22nd Century Group (XXII)

[streamingeagle88]

Now above $4. Only one and a half month into the new year and your lead already seems unassailable, Streaming..

Gloat with duration. A gold medal. Applause.

XXII, DSNY (from here), SPIHF

Take a little risk. Might make a bundle.

[Movieguy]

XXII has just gotten ridiculous. I wish I had put much more into it at $1.25 (of course). Thanks a lot Streaming! Gloat all you want.

So when to exit?

[admin]

["So when to exit?"]

While no stock goes up in a linear fashion, there are a few reasons to argue that it could go considerably further:
- The $1.25 you mention is likely to have been artificially low due to the rather indiscriminate selling of a financing company, that has now gone
- They've all but secured uplisting to a bigger exchange (Nasdaq or NYSE)
- If their takeover gets approved (and I don't see why this shouldn't happen), they automatically become a member of the MSA and can produce and distributes cigarettes in the US, as well as export them. The market is so big that even a fraction of it will have a considerable impact on financials. They've now got their own production facilities as well.
- At any time, British-American Tobacco can change their $7M research license into a commercial license, and/or pay a second $7M tranche, and/or sub-license to others.

They have a few more things going which are probably a little further out (smoking cessation aids, etc.), but the core is simply their patent portfolio of 100+ patents on plant genetics regulating nicotine levels which enables them to do something that they alone can: regulating nicotine levels in tobacco without chemicals, that is, without affecting the taste, and doing so in a much wider range.

I don't know about tomorrow or next week, or even next month, but next year the share price is likely to be significantly higher still. IMHO.

[Movieguy]

Thanks for that analysis, Admin. There may be plenty of volatility, but I think a general, significant move upwards is likely. Ong good thing about having so little initially invested is that one worries about a down move much less. There is no HUGE profit to lock in by selling . . . yet.

[admin]

With such a small position, I would simply sit on them until business developments warrant action. Big sell-offs are likely to be temporary profit taking and provide opportunity to add a few, perhaps. All depending on whether the business development is still on track. All IMHO, of course

[streamingeagle88]

Thanks for that analysis, Admin. There may be plenty of volatility, but I think a general, significant move upwards is likely. Ong good thing about having so little initially invested is that one worries about a down move much less. There is no HUGE profit to lock in by selling . . . yet.

And if I understand this correctly XXII can regulate the amount of tar (source of carcinogens). Every tobacco company of size will have pressure to license their technology or miss out on the low nicotine/safer cigarette. And that would be a big mistake.

Imagine their tech being able to regulate the caffeine in coffee without altering the taste.

And there is a newly legal drug that threatens to empty prisons and fill government coffers. Longshot perhaps but some might consider regulating the concentration of active ingredients.

What do you think?? Maybe buy and hold will make a comeback.

[admin]

Consolidation in the sector:
http://www.ft.com/intl/cms/s/0/bf6239d8-...z2uxBFVVhl

[macberry]

Uplist to NYSE for my largest holding. Woooo baby! Already up 200% and just getting started.

[streamingeagle88]

Uplist to NYSE for my largest holding. Woooo baby! Already up 200% and just getting started.

And when the conversation turns to regulating THC in marijuana..........

My 7 reputation will improve to a perfect 10.

OK a longshot.

[admin]

Congrats, guys. Next up MSA membership and domestic sales..

http://online.wsj.com/article/PR-CO-2014...14044.html