Value Microcaps Zip Code Changers

[btmfdr2]

Looking forward to results from the prototype later this year. That will be huge if all goes as planned. I backed off my position a little. My thinking was that there will be opportunities to pick it up cheap on dips before the actual instrument has been proven. We'll see.

I've been buying Covalon this past week. I think IV clear and Surgiclear will be big with Molnlycke. Their sales have been strong right out of the gate and COV should get a significant cut of it with the supply agreement. And with the 15MM in tax losses off the balance sheet, COV is reasonbly priced even by value investor standards.

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