Nobody ? . . .. yikes ! ! ! do you belive what Mabel just said ? ? ? ? ? | PGEN Message Board Posts

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Msg  37768 of 38475  at  1/20/2020 8:49:48 PM  by

Graham&Dodd


 In response to msg 37765 by  Mabel
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Re: Nobody ? . . .. yikes ! ! ! do you belive what Mabel just said ? ? ? ? ?

When one of the most conservative . . . . . . some would say  . . . . . "realistic" . . .. . . longs on the board,  . . . ..  Mabel . . . .. . says he doesn't think there will be an equity raise in 2020 . . . . ..  well . . . . . that's a rather bullish pronouncement from a poster who has consistently tried to temper the "irrational exuberance" that most of the XON longs appear to be inflicted with :)
 
 
No public equity raise in 2020 is bullish because it would allow the market sufficient time to digest the various data readouts that Helen has projected for the second half of this year. 
 
 
And "if" there is any encouraging data  . . .. . . or "if" Helen scores a credible partnership deal for a project or two . . . ..  well the share price could be in the mid teens as Redwood projected . . . . .  before an equity raise is done.
 
 
The sale of Trans Ova  .. .  or a spin out of the MBP Titan project might solve the financial question quickly.  And there is no doubt that Helen thinks MBP Titan will be off the books  . ... .  . and not causing a cash drain . .. . .  "soon" . .. . .  because she didn't even mention it in her presentation at JP Morgan.  Does anyone think Helen accepted her new role at Precigen without knowing . . . .  without assurances . . .. . that MBP Titan would be off the books soon  ?  
 
 
I will be the first to admit that I was born at night . . .. . ..  but it wasn't last night :)
Look at the compensation deal that Helen negotiated for herself.  She is nobody's fool.   
 
My hunch is that MBP Titan is off the books "soon" . . . . . . which would give the auditors even more leeway re the going concern issue.  Trans Ova is probably a net cash generator so taking more time to sell it isn't a problem.  The dairy industry got a big shot in the arm with the new trade deal with Canada and Mexico.  Perceptions and margins could change for our benefit in 3-6-9-12 months.  .. .  . does it matter if it is generating cash ?


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Msg # Subject Author Recs Date Posted
37770 Re: Nobody ? . . .. yikes ! ! ! do you belive what Mabel just said ? ? ? ? ? Mabel 0 1/20/2020 9:52:49 PM






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