ALANCO ENVIRONMENTAL: ALAN Message Board

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Microcap & Penny Stocks : ALANCO ENVIRONMENTAL: ALAN

ALAN 0.00

Mar 8 4:00 PM EST

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To: Daniel Schulman who wrote (31)	1/26/1997 11:34:00 AM
From: Paul Bartosh	of 402

Dan, I can understand why a CDSI announcement would effect the stock more than a Fry Guy announcement. It's my opinion that a solid, RE-OCCURING cash stream from SGT. Fry is the key to pushing ALAN to become a profitable company that we can begin to place a value on based on traditional fundamental analysis (i.e. P/E's and PEG's). If Fry Guy's success is anywhere near the predictions of management last June, this stock would be an easy double. That would be very nice for all of us small guys, BUT the promise of CDSI would be HUGE. I for one and very happy to have this brass ring dangling over our heads, but I am very skeptical of the fact that the only positive developments for CDSI are coming from China. It's just not that secure of a market place for me to hang my hat on. CDSI could make ALAN a 10 or 20 bagger, but we'd all be stupid if we weren't skeptical of a business that could give us that sort of growth. IF we could see some positive developments for CDSI in the states (or even Eastern Europe for that matter), I'd be excited enough to put my entire portfolio into ALAN. But not before then.

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