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Ian Cassel  

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  • Where Food Comes From And Investing In The Evolution Of The Food Industry [View article]
    Management and board ownership is 36.6%. Yahoo finance and some other places book John and Leann Saunders ownership twice which is an error. They own a total of 7.3m shares.
    Jul 23, 2015. 06:42 AM | 1 Like Like |Link to Comment
  • Where Food Comes From And Investing In The Evolution Of The Food Industry [View article]
    Good writeup. Having a monopoly in a niche market that is expanding rapidly is a good position to be in. Just ask Peter Thiel.
    Jul 23, 2015. 06:40 AM | 1 Like Like |Link to Comment
  • VolitionRx: The Future Of Cancer Screening [View article]
    Up until 2014, the company was mostly funded by insiders, board members, friends & family. They continue to step up:
    http://1.usa.gov/1MqrXJt
    Feb 16, 2015. 09:53 AM | 1 Like Like |Link to Comment
  • VolitionRx: The Future Of Cancer Screening [View article]
    I think the more recent data from the double blinded Danish trials shows it detects as well early stage as late in the 59 patients spread over the four stages, http://bit.ly/1Mqm3rQ but as you say we will see when the full study is released and published, but this is very encouraging.
    Feb 16, 2015. 09:24 AM | Likes Like |Link to Comment
  • VolitionRx: The Future Of Cancer Screening [View article]
    Volition would definitely use an external CLIA lab to validate and submit for approval. In many ways the simplicity of the ELISA test make their tests ideal for the CLIA lab route, EXAS and EPGNY are very complicated and expensive tests and therefore not as suitable for an LDT. That being said, the main game as you say will be with the FDA. Volition has had great success in obtaining samples for a fraction of the cost of others due to the very small amount of blood required, it is only requires a few percent of the total blood draw. For example the 14,000 prospective Danish screening trial is costing about $1.8 million. A US trial would be more, but not massively. I agree, the rest of the world including China is also very important, and very fertile ground for a low cost blood test. It will be a very interesting year indeed.
    Feb 16, 2015. 09:23 AM | Likes Like |Link to Comment
  • A Potential Game Changer In Cancer Screening [View article]
    VNRX completed a meaningful capital raise and uplisting to the NYSE, it should now start to get on the institutional radars. Post capital raise, VNRX trading at 3% of EXAS valuation.
    http://yhoo.it/16WSb6t
    Feb 8, 2015. 07:53 AM | Likes Like |Link to Comment
  • Innovative Food Holdings: The Cheapest Company In FoodTech [View article]
    2-Year extension with US Foods announced yesterday which addresses my Risk #1.
    http://1.usa.gov/1ydTnsA

    This significantly de-risks the core business likely adding a bit of premium into the value of the Direct-to-Chef business. Not surprised to see the stock reacting favorably.
    Jan 30, 2015. 07:21 AM | Likes Like |Link to Comment
  • Innovative Food Holdings: The Cheapest Company In FoodTech [View article]
    The past is the past. The share structure has always been hairy, but now it is getting cleaned up. It's why I don't base valuation on the basic share count, and base it on somewhere in the middle of the basic and fully diluted. I love the fact they issued all stock for the purchase. Fresh Diet management and shareholder are completely aligned with IVFH shareholders.
    Jan 22, 2015. 01:18 PM | Likes Like |Link to Comment
  • Innovative Food Holdings: The Cheapest Company In FoodTech [View article]
    Yes, I believe it was a situation where IVFH was at the right place at the right time. The Fresh Diet management team that came in in mid 2013, who also put in seven figures into the company, did about all they could from a cost cutting standpoint, but needed the resources and talent to now grow the business. There are lots of synergies between IVFH and The Fresh Diet that would allow further cost reduction. Furthermore the capital infusion from IVFH as well as having a nicely cash flowing Direct-to-Chef business gives them a non dilutive way of funding the turnaround over the next couple quarters. The announcement yesterday of a new CEO at The Fresh Diet is a big deal. The new CEO with his background founding, marketing, growing, and then selling businesses in the food delivery space is very fitting. I would expect The Fresh Diet to be worth far more than 2x Sales once it starts growing again and a likely acquisition target for NTRI whom the new CEO sold his company to. I guess we'll just wait and see.
    Jan 22, 2015. 06:50 AM | Likes Like |Link to Comment
  • Innovative Food Holdings: The Cheapest Company In FoodTech [View article]
    a great addition..game on

    The Fresh Diet Names Foodtech Pioneer Bryan Janeczko as its New CEO
    http://yhoo.it/1GuWxRD
    Jan 21, 2015. 09:22 AM | Likes Like |Link to Comment
  • Innovative Food Holdings: The Cheapest Company In FoodTech [View article]
    Thanks Mike
    Jan 12, 2015. 02:45 PM | Likes Like |Link to Comment
  • BioSyent: A Great Micro Cap [View article]
    Your welcome. It's been a great year for BioSyent and its shareholders. It could certainly be one of those stocks that goes to $20-30 in the next few years. The hard part will be trying to find another one like BioSyent. Happy Holidays.
    Dec 26, 2014. 07:18 AM | 1 Like Like |Link to Comment
  • A Potential Game Changer In Cancer Screening [View article]
    Significant stock price movements need to be absorbed, so it's healthy to consolidate for a while. Buying often happens in waves, and the company has material milestones over the next 12 months that IF successful should add tens if not hundreds of millions of valuation. But it doesn't happen overnight, and the company still has a bit to prove. I've held the stock for years and I plan to hold, so whether it's at $2-5-7 doesn't mean much except to make the brokerage statement look a bit bigger or smaller. It will certainly be an exciting one to follow.
    Oct 11, 2014. 12:45 PM | 1 Like Like |Link to Comment
  • A Potential Game Changer In Cancer Screening [View article]
    Some additional data on trial results
    http://yhoo.it/1st8YFk
    Oct 10, 2014. 10:43 AM | 1 Like Like |Link to Comment
  • A Potential Game Changer In Cancer Screening [View article]
    No, they are all people who had symptoms of cancer. Only a fraction (less than 10%) actually had cancer.
    Sep 30, 2014. 04:48 PM | Likes Like |Link to Comment
COMMENTS STATS
212 Comments
142 Likes