News Focus
News Focus
icon url

weazelboy

03/29/24 9:43 AM

#9098 RE: weazelboy #9097

Haven't been paying really close attention here lately...and have been out of town a lot...but noticed that HEP Investments/Yaldoo filed an updated Sch 13D a few weeks ago. First one in a while, from what I can see.

Shows 488,785 shares owned which is 17.8% of outstanding (putting o/s roughly 2.75ish million).

That means between Yaldoo 488,785 and Mags 355,158 alone they hold 844k of that 2.75 million. Add in Strome (his last Sch 13 was pre-latest reverse)...but that means insiders hold close to 50% of the o/s in total if you add them all up (not taking the time to do this individually, just a rough guesstimate).

So, most of o/s is still in tight hands now with Armistice out of picture until their warrants come in the $$ at 16.80. By no means does that give me a signal to try and time a bottom here and re-add to position, but the original thesis is still in play if daily chart can base and curl up (also barring no further dilution, which is the part that is least likely, as they need $$ again).
icon url

Amigo Mike

03/29/24 11:44 AM

#9099 RE: weazelboy #9097

Weasel,

Agree 100%. Personally, I think ZIVO is just 1 mistake after another. This one ..... going dark after the completion and positive results for the final coccidiosis trial.

There's no doubt in my mind Payne is talking to big animal pharma. How many ... dunno, but what I do know is he has personal history with at least 2 of them. Those who actually take the time to look know this. But IMO silence isn't the answer on multiple fronts.

Chart .... yep ... unless it bounces back here above 8.50 it's broke. Again. There was a new bidder end of week for 5K shares at 6.80. Strange to me given the silence but legit bid nonetheless.

Yep ZIVO typical 15 minutes of excitement 364 days of "payne". Pun intended.

Yaldoo still owns a ton. But IMO is a zero outside of his money. And agree 3 guys are holding close to 50% of the stock. And I'm 99% certain there are others close to them that own more. For instance I believe latest Maggiore filings indicated no longer included shares of his brother in laws estate that I'm pretty sure werent sold.

The 10k has a note about a $500k loan on March 5th at 8.5%. Hidden on very last page of 10K. So they have gotten money recently. Of course that's not going to last long and certainly need more. And that is part reason the silence is a problem in my book. I can understand there could certainly be some sensitive discussions happening. And ZIVO has no leverage. But the test results in my book provide the opportunity to create leverage and generate interest to the financial benefit of the company and investors. IMO Payne is more or less part of what I'd call the "establishment" that does things a certain way. He's been the CEO of one of these animal pharmas and is still heavily involved in animal businesses with contacts to all these pharmas. So I can see how not wanting to "rock the boat" might be his style. Whereas a new age CEO might be plastering the results everywhere and doing things completely different.

Bottomline is none of this stuff happens fast in pharma. Clearly at least 1 pharma was in on the original test that was botched. So no doubt in my mind that pharma is still there. My question is who else is in on it? Leverage works wonders for better deal.

Timeline is also a problem. Who knows when ? Nobody knows. So ... ya either own it or ya don't. And patience and balls of steel are required.

I am still standing pat on my swing trade from 60 cents. I am admittedly breaking my own trading rules and hard to sit on such a large gain ..... however I did post my sale to cover costs. So letting it ride for the time being. And ideally would rather a large gain like this fall into LTCG category too but long way to go for that . =)

Amigo Mike