Posted On: 09/08/2014 1:32:35 PM
Post# of 30036
Re: brickbybrick #5762
No, I have followed Jason pretty closely over the past year and read his stuff. I'm a bit of a numbers guy, I like spreadsheets. In the past I thought Jason was being too conservative on his Price Target of .20 cents by year end. I thought a JV Partnership with LymPro that brought in 40 million up front cash would juice the stock and even get more mileage out of revenue guidance and the bridge data. But as we've seen, that didn't happen. Now I am lowering my expectations down to where Jason's are.
I hope this doesn't make me seem irrational? The questions is, is it rational to believe we may not need a RS to up list? Is it rational to think we'll get a MANF partnership by year end? I think my taking a more realistic approach, following the lack of pps movement over the LymPro catalysts recently....is quite rational.
I think we'll move up nicely in 2015, but the first 6 to 9 months before LymPro revenue ramps up might be a bit weak. That is where my concern about dilution enters. Is that irrational to raise this concern? I think not.
I hope this doesn't make me seem irrational? The questions is, is it rational to believe we may not need a RS to up list? Is it rational to think we'll get a MANF partnership by year end? I think my taking a more realistic approach, following the lack of pps movement over the LymPro catalysts recently....is quite rational.
I think we'll move up nicely in 2015, but the first 6 to 9 months before LymPro revenue ramps up might be a bit weak. That is where my concern about dilution enters. Is that irrational to raise this concern? I think not.
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