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: SGE, Lim and all....BaNos/Thread

RE: SGE, Lim and all....BaNos/Thread

posted on Jul 21, 2006 07:47AM
I think it was during the Q/A session at the SHM, the question was made about continuing dividends after deals. Pohl responded positively.

I did wonder how it could be realistic for PTSC to pay dividends, buyback stock and reserve capital for potential acquisitions - well buying back the stock is in effect reserving capial (is that a correct accounting category FUT?)...but still doing just two things, plus overhead suggests an agressive plan and strong projected revenue going forward.

IMO, continuing to issue dividends at this point telegraphs certain number assumptions to licensees jockeying for best negotiating position. Perhaps the dividends had a secondary strategic purpose, besides rewarding longs.

We know that major-level chess must be in process at the negotiating table for every customer working with T&T/TPL. Remember, besides the direct negotiations, competing companies in each sector have to look at each other and figure out what the other is paying. Every company that signs a license for the MMP committs expense. Their op-ex/margins are being affected and that plays a big role in having ability to leverage out competition...and their competition would just love to know where they stand.

IMO, just as at the negotiating table, a secondary game is being played here on the chat boards. Remember SSC6?...Now on Investor`s hub.

RB is just a jungle of ferrets and jackals, the amount of inane posts are just drowning the honest investors completely out. If I was an entity trying to win a battle, I`d consider the RB area neutralized.

I think the game here is a bit more sophisticated. Here, I see a divide an conquer strategy, designed to marginalize or remove the strongest, besides create infighting and topic diversion. IMO, our stock is VERY wanted, just at firesale prices, to be bought and later be used as a profit machine.

Makes me think of ``Art of war``...I misplaced my Sun Tzu papers somewhere. If you`ve never read it, I do recommend it - purely fascinating, so many subtleties to battle. I think I`ll look for them this morning, if I have time.

Regards

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