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dr_lowenstein

09/19/22 10:19 AM

#514987 RE: no2koolaid #514984

how does an outsider, with no actual knowledge of the company do a meaningful DCF. The answer is: cant be done

Fireman02360

09/19/22 7:55 PM

#515176 RE: no2koolaid #514984

koolaid,

I did miss the part about you being a Fortune 50 executive. IF this is the case your grasp on things would be much better than me. I also try be conservative with my BO estimates as I have personally seen many really bad projections before on other stocks that turned out to be 25-50% less than most estimates. The thing I dislike about NW Bio, is their cash and financial position. They obviously are not negotiating from a position of strength when it comes to this. They do however, have excellent P3 results, but does this offset the severe weakness of its financial condition? You would be better person than I to answer this question.

As far as fires go...I have been fighting wildfires since I was 17 and have traveled all over the Country doing so. I hold some high qualifications when it comes to all things wildland fire and also in the Federal Government Incident Command Structure. It's a dying breed as they are not many people that have both "ground pounder" experience (my 20s-30s) coupled with high-end decision making skills and knowledge learned by managing some very complex and difficult situations and Incidents. Some of which have involved 1000s of firefighters,100s of pieces of fire equipment and $100 million worth of aerial firefighting assets.....all on one fire. It's a juggling match but one at which I guess I excel at as I get seeked out when things get really bad. Its a double-edged sword in some aspects for various reasons.

Thanks for the convo. If you wouldn't mind giving your perspective on my first paragraph and question of this post ($$ vs PH3) that would be great.

-Fireman