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Stellar Biotechnologies, Inc. Message Board

jockinmikeg 168 posts  |  Last Activity: Apr 13, 2014 8:46 PM Member since: Aug 15, 2013
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  • Reply to

    Key Topics From AGM so far...

    by jockinmikeg Apr 13, 2014 3:39 AM
    jockinmikeg jockinmikeg Apr 13, 2014 8:46 PM Flag

    You're right. It will be sooner than June. Didn't know that at the time of my first post. Looking like a huge revenue opportunity in the whole continent of Asia, for that matter.

  • Reply to

    Key Topics From AGM so far...

    by jockinmikeg Apr 13, 2014 3:39 AM
    jockinmikeg jockinmikeg Apr 13, 2014 12:10 PM Flag

    No problem, just the facts. Thought I would do this board some justice. GL.

  • Key topics from AGM attendees so far: MSA still on same schedule and not "if" but "when", China investor trip in June spanning 6 cities, MJ directly asked & not denied but Company couldn't comment yet (so yes), Chardan analyst seated front row & center maintaining $9 PT EOY. Management and investor sentiment extremely bullish.

    No MSA required for anything outside U.S - China was a huge unknown even in the last analyst report. Now confirmation of the announcement into that market is a brilliant move. Why? Because....

    China has over a billion people = most smokers on the planet, per capita, and in number (1T+ cigarettes consumed per year). BAT already established in China and we have BAT so XXII can sell there. Chinese gov't requires nicotine levels to be posted on packs. We alter nicotine and tar levels (super low or super high) and could post our "safer" nicotine levels there without having to get a "VLN" tag thru our FDA. IMO this is very big.

    Chinese Nat'l Tobacco Corp (CNTC) is the gateway to China. Not too hard to imagine the CNTC wanting smokers to use "safer" cigarettes to keep them alive and smoking longer. Also not hard to imagine Chinese gov't mandating a VLN or VLT cigarette to reduce burden on insurance companies for smoking-related diseases.

    XXII + China revenues = IMO, Home Run.

    Sentiment: Strong Buy

  • jockinmikeg jockinmikeg Apr 13, 2014 3:22 AM Flag

    Key topics from AGM attendees so far: MSA still on same schedule and not "if" but "when", China investor trip in June spanning 6 cities, MJ directly asked & not denied but Company couldn't comment yet (so yes), Chardan analyst front & center maintaining $9 PT EOY.

    No MSA required for anything outside U.S. China is a brilliant move.

    China = most smokers on the planet, per capita, and in number. BAT already in China so XXII can sell. They require nicotine levels to be posted on packs. XXII + China revenues = Home Run.

    Sentiment: Strong Buy

  • Reply to

    Proxy & Takeover

    by destiny48cents Apr 8, 2014 11:47 AM
    jockinmikeg jockinmikeg Apr 9, 2014 12:05 AM Flag

    Interested to see how this one plays out. Not sure if it is standard for Company to so strongly urge the proxy vote one certain way via personal phone calls if something isn't brewing.

  • jockinmikeg jockinmikeg Apr 8, 2014 11:33 PM Flag

    IMO 10 dollars still seems "hostile".

    Sentiment: Strong Buy

  • Reply to

    Chalk one up for the longs

    by cane5 Apr 2, 2014 4:54 PM
    jockinmikeg jockinmikeg Apr 3, 2014 1:11 AM Flag

    I added more today, and am feeling very confident in my purchase. Yesterday's news of the $7.7M warrant elimination = brilliant move by mgmt - cleans up the balance sheet and makes XXII even more attractive to institutions. Factor this in with the 93% warrant elimination in December, and Sabby's stake is now virtually non-existant.

    The chart is strengthening and basing above $3. IMO we don't see less than $3 anymore. Next catalysts are AGM (4/12), MSA approval thru NASCO acquisition which unlocks pending and contingent distribution agreements for RED SUN...

    Add a potential $6.7M sole-source contract from the FDA for cigarette reference products that XXII has partnered for and appears to be a serious contender to win (Chardan: 3/17). This could add an unexpected pop to the bottom line.

    Sentiment: Strong Buy

  • Reply to

    Analysis

    by stevefranklin941 Apr 2, 2014 3:38 PM
    jockinmikeg jockinmikeg Apr 3, 2014 12:58 AM Flag

    thanks for the informative post...glad to see the "thinkers" coming out of the woodwork now that the stock is establishing a healthy base. reason is returning.

    Sentiment: Strong Buy

  • jockinmikeg jockinmikeg Apr 1, 2014 11:17 AM Flag

    Great news. XXII management continues to take responsible steps in cleaning up their balance sheet.

  • jockinmikeg jockinmikeg Mar 28, 2014 11:38 AM Flag

    Thanks. I told you I would return to the board when reason returns. There is so much going on in this pipeline that 3 dollars is a very good starting point to any fund or investor. I think now the uplist hype buying/dumping is over, the last of the margin calls are clearing out, and the stock is appearing to base somewhat - which keeps daytraders away. All good things. Now funds can begin to take a serious look. The technology is validated. The interest is there. The biggest catalyst yet to come turns the key to the national distribution agreements that are already lined up. Gonna be a good year.

  • Reply to

    jockin you said on IHUB you were a smoker

    by cane5 Mar 28, 2014 4:12 AM
    jockinmikeg jockinmikeg Mar 28, 2014 11:30 AM Flag

    Night and day. I can speak from my own experience when I say that XXII's modified-risk products serve a need and can replicate the smoking sensation, while weaning one off of the addictive nicotine.

  • Reply to

    here we go again

    by adamwhite628 Mar 28, 2014 9:40 AM
    jockinmikeg jockinmikeg Mar 28, 2014 11:24 AM Flag

    I don't want to see 4 today. Crazy volatility invites daytraders and makes the stock trade like a P&D (which anyone who has done any research knows this is not the case).

    I like what's going on here. We need a string of trading days to base at these levels.

  • Reply to

    This stock keeps giving me the opportunity...

    by cybermich77 Mar 28, 2014 2:03 AM
    jockinmikeg jockinmikeg Mar 28, 2014 2:23 AM Flag

    Facts: XXII is the *exclusive* worldwide licensee from the National Research Council of Canada, Plant Biotechnology Institute (NRC), who has found a way of sequencing of the Cannabis genome/modifying the amount of THC, CBO, etc in marijuana. Canada is likely to legalize #$%$ throughout the country. XXII is a plant biotech company who can alter genes in plants, not just tobacco.

    MJ may not be the immediate future for the Company, but the industry is exploding, it is not going away, and there is serious money to be made.

    Sentiment: Strong Buy

  • jockinmikeg jockinmikeg Mar 28, 2014 2:06 AM Flag

    The addition of the MSA to the XXII fundamental toolbox adds instant credibility and increased valuation overnight, especially in terms of a buyout - which I ultimately see happening. Too many coveted patents for Big Tobacco to overlook. Phillip Morris spent $300M trying to extract nicotine from the tobacco leaf, couldn't match the nicotine levels achieved in XXII's tech and destroyed the integrity and taste of the plant = fail.

    A buyout at $1B would be cheap ~ $19/share. All jmho...

  • jockinmikeg jockinmikeg Mar 28, 2014 1:42 AM Flag

    Long term play. What is happening now is just noise. Funds would not buy a hyped overbought stock right after uplist. This drop was expected and IMO necessary to shake out the momos, scared money, and flippers and provide a nice entry point for bigger money. Margin calls very likely cleared out tomorrow. Volatility likely will subside, which will dissaude daytraders.

    Remember the IP (monopoly), the BAT, the FDA, the $700B Tobacco industry, and the impact on market cap of penetrating just 1/2 of 1% of that. Remember the MJ potential as a cherry on top. MSA is all good - no problems just red tape. 3 National Distributors already lined up and more contracts thru NASCO, most international (Oct. CEO interview). No debt, clean balance sheet, cash-flow positive. CEO said they will never need funding (either thru debt or equity) ever again.

    The BOD moved up the AGM several months ahead of schedule for a reason.

    Sentiment: Strong Buy

  • Reply to

    Red Sun great website but I have a question

    by cane5 Mar 27, 2014 7:57 PM
    jockinmikeg jockinmikeg Mar 27, 2014 11:43 PM Flag

    The Red-Sun cigarettes are one of the super-premium brands that will be sold at specialty tobacconists. It does not claim Very-low Nicotine (like BRAND A) or Very-low Tar/Very High Nicotine (like BRAND B), the modified-risk products that the Company will petition to the FDA.

    The NASCO acquisition will bring with it management and a sales team, as well as international contracts that NASCO already has. There are already 3 national distributing agreements lined up. Right time, right place.

  • Reply to

    New Seeking Alpha article on XXII

    by bill750 Mar 27, 2014 10:27 AM
    jockinmikeg jockinmikeg Mar 27, 2014 10:45 AM Flag

    This company can change genes, folks. Not just tobacco. There is a reason why I call it the Mini-Monsanto. I know what I own. All this price up and down is just noise.

    Sentiment: Strong Buy

  • Reply to

    New Seeking Alpha article on XXII

    by bill750 Mar 27, 2014 10:27 AM
    jockinmikeg jockinmikeg Mar 27, 2014 10:44 AM Flag

    Huge MJ tie-in. This is the nugget I have known about for a while. They are a plant bio company that already has a fantastic relationship with the NRC in Canada, who just so happens to play around with the MJ Genome. Speculative, yet very possible. All the pieces are already in place.

  • Reply to

    Ok I was off

    by uncommon_commuter Mar 26, 2014 3:42 PM
    jockinmikeg jockinmikeg Mar 27, 2014 12:53 AM Flag

    Post your borrows on the board with timestamps and broker name. Let everyone see the genius that is the Commuter.

  • jockinmikeg by jockinmikeg Mar 27, 2014 12:45 AM Flag

    on the last 1/2 hour of trading. Believe it or trash it, all JMHO.

    Hot money/daytraders jumped back on the momo train this morning. Alerts went out. A few shorts covered. We got the spike. 3:30 on the dot, margin covers executed. Brokers automatically dumped those margin holders via market order who couldn't meet the % capital requirements, which has increased a lot, thanks to the huge dip over recent days.

    Daytraders' stops got hit, the rest of the new money from yesterday and today sold in panic during the slide to protect profits or minimize losses. And here we are. Take it or trash it.

    This is still a great LT play IMO. All of the intraday action is just noise. If you are long, turn off your computer and go for a walk outside. It's beautiful out there.

    Sentiment: Strong Buy

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