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To: Cal Gary who wrote (6742)2/12/2001 8:23:11 AM
From: Ron Nairn  Respond to of 14101
 
Cal Gary: Thank you for highlighting the significance, or lack there of of volume. There's no question that the narrowly held nature and lack of liquidity sets this stock up to be manipulated by a few large players.

Even very good news seems to be over-ridden by the powers that be. For now...but not for much longer.

Acqua's cards will soon be in play. Europe and the US markets are too big not to be noticed by all the radar.

Rondo



To: Cal Gary who wrote (6742)2/12/2001 9:44:01 AM
From: Montana Wildhack  Read Replies (3) | Respond to of 14101
 
CalGary,

So Wolf, are you still sticking with 5% market share for Pennsaid with 1 full year of sales??

In the total absence of public sales projections by anyone,
I researched and posted possible outcomes based on market
sizes, stated 'royalty' percentages, estimated selling
prices, and estimated costs of production.

These projections were based around 5% as a means of
measuring how little it would take to make Dimethaid viable.

I need to be very clear that I have NEVER estimated
Dimethaid's market share which I consider a useless
exercise.

What I did was run scenarios based on the most accurate
information I could get as to what it would take to make
Dimethaid worth investing in.

Since those exercises showed me that around 7% of a growing
market in europe alone made investing worthwhile - I am
here in force.

If I had seen that 20% was required - I'm not sure I'd
be here at all. I certainly would have a lot less invested.

My work tells me we should be able to break the 5 and 7%
(and this I have posted) because this product's sales will
grow faster than the double digit market size growth.

In my opinion, Pennsaid will do better than that, but the
only reason I am here is because those low numbers can
deliver my investment goals.

I'm not coming on strong here. It's just that this is a
terribly important distinction.

Wolf



To: Cal Gary who wrote (6742)2/12/2001 9:37:41 PM
From: john.d  Read Replies (1) | Respond to of 14101
 
Cal Gary

<Imagine Acqua acquiring $50mm worth of shares in open market transactions?! Where would the price be today if that happened?......

.....Perhaps this combination will push the buttons of mainline funds to begin soaking up DMX.>

At some point, mutual fund managers will realize the potential of this stock and decide that they want Dimethaid in (in some cases back-in, i.e Fidelity, etc.) their portfolio's. When this happens, where will they get 500,000 - 1,000,000+ shares from? Rebecca? Don't think so! Dimethaid has raised enough funding through Acqua for the near future.

They will have to purchase them on the market and that will drive up the price smartly! What will trigger the funds to decide that they have to have this stock?

1. News on sales from the UK?

2. FDA approval?

3. J&J deal?

4. Oxo announcement?

I'm not sure what will trigger their decision, but when they do decide, one thing looks assured and that is the price will need to rise significantly for their orders to get filled.

As I've said before, this is going to be an interesting and rewarding year.

John