Roadrunner - first I'm pretty sure @Sabine is a woman. A pretty big clue being that its a girls name that actually means "woman of Sabine people"! More common in the US and Australia is Sabrina (I wonder if Sabine can wriggle her nose?) ... I digress.
Re: cost of tubes, I think you're both right (a 3.5mL tube retails for US$35; a 30mL tube retails for $280).
That aside, some thoughts on the business ...
On the positives ...
- Are biofilms and bacteria resistant bugs/wounds a big problem - Hell yes!
- Is it a costly problem - Hell yes!
- Is $280/30mL tube expensive if it solves this problem - Hell no! Perhaps ask
@NavyDiver for his thoughts!
- Is BlastX better than anything else on the market - Hell yes!
- Would a more effective wash be attractive to hospitals and drive NXS sales volumes and revenue? - Hell yes!
- Is Lang Walker a shrewd businessman - Hell yes!
- And would he throw extra money at something he and his advisers thought was a dud? - Hell no!
On the concerns ...
- Why have sales been so slow?
- Why did 3M fail to gain traction?
- Can the management team deliver the potential revenue and dominate the market whilst the tech is still under patent to deliver a powerhouse company in hygiene?
The distraction ... IMO the acne treatment is marketing guff. The CEO's niece? spins a social media tale with the tbh brand... but on her own admission, it's on the back of her refusal to follow the advice of a dermatologist that could have fixed her acne problem! Yes, this stuff may work as well (or better in some instances) than other disinfectant chemicals (eg. sodium benzoate), antibiotics, chemicals that open whiteheads (salicylic acid, benzoyl peroxide) ... or perhaps even combinations of these. But ... I don't think it's in the same league as hormone treatments (girls) or isotretinoin (specialist treatment only from dermatologists for girls and boys). IMO, it's just another option rather than something groundbreaking so it'd be better for NXS to distance itself from this (seems they already are).
The positives mean that I have a smallholding with an average just a couple of cents above today's close. The concerns are why my holding isn't more substantial.
IMO
@sabine is unambiguous ...
she clearly believes in the product and that the management team can deliver wrt marketing and sales so has jumped into the lake (in
her bikini no doubt). Me? - I'm sunning myself on the side of the lake having a chat to
@flobob ... except I've stretched out from the bank and have a toe in the water (whilst
he's sitting on the dry ground, a bit further back).
But hey
@Roadrunner1717 ... you've been on HC for some time but only ever posted on NXS and AVH threads. And ... you don't hold either? Yet it's clear from your posts have a negative view on both? It seems you've studied NXS to some extent or have some knowledge. Why is this? Are you really an investor? Are you here for some other reason? Do you have some sort of axe to grind regarding these two companies? Or other - what?
Cheers, Simon
DYOR+++++
(20min delay)