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Microcap & Penny Stocks : Microcap Potential Homeruns--Credible, and Reporting
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To: NAG1 who wrote (790)5/8/2011 11:33:47 PM
From: Ted M  Read Replies (1) of 1056
 
Neal,

I wish I knew. I don't know what size contracts they can now realistically go after, nor the potential margins. That pretty much leaves me in near darkness. What I have decided to do is close my eyes and cross my fingers :) that what we have here is unique enough to capture some significant commercial contracts and that they aren't far away--using the clues from VSYS as some support for such a view.

Even though I mentioned AXK, and USAT positively here before their huge runups this year--due to them appearing to be on the verge of an exciting period of commercialization/profitability, I missed most of the boat because I was trying to do the kinds of fundamental calculations you are trying to do, and the numbers just weren't there. NADVF falls into this category too. When we start seeing the kinds of news we have been seeing here with VSYS, I think we go into a period of great uncertainty, but great anticipation that commercialization is very close and the payoff could be very big. This attracts money, and since stocks go up based on demand/supply and not fundamentals(at any given moment) it behooves us to recognize these situations, and perhaps--just perhaps let the story take on its own crazy life until we get something concrete.

Always have preferred more fundamental foundation, but there may be important exceptions to make on a leap of reasonable faith.

ted
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