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   PastimesTomorrow's Short List


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To: Paul Kern who wrote (17)4/12/2001 9:13:18 AM
From: Paul Kern
   of 26
 
I took another look at at BINC. It looks like this might be real so it might be a technical short -- too far up too fast -- but it's not one of the usual POS picks. In fact, if I can find the "buy" button, I might buy it.

Paul

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To: Paul Kern who wrote (18)4/13/2001 12:48:43 AM
From: Jon Khymn
   of 26
 
So what did you do with BINC? short, long, or both?
Did you find the right button? <g>

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To: Jon Khymn who wrote (15)4/13/2001 12:55:03 AM
From: Jon Khymn
   of 26
 
------------4/10 4/11 4/12 4/16

D 67.3 68.4 68.1 67.5
AA 37.5 39.3 39.0 39.0
UTX 74.9 74.6 72.9 75.4
JNJ 91.2 92.0 90.8 90.9
MO 47.0 47.6 45.7 45.9 <>
************
C 46.3 47.3
CEFT 44.3 45.7
NBR 52.9 53.7

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To: Jon Khymn who wrote (19)4/13/2001 8:57:40 AM
From: Paul Kern
   of 26
 
Web,

I found the buy button and convinced my self to "invest" in this company -- a very strange sensation. Now they need a major food producer to sign a contract. This market has very little patience and if this doesn't happen soon, it's back to 6.

Paul

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To: Jon Khymn who started this subject4/13/2001 6:53:20 PM
From: Paul Kern
   of 26
 
Web,

About BINC see:
washingtonpost.com

and this:

Dale Baker who wrote (24696)
From: Londo
Friday, Apr 13, 2001 3:32 PM
Respond to of 24700

Again, congrats on BINC Dale.. but just to sober you guys up, I'll add the following:

BINC's balance sheet still isn't exactly the strongest on the planet. When it comes to negotiating royalty deals with other companies,
they would be limited as others could see that they don't have a lot of room to move about.

Arla won't bring in any royalties for a couple years, so there's going to be some time before you'll see revenues ramp up.. so it won't be
a billion-dollar product tomorrow (or ever)..

If its shown later on that the product isn't save, BINC would crash.

Obviously, approval is a significantly good event, and for a $100M market cap (and otherwise barely profitable operations), seems like
a good gamble.. but hearing people talk about this being a $100 stock is totally pre-mature. Management has to prove they can ramp
up growth, and make the product as profitable as possible.. royalty funding should help in a couple years, but the big $$$ is if they
sell the stuff directly themselves, which req

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To: Paul Kern who wrote (21)4/14/2001 7:06:34 PM
From: Jon Khymn
   of 26
 
>>convinced my self to "invest" in this company -- a very strange sensation. <<

Yea, sometimes you gotta go with your gut feeling.
Could be a good long term holding stocks, but for the short term, I think it will give back some of its gainings...

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To: Jon Khymn who wrote (23)4/14/2001 11:03:07 PM
From: Paul Kern
   of 26
 
We'll need to wait a quarter and see what the earnings from the royalties are. In the meantime, the trailing PE is a stratospheric 145. On the other hand if the product is as good as they say, there is a gigantic market for sweeteners.

Paul

PS: I could change my mind on Monday. Sell the small position, short the stock, and buy it again at a later date.

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To: Jon Khymn who wrote (20)4/16/2001 5:15:05 PM
From: Jon Khymn
   of 26
 
------------4/10 4/11 4/12 4/16

D 67.3 68.4 68.1 67.5 67 G
AA 37.5 39.3 39.0 39.0 39 L
UTX 74.9 74.6 72.9 75.4 75.3 L
JNJ 91.2 92.0 90.8 90.9 92.6 L
MO 47.0 47.6 45.7 45.9 46.6 G <Closed>
************
C 46.3 47.3 47
CEFT 44.3 45.7 44.6
NBR 52.9 53.7 54.8

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To: Jon Khymn who wrote (25)4/17/2001 11:32:18 PM
From: Jon Khymn
   of 26
 
------------4/10 4/11 4/12 4/16 4/17

C 46.3 47.3 47 47.9 L
CEFT 44.3 45.7 44.6 44.4 L
NBR 52.9 53.7 54.8 55.7 L
<CLOSED>

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