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: RE: Take a step back and observe.ease

RE: Take a step back and observe.ease

posted on Apr 29, 2006 04:57PM
If we are to become, strictly, a dividend paying company, then I see a problem with this type of valuating, which many are doing. IMO you cannot take Revs. X 12 add #s and come to any accurate PE. Each ``deal`` would have to be figured individually with valuation given only to leftover cash in the bank after expenses and the dividend payout. A recent example is HP,Casio, Fugitsu. Some 30mil. recieved...some 24.6 mil paid in dividends. You can no longer value the 24.6 mil. You could tho with your figures say 200 deals @ 10mil could translate into 200 2cent dividends for a total of $4 over the years and say $1 something per share in cash. (This scenerio is based on us only collecting fees and paying dividends...which I hope will not be the long term case)

On the brighter side the company does not have to commit to the long term div.play if other oportunity for investment comes up. Also can be good to get Ignite added to Revs. with a partner.

I will apologize in advance for the multiple posts today and somewhat neg. bias. This news of TPL/royalties has caught me way off guard. joe

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