May. 19 at 10:35 PM
$RVVTF
FWIW, here is my thinking for WAITING at this point...
Given 1: DRDC is totally in charge. They passed multiple off-ramps over an extended amount of time. Logic says that they found something.
Given 2: DRDC acts only as a lab, CA govt will have to a) assume the IP or b) marry MF with someone who can actually deliver. A is great and quick. B will take time. (Which one are we seeing now?)
Given 3: The scope will likely ONLY be CA military. This turns our 20 piece chicken nuggies into a 6 pack. Supportable price in the .10 - .25 range. Story ends. I'm out VERY happy.
*IF* the DRDC results/release contain the words, "SHARING DATA" (FDA/ BARDA) or "NATIONAL STOCKPILE", then the range becomes .40 -
$1.60 a share. I would be out early. NGL. I would also be drunk for about a month. And retired. And rich.
NFA. 👁️🍽️🖍️