Issue isn't the long-term, it's the short term share price buffeted by lack of capital to fund expensive trials,and development work, etc. Unless Frank has an imminent "upfront" payment from a deal that will soon hit the market, they will need capital. I hope that post-Labor day we get something to keep things moving along without capital issues. When a tiny company has it's activities internally funded, it's a miracle that they stay above water. Frank has done a good job doing that, but it is still a bit of a high wire act with respect to money needs.
at $1? Frost to absorb..or the Dutch? If Frost insists on same price as last money raise, its then back to $.75...
wondering if a deal for some product to launch in Q1, January for example, means CDXC has to keep their mouth shut until November…We have a long wait. A long wait means further downside. My average is $1.40, and I am willing to add under a buck. I have to remember that Frost, etc bought last at $.75. We may get pretty close to that number. Today was $1.13.
Uplisting about to happen? I assume that the dominoes start to fall (announcement of CHP installs/install calendar confirmed) once the uplift is PR'd. Once they can announce their customer we are at $5. If there is a second customer, try $8-$10. Hope they got their stuff together, and can execute flawlessly on their engineering…$15 1 year from now!
Robert, you've got the mojo going. Take a look at DYAI and BBLU for up listings and key events (licensing revenues to begin) the next 4-8 weeks. Nothing better than good licensing deals..
Robert, like your posts! Can you please share 2 or 3 other companies that you comment about and are positive on.
Military: If important for NCAA, don't you think that USA Branches of Armed Forces will also use this as part of standard medical induction procedure?
Bill Richardson? Are you kidding…He is less than totally useless. He makes John Kerry look like a genius. Why give him a seat on your board? The height of B.S. How would he assist with anything? It would be a plus to change the board's composition.
Can you humor us and identity key positives from the proxy materials? BTW, where does one find these materials? I don't see them anywhere.
Couple of basic questions:
1)If the $Billion revenue project is known already (they have orders for the equipment that are now being filled), why isn't the price/trend reflecting this?
2)why no presentation on their site?
3)Why did this recent announcement with Generix generate no interest whatsoever?
My take is that this a mishmash of stuff in the company bag. No one believes any of it. I am hoping that they are purposely trying to keep everything quiet. Why, I have no idea. This is the worst company communication I have seen in a long time. This should be well on its way at this point, but instead it is floundering, to say the very least.
Ok, so if you're if you are on the sidelines looking to enter, not terribly well-acquainted with ROSGwhere would you do so? Under what circumstances, and at what approx conservative price? Thx.
Kindly explain difference between sensitivity vs. specificity. Thx.
If so, then plant shake-out in August, and sales start in earnest beginning September. Hopefully we get some announcements in July-September, since revenues will not be reported until at least November/December for Q2.
From the latest PR I see that Leibovits is still President. How much longer is he guaranteed to stay in that position, and is it likely that he steps aside, or is he President for Life based on his ownership? Perhaps his position is not needed at this time?
I am only voicing my belief that based on their size, financial capabilities and dependence for future financial stability that their focus, laser focus, should be on the business that will bring in 90% of their sales, their profits, and the hopes for future stock appreciation. You heard of the 80/20 rule. It is the sacred rule of businesses that are well run. You focus on the 80% almost exclusively, and the remaining 20% you prune for profit. I don't know the history of this company. I am assuming that this huge CAPEX division is a recent development, after they bought into Solar and the other businesses. I think if the reverse had been true, that the CAPEX business came first, the others would not be part of this company. I will be surprised if the company stays in its current form if it aggressively pursues rollout of CAPEX to this existing customer and to future clients. Thanks for your insights.
Thanks for the detailed response. Obviously if they have ordered the units, then they have a signed contract, and there is some measure of protection against losses if the contract is broken by the other party. As a new investor, I choose to differ with you on the company strategy. This is not GE or Siemens. When you are at a $12m run rate, you don't have multiple management teams running different portfolios in totally disparate businesses (huge CAPEX spend w//royalty type income to individual battery type sales, etc). Bad move. It's a strategy that sinks almost all companies of that size. By definition, there is scattered focus by top management. When a company's destiny rides on the execution of 1 MEGA contract, you eliminate all possible distractions. I am a shareholder, and I pray they get that contract done correctly, and with 100% laser focus ON THAT CONTRACT. If they screw up, the company is TOAST. I hope that the management team and its field engineers are up to the challenges ahead.
And how do they have the funding to buy these 5 additional units while they are gushing losses? The company could help share some understanding of how they plan to do this. There are some financial logic holes here. Help me understand this better…I think that many don't understand how this magic trick can be accomplished, and they are walking right past this investment.
Also, is it just my imagination, but the company is focused on multi-million dollar energy installations while at the same time it celebrates its low sales point green traffic light power drivers. What kind of screwed up business plan do they have? Focus, Focus, Focus. Totally screwed up strategy, that I hope they are in the process of cleaning up.
Appreciate your insights, as you appear to know something about this story.
Thank you for the summary. I think the biggest negative holding back the stock to date has been the acting President, although he may have served the company well during his time. I just hope that he is now totally out of the picture.
Fiorino seems to be a very good fit, and is very sharp. This goes up by at least a 5x multiple over the next 12 months assuming the science is sound. I am very pleased with this management change. I look forward to a conference call with the new President leading it.
Many, is this morning's announcement "the News" you were hearing? I hope there is more near-term impact news coming. They now have a drug runway for JV Pharma co-development, which is great, but this could take awhile before there is news produced. In the meantime, CDXC really needs another revenue based agreement, and soon, to hold this price and advance from here. I am concerned that if the market starts to weaken that we go down pretty hard. If we have some announced agreement the risk is dramatically lessened.