief to be invested in a company such as NanoLogix whose CEO is actually developing and implementing an intelligent business strategy based on a cutting edge set of patented diagnostic technologies.
I have no doubt the NNLX CEO could make more frequent comments aimed at raising the company’s share price. But what would that very short-sighted and tangential action have to do with the challenge of building a real company that is implementing a longer-term strategy involving multiple market niches and targeted user-groups spanning numerous countries in different continents? First of all, it is helpful to understand that money paid in to buy NNLX stock on the open trading market is not money that goes in any way into supporting the company’s operations. It represents funds exchanged between individuals for their own benefit and does not fund the company itself.
Focusing on hype and what some refer to as “transparency” so that share price will increase is both short-term strategic blindness and can undermine the longer-term interests of the company by revealing important strategic information. When you are building a real company rather than a “bubble” in the form of a pseudo-company that expands rapidly and then blows apart, you keep your “cards” close to your vest while carefully developing and implementing your critical strategies and directions. Sun Tzu is among my favorite historical military strategists and he warned that the “enemy” is always spying and trying to divert you by false and distracting tactics. Providing inside information about strengths, weaknesses, resources, customers, contacts and priorities simply hands others tools that can be used to undermine your efforts. Most importantly, Sun Tzu insists that the “wise general” never allows others to “see” the strategy he uses to win.
“Transparency” in a strategic context of the kind in which NanoLogix is engaged is a call for betrayal of vital strategic information. It makes no positive sense. Sure, I want to see everything. I am insatiably curious and an information freak. I understand the desire of people to know things. But it would be stupid for NNLX’s management to give me or anyone else that information. So I have to try to figure out the situation myself.
As I see the situation from the perspective of the distance allowed a long investor the strategic maneuvering is in fact being done that is positioning the company in ways that will allow the entry into key markets in a variety of locations and contexts. Tuberculosis is one of those niches with immense potential and so is Group B Strep. But there is much more and anyone who examines the wide range of applications described on NanoLogix’s website can obtain a sense of the scope of the competitive directions.
The “bottom line” is this: I have no doubt the NNLX CEO IS interested in the share value of NNLX. BUT I also have no doubt that his interest is in the ultimate value after the steps are taken to position the company in the markets for which its technology has undeniable advantages. That share value is likely to be much higher than the existing level and it will also be nearly impossible for short-term investors to manipulate. That sort of interest is the only legitimate orientation for a person committed to developing a strong longer-term company because the BNP and BNF technologies are highly likely to prove to be not only the “gold standard” of diagnostic testing in numerous areas but “gold mines” for long term investors.
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