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Biotech / Medical : Misonix Inc. (MSON) -- Ignore unavailable to you. Want to Upgrade?


To: Jerzy Dziedzic who wrote (513)10/31/1997 11:13:00 AM
From: Beltropolis Boy  Read Replies (1) | Respond to of 947
 
does anyone know if bridgeway ultra-small cap is still holding through this drop? a semi-recent (sep 2) "smartmoney" article said manager john montgomery had misonix as 3.2% of his $37 million portfolio. here's the url:

smartmoney.com

long since '93. and never had a lesson.

dumb luck.



To: Jerzy Dziedzic who wrote (513)10/31/1997 11:28:00 AM
From: Michael D. Christian  Respond to of 947
 
Jerzy and anyone, I'm a new buyer of this stock and have a few questions that you may be able to answer?

Please give the historical ratios of revenue as seen on a quarterly basis, (ex. Is it a 15, 20, 20, 45 type company?).

It looks like a company with older/historical line of products (ultrasonic cleaners, laminar flow hoods, lab equipment), that may be stable but not highly profitable or big revenue items?????, and a few new market products that appear unqiue and innovative (pollution control and lyposuction (apologize for any spelling error)) which may be highly profitable and good revenue generators?

Can you fill me in on the above assumptions?

Also, is their cost structure stable? Have they gone through any recent restructuring?

Thanks for any insight, anyone!



To: Jerzy Dziedzic who wrote (513)10/31/1997 1:10:00 PM
From: md1derful  Read Replies (3) | Respond to of 947
 
Yeah, these drops are a pita!! As I posted earlier, possibly on this thread, I went through this parabolic behavior with two stocks last year..EISI and LUMI, virtually buying and selling them at the same price within a short period of time after they had tripled!!! These parabolic declines in these small caps are so precipitous that before your denial wears off, you've lost 2/3's of your profit and then you say what the heck. Well I'm at the "what the heck" point with mson and quite frankly there's not much more that I'd like to be parking my moneyinto at this time, so I think I'll just wait till we complete the parabola!! REaly tho..I do like the fundamentals of the company altho as I have said in the past, I think they split the stock way too early and it was ultimately a disaster given what happened to the stock price while we waited for thesplit. If everyones complaining abut the float now...where were they when this premature stock split was announced?? I have never seen a stock perform so poorly in the weeks leading up to a split on virtually no news, leading me to believe that it was the split itself which was the culprit!! Just a thought.