RE:RE:RE:Mr. Market is wrong on this?Totally agree with you guys. In this case the market is wrong. There is however, I think, a logical reason that those of us on Stockhouse would feel that way. As I have mentioned here before, thanks to the great sleuthing by some of you, we are among the most knowledgable of CZO shareholders. and, probably logical that we are therefore among the most frustrated. Our day will come, and soon.
I think we will have earnings in Q3 and Q4. Someone on here said awhile back that it may be wrong to extrapolate earnings for Q3 and Q4 and any other year I would agree, but this year may be different because CZO is a net beneficiary of this Covid mess. We also could have an earnings surprise because I seem to recall that Gagnon's idea of a proper UCC deal would include upfront money, and of course, there would be no cost of goods associated with that money. Pure profit.
I listened to the recent presentation again last nite and I must admit something had previously gone over my head. When Gagnon made reference to the,'masterpiece"of CZO strategy I had assumed he meant the PGX technology. Listening again {and again} last nite it was clear that he was referring to the PGX-YBG as the masterpiece of CZO strategy. So, something we didn't even have six months ago and, I would assume, have yet to sell to anyone is suddenly the jewel-in-the-crown. There may be only one explanation for Gagnon's declaration of 'masterpiece' I'm guessing that the preliminary preclinical data on the inhalation study may have been so positive, so exciting, that management have decided in their mind that CZO does indeed have an effective Covid19 therapeutic. That would be huge as cases continue to spike worldwide.
I'm with CIAO, this is at least a 10 banger.