M- thank you. My question is, at what price do you think they will need to market the needed $1M raise. The $350K is starting to move PPS lower (below) $.30, so my concern (and potentially an opportunity) is to pick up more at a lower price…thinking $.20-$.25 cents…as painful as that sounds. I appreciate you clarifying the potential uses of those funds. Sooner or later the PPS reverts to a higher level, but that may take a couple more quarters..until 2016?
think they'll still need more funding. this seems really inadequate/small until that happens. i think you will have a further 'opportunity' to average down.
Long term holder (7+yrs). Have seen my holding worth over $50K at one point, down to a fraction. Still trying to figure out what I am holding in terms of its value. Just horrible management with regard to the shareholder.
So the off-strategy holdings you think are worth the current share price. What do you see as a potential stock price value that you could attribute to the Insightec holding alone?
Appreciate your insight (haha).
Assume that this announcement is clarified at next week's meeting. This is a real puzzle, unless you're a financial engineer. Sounds ingenious, just hope it pans out.
Thank you. You clearly know the ins and outs here. So what do you think it's worth…what would you pay up to for the purchase of common stock? Much appreciated.
Tough to hold a company where there are so many basic questions remaining unanswered about their business. This is what I would call a wish and a prayer stock at this point. Have no idea where it should be priced. Not a good way to invest. I remember when this was over $40. The only good thing is that (I believe) the technology is out of their hands and managed/owned by GE. Therefore Elbit can no longer screw up Ex-Ablate like they did almost everything else. Still a badly managed and poorly communicating outfit. I have no idea whether Ex-Ablate is truly superior to other tech out there. Seems like GE has been sitting on this for a long time.
yes, CDXC and BBLU. CDXC is a longterm buy and hold. BBLU was scary for a while, but waiting on some upcoming news that could be very interesting. MARA is another great little situation that will be much better in a relatively short time. GLTY
I think they are cuing this up with mini releases. Each release means they come further out from the shadow and build more credibility. Can't wait for the big bomb release(s).
Couple questions/assumptions. Can someone clarify:
-Elbit fully exiting hotel/real estate and retail businesses?
-How much debt will remain on the books after liquidations?
-Will Elbit operations be reduced to strictly its Insightec holding?
-Elbit ownership of approx. 25% of Insightec?
-Has anyone/analyst, etc. put a number on the total value of Insightec, and then our 25% stake?
-How would that value be reflected in 25% ownership stake
-How many fully diluted Elbit shares are there?
-What is possible value after Insightec holding minus remaining (after hotel/land/retail divestments) outstanding debt
Then you are referring to a different conference. Unfamiliar with the one you are referring to, and haven't seen it disclosed, to-date. Hope they make a showing there on June 2. I can wait another 2 weeks.
Update on conference: BBLU just dropped out of the SeeThruEquity conference for next week. Don't know why. Maybe not quite ready for the public view just yet. Couple more weeks?
Even with new business streams, they have NOW declared, "we have no money to continue"….
Possibly an oil services company takes them over…for $.05, $.005? They still have massive debt..BK means shareholders loss 100%. End of this story, sadly, as predicted. Would assume Management would want some exit parachutes, and then sells company for a couple pennies.
Would assume they license the product for retail this time. Heaven forbid they try this themselves. They are not marketers, and I believe Frank understands that and learned his lesson. They almost went bankrupt the first time they tried. Retail recurring licensing revenues at 20,000 outlets (Walgreens, CVS, RiteAid) would by itself be worth the current market cap.
Great cc. Flawlessly handled. This company is in very, very good hands. Clearly, there is a diversified list of catalysts: retail, pharma, possibly consumer, in addition to a core business that is dramatically growing, in unexpected ways (certification program). Just sit on your investment and watch it grow 50% plus, each and every year due to real growth, and soon to come profitability, with up-listing. I would imagine they do the up-listing once they become profitable. Keeps getting significantly better. Hope Frost brings them additional surprises as well, such as international sales.
they are signed up for a conference in NYC end of May, so must have things that will be made public this coming week. start of news flow will push this up to ….$2+?