Mosaic ImmunoEngineering is a nanotechnology-based immunotherapy company developing therapeutics and vaccines to positively impact the lives of patients and their families.

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Message: A new license and all we can do is attack each other ,the license program is..

Re: A new license and all we can do is attack each other ,the license program is..

posted on Jan 17, 2008 09:28AM

I too, like many, many others share your frustration with this stock. I cannot remember in  my 40 years of stock investing that any particular stock has acted this way...even another BB stock. Esp. one with ongoing cash influx with no debt of any great magnitude.

Our big problem now is going to be another "great anticipation date". IMO April will be a much better revenue showing quarter but we all have to realize that..

...we will NOT be able to discern who paid what for which license...we can guess at it with some logic behind us but we and more importantly ...the investment community...will never know who paid what. (BTW don't be surprised if the problem they're having on how to report some of these license fees is not for ongoing royalties but for payments from the J's being paid  by the quarter over the next year or two or three)

...these signings will do nothing for our PPS. As long as they are announced without $$$$ behind them and for what period...such a one time payment with no royalties or a partial payment with ongoing royalties etc. etc....no one or better yet no fund or institution will consider jumping in.

...our OS is way too high to get a major move on the BB or any other exchange. The OS needs to be reduced by as many shares as possible...when the restriction to trade is lifted...which BTW is IMO a good question to ask for the letter to Turley...... Are we so restricted as Hawk has communicated to me and if so for how long, and when do we start repurchasing some of this large float, again?

...many of us believe this stock should be around $2 or more right now. Well with a decent 15P/E we have to get to a yearly EPS number of at least 5 times where we reporting now. That is not impossible, but we need to remember, if a lot of our licenses are one time payments many analysts disregard one time revenues, and also one time costs, when calculating an EPS for future reference. The future predicted EPS is what those who might recommend our stock are looking for and ours is a hard one to get ones hands around for future EPS calculations.

...that being said what do we need WAY BEFORE an April Q that IMO will do little to move our PPS? Mr. Turley has said it more than once and he and the BOD know what is needed more than anything else besides our licensing $$$...What we need is an ongoing revenue stream from production and/or sales of an established or future demand driven product. I believe he realizes we need that badly and as soon as can be accomplished, which IMO is more than 6 mos away.

...to that end we need Mr. Turley to start ASAP to bring to the forefront where we stand and what actions the company is taking to get to that desired goal of an ongoing revenue stream. (keeping in mind that we don't expect him to give away any info that would scuttle any possibilities). Until then we will languish with this pitiful PPS because the demand for our company's stock just isn't there. With OS that exists even any small demand will be shortlived and the price will retreat eventually like today.

...even with an NDA, they can put that aside and start immediately to bring ongoing info to the "street" about where we are in M&A and how soon that is expected to being accomplished.

If we can start receiving ongoing info about Mr. Turley's plan for this ongoing revenue stream then I believe we will see sustained PPS growth and with the cash-on-hand increasing monthly along with the company being able to start repurchasing shares, the PPS will not only grow but will sustain any increases that come about.

JMHO ...holding long waiting for Turley to open up more.

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