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Gold/Mining/Energy : Nuvo Research Inc

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To: Cal Gary who wrote (6470)	1/15/2001 4:47:13 PM
From: Montana Wildhack	Read Replies (1) of 14101

CalGary, Welcome back. I'm not sure what to say about that posting except that it was fun at the time. It might be more appropriate to do a boyband thing now. Back then it was germaine to talk about waiting with nothing apparently happening. Now things are happening; but, not with who we had in mind. (Don't interpret that negatively, I'm quite satisfied that we're moving ahead). Regardless of the merits of partner choices - we are coming to the true core of the issue of owning this stock. Pennsaid is coming to market and we will all see how well it does as the months pass. By mid year we will also see how the WF10 side of our investment stacks up against expectation. This is a completely different game this year which will move more center stage as the year passes. Last year we were looking for announcements. This year we should be looking at how it sells and at what rate those sales are changing. This was always the crux and became real with the Provalis announcement. As the quarters pass, I will see whether investing in this company was smart or not. Can we do take 5% of the European market or should I have sold? Announcements will increasingly move to the side in importance to the main revenue/profit issue. It's obvious Rebecca has in some way made the cash concerns go away at the right time and that was the only potential roadblock to moving ahead. I'm over here making paper airplanes while the time passes because I think we'll get around 5% or so of the european market and I know that's enough to get me past $25 or so. If anyone thinks I'm overstating I'll give an example. If we now got an announcement that the FDA had outright rejected Pennsaid, we'd probably drop $3 or so. But if sales hit the 5%, we'll probably rise $20 or so. Wolf

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