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Strategies & Market Trends : The GUMMMy Bear Squad touting Gum Tech (NASDAQ: GUMM) -- Ignore unavailable to you. Want to Upgrade?


To: DanZ who wrote (195)5/21/2000 12:05:00 PM
From: Mad2  Read Replies (1) | Respond to of 207
 
Dan, I pretty much summed up my analysis of GUMM in the following message (with included link).
Message 12743273
You also espoused your valuation and case for a long position around the same time
Message 12786240
As far as going forward, news can push it up, dissapointing results with gum/zicam can drag it down.
GUMM is dead money for the next few months, probably around July/August we will see news releases comming out of GUMM relating to ZICAM bla bla bla and GUMM will likely run up a bit based on expectations, of course GUMM will be trying to deflect attention from a miserable 2nd qtr. Given a lot of pipeline filling has taken place if GUMM doesn't show significant revenue and profit growth in 2000/2001 it'll become a QGLY clone.
Too early to figure whats to come in the 3rd/4th qtr, however the 2nd will be in the dumper.
In fact QGLY is a much safer bet for the upcomming 2000/2001 cold season.......if it wern't for Guy Quigly being such a pig (2.0mil compensation per year) their brand Cold-ease could probably fetch 2-4X their current market cap.
Anyway as I've said before the real winners of ZICAM are Hensley, Davidson and GUMM insiders whose bonus have been paid directly by shareholders (buying at $24/share that are now trading at $12/share).
mad2