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 : GUMM - Eliminate the Common Cold -- Ignore unavailable to you. Want to Upgrade?


To: Mad2 who wrote (3562)12/26/2000 9:14:03 AM
From: DanZ  Read Replies (1) | Respond to of 5582
 
I don't recall saying that Gum Tech is a "lay down", nor did I claim that Gum Tech would sell $100 million in dental gum. I estimated that they will sell $20 million of dental gum in a market that analysts said was $100 million to $200 million in total size, and which some think will grow to $500 million. I also opined that if any company can expand the market to the upper end of that range, Procter & Gamble can. They have a reputation for building brands that become number one or two in their categories and if you and others want to bet against them, go for it!

Regarding earnings projections on dental gum, I estimated that Gum Tech would earn 12 cents per share on sales of $20 million. I further estimated that sales of existing gum products of about $500,000 quarterly would be accretive to earnings after they become profitable, and that this would add 3 cents per share to earnings. If they sell more dental gum than $20 million, which would very likely be the case if P&G expands the market beyond $200 million, the earnings estimate would obviously go up.

How much is the relationship with P&G worth?
How much is the joint venture with Swedish Match worth?
How much is Gel Tech worth? Read that as not JUST the existing two Zicam products on the market.
How much are future earnings of other products worth?

You think all that is worth only $7 per share?? That is a market cap of about $65 million, or about 3 times trailing sales, with 200% revenue growth last year. The way it looks, sales should more than quadruple from last year's record sales, and it is obvious to me that this company will be profitable in 2001.

LMAO! Silly your analysis (not analsis as you call it).

BTW, go to tess.uspto.gov and look up serial number 75785165. It is for Crest Gum, and it should be obvious that Gum Tech is going to make that gum. Also look up serial number 75785164 for Crest Mouthwash. It was submitted the same day as the trademark for the gum, and the serial numbers are sequential. Sometime ago, Gum Tech said that they were working on a mouthwash that contained Microdent, the active ingredient in Breath Asure dental gum and all the private label dental gums that Gum Tech makes for Ranir. Do you think Gum Tech might have something to do with Crest Mouthwash? If the search links expire, go to uspto.gov and click on "Search Trademark Electronic Search System (TESS)"



To: Mad2 who wrote (3562)12/27/2000 8:40:56 PM
From: RockyBalboa  Read Replies (1) | Respond to of 5582
 
Hey Mad2, nice to c ya. Stock has still some altitude ($6, uh) but with the cold season passing...

Do they already have any sales, earnings, cash flows (other than from
Issuance of common stock upon exercise of options and warrants?)