Member Info for guygad

I still cannot access the doc, but perhaps that is a fault on my end. I listened to the chat called-out by 'FreddyFIB 23', above, but it focused to large extent on TIZ. Cerrone discussed the shortened review time for OKYO treatments (vs. TIZ) but added little color. There was an acknowledgment that TIZ has fallen short of investor rels. in the past and they've now taken steps to address that so it would be interesting to see if, in future, there is an improved effort in this dept for OKYO. All that aside, I heard little nothing on the business side to encourage me to buy (either TIZ or OKYO) but the med tech still looks attractive.

I've been trying to bend my brain around this name for a couple of days, but haven't made any progress. Given the results (released March 28) and the colossal dilution (confirmed this week), is the value prop a combo of the tech, emergence from Covid, and evolving nature of advertising/ direct marketing? (It feels like management have been almost uniquely unlucky in the last year--Covid, fast changing approach of Apple, etc., to privacy issues--and under capitalized. In other words... what am i missing? (Sorry for the lazy questions, but I'm short of energy these days.)

Rokerpark68
Many thanks for your note. (My apologies for not seeing it before today.)

I've tried to access the doc through the Okyo site but it's not yet posted and the link they offered at
http:/data.fca.org/#nsm/nationalstoragemechanism
doesn't work. I'll confess that I'm short on patience today and very tired but will look again tomorrow.

Could I ask if you have a position in the name?

Kind regards, and the like.

689k traded which pushed the price to 7

Given the warning, from November 2020, are you fellas concerned about the rising levels of covid in India?

By way of transparency, I've been in and out of PTRO for a couple of year but do not hold at present. Love the company, though.

https://www.theguardian.com/sport/2021/mar/27/indian-cricket-great-sachin-tendulkar-contracts-covid-19-as-cases-surge

Absent any new contract news, it's gonna churn for a few weeks as the underwriters and disgruntled shareholders sell into any strength. 23rd of April, 0.33. With some contract news, it will take a leg up.

I’m poised to go through a couple of years releases. You fellas recommend any non company releases as info sources?

I’ve been in this name for four years and it feels like they’re always on the cusp of doing something... then a fund raise.

Surely not wholly owned, or their stock wouldn't be traded separately and discounted secondaries offered only to Panetta? My reading continues, though. The product looks solid/ under served demand, etc.

I've no position in OKYO, sadly, but have been reading the RNS and annual reports. Any of you fellas worried about the outstanding warrants that get issued with last few capital raises--it seems like the substantial discounts that Panetta Partners enjoy in each placing are augmented by huge discounts to 5-year warrants? Further, according to OKYO themselves, Panetta is owned 'by a trust in which Gabriele Cerrone has a life interest'.

In any case.. my reading continues.