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Gold/Mining/Energy : Nuvo Research Inc -- Ignore unavailable to you. Want to Upgrade?


To: Montana Wildhack who wrote (6467)1/13/2001 6:13:44 PM
From: Jim Merz  Read Replies (1) | Respond to of 14101
 
I put my toe in the Provalis water yesterday...sure small volumes trading on that firm.



To: Montana Wildhack who wrote (6467)1/15/2001 3:08:28 AM
From: Cal Gary  Read Replies (2) | Respond to of 14101
 
Wolf, I've been waiting for the UK NR so I can request that you come up with something new.

Along the same lines as below, but something more .... how you say, up to date.

"Dimethaid
Why u so late?
You make us wait
Now get this straight.

We, The shareholders
Don't wanna scold her
Don't wanna fold her
We're gettin older.

There ain't no traction
We need some action
Some satisfaction
Time to participaction."

authored by Wolf K.

Reflection OT: There was some truth in your rapping. We certainly missed the tulip bubble of March 2000. Imagine what might have been with a UK Partner NR one year earlier, January 2000..........

Thanks, Wolf



To: Montana Wildhack who wrote (6467)3/20/2001 10:06:25 AM
From: twentyfirstcenturyfox  Read Replies (1) | Respond to of 14101
 
Hi Wolf - been hanging out. Looks like I missed nothing.
I too picked up a few thou. PRO. I have some interesting information, re Pennsaid, via an UK analyst for PRO (he issued a recent BUY, on PRO, with very little emphasis on the Dimethaid distribution deal. Interesting, that.
He is suggesting that PRO will pick up 2%(yes, that is "two") of the UK market. Using Ms. Keeler's own numbers (the UK market is $375million, that translates into annual sales of $7(andabit) millions.
The question this raises is - why did Ms Keeler select a distributor who is too small to handler distribution for all of EU - and yet whose expected sales will generate annual net cash flows of $1million (using a 15% profit margin).
Isn't this going to create a myriad of management demands on DMX?
I have tried to avoid thinking of the possibilities of difficulties arising at the manufacturing and shipping facility in Canada. But this approach is going to put lots of pressure on everyone at DMX.
eg
-negotiations with how many other distributors;
- orders in, production, shipping out, accounting, and so on.
All of these operations become much more difficult the greater the number of distributors DMX has.
Thoughts? PM me if you can, I returned to 434 new posts. I'll never find your answer next time I log on! TIA Don.