Targeted Microwave Solutions Inc V.TMS.H

RE:RE:RE:Realistic Expectations

[DiveEsther]

Good dialogue.  It's easy to see your optimism, and I'm not suggesting it's unwarranted.  If a near-term contract is signed the hype will certainly cause the stock to pop.  I could see it briefly hitting the 0.60-0.80 range on big news.  This would trigger some options with minor dilution.  There are 5 million options exercisable between 0.56 and at 0.75 .  Unfortunately, it would also be an ideal time for the company to go to market for an equity raise.  They will soon require additional capital for general operating expenses and a signed contract would almost certainly imply the need for additional capital expenditures as well.

As I suggested, I would sell on any significant news and then repurchase on the decline or dips that follow.  If future developments appear promising, this is when I will make entry into the stock.  On the flip side, in the absence of a significant near-term contract or other developments(s), the stock will likely face near-term dilution.  This also may create opportunity for investment entry (post-dilution) if cashed up, and the share price is trading at/near an all-time low.

As a long-term an investor, I am not entirely risk averse, rather decisively calculated.  I will deploy capital when there is a clear path to profitability and the downside-risk is more limited.  The timing has to be right.  I too, have had to average into stock positions, and it's not always by design.  If the company is going to be a success, making entry here at ~0.35 vs. later on at 0.60-070 is the least of my concerns... the potential future valuation would literally make the argument for pennies on the dollar.

Good luck longs.

Esther