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08/28/08 9:31 PM

#20123 RE: RBlatch #20071


Well, it's like this:

My assumptions include the following:

The stock price won't rise nearly as much as some predict absent a deal. I hope I'm wrong, but I don't see it at $5/share by December with a partnership.

The dilution under these circumstances always concerns me. I predict absent a deal that the shares outstanding will be much closer to 100 million than 50 million in a year. To say the market cap at that point could be a billion ($10/sh) with a deal done but revenue way off is not realistic in my view. Again, I hope I'm wrong.

I'm bearish on the general economy, generally depressing valuations. Certainly med and med tech is better to hold in theory than consumer durables, but.

I'm not nearly as negative on Dr. Stoll as most of the posters here. However, with a new man at the helm, it's an unknown.

It's the brain. Big potential, but big risk. Of course I realized that years ago, but still, at some point.

I'm assuming a deal could be done north of five/share because several posters have claimed management believes it's worth $10/share presumably right now. Monetizing potential is always an elusive beast. You rarely get 100% of potential.

At something a little north of five, it's an easier play to take that money and look for a double with another stock, getting you past $10/share in COR conversion numbers than waiting a long time for $10/share with COR all by itself.

Admittedly, I'm a little tired of the stock and have a bit of ADD with owning it after all these years.

Finally, I want to plow the proceeds into a company with large potential in the med tech field, could commercialize in a year and has less than 40mm in shares. That to me, is one worth waiting for a high multiple with admitted high risk.

Hopefully, that makes sense, but just my opinion. Best to all longs.