General discusion:
1) Competitors
Well taken, in fact the David and Goliath situation is an item that got me involed in this stock. With the shear size of the competitors and the size of the market, a liable product will (should) be rewarded. As the market supports these large competitors, there are always gaps that a daring company can attempt to enter in.
2) Product change
The manual wipe was a temp fix while ECOs were being made. Been reading the newsgroups and have not seen any comments lately. Only problem here is change costs. As for the complexity, it is required to remove the man element, and Heidelberg addresses the complexity with reliability, uptime is very importanant to the printer. The paid inventory is a concern of mine, but also could become a plus, as this small company will require additional resources to meet future demand if projections are true.
3) Rexham
Rexham is a wild card here. Very interested in the status of this company, are they attempting to retain business, etc. As for Catalina, startup there should be no problem but I do see expenses with the NH site.
4) Backlog - checking your info thanx
5) Royalties
Are they advance payments or time payments ? By the read (values and times blanked) it read as a schedule of continuing payments not based on quantities in a particular month/qtr. Other item is the engineering payments, is Heidelberg funding this whole thing, or are the patents the cause ?
6) don't have access, I'll be reading what you type - keep the info flowing.
7) Catalina
Catalina will become an interesting company by itself. At least thats how I read the options.
8) Market
At each it is to be short run with a target market of quality color in quantities of 2000 sheets. The 200 sheet market is smoke blowing. Prior post (#??) showed a breakdown of cost effectiveness based on quantity.
11) PR firm
Question was thrown out for discussion. Is the PR firm in existence just for the suits, or to do public relations in a promotional concern ?
12) I'm in the background here - seeing if any judge will hear the case(s)
13) Interesting - I disregarded the post as hype.
As for the trading, actually I'm smiling that the volume is returning to reality. (even tho OBV wants the volume up). Chart wise this stock needs in excess of 7 trading days with a trading range less than 6 points. As for valuation my ideas are at the web-site.
Peirre - Good luck on the course -- what do you shoot -- decent handicap ?
Neil - Walleye sounds good, pay attention to the limit.
to the rest - Have a great holiday.
As for me, no plans, still learning this HTML stuff. Plan on sprucing up the website with some tables, etc. Also, adding info for other stocks on the STOCKS page.
Later, TOM |
