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To: NAG1 who wrote (43870)12/1/2005 6:53:05 AM
From: Tom Dorsey  Read Replies (1) | Respond to of 120413
 
Neal,

I agree with all you said, and the mask alone will not completely protect anyone from contracting bird flu or any virus. In my view "birdflumania" will continue, and while I hope it never mutates into human to human transmission all bird flu plays will remain front and center for the for many months to come. If EFP meets its stated production goals, and can add a few more large contract orders from anyone of thousands of potential worldwide clients this stock is heading much higher. Granted there are many "ifs", but posting huge year over year revenue increases, and large production orders will make this stock an easy double or triple from current levels. For the record I own a substantial position in this company.

Tom



To: NAG1 who wrote (43870)12/1/2005 10:36:06 AM
From: Crony  Read Replies (1) | Respond to of 120413
 
Neal,
of course I do not expect the mask to protect a person 100%.
But, from what I understand, Nanomask is the best mask out there and it can filter out much smallest particles than M95.

Also, human immune system kills the virus. The problem arises when a person catches more virus than his immune system can neutralize. Then person gets sick. So even if the mask filters out not 100%, but 95% - it is a great help and a great chance that the immune system can neutralize the remaining 5%.

Of course, there is a risk that the mask is not what the company says, but I have to take a calculated risk. They've spent 8 years developing the technology, so I tend to trust them.

I was following this company for years (not closely), but started to buy shares recently in $.7 - $.87 range.
They are making 500000 filters a week and even at this rate they should make $5 mln a year in profit. Which means the share price will be several times higher. And for them being nonprifitable: stocks trade on expectations. And currently they are running on full steam trying to supply the masks and filters to their distributors. There is a real demand and they will turn a profit very quickly. That is why it is much better play (in my mind) than some biotech companies that just hope to have a product in 5 years.
EMFP has a product and they are selling it right now.
It is always risk and the demand might never materialize or they might run into some problems(as you know from the other company you follow).