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phrantic

11/24/09 8:18 PM

#4038 RE: Whatisvalue #4035

Another good post Whatis. I'm a bit perplexed why management won't discuss marketing, etc with you. I've never had any trouble speaking with the CEO. You do raise substantive issues that have more than temporal import and will affect the extent to which value will accrete to the SP. I too would like some insight.
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BenK

11/25/09 10:18 AM

#4089 RE: Whatisvalue #4035

Whatis, since you seem to have a solid grasp of the realm of investor banking, there's a thought that I think is important to remember here, that applies specifically to MZEI. As you have expressed quite articulately, you wish to hear at least a general outline of what the plan is going forward commercially, and suggest that Ed would do well to bring in some experienced strategists.

From my long years of communication with Ed, I have learned, both from what he says and from what he does (or doesn't do), he is not just a businessman. He is a very idealistic person, who sees in Medizone a vehicle for improving the world. (I know this sounds corny, but bear with me.)

The culture of Wall Street is, shall we say, a tad different. Words like "cutthroat" come to mind. So I think Ed has a real aversion to that culture. As some of us know, over the years there were offers from venture capitalist types to put in big bucks if Ed would let the company go bankrupt, then privatize it, but he refused, because he is wired differently, and he felt an obligation toward the shareholders who had believed in the vision.

My point is not to praise Ed's virues. My point is, since you seem to be familiar with the investment banking world, are there certain individuals or firms that would be more sympathetic to the humanitarian facet of Medizone's work, and understand the kind of relationship Ed would feel comfortable with?

That's the direction I think this conversation should be going.

As I wrote yesterday, this may be happening behind the scenes already. But it might be good to have this discussion in the meantime.