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AMR Corporation Message Board

lee.stan93 7 posts  |  Last Activity: Apr 20, 2015 4:22 AM Member since: Nov 5, 2009
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  • I hope that once the data/cloud is protected or at least has protocols for protection in place, they focus on the actual hardware with APDN as the backbone

    Sentiment: Hold

  • trading ~3.50

    Applied DNA Sciences uses plant DNA as markers (detectable/undetectable options exist) as an anti-counterfeit measure that is embedded in the manufacturing process with both lab testing and now early stages of in-field testing.

    Main users to date:
    Yes, the United States Department of Defense with procurement via the Defense Logistics Agency. (The US DOD has affirmed in Congressional hearings to date of a material percentage of counterfeit electrical componentry not meeting standards - bearings, chips, resins, seals, etc). So to protect the war-fighting effort and the service men and women, DNA marking is one of many solutions endorsed by the DOD.

    Check the site for other major users (Loomis, Brinks, Martin Guitars, Supima cotton supplier). Recently, APDN has made inroads in the pharma space gaining approval of major FDA attorney affirming the low dosage of plant DNA having no impact of a drugs efficacy.

    Full disclosure, long and strong APDN. Also, APDN is on the verge of issuing more capital - likely mixed shelf combo. Authorized shares is 500M shares and appox 18M issued and outstanding so expect additional dilution.

  • Reply to

    still going to zero, right?

    by georgesmarsh Mar 24, 2015 7:28 PM
    lee.stan93 lee.stan93 Mar 25, 2015 4:52 AM Flag

    1. i said it before...longer it takes to sell the furnaces, the less they will be worth
    2. no equity committee representation
    3. TG never had the best interest of the equity holders
    4. GT is losing ground on the push for solar as an alternative given their BK status which diminishes the value of the intellectual property and lack of investing in R&D

    So yes this thing is going to ZERO

  • No reason this should be at $0.29. My expectation is this goes lower -- tests $0.22 and moves to sub-$0.10 and lower.

    DIP financing only buys time for the inevitable. If i'm not mistaken, I think there is/was about $100M in cash. DIP gets offset by cash and equity gets wiped out. Apple takes possession of their warehouse and fire sells the ASF furnaces on their own


  • Reply to

    Total 112 companies got orders for fsc5962 now

    by allamginger Mar 4, 2015 1:11 PM
    lee.stan93 lee.stan93 Mar 5, 2015 9:06 PM Flag

    Agree. this is the same approach APDN is using with Pillar (parent ITW).

    ITW made 4.68 in EPS TTM, with 380M shares, If ITW is willing to sacrifice a $0.01 of EPS to add value to their customers products in the form of injected DNA into the cap sealers, that works out to $3.8M in sales to APDN.

    On a unit cost basis, that has to amount to fractional pennies / unit of production. In the end companies want/need a low COGS to boost margins and APDN is a COGS component.

    So a $0.01 in EPS to ITW seems reasonable on an annual basis.

  • Reply to

    Path is cleared to get money

    by allamginger Mar 2, 2015 7:21 PM
    lee.stan93 lee.stan93 Mar 2, 2015 11:27 PM Flag

    May 2015 not 15th of May

  • Reply to

    Path is cleared to get money

    by allamginger Mar 2, 2015 7:21 PM
    lee.stan93 lee.stan93 Mar 2, 2015 11:27 PM Flag

    My guess is they burn about +/-$2M/qtr and will raise first increment in May 15. I'm pricing everything at 500m SHS issued and OUTSTANDING. Nothing convinces me that Mgt has any clear understanding of running a company. Yes, the doctor is one smart doctor and vision for the product is strong. But he doesn't know how to run a company.

    Again, my pos is affirmed - small "early-stage", cash burning with low-no profitability and inability to attract real strong talent to form an executive management team

    Sentiment: Hold