Seems we are opening the day with a little bit of interest on the bid in the high $18s this morning ..... a small departure from the recent lower bids and no size being displayed on the offer. Is this the beginning of change in tone ? No one selling into it this morning.
We are reaching the end of January here ..... other than attending Microcap conference and presenting tomorrow afternoon .... some funding news via SEC reporting, not much to speak of. Looks alot like ZIVO spent 4th qtr cleaning it's financial house and setting things in order. They got rid of a small convertible with long time shareholder that used to be huge supporter. In the process of buying out incredibly awful co development participation agreements that partly underscore why Dahl had to go. These were incredibly bad ... last resort financing deals a few years ago .... that would have resulted in ZIVO paying out rouhgly 44% of revenues from licenses to those investors ..... meaning not able to use that revenue to advance business needs.
IMO ZIVO still isn't moving fast enough there and still isn't getting the name out there with what they are doing. I still think $18 is too cheap for where the company supposedly stands ... i.e. on the verge of a license for coccidiosis in chickens with a major animal pharma. But obviously that's just my opinion. Still haven't reached what had been the historical valuation of this company and its further along than ever.
I'd be surprised if the microcap conference stirs any buying. Action in the warrants has disappeared. Myself and everyone else in wait and see mode. I have been considering purchasing some shares .... but have not purchased or sold anything still. My now long term swing is sitting there staring me in the face daily asking me what I'm doing next LOL. Now stagnant for several weeks here. Have basically had too many other swing trade opportunities in other stocks so that's mainly why I have not stepped to the buy window here plus the cost of the trade was recovered long ago as posted here. So riding free.
Gut health and inflammation on the Today Show this AM. LOL
My ZIVO wishlist:
1. Close license for coccidiosis in broiler chickens
1a. Whomever that is ... I'd like to see purchase of stock as part of the deal
2. Quite honestly I'd like to see license or some sort of agreement for the development of coccidiosis candidate for additional verticals (turkey, swine)
3 Get on the stick and bring next round of testing on avian flu. First test was for LPAI ..... I'd like to see something on HPAI. And given the initial results it seems like it is more about tweaking options
4. Funding funding funding ..... for the last year+ basically been insider funding for the most part. See 1a above. Avian Flu is HOT. There are millions and millions of dollars out there being more of less tossed away on non solutions at both state and federal level. ZIVO might just have something that supports and solution ....... they need to find a way to get some of these gov't grants. Unfortunately this is something I think takes a while and I don't think there is a "fast track" path to any of this type money ...... but ZIVO needs to be in the game and making noise here.
5. Sell the company ... I'll take $100+ a share (even though I think it is worth much more). ZIVO given its corporate structure is ripe for sale. A big detractor in my book .... there is no apparent succession plan for Payne. I believe he's in his late 70s. An he's old school. Need to understand the plan and badly needs visibility. Today's electronic age .... ZIVO isn't in the game at all but may have what we all think is a discovery in the inflammation space .... cause that is what all this is rooted in. And I just don't see how this company develops additional verticals and grows without long term leadership. I just don't see years and years more of testing and development of new verticals of which IMO ... there are numerous opportunities with ZIVO's product candidate.
Tic tok .....tic tok ....
Amigo Mike
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