General comments/chat, page-13438

Hi micduke0,
I've be thinking the same thing re over valued and rapidly increasing mktcap. here are my thoughts for what they're worth.
all else being equal, if we press the pause button on ADN now then yes it appears over priced. $600 and something million mktcap, no revenue, some CAB. that's all on paper.
now, press the pause button again and let it play, in fact fast forward a little. what's in the pipeline? Realistically, I don't mean blue sky nanotech, the real stuff that is being sold and consumed today. if half that revenue comes on line the $600m mktcap is easily supported, I think there's room for a couple of players and the $600m is supported.
personally I think the SP is a bit hot for where we are at, might be a bit over cooked, but we roll with the ups and downs, have done for nearly 2 years now.
in short when folks say the mktcap can't be justified they are kinda right, if they are just looking at the financial papers. the deeper you go into research the more you realise that the complete opposite is probably more accurate.
enjoy the weekend and the time away from the screens. we'll be back on Monday,
cheers all