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

To: twentyfirstcenturyfox who wrote (10546)	8/13/2002 3:17:29 PM
From: Morag	Read Replies (2) \| Respond to of 14101

Hi twentyfirstcenturyfox, I guess what the current share price and volume is telling us is show me. As we are both painfully aware, there hasn't been any buying pressure of note to generate a decent pop. The buying pressure will come if we get some positive news of substance i.e. HC or FDA approval or JnJ agreement, or WF10 fast track - I believe we should know this within the next month or so. With regards to REK and the private placement - I think that it would be problematic, and a waste of time and effort to generate a new strategy simply because the share price sucks. With everything else she has on her plate - the above noted items plus delivering on some European wins. I think it is the easiest thing for her to stay the course. It is so much easier to deal with a known quantity where you just need to pick up the phone and say "I would like 1.5 million dollars by the end of the month please". There is no real operational effort involved and she can focus on other things that need her attention. Sadly, she would have looked like a genius if HC had come through with milestones when they were supposed to, or the former distributor (whose name shall never again be uttered within earshot of any DMX executive - I spit on the ground...)it would have been a minimal dilution with a maximum effect. A private placement at some future point, once a lot of the operational details have been settled and dime is dealing from a position of strength seems to make a lot more sense. On the other matter, REK's holdings I know there has been a lot of debate about the transfer of her shares. If her shares were actually sold on the market it would have been even more disruptive than AW. I tried to get onto the SEDI site but it's under construction. The annual report doesn't seem to disclose employee options in detail who is holding what - or in my haste I couldn't find it - I am still at work. Perhaps someone else can help out here. Cheers E

To: twentyfirstcenturyfox who wrote (10546)	8/15/2002 3:34:44 PM
From: Montana Wildhack	Read Replies (2) \| Respond to of 14101

Fox, "Am I the only one for whom what I am hearing from the company just doesn't tie in to what the market volume and price level is saying?" No you're not. I think its fair to say many are aware of the discrepancy between the apparent August decision if its an approval and the price movement. The street does not believe it. At least not until it sees it. For Acqua, you saw Joe's post that 21.6% of all trading over the last 18 months was Acqua related. I agree with you that their presence has had a materially negative affect on the stock price which is not hard to understand given those numbers. I can see from the two posts you point out that Jim had a different opinion and I've been in this kind of situation myself; but, I don't see that Jim was directing his opinion at you specifically. He appeared to be speaking to the situation. Concerning the disputed shares, you passed on a question someone else asked which is they would really like to know what happened. I think everybody read that, nodded, and said "so would I". The fact is that the volume implication had been discussed by Joe who reviewed the trading in detail along with the Acqua placements. The date on Bloomberg record is a Saturday and following the next 2 months trading it was impossible to see 1.1 million shares without taking the next 40 days or so of trading entirely. This will unfortunately remain a topic of debate and no one can deny the public record was reduced by the 1.1M. I hope that helps. Wolf