That is the dumbest comment ever. You are talking about a video from last November. Your comment relates to a video from nearly a year ago and you think that relates to how things are going today.
Freshen up your material. You are talking about ancient history. Just like most of the other comments you make. You are very good at twisting words from the companies and others to attempt to make things look bleak. Here is a fact from today.
IR is saying this.
Revenue is still on schedule to happen in the 4th qtr. The same time frame they have been anticipating for most of this year.
Yields get better every week and their are no major hurdles left for delivery. No show stoppers.
An analyst day is still anticipated in the fall and the company will give analysts at least 30 days notice.
This is what the compny is saying today. Based on this you would think that the next couple months will be ositive. I believe deliveries will happen in Oct. Jeff won't announce an analyst day until they have the process working with sufficient yields and they still say an analyst day in the fall.
I know Richard knows these things. I am betting that he is working with his hedge fund buddies to get out of their short position. Problem is there isn't a lot of volume to work with. Covering is very hard.
Richard. You are contradicting yourself. You say Rochester is up and operational and turning out product at a high rate and then turn around and say thay they connot produce even one sensor that can be sold for revenue.
Those statements are at odds with each other. Which is it? Can they produce something or not? There is a big difference between they can procduce but haven't shipped or sold the product yet and they can't produce anything that can be sold.
Your statement should be they haven't produced anything that has been sold for revenue.
As for the partner. Your statement says they do not make tablets. They are not a tablet manufacturer. It doesn't say that the company isn't planning to enter the tablet market. Could it be that our partner is not currently a tablet maker but plans to become one soon.
Seems odd that they would be working on development of a tablet for the last 6 months and have no plans to become a tablet maker.
So you said as of Sept 4 and that nothing has been shipped as of Sept 4th. Did Hawthorne indicate that the development partner was considering making tablets at some point in the near future?
Why would our development partner not make tablets? Were they waiting for UNXL to refine the sensors prior to starting manufacturing efforts?
What I think I am hearing from you is that the manufacturing have succeeded. Now the company needs to sell the product. You would think that would be the easy part.
I am actually thrilled with your comments. I don't care if our development partner is making tablets or not. I just want to know that the company has succeeded in correcting the manufacturing issues. Sounds like that has happened.
So that sounds like a very positive development. Why can't anything be shipped. Likely because our development partner isn't ready for rolls yet. Hopefully we see an annoucement of deliveries soon.
Quations I have
Are they still projecting sales in 2014?
What is the interesting information you are hearing about the development partners?
Did they discuss an analyst day? I know there is no announcement but are they telling everyone it is coming soon?
Those are the questions since you seem to be the only one with a source.
JT, This isn't meant to be a big PR event. This is the beginning of Jeff acquainting himself with potential investors and analysts. Next he will likely go on a road show.all should lead to more investors.
The rest will come in time.
Is that true #$%$? That is a quote from 9 months ago. You continue to pull #$%$ for the ancient archieves and quote it as though it was said yesterday.
You sir are a joke. Go away until you get a quote from the last month.
YOur comment and that quote in no way go together. Let's see. They said there will be commercial production in 2014. That is within 4 months. So could be 1 to 4 months. That is not many months before there is even a chance for Unipixel and kodak to manufacture and ship their first touch sensor. I think that is more like saying. "We believe there is a high likelihood we will ship our first touch sensor in the next few months."
As for the comment about a much work required to reach high volume production. You can say that 2 years ago 6 months ago, a month ago or 1 week prior to production. There is always a lot of hard work required.
I don't know exactly where you found that quote but I would say the quote says the exact opposite as your statement.
Would love to see some proof that Kodak said it would be months? I haven't seen that anywhere.
You have no idea what he intends to say. Wait for a week and see if his message was received well. I personally think he will tell the attendees that everything is nearly complete. Hopefully, analyst day in sept or oct. That revenue are scheduled for early 4th qtr.
I agree. That seems like a reasonable expectation. The placebo group is in tact. Not sure what % was on placebo. I was hoping 1 in 4 was gettign placebo. Assuming it is 1 in 2 the placebo arm will still be 250 patients and the Ampion arem will be 62. This will provide good results that likely won't be strong enough for approval but can be used to determine if the trial was actually successful.
I am betting that in Sept or early Oct the company will release results from the entire study and a seperate data set of patients receiving the untainted drug. They will also provide updated information on the 7 unblinded patients in the MI trial.
Those results in Sept/Oct could result in a stock price back in the $7-8 range or higher. If the results from the data mined 62 patients shows statistical significance does the market take note or do they ignore the data because the entire trial is tainted?
I am planning to buy shares in the near future.
Sorry Kathy but I sort of disagree. Mike knows what he has. If what he has is as good as he claims and we hope he needs to just continue down the same road. Ultimately everything will work out. You need to identify and take advantage of opportunities that the market provides. Yes the market is crooked and set up to punish the little guy like us. However, I believe this may be one of those opportunities that only comes along very rarely.
The company had a failure, actually set back, This didn't impact the end result. If the drug works the result will be the same a stock price in the $50-100 range in a year or 2. The only difference is we might have an opportunity to buy the shares in the $4-5 range for another month or 2. This will result in a 10-15 bagger and not the 6-7 bagger we would have gotten at the higher price.
All depends on what you believe. Is this a sign that the drug does not work?
I will say this. If this clinicals were truly being rigged as the blog suggested why would the results have been comprimised. I think they would have just falsified the records and made it look like the drug worked. I believe this was a real screw up that was just unfortunate.
I anticipate good news within 2 months on the 7 patient trial and that the MI trial will yield great results. Likely much much better than the single injection study would have produced. Thus I fully expect at 20 weeks we will find that the results of the trial will be p values of .0001.
The only question is will the 3 shots of saline help relieve pain through week 20. It will help. Just don't expect the effects to last very long.
I will be a buyer soon.
So the questions becomes have they made enough progress to feel comfortable setting a date for the analyst day. We get that date and it is a signal to the world that everything is good.
I believe that Jeff would like to meet with these investors and discuss the analyst day, Rochester up and running, potential deliveries in the 3rd qtr. Capacity and expectations for 2014-2015. If he wants investors to start buying it would be wise to begin a more realistic dialog than the one he has told since taking the CEO position. You don't underpromise and overdeliver to the extent he is doing now. At the current time it is more of a promise nothing and deliver very little.
They should be very close to manufacturing and deliveries at this point in time. If he wants investors to start putting money back into UNXL it is time for Jeff to channel his inner Reed and start increasing expectation.
A stock price in the $7-8 range and volume of around 100,000 shares a day just isn't going to cut it. IMO