Well, Doc... I feel like I can’t really formulat
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Posted On: 06/05/2020 12:17:21 AM
Well, Doc... I feel like I can’t really formulate the best Qs until we get some new information. There is so much missing right now.
As usual, I’d like some better info on Excellagen rollout plans/timeline/sales forecast. What is the extent to which we are able to work in the VA under the current circumstances? What other avenues are in the works and where do they stand? This could be our main way forward without CV success, so if no CV success... give us the full scoop.
But so much of the direction for Qs depends on what I hope will be real info before the call regarding... the usual suspects...
- NGIO spin - timeline, hiccups/problems, why is S-1 submission delayed (Waiting for CV funding/milestone?), detailed S-1 info (pricing, final share count, shares in the IPO), fiscal calendar/Q reporting sked
- Funding update (CV first, other options if CV funding is a bust)
- CV timeline with funding
- Potential to continue down the vaccine path without CV funding or only with China; timing of that path (presuming that timeline would different from the funded timeline)
- Why no CV testing effort? Lack of funding?
Then there’s all the Qs regarding the other subsidiaries... which will be wholly dependent on the answers to the above Qs.
- If no CV funding or NGIO spin, how do we move forward? Will he use S-1 funds (when approved... and why not approved yet?!) at these SP levels?
- Uplist is probably a shoe-in w CV funding or successful NGIO spin... Is there any potential to uplist without those? What uplist criteria are still open if we limp along with only slow organic growth?
- What pieces will he jump start if he can only access a small amount of funding? How long would that ramp take, and what would it look like (Sequence of pieces to fund as revs/cash flow start to build? Forecasts for revs, cash flow, etc for the next 12 months (Can’t avoid that any more... we deserve a true forecast if this is going to be a real company)).
Where do we stand on the lawsuits over “puking of shares”, bad financing, share conversions for debt/AltuCell/etc?
My hope is that we will receive some sort of update that makes many of the worst-case Qs go away. But if not we need to get a much more open and true forward-looking vision of what can ACTUALLY be accomplished if CV/NGIO don’t push us to the next level.
Frankly, if July 4th weekend goes by and we don’t get some real progress or a realistic walk-thru of feasible plans, I’m going to start lightening up my share count. 10-K info will be getting stale soon after that, making the uplist hurdle mighty high for the organic growth method (unless the Excellagen forecast is impressive?).
How I feel: Picture Judge Smails in Caddyshack as Danny Noonan eyes the big putt - “Well... we’re WAITing!” Sink the putt, Joe.
As usual, I’d like some better info on Excellagen rollout plans/timeline/sales forecast. What is the extent to which we are able to work in the VA under the current circumstances? What other avenues are in the works and where do they stand? This could be our main way forward without CV success, so if no CV success... give us the full scoop.
But so much of the direction for Qs depends on what I hope will be real info before the call regarding... the usual suspects...
- NGIO spin - timeline, hiccups/problems, why is S-1 submission delayed (Waiting for CV funding/milestone?), detailed S-1 info (pricing, final share count, shares in the IPO), fiscal calendar/Q reporting sked
- Funding update (CV first, other options if CV funding is a bust)
- CV timeline with funding
- Potential to continue down the vaccine path without CV funding or only with China; timing of that path (presuming that timeline would different from the funded timeline)
- Why no CV testing effort? Lack of funding?
Then there’s all the Qs regarding the other subsidiaries... which will be wholly dependent on the answers to the above Qs.
- If no CV funding or NGIO spin, how do we move forward? Will he use S-1 funds (when approved... and why not approved yet?!) at these SP levels?
- Uplist is probably a shoe-in w CV funding or successful NGIO spin... Is there any potential to uplist without those? What uplist criteria are still open if we limp along with only slow organic growth?
- What pieces will he jump start if he can only access a small amount of funding? How long would that ramp take, and what would it look like (Sequence of pieces to fund as revs/cash flow start to build? Forecasts for revs, cash flow, etc for the next 12 months (Can’t avoid that any more... we deserve a true forecast if this is going to be a real company)).
Where do we stand on the lawsuits over “puking of shares”, bad financing, share conversions for debt/AltuCell/etc?
My hope is that we will receive some sort of update that makes many of the worst-case Qs go away. But if not we need to get a much more open and true forward-looking vision of what can ACTUALLY be accomplished if CV/NGIO don’t push us to the next level.
Frankly, if July 4th weekend goes by and we don’t get some real progress or a realistic walk-thru of feasible plans, I’m going to start lightening up my share count. 10-K info will be getting stale soon after that, making the uplist hurdle mighty high for the organic growth method (unless the Excellagen forecast is impressive?).
How I feel: Picture Judge Smails in Caddyshack as Danny Noonan eyes the big putt - “Well... we’re WAITing!” Sink the putt, Joe.
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