RE:PRESENTATION YESTERDAY Thanks for the post! I appreciate the explaining of the warrants. The technical aspects of share structure is not something I have a lot of knowledge about. I spend most of my time examining the business value of the businesses I am invested in.
With NL, I think the main thing that they need to accomplish is to somehow show the market at large that their IP portfolio has value.
I Beleive that they have effectively marketed that IP in general will be important - but now is the time to show that their specific IP is valuable. Whether this is through: oil sales in which they can beat the competition on price; IP licensing deals; or sales of their own products growing rapidly. But currently in my mind this is the main objective as they are a science and innovation company. Because currently, this is a BET that their IP will become valuable and we are just hoping that we are here early.
I am sure they understand this and are working on it.
jmo