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nusep in holding pattern, page-5

  1. 413 Posts.
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    FX,
    I'll leave it to Jukes to speak for himself on much of what you have posted, but here are some facts:
    1. I count 18 individual posters on NSP in recent times (Sydney 6791; Ragingboom; Jukes; Factor X; Kosenar; Bunyip Tracker; Leveller; RussianRoolet; 1qms; MAP; morley; william 1982; soarer; Tweets; Plough; Nathan Black; Swish Fish and last but not least Michelin Man);
    2. Your post on "re pipe filling up" had 138 views and RB's on same thread on 24 Dec 12 had 149;
    3. Your thread on Revenue vs Salaries had 8 posts which were each viewed well over 100 times; and
    4. Yes it may be possible that some posts are viewed more than once by the same person and thus the views don't represent the number of people looking (can Mods advise on this?) but equally some people may come and go in terms of having a look at NSP on HC.

    FX in the light of this do you not think on reflection that there are more than a handful (6-8) people who view the NSP threads on HotCopper? For what it is worth I suspect that there about 20 lurkers for every poster.

    The survey results show that HC is unquestionably the most significant share forum in Australia. Accordingly I think the numbers of people who have viewed some of the NSP posts in the last 12 months is more likely to be well over 100. I think Jukes has a point in relation to going over old ground and the potential to turn off people doing some casual prospecting. This is potentially to the detriment of all investors and a pity since I agree with Jukes that NSP is simply not on many people's radar.

    I still agree that there are unanswered questions and more importantly that the company needs to do more on the good governance front to fulfil its potential. Am I a true believer? I don't think so. I can however still see the potential despite the problems identified. Let's get things in perspective here! Can our company lift its governance game? Unquestionably! Are we talking about something on the scale and nose, so as to be comparable with the shonky land acquisitions by the comrades in the Hunter Valley? In my view unquestionably no!

    BTW it seems to me that biotech companies always take longer than predicted to achieve anything, it's a given that you need the patience of Job if you are going to invest in this sector (for example ask Kosenar about TIS).

    The fact remains that the key people at NSP have a lot of skin in the game already and it will be in their interests to see the share price climb at some stage before they reach retirement age. Quite frankly I don't share RBs outlook for multi-baggers any time soon, however I have over time built up a substantial (for me anything in six figures is substantial) speculative investment. As I have said before this means I am taking a calculated risk that I could lose the lot because I can see a credible possibility of a really substantial increase in SP over time. We'd all like to know how long that time frame is, but if we did NSP wouldn't be selling at about 25% of the October 2010 SP - particularly given the developments in Singapore since that time.

    I for one would welcome any intelligence on the progress being made in Singapore and with Sperm Sep (though I suspect the latter is on hold until more development funds become available).

    As always DYOR

    Kind regards,
 
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