Post by
hoffbag on Aug 27, 2021 2:06pm
Q2 Release
Heavy on the research/study announcements. Hanging on outcomes.... (glad to note on the board that some have greater memory of past non-outcomes, it is a bit insulting that management doesnt follow-up with shareholders).
Light on revenue announcements. What is the driver to improve - capacity? hunting customers? Again dont want to be putting all the eggs in the development basket at the expense of "base" business (kind of like saying I hope its not a strategic decision to limit this business).......Because MARGINS very good. Why arent we driving existing lines of revenue, GEEZ!!!
Cost control below the margin line quite nice and cash build good. So agan, why not drive this car EVEN A LITTLE HARDER on the top line!
Rather opaque on where we stand with the refinement of the PGX process. Like are we rocking it or still figuring things out?
Cutomer audit success very good. However, no mention if they are new customers or existing customers doing annual qualifications or reviewing process changes.
Comment by
prophetoffacts on Aug 27, 2021 3:36pm
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Comment by
hoffbag on Aug 27, 2021 4:09pm
Proph - valuation = hopes and dreams, wonderful things happening, incredible management with great shareholder communcation skills (and boatloads of kool-aid drinking diatribe). Hoffbag Share price Aug 27, 2020 - 0.82 Share price Aug 27, 2021 - 0.67 I know, reality sucks.
Comment by
prophetoffacts on Aug 27, 2021 4:24pm
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Comment by
stockfy on Aug 29, 2021 4:28am
Excellent said. Facts only.
Comment by
prophetoffacts on Aug 27, 2021 5:07pm
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Comment by
prophetoffacts on Aug 28, 2021 8:34am
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Comment by
archeo753 on Aug 28, 2021 4:45pm
Is the PGX commercial scale unit in reference to the plant in German under development to manufacture PGX-YBG or is this an additional PGX facility?
Comment by
prophetoffacts on Aug 28, 2021 5:41pm
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Comment by
hoffbag on Aug 28, 2021 5:49pm
If I read between the lines it sounds like a capacity issue. I hope the next facility announcement is a "ground breaking" one, excuse the pun.
Comment by
prophetoffacts on Aug 28, 2021 6:09pm
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