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Re: J85 post# 6057

Thursday, 12/12/2013 1:18:16 PM

Thursday, December 12, 2013 1:18:16 PM

Post# of 27076
To be very clear, Mr. James couldn't tell me that he was going to PR the tax credit news ahead of time, as it would be considered inside information, BUT it doesn't mean he won't PR the positive tax credit news, he just can't legally tell me if he will or won't.

Nothing wrong with being skeptical, as I don't assume everything will be all roses. In my last response to LS I laid out on the table regarding my honest opinion based on the facts to date and what needs to happen next year http://investorshub.advfn.com/boards/read_msg.aspx?message_id=94862715 . All I really concern myself with is the FACTS, period, everything else is hearsay and opinion based.

I have twice as much at stake as you do, and you better believe I am in tune to what is happening with the business, day in and day out. It has been an uphill battle for the new management, since taking over a year ago, but they have been coming through on all fronts so far, but they still have a long way to go yet before they get the business to a cash flow positive state.

They have a plan in place to meet their objectives for the upcoming year, with the #1 objective being centered around increasing distribution for all the brands. It doesn't make sense to spend huge amounts on advertising their product until they get to a certain saturation point in distribution at retail. Yesterday Mr. James emphasized the distribution piece and reiterated that they are on top of the largest chains to get as many sku's in their plan-o-grams when each chain opens this up for new products. They already have some chains lined up to take on the products when the time comes where they open up slots for new items.

This is the busiest time of the year for retailers and the vast majority are not about to make big changes during this busy time. The time of year when most accept changes to their plan-o-grams to add new products is during their slowest time, which is the 1st & 2nd qtr of the year. I can attest to this, as prior to me transferring over to the pharmaceutical side at P&G, I was an account manager for the retail headquarters in the North Central region. Right after the new year, I was busy running from one headquarter to the next getting in all the new retail products P&G had came out with.

What I am most critical of in the early part of 2014 is expanded distribution and I will be paying close attention to how this plays out in the 1st & 2nd qtr of next year. It will be the most critical piece to be aware for their long term success.

Meanwhile they will support the chains who have already taken on the sku's with FSI's, coupons, etc. In addition, they will seize any opportunities to acquire new brands, if the opportunity exist to do so. Personally, after talking to Mr. James many times, I wouldn't be surprised if they acquired a new business when the right opportunity presented itself. I think Mr. James continually keeps one eye open for new opportunities while keeping his main focus on building the distribution for the brands they already own.

Mr. James is very excited about the Martha Stewart deal and will be utilizing every means possible to grow that into a very profitable business for the company. When I mentioned the high royalty fees they have to pay for the MSE line, he said this is within the normal business guidelines for a deal like this and that they have a plan in place to make the most of this opportunity and expects the ROI to be a very big contributor to their bottom line.

Now, I am not saying this is a given, but I will say he and his management team are well aware of what needs to happen to make this a big success for the company and they will be working their plan to make it happen. To date the new management has come through on every level and at this time I believe they will come through to make all the brands into profit generators for the company.

I believe 2014 will be the most telling year for this company and I obviously believe they will come through, otherwise I would not have invested as much as I have. I got in on the ground floor and I am very excited as to how I think our new CEO and his new management will make it happen next year.

I admit that I was overzealous in what I expected to happen so quickly this year and now that I have taken the time to re-examine their business, I know it will take longer than what I first thought to get the share price up where it should be, around $.30 area, at this time. When I consider what they will report in their 1st qtr financials, it leads me to believe that we will see the stock get there in the early part of next year.

A new IR firm in place would greatly enhance the positive things happening here and I believe it will make a difference, beginning in the 1st qtr of next year.

I remain cautiously optimistic at this point, with a very close eye on how things will develop in the early part of next year. Others who don't think the new management has made a huge difference here, should take the time to review the facts to date on what they have achieved in their 1st year and judge the company on the merits of this, instead of the stock performance to date.

If the company continues to follow through on their plan, the stock will eventually get noticed. To berate the company based on the current share price is not what I call a fair and equitable assumption of the company, as they can't control the share price at this point and time. However, they can take the necessary steps to help get exposure for the company and what they have accomplished to date to turn this company around. Mr. James, our CEO, is now in the midst of taking the proper steps to do this in a manner that should accomplish this in the right way, by hiring the right IR firm.

Jasper, there is nothing wrong remaining skeptical at this point, as the company still needs to prove that their plan to turn this company around will in effect work as claimed in the long run. You have to remember that Mr. James took full responsibility for the confusion created behind the big 3rd qtr shipping results that had to be accounted for later. It was the reason he began searching for the right IR firm, who can do a better job in that area. The fact still remains however, that they did ship what equated to a 17,000% increase vs previous 3rd qtr shipments. I think the hiring of the right IR firm will alleviate any future confusion and bring in the exposure to create the much needed daily volume for this stock. I would only ask that you give Mr. James the opportunity to follow through on this, as I know he will. He did say that the firm he met with, I would be very familiar with, telling me that it must have been a well known firm in the market.

As you can see there is much to consider here, which is the reason for my long reply. For some of us, this represents the biggest holding in our portfolios and needs to be dissected from every angle to assure us that we invested correctly, based on the FACTS. So feel free to discuss any and all concerns here, as fair balance keeps everything real for all of us. What I don't care is for when some pipe in with a one liner cut about the company, because the share price isn't where they want it. They add no value to any discussion and are void of any information to support their comment. Whereas, the most of us discuss the good, the bad, and sometimes even the ugly, which lends some value to what the company and the stock are faced with and how it can be addressed. Most of the real concerns we talk about here, I share with Mr. James. It is a great way to get these issues in front of the main man running the company. It did prompt him into seeking out an IR firm.

As for the support and resistance the stock is faced with, the charts are merely a guide and do lend in knowing what the stock is faced with. Right now, as seen on the chart below, the pivot point for the stock is at $.11, which makes it a resistance when the stock falls below $.11 and a support when the stock moves above it. You will notice many other green lines horizontally on the chart, which represent other resistance and support levels, but the major resistance points will be @ $.14 & $.18 on the chart, but I will tell you that $.15 will be another big resistance for the stock. The chart merely points out the history of the stock price and the likelihood of future performance. At this point, the most notable thing I watch on the chart is the Volume, as it will be the most telling sign of when new investors start flowing in. Given the low liquidity in the daily volume, it isn't giving those who wish to sell the right opportunity to do so. Thus the stock won't do much of anything until the volume picks up and the only way that will happen is when we see a positive PR that will get the attention of new investors.

I hope I was able to shed some additional light on the company, our CEO, and the stock itself. In the end I think this investment will pay off handsomely for us and you are right, we are all here for one reason, and that is to make money. I will continue to talk to Mr. James and share our concerns and get the facts behind each and every detail. I hope you get the opportunity to speak with him. Being that you are overseas, it would be best if you emailed him to get an exact time when you both will be available. That is what I do and it works out well for the both of us.

I guarantee you I will not sugar coat anything and that I will tell you just like it is. This is exactly what Mr. James and I do on each and every call. This is why I urge others to call him, so they can find that out for themselves. Mr. James doesn't mess around with the facts to tell you what you want to hear, he will just tell you the cold hard facts when he can do so without violating the insider trading rules. You can't blame him for being this careful, as he is by the book on these issues.

I look forward to rewarding 2014 for NRTI and my wallet - Cheers!


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