How come this company always finds a way to lead investors on. Don't good companies work a partnership first and then announce details. This company always hypes first and then pulls the rug out. They needed a miracle to get above $1 and timing is questionable.
Bet you see dilution before you see a deal here.
Looks like PVCT got a agreement with a China phama to look into PV-10. Like always, no money, just a foot in the door that the pumpers will exploit to the fullest. Bet Twitter is buzzing over this. How come this company never nails a deal. Meaning $$$$$ up front.
Hear me on this one. These trucks last 15-20 years. So at 5 years,10 years and 15 years they need to replace. So in actuality a market that is $550M this year will be $1.1B in 5 years. You have the new truck needing a replacement in 5 years and you have a truck that just got it done, needing another one in five years. Then it doubles again in another 5 years.
Here is something a basher can maybe understand:
Grandslammer bought a truck in 2009, he's at the dealer getting his DPF replaced and he bumps into dbtunr who is buying his first vehicle, going in the manure business. Five years pass and Grandslammer is back at the dealer getting his second one replaced, he bumps into dbtunr, who is in the next stall over and grandslammer smells him, they take a coffee break together, where they bump into rayonman who is buying his new vehicle and getting into the manure business also, another five years goes by and guess what, they all end up at the same dealer getting what is GS third DPF, dbtunr's second one and ray's first replacement, they now are very old and all need to P, so who do they find in the men's room at the dealership, spanspur handing out towels. It seems spandex was full of manure all these years.
The market for DPF replacements is $550M already. Cleaning just kicks the can down the road and from what I read, not a very good option. Replacement buys you 5 years till you have to do it again. Key here is help cut the costs, steal 60% of this market.
This filter may be the thorn in the side of the OEM's, they will not like losing this business. We are not talking about one year here, every 10 years this is $8.75B of sales up for grabs. Not too many $2.30 stocks have shots at this kind of market stealing. Specially ones with small number of shares outstanding.
Get it in the trial and show the world. Another nice thing setting up for us next year, in June they have a large conference for hepatitis, our ph1 should be almost complete by then and they could present data from this trial. Late Breaking kind of stuff.
I think OOz is way out in left field, that they would be willing to take a lose to get the foot in the door. I believe we already have enough things dragging revenues down, we don't need to buy business with more loses. Sometimes these demons in our heads get out, but please think through what you post.
s for funding being held off, maybe they hope to land this deal, then dilute at much higher price. No one will care if they dilute 1m shares at $5 a share. Any objections on this. Either speak up or remain silent.
I'm sure everyone is well aware of what didn't work so good in the past. We are not here for a old history lesson. Did a opportunity for Durafit exist in 2007? Does it today? I'm about looking forward. Clearly you want the discussion about things in the past, as we all know, is the way to play the markets. However I prefer to look forward and hope that the past was a learning curve.
I didn't like this company three months ago. I don't do a one eighty, unless I see an opportunity that wasn't there before. Maybe old management thought the OEM's would bust down their doors after the Honda deal. Maybe OEM's expected the same deal Honda got. The history is just that, history. I invest for the future, you should try it. The air smells better, food taste better and don't get me start about the sex.
As you can tell, I like screwing with you inept fellas. I get more laughs watching you try and put down an investment I like. In the mean time, I'll keep buying and you try your best to discourage investors. You'll have your little days where you think you upped me, then the street will say no, not so fast, billy is the one we like.
Best part as little as getting just $2M a quarter of this Durafit business, is enough to get them to positive earnings. Investing is putting the pieces together. To you it's looking back four years.
Two things stood out for me.
"President and CEO of Nephros. "We are pleased to be working with DaVita and look forward to working with additional U.S. dialysis providers as they complete preparations in their clinics."
The other thing was the word "offerors" that appears several times in the release about the military stuff. That phase is complete, it said. maybe the Army has there own lingo.
I would expect that we first hear a loan from WL of $1M. Then a RO, unless we are in discussions to be acquired.
Vorlon didn't post that message? I have no buddies on this board. I think I was attacked when I went long. I'm the only person who has post pro and con stuff accurately. Even when I owned it. JZ you learn to tell time yet? That's Irony.
You talking to yourself? This is something Darrell does, not you. I figure you wanted to comment on the other post that's out there and accidently posted here. You know you can remove your mistakes. So you don't look like Darrell and his brother Darrell.