poh - a realistic viewpoint., page-3

Hi Neo, well as usual time will tell. Even I noticed the Double Bottom on the chart, that we are trending out of. You may be proven correct.

However, look at the pipeline and where we are. We are a maturing biotech. We have products ready for money on the table deals due to their development stage.

Deals made so far, and ALL future deals, will cover ALL development costs with milestone and upfront payments. Granted we do not know how much, but we we can look at similar deals to give us a guide to $s.

The board did not apologize for the share price at the last AGM. They did say "our patience will soon be rewarded". Now it has taken nearly 12 months, but I for one beleive that this is coming true, not fulfilled yet, but is seriously in motion. Now considering some of us have been involved for 16+ years, 12 months in context is "soon"!

The board have also tangibly implemented what they said at the AGM. Commercialisation of TPM product.

We should start to see REAL revenue from that in 6 - 12 months. How much, we are yet to see figures for. But I guesstimate $8-10m from Le Metier and Elixia, next year alone plus growth for subsequent years.

Also part of that commercialisation, was an upfront payment and 10% equity in an established OTC company. Worth approx $6m and 50% of a company to develop products. Revenue probably 18-24 months away. I guesstimate that to be $10m in the first year of full implementation. Leaving from OTC deal, Le Metier and Elixia in 2 yrs revenue over approx $25m

So cash burn has almost been eliminated. That was a big concern a few months ago.

That in 2 yrs is 3 cents per share revenue. Which should equate to 40-50 cents per share, on those products alone.

Now look at the pharma pipeline..............

But look at your chart in isolation. The other here looks at the chart AND looks at what is going on around that to form an opinion.

But you are right it has been a torrid few years for POH.

What if the "false" breakout you mention, is NOT false. 5c you will never see execpt in a dividend. But that, I doubt we we'll see for 3-5yrs. And is another story.

Personally I hope it dips again. 'Cause I want more.

I am a "Happy Clapper" and proud. LOL

cheers

TL