Recent

% | $
Quotes you view appear here for quick access.

POLYMEDIX CMN STK Message Board

jackgotney 107 posts  |  Last Activity: 15 hours ago Member since: Nov 19, 2009
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    What will future picture look like?

    by luke_sky_walk_er Apr 28, 2016 9:07 AM
    jackgotney jackgotney 15 hours ago Flag

    I am 64 this year - heading to the gym - still in my prime as far as I'm concerned. I feel like I'm good for another 50 or 60 years at least (optimistic). Definitely 60s is the new 30s or 40s if you take care of yourself. Did anyone notice today's 198,000 share volume (all above .48 and closing at the high of .535)? Work hard have fun. Don't overdo it or underdo it!

  • Reply to

    how?

    by heymunch Apr 28, 2016 4:47 PM
    jackgotney jackgotney 22 hours ago Flag

    One amateur effort PR would boost the company value by 50%. Publicity is so cheap these days, they could PR this widely for no cost except a little time. That part is disgraceful and betrays a dearth of experience as a corporate executive and is in large part why everyone inside and out is and has been screaming for someone at the top to step down or be replaced. He also is neglecting his fiduciary duty IMO to support a liquid market and grow the value of the company. PRs on a regular basis, and now that we are public, how about a shareholder meeting? The fact that the company loses 20% of its market cap on a $900 trade is testimony to the illiquidity and meaninglessness of owning a part of this company

  • Reply to

    What will future picture look like?

    by luke_sky_walk_er Apr 28, 2016 9:07 AM
    jackgotney jackgotney Apr 28, 2016 10:12 AM Flag

    GA will need his own personal exit strategy over the next 10 years, what does this look like? For one, he appointed Tom Shaver to replace him in 2013 as CEO. That was a major step and a good choice in this regard. "A highly accomplished sales and marketing executive, Mr. Shaver spent seven years (2003-2010) at SIG Combibloc, one of the world’s leading system suppliers of aseptic carton packaging and filling machines for beverages and food, with worldwide revenues of $1.9 billion. As Vice President of Marketing for North and Central America, Mr. Shaver developed the strategic roadmap that produced record sales for North America. He was directly responsible for all SIG Combibloc global account management sales activities for Coca Cola and PepsiCo, and executed multi-million dollar equipment and packaging contracts for Unilever and Campbell’s Soup."

    Is IDC going to be a minnow that gets their intellectual property bought out by someone like Tetra Pak? The parent company Tetra Laval could swallow up IDC like a minnow for sure... just another piece of their 11B Euro conglomerate? : I thought about this and I think we probably won't get bought out until we have a strong positive cash flow. Also I get the impression from the report that our main protection is not our IP but our knowledge and whole manufacturing process, supplier connections etc...Remember Greg wrote that Pepsico wanted to try to do their own manufacturing in China and when they came here to see how we did it they said it was too complicated for them to duplicate it and that it would make sense to just let us manage that.

    We also have a piece of the Cryovac Speed Flex equipment, equipment is what Cryoval does for a living, not iDC. Where does this go. I think we let Sealed Air try to sell it. I think they began to actively market it internationally and in partnership with us. I think this will go places.
    - J

  • Reply to

    Jain India, Coke, Mango's, and IDC

    by hair_pie_face Apr 14, 2016 1:46 PM
    jackgotney jackgotney Apr 20, 2016 1:07 PM Flag

    I speculate that it was just someone with a little extra investment cash, perhaps an existing investor, who heard something that he or she may have felt was materially positive which gave him (or her) the confidence to lay down a hefty bet. We are all hoping IDND is Stewball, waiting for this horse to come a dancin' and prancin' a way out yonder. It seems IDND has a good shot at this point at being a real winner, maybe a 10 bagger?

  • Reply to

    Concerned

    by dtowntrone Apr 19, 2016 11:17 AM
    jackgotney jackgotney Apr 19, 2016 11:48 AM Flag

    I also sold mine after the quarterly report. But I still made a profit. I will probably get in again after the dust settles at some point on any weakness for the gains I expect a couple years down the road.

  • Reply to

    Jain India, Coke, Mango's, and IDC

    by hair_pie_face Apr 14, 2016 1:46 PM
    jackgotney jackgotney Apr 19, 2016 11:42 AM Flag

    Up only a penny, but on 144000 volume. That's relatively high volume.

  • Reply to

    Annual Report

    by luke_sky_walk_er Apr 4, 2016 4:10 PM
    jackgotney jackgotney Apr 14, 2016 10:31 AM Flag

    $80 ??? For one gallon? You are crazy! We (my family) go through OJ like crazy and dig the NFC Trop 50% low sugar. It is expensive to me at 4 or 5 bucks per 1.5 liter! I CAN GET MY PROTEIN ELSEWHERE. We, the ordinary people, want it healthy and on the cheap. So if they can have a 1 gallon of the same in a bag in box and or a 5 gallon of the same that I can put on the shelf instead of the fridge, that is even slightly cheaper, they have a contender!

  • Reply to

    Annual Report

    by luke_sky_walk_er Apr 4, 2016 4:10 PM
    jackgotney jackgotney Apr 13, 2016 3:41 PM Flag

    Instead of doing their own testing they could probably just rely on a spy infiltrating PepsiCo's extensive successful testing results which were indirectly available in our reports at a high level.

  • Reply to

    Mr. Fasnacht Resigns as Executive VP.

    by creakyskier Apr 11, 2016 4:28 PM
    jackgotney jackgotney Apr 12, 2016 9:37 AM Flag

    I hate to belabor the obvious, but why don't we offer our IP to another company who has what it takes to license it, one that is already established such as UDC. Give them the rights to license our IP for a 50% cut? At least that way we'd get something! They know how to market, manage, have their own facility, and have all the cash they need. I hate to see all this IP just sitting there eternally unused and collecting mold while there is a trillion dollar need in this world to use it, while management hides incognito pretending they can't do anything but stay mum while they borrow money and dilute stock. That is not how to manage the IP which is the core of our business.

  • Reply to

    Mr. Fasnacht Resigns as Executive VP.

    by creakyskier Apr 11, 2016 4:28 PM
    jackgotney jackgotney Apr 11, 2016 6:38 PM Flag

    The purpose of management is to create value for the company and not destroy it. Doing nothing destroys it. There is a lot to what you say as we certainly don't want to be suckered by a bunch of handlers and middle men. We need a team that will go out and do something business-wise. It seems this management knows little about social media and marketing because that is the main way people connect these days. If they aren't already connected then they should at least try to have a presence in Social Media.

  • Reply to

    Mr. Fasnacht Resigns as Executive VP.

    by creakyskier Apr 11, 2016 4:28 PM
    jackgotney jackgotney Apr 11, 2016 4:56 PM Flag

    At this rate (-.15 a day), in one week, the stock will be trading in negative territory.

  • Reply to

    Mr. Fasnacht Resigns as Executive VP.

    by creakyskier Apr 11, 2016 4:28 PM
    jackgotney jackgotney Apr 11, 2016 4:45 PM Flag

    Any thoughts? Of course it will be said it has nothing to do with the company. But obviously within minutes the market cap of OPVS dropped by 17.65 % on triple the average volume.These days, management performance is measured by stock performance so they know this doesn't make them look effective. But with the lack of cash and lack of progress on revenue, their fault or not, it doesn't surprise me there is some kind of turnaround issue. Where did the $179 million disappear to? It would be hard to lose that much money!

  • Reply to

    Quarterly report due within 48 hours

    by extyc Apr 10, 2016 1:19 AM
    jackgotney jackgotney Apr 11, 2016 3:07 PM Flag

    Plus did anyone notice that the USD is finally strengthening against the CAD? That should help too. But all the metals have been trending higher. I think we tested 1000 a few weeks ago. I think we will blow right through it one of these days.

  • Reply to

    Annual Report

    by luke_sky_walk_er Apr 4, 2016 4:10 PM
    jackgotney jackgotney Apr 11, 2016 9:30 AM Flag

    The best thing that's happened in the last year I think is our relationship with Doehler for producing prototypes/samples and not just picures. That combined with the rework kits for adpating fillers to our tap and the refinement of the tap to being 100% passing all Pepsico's tests. This bag in box stuff has run into problems as a new technology but I think it sounds like IDND has addressed every problem and it the 'go to guy', 'one stop shop' for aseptic tap/ bag in box packaging including ultra high speed fillers. It sounds like we are in the midst of proving it. Assuming that we prove it is all as we say it is, then I think we have our 10 bagger. It would be cool if pepsico gave us a dry run at least finally and there were no issues and they adopted us. Of course it sounds like there are many others in line now so I think we will be worrying next about capacity!

  • Reply to

    Primero pessimistic

    by bosar53 Apr 3, 2016 12:14 PM
    jackgotney jackgotney Apr 8, 2016 1:38 PM Flag

    If they don't think the deal was legal then they should find a way to make it legal in a fair way. But as it stands, they approved the original deal and PPP never up to now has had to pay tax on this non-existent revenue as the tax authority allowed them to appeal the tax and let them defer taxes until it finally exempted them. Now, they want them to suddenly start paying taxes on this non-existent revenue? Doesn't seem like the right approach. If there is something wrong or illegal about the deal through which Primero acquired the mines which I doubt, then that is what should be addressed.

  • Reply to

    Annual Report

    by luke_sky_walk_er Apr 4, 2016 4:10 PM
    jackgotney jackgotney Apr 8, 2016 1:29 PM Flag

    It sounds like you live in closer proximity to the action than I do, but what you say doesn't contradict anything I read in the report (Hope it happens like you say).

  • jackgotney by jackgotney Apr 5, 2016 3:30 PM Flag

    We were just granted another patent: United States Patent 9,306,184
    Forrest , et al. April 5, 2016

    Ordered organic-organic multilayer growth

    Abstract

    An ordered multilayer crystalline organic thin film structure is formed by depositing at least two layers of thin film crystalline organic materials successively wherein the at least two thin film layers are selected to have their surface energies within .+-.50% of each other, and preferably within .+-.15% of each other, whereby every thin film layer within the multilayer crystalline organic thin film structure exhibit a quasi-epitaxial relationship with the adjacent crystalline organic thin film.

    It mentions the Global Photonic Research Agreement. Sounds important but I couldn't figure out what it meant! I can't read Chemistrese.

  • Reply to

    Primero pessimistic

    by bosar53 Apr 3, 2016 12:14 PM
    jackgotney jackgotney Apr 5, 2016 1:15 PM Flag

    I think if Mexico want to tax someone it should be SLW. I took 6 credits of basic accounting in grad school. They are the ones who gain from the transaction! Primero (PPP) is already losing by having to sell Silver to SLW at a low price. Thus for them it is an expense not income. PPP should be able to expense the difference between the sale and spot price as it is a 'payment' for the assets they acquired from SLW. They should not pay taxes on that differences. SLW is the one who gains from the transaction. Don't they have to pay some tax on that *(when they resell it)? I suppose PPP could sell the silver to SLW at spot and then pay SLW the money (the difference between $4.20 and $16.00 and expense that) as part of their payment agreement for the rights to the mine. Taxing PPP for the difference, for imaginary revenue? Technically they really are imagining things. Is Pot legal down there or is peyote the thing? This is a tax and not a theft authority correct?

  • Reply to

    Annual Report

    by luke_sky_walk_er Apr 4, 2016 4:10 PM
    jackgotney jackgotney Apr 5, 2016 11:26 AM Flag

    I am with you on that point. As a shareholder I am keenly interested in when we will actually be cash flow positive and especially some revenue growth would be a major plus, not to mention, accelerating revenue growth which I think we are capable of. When we FINALLY get to cash flow positive I might want to celebrate! I did appreciate the clear explanations and history. It was interesting and if this company succeeds, which I sincerely hope it does, and soon, since my IDND position occupies the main part of my humble IRA, it would make a good case study at any business school on the topic of developing and marketing a new product. I am hanging in there a lot longer than I intended. I still am hoping for this to get to $3.00!!! I know you fear it will go to zero. There is interesting news and new developments and detail in the report for who are interested. I am encouraged even though I have been here before. How long does it take to turn a corner? I hope it doesn't take another 5 years! But if this is widely adopted, I don't see why the company couldn't be earning .25 or even .50 a share someday in the next 5 years hopefully. That would be huge.

  • Reply to

    Annual Report

    by luke_sky_walk_er Apr 4, 2016 4:10 PM
    jackgotney jackgotney Apr 5, 2016 10:10 AM Flag

    It's gettin better all the ti-ee-ime. I found it very interesting to read it this time. We had a gross operation profit and ended 2015 with a million in cash. Still costing us about a million in cash after operation expenses. I was surprised we didn't have an increase in revenue from all the Doehler activity. A lot of excellent explanation on what the company faced, the challenges and setbacks and I get the feeling that we actually are ready for prime time and that there is an explosion of interest now that can result in contract revenue. I fully encourage everyone to read through it. I feel it is very encouraging to read especially if you are and have been long. I think we could hit cash flow positive in the next year or two but this could become much bigger than that once a few of these balls start rolling!

PYMXQ
0.000.00(0.00%)Aug 27 2:56 PMEDT