Geoff, in response ....
in response to
by
posted on
Aug 14, 2007 09:19AM
Geoff,
Yes, we are in agreement.
The proof of Beta Glucan's efficacy will be with further tests/studies and, most importantly, poultry producers evaluating it as financially viable and placing orders.
IMHO, BioAgra has gone through what I call the evaluation stage, where it has to submit its product for independent analysis to support its claims. Also, from what we have read in the shareholder letter and heard on various webcasts, there has been and are tests being performed by industry participants/producers.
I feel that if Agrastim is a viable feed additive to enhance the immune system to both increase the performance of the livestock production and to eliminate antibiotics from our food chain, producers should be close to making orders and integrating it into their feed system.
Though evaluation is ongoing, I feel we should be close to concluding some tests. And I feel those test results will be favorable to us with orders.
So, when we see orders announced, then we will see further justification of Agrastim.
Money talks.
As to NCS, as I have read in the 10Qs and 10Ks, I see ExypnoTech Gmbh growing strongly. I wish we could have a far reaching press release on this but as I understand it, they want to be darn sure that they have the growth rate sustained.
We have seen ExypnoTech's rfid tags under the Tagstar label at Atlanta's subway system (MARTA) and I am sure they are in other major products.
Again, proof will be in the revenue and announced contracts.
So, we wait with held breath. Holding our breath because if we do get the orders that the poultry industry alone could make, Jimminy Christmas, that could be nice.
Regards,
Kent