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

To: axial who wrote (8425)	1/14/2002 10:38:12 AM
From: Montana Wildhack	Read Replies (2) \| Respond to of 14101

Jim, I saw in your response that's you're aware how much you have to edit to keep lengths managable. It would have been easy to make that 10 times as long by putting in reasons or low/high probabilities, etc, etc. The point to me is more discipline in the assumptions on holding the stock and only doing the downside work on risk rather than upside potentials. As I posted on SH as Opcom (WUT on valium), I do believe Fab's 450 million is quite attainable given time and the expansion effect of repeat prescriptions in a market growing in double digits with an extended patent. This easily translates into triple digit shareprice 5 or so years down the road and I made it 7. My plan in my mind is very conservative; but, sufficient. Since I don't have real world probabilities - that's where I stop. If all goes as hoped this year I could see peaking in the high 20's or low 30's. This is easily understood in a scenario where WF10 catches attention while J&J talks about their new arthritis drug while the 5 million or so secondary flies off the table. $19 US? Absolutely. I wonder if we'll keep the OXO offices in California? When the deal closes, that lease will belong to us. Wolf BTW - you'll notice that in my weighting, if DMX fails at Canada, US, and OXO, then the shareprice drops out at $1.90. The EU operations plus the base valuation for BV/patents. In the meantime I'm adding to my DMX long term position for the first time since late 2000.