Once again, hi Mike.
<<Like Anax...I dunno for sure, but that is the way I see it and I think I know the company far better than Anax....>>
That's nice Mike. We're glad to hear it, and you are likely correct. But I surely hope you're not asking people to simply believe you without doing their own research.
Concerning the Nabisco deal, I was not impressed when reading the announcement carefully- as I recall, from the publicly disclosed document, it looked like GUMM got some nice PR by connecting themselves with a big name, while Nabisco got everything else, like exclusive rights, if I remember correctly. But you apparently are privy to further information to which I am not. You say:
<<They will jointly develop 6 products which GUMM will manufacture with their one and only FDA approved facility. Nabisco will market....Nabisco intends 30-50 million in sales for "each" product (GUMM's revenue would be 40%!)...Nabisco targeted GUMM for sales in each line of a minimum $20M. Nabisco shipping should head out the door NLT January....>>
If you get a chance, please source this- it is not available info in public filings, so far as I'm aware, and certainly sounds impressive.
Are you an employee of the company, or an analyst(not with Gunn Allen, by any chance?)?
<<Side note: at a recent telephone conference w/brokers and a couple analysts someone took Kern's comments tallied them up and said," if what you say comes to pass, your earnings will be $3/s next year"...Kern seemed very comfortable with that!>>
Do you really believe that they will be earning $3 a stub next year? I mean, really? I'll mortgage the house, since that will give a forward PER of about 3. Somehow, I'm sceptical. :-)
Once again, I would appreciate any further light you could shed. But please make sure that it is something we can independently verify- I find that that is crucial when it comes to investing. I don't buy on the rumor, sell on the news, unless it's simply to take advantage of the mania of the masses. Thanks. (Go BROC).
Anaxagoras |
