SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Catalytica Energy Systems, Inc. (CESI)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Nero who wrote (1082)3/2/1998 11:43:00 AM
From: James Perry  Read Replies (1) of 1514
 
Well, of course the perverse problem is that we have this bunch of delightfully brilliant management types who have repeatedly stunned us with moves which they make seem routine. And they do it while refusing to tout the stock. "Yeah, we have this pollution control that Exxon is using, but we won't make any money on that for awhile" and "Yes, we are buying this factory, but don't expect to make money from it for at least a year - and who knows when we will get more orders, what with FDA oversight and all that stuff!" And "We are expanding our brand new factory, but shucks fellows, who knows if there ever will be any demand for that"....Seems to me that if Glaxo wanted to outsource some manufacturing, then there likely is others. And since Pfizer is one of our shareholders, their thinking might not be totally concealed. And we keep getting glimpses of others who want to use research capabilities in Ctal, all of which gives thought maybe she does have something that others will want to use.
I think it is quite possible that Ctal can fail to prosper. The thing I see which I think might cause that development is for the management team to step on its collective dick. Short of that somewhat unlikely eventuality, I really do expect to make a nice buck here in times to come.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext