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Strata Skin Sciences, Inc. Message Board

dwoods4q 22 posts  |  Last Activity: May 13, 2016 10:53 AM Member since: Mar 13, 2009
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  • Reply to

    Patent valuation,

    by dwoods4q May 12, 2016 11:56 AM
    dwoods4q dwoods4q May 13, 2016 10:53 AM Flag

    question, with the downside, pps, now exposed what happens when TRXC announces its first sale of ALFI in Europe? After meeting with FDA and are told to resubmit with limited clinical trials? A sale, merger or collaboration with a strategic partner? The market seems to be giving management some time, space and a vote of confidence to address these and other options.

  • dwoods4q by dwoods4q May 12, 2016 11:56 AM Flag

    DD on the patents might shed some light on why the big players are not running for the hills. Perhaps they realize that to a large wannabe player looking to make/start a robotic company they may be better served buying established proven patents then trying to reinvent the wheel. As well as less expensive and time consuming. Either way TRXC is not going away any time soon. Now lets watch and see if management can earn their money.. The FDA meeting on Surgibot will be most revealing, as will a contract in europe. IMO.

  • Reply to

    Really need more info,

    by dwoods4q May 4, 2016 1:56 PM
    dwoods4q dwoods4q May 5, 2016 10:07 AM Flag

    you are obviously blinded by emotions and can't read.

  • Reply to

    Really need more info,

    by dwoods4q May 4, 2016 1:56 PM
    dwoods4q dwoods4q May 5, 2016 9:33 AM Flag

    wake up , I have been trading [ buying and selling ] QFOR prior to accounting problem [ that was fun ]. Most spec. plays need 18-36 months to play out in my experience. To many factors and circumstances to explain in a post.. I have ridden managements ineptness to a now 75% plus gain with yesterdays trade. With a good management team it could have been a 2-3 bagger by now, once again in my opinion. You state management is doing a good job and they haven't discussed the details of the deal yet you are kidding right?
    I am not bashing anything merely stating my observations and opinions. Sorry you take things so personally , its just business. Business is business I neither love nor hate stocks just look for a trade to make some money . Since you like looking back you will notice that I was calling for $1 pps fair value for a long time now. I like your post looking for $2.5 - $3.5 over the next few quarters, hope your rite..................................

    PS for the record I now have 10's of thousands of shares with a cost that is fast approaching $0 and you?.

  • Reply to

    Really need more info,

    by dwoods4q May 4, 2016 1:56 PM
    dwoods4q dwoods4q May 4, 2016 4:51 PM Flag

    reading further regarding exclusivity in the SEC filing it states, " certain segments of the market" .Where is management? Its two days after the fact. The exposion in volume and price at the close is very interesting.

  • Reply to

    Really need more info,

    by dwoods4q May 4, 2016 1:56 PM
    dwoods4q dwoods4q May 4, 2016 3:06 PM Flag

    I focus on all my plays. I trade around most of my positions, sans my dividend ones, ie; MO, PM , MKP, PRU and the like. My cost basis is around $1.90 [ TRXC ] presently and QFOR around $.30. Take 10-15% sell, wash , rinse, recycle.
    The ride on TRXC has been paid for by my spec. Frost portfolio of stocks over the last decade or so. Some lose, some win, the ones that win win big enough to throw off speculation money for others. They are spec. plays like QFOR, I trade around them not invest in them till they prove revenues, etc..
    My question was regarding QFOR management not my investments or investing philosophy. Would you compare the management team at TRXC to the group here at QFOR?

  • from what was released, so far, management just gave exclusivity [ all rights ] to health care platform. The price was $90 million with no assurances, just $3 million upfront and unspecified fees?. Sure seems like they just bought themselves a job and gave away the health care sector. Why not just spin it off?
    No press release or comments from management just SEC filings. Management not looking good at present time IMO , VERY DISAPPOINTING.
    Does this action, lack of, on managements part strike anybody else as rather odd and unprofessional?

  • just show us the money [ revenue ] on may 10th and I will double down.

  • dwoods4q by dwoods4q Apr 29, 2016 12:54 PM Flag

    with the company presently valued at less than $150 million and the FDA stating that the device/machinery is substantially different from all others, it's safe to say that the patents alone would be worth more than $300 million to J&J , Google or OPKO right now.
    This company is staffed with senior, experienced management and funded by many deep pocketed investors as well as mutual and institutional funds. This stock is presently controlled by insiders and large institutions representing over 90% of the float.
    This company will double if not triple in the coming year. IMO. I welcome any constructive comments or insights , positive or negative.

  • if yahoo stats are right insiders and institutions own over 95% of TRXC stock. Here's the good part 26% of float is short. As may 10th approaches and the tide goes out it will be interesting to see who's naked.........

  • Reply to

    Management waits till May 10th, WHY ?

    by dwoods4q Apr 25, 2016 4:01 PM
    dwoods4q dwoods4q Apr 26, 2016 9:59 AM Flag

    tell me the name of the mutual fund or large fund. I'm sure there is one but a mass exodus?

  • possibly to announce sales in Europe? It will be interesting to see why no big institutions have dumped yet. Maybe we are seeing margin players getting crushed, shots running strong and management playing it smart.
    The FDA merely is saying is that they want to see more data to approve SURGIBOT, they did not reject concept, application, need, etc. management implied during last CC that things were happening in Europe , a few sales announced on May 10th would expose a lot of naked shorts. Insiders and institutions control over 90% of float. Although the FDA decision was not positive it is by no means the end of TRXC. This could bounce to $4-5ps with management announcing 1 machine sold and possible pending sales on May 10th CC , IMO.

  • yahoo stat. site as of march 31 TRXC float 75m shares , insiders 42% , institutions 53% and shares shorted 6.7% . yesterday21.5 m shares traded.

  • Reply to

    TRXC will attack the FDA

    by dwoods4q Apr 21, 2016 9:58 AM
    dwoods4q dwoods4q Apr 21, 2016 1:51 PM Flag

    trying to make lemonade on a day when lemons are being served. There is no upside, monetarly, when you've been scalped. If support does show up...................................................

  • Reply to

    TRXC will attack the FDA

    by dwoods4q Apr 21, 2016 9:58 AM
    dwoods4q dwoods4q Apr 21, 2016 12:20 PM Flag

    will be curious if trxc closes on uptick or down tick today, opinions ?

  • and win approval. Frost et al will finance it. Opk will ultimately own the patent. Just my opinion. Can not wait to see how FDA was bought out by irsg to postpone approval and cast doubt about trxc. This is better than reality TV. Get TRUMP on the case, "it's a rigged game" will be the mantra.

  • dwoods4q by dwoods4q Apr 21, 2016 9:49 AM Flag

    I am becoming more convinced that the reason QFOR became public was for a payday for someone. This companies management has very little to no experience and/or knowledge on running a public company. It appears at the present time that management/insiders could take this company private at almost $.50 on the dollar. In my opinion it would be in the insiders best interest to take this company private using current revenue flows to finance it. Surprise's me that they do not. Disturbing that some competitor doesn't. Something doesn't add up with this company and the present, undervalued, stock price.

  • and doing some further DD I come to the same conclusion I did some quarters back. QFOR is selling at a substantial discount to its value. The problem that I see is that it will quite possibly be dead money for quarters to come. Management has stated that the lead time from contract signing to revenue generation is long. They outsource all client date thru India, not comforting to Gov't contracts and large companies. Management has also shown , IMO, to be slow when dealing with the investment community. The long gaps between contracts is also alarming. Perhaps the most telling aspect is the amount of work QFOR does gratis prior to revenue generation, a big flaw in business model. One that successful companies like Salesforce have dealt with and overcome.
    QFOR can/could bounce with the signing of a few nice contracts but management needs to address revenue generation and lead times to get the investment community excited and investing. Something missing in last few CC calls is the talk management had regarding a reverse split or other actions they were considering a year or so ago to get stock price above pink sheet status, very disappointing. They still appear as though they are in over their heads at the moment not something one looks for in an investment. I guess that's why the SP is stuck in the $.30s rather than the $1. range.

  • Reply to

    Once again

    by jayfeld2 Apr 8, 2016 8:38 AM
    dwoods4q dwoods4q Apr 8, 2016 11:09 AM Flag

    Jay , positive earning ? really ? Encouraging CC ? , management is still addressing excuses not success's. They admitted that implementation lead times will eat up much of current contract times, ie no money , ETC. ETC.. This board does not seem that negative, compared to some others its tame , IMO. I PRESENTLY have a lot of time and money tied up in QFOR . IMO the last call raises some serious questions for the next few quarters as far as revenue generation goes. I am doing some additional DD to reaccess my time horizon and risk/reward position. I appreciate it when people represent opposing views that are based on facts. I agree bashing for the sake of bashing is just another form of BS.

  • Reply to

    64,000 dollar question is

    by gpls72 Apr 6, 2016 9:22 AM
    dwoods4q dwoods4q Apr 7, 2016 9:58 AM Flag

    IMO, He sits and waits. He bought shares on the open market last quarter that should answer your question for the near term.

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