Dow Jones 11230.73 -280.01 1:34 pm PDT, September 9, 2008 NASDAQ 2209.81 -59.95 For info, visit access.smallcapnetwork.com S & P 500 1224.51 -43.28 Change your subscription status here Russell 2000 707.29 -25.57 VOLUME 08 : ISSUE 79 In This Edition... * Dramamine Anyone? This Is One Nutty Market * Applied DNA Lands Yet Another Project * More Hints of Things to Come Dramamine Anyone? This Is One Nutty Market Typical September. Choppy, unpredictable, and not particularly bullish ...yet. While I'm not surprised to see stocks move into the red, I am a little surprised to see how willing the market is to come to a screeching halt, turn on a dime, and then blindly hit the throttle again facing the other direction. Don't blink - you might miss something. Today was just a dismal day, topping off what's been a dismal month so far. And frankly, I'm kind of excited about that. Yeah, you heard that right. As ugly as it's been, I also know on the back of my head September is usually the pivot point for the market. There's on old adage that October is a bear-market killer. That's basically true, but what's less recognized is how the recovery usually begins in September. Perhaps investors are thinking pre-emptively; I'm not sure. Anyway, though the average September is technically a loser for stocks, the values are likely much better now than they will be a month from now. Besides, after a 10 month, 28% pullback for stocks, I think the market has been appropriately devalued. So, I'm starting to wade into long-term positions. The short run may remain volatile, and bearish. That's something my 'trader' side will deal with though.  I'll admit much of my confidence has to do with my suspicion of the recession being over. That's also pre-emptive on my part; I know nobody has 'officially' talked about that possibility yet. I'll remind you though, we were well into a recession - and a bear market - before anybody started talking about that either. I'm not going to rely on the talking heads to tell me the obvious after the fact. I'll save the rest of my economic and market rants for the blog. I've got some other business to take care of right now.    Applied DNA Lands Yet Another Project Score another point for Applied DNA (OTCBB: APDN). They've just signed a collaboration agreement that could turn into something quite big...and bear a lot of revenue if the initial demonstration goes well. More importantly, the agreement also provides up-front cash for Applied DNA.  The U.K.-based Textile Centre of Excellence has requested Applied DNA begin marking Yorkshire Textiles and Fabrics with Signature (tm) DNA as a demonstration of how the technology works with their threads and fabrics. The end goal, of course, is to develop an effective way to differentiate between true Yorkshire fabrics, and counterfeit fabric.  If the idea rings a bell, it may be because this project is similar to the Supima project Applied DNA completed not that long ago.  Yorkshire Forward (a major business development agency in the U.K.) and the Textile Centre of Excellence (another U.K. based group aimed at cultivating the textile industry in the region) are looking for ways to protect their product's integrity...and prevent counterfeiting. Given that Applied DNA has already proven they can do this, via the Supima project, applying the technology for these groups is something of a no-brainer.  Applied DNA will be getting some up-front money ...about $100,000. However, the deal looks a lot like the Supima deal, meaning more cash could be on the way if the things work well early on. Though the details of the venture weren't given, I suspect there are scheduled milestone payments as long as the integration of Applied DNA's technology continues to show promise.  I'm sure the end-goal is much bigger though. If things work out well (i.e. if the technology can be successfully used by Yorkshire Forward's textile companies), this could mean substantial - and perpetual - revenue for Applied DNA.  I know it seems like things are going slow for Applied DNA ... and they are by many perspectives. However, that's just going to be the case for a while as the company works on these big fish. Supima, IIMAK's thermal transfer ribbons, Printcolor Screen Limited's ink, and now Yorkshire's textile industry are all mega-deals, which take a lot of time to cultivate.  That's just something to keep in mind. The Applied DNA press release is below.    More Hints of Things to Come I hope you remembered to mark September 12th on your calendar. Like I mentioned last week, that's the day we're finally going to unveil the small cap trading idea we've been brewing for quite some time.  I dropped a few hints in Friday's newsletter, but I've got a new batch for today. These are some other things about this new company that really get me excited... It requires four times as much energy to generate one unit of GNP (gross national product) in China than it does in the U.S.  The electricity distribution system in China is struggling to meet the demand. Temporary electric power shortages are becoming common, which is a particular problem for a country still growing its industrial machine.  China meets 2/3 of its energy needs by burning coal, which is one of the dirtiest fossil fuels. Acid rain caused by SO2 pollution has affected 1/3 of China's farmland. Some soil can't be farmed any longer.  China's government has vowed to shut down inefficient factories in high-pollution industries, which are primarily electricity, coal, and steel.  Clearly those are problems that can't be left alone. Wouldn't be interesting if a company could tackle those problems head on with a real solution? Hmmmm.  I really can't say anymore. In fact, I've probably said too much already. It's just that I'm more optimistic about this company than I've been about any company in a long time. As you can see from the factoids above, the need is very real. And, as you saw from the factoids in Friday's edition, the company is for real too.  I wasn't kidding above when I mentioned marking your calendar; I'm probably not going to get to publish another newsletter until the profile edition comes out after the market closes on Friday. So, this is the last reminder. I can't wait. Anyway, here's the Applied DNA press release...   Applied DNA Sciences to Mark Yorkshire Textiles and Fabrics with SigNature(tm) DNA  Success Will Lead to More Significant Three Year Collaboration with Textile Centre of Excellence Consortium of Companies in Yorkshire, U.K.  STONY BROOK, N.Y., September xx, 2008 /Business Wire/ -- Applied DNA Sciences, Inc. (OTC Bulletin Board: APDN), a provider of DNA-based security solutions, today announced that it will utilize its proprietary SigNature(tm) DNA to mark Yorkshire Textiles and Fabrics in collaboration with the Textile Centre of Excellence consortium of companies. The first phase of this collaboration will demonstrate how SigNature(tm) DNA can be used to authenticate textiles at all points of the supply chain through to the end user. In addition, this project will demonstrate the integration of SigNature(tm) DNA with existing manufacturing processes to produce threads, labels and fabrics manufactured by Yorkshire-based companies.  This project, funded through the Yorkshire Forward regional development agency, will run from August through December 2008. The initial funding for this project is ?50,000, with the potential for more significant funding upon its successful completion in December. The second phase of this project would include APDN's BioMaterial(tm) Genotyping program for raw fibers such as wool, cashmere, and silk. Three other projects are being simultaneously funded, presenting APDN with additional opportunities to collaborate with Yorkshire textile manufacturers as well as many other Yorkshire based organizations.  "Yorkshire and Humber has a long standing legacy with the textiles industry and Yorkshire Forward - by working with the Textile Centre of Excellence - wants to ensure that the region's experience in this field can be combined with its cutting edge expertise to develop products and processes fit for the 21st century. We are delighted to support the Centre's work with Applied DNA Sciences to mark and authenticate DNA in Yorkshire textiles and fabric," commented Mr. Jim Farmery, Assisted Director for Business, Yorkshire Forward.  Textile and Apparel is a diverse and heterogeneous industry which covers a wide range of products from high-tech synthetic yarns to wool fabrics, from cotton bed linen to outdoor non-woven fabrics and treatments to "haute couture" fabric. Counterfeit textile and apparel items represent a significant and growing problem with many billions of dollars worth of seizures and losses incurred in the UK, USA and around the world. Given the global scale of this problem, there is not only a critical need for suppliers, manufacturers, retailers and brand owners to have a means to determine the authenticity of the products but there is also the need to be able to assure the end-consumer that products throughout the supply chain are 100% genuine.  Bill Macbeth, Managing Director, Textile Centre for Excellence stated, "Yorkshire companies are leading the world in developing technical, performance, and smart textiles and now, the use of botanical DNA will forensically authenticate Yorkshire made products. We are very excited to integrate state-of-the-art technologies to elevate the standard of textiles and apparel made in Yorkshire and used throughout the world."  Upon successful completion of this initial project, the next stage will be for APDN to develop genetic assays and authentication methodologies to identify thread, labels, textiles and fabric originating from Yorkshire. There may also be potential DNA applications in other Yorkshire industries requiring product authentication. .  Dr. James Hayward, CEO of Applied DNA Sciences commented, "Our experience with the people and companies in Yorkshire has been remarkable. They really understand the importance of authentication at every stage of the manufacturing process. >From wool fiber to yarn, a woven label to a finished garment, every stage needs to be protected. Each of our platforms, SigNature(tm)DNA, Biomaterial(tm) Genotyping and BioActive(tm) Ingredients, can help provide cost effective, innovative textile driven solutions that protect the quality and craftsmanship of products made in Yorkshire."  About Applied DNA Sciences, Inc. Applied DNA Sciences offers technology in three synergistic market segments, SigNature(tm) DNA, BioMaterial Genotyping(tm) and BioActive(tm) Ingredients. Its SigNature(tm) DNA encrypted and embedded solutions and BioMaterial(tm) Genotyping are available to assist in the protection of brands and intellectual property and can be forensically authenticated by machine-readable devices. The company's BioActive(tm) Ingredients are custom manufactured for use in the personal care industry. APDN's common stock is listed on the Over-The-Counter Bulletin Board under the symbol "APDN".  The statements made by APDN may be forward-looking in nature and are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements describe APDN's future plans, projections, strategies and expectations, and are based on assumptions and involve a number of risks and uncertainties, many of which are beyond the control of APDN. Actual results could differ materially from those projected due to our short operating history, limited financial resources, limited market acceptance, market competition and various other factors detailed from time to time in APDN's SEC reports and filings, including our Annual Report on Form 10-KSB, filed on January 15, 2008 and our subsequent quarterly reports on Form 10-QSB. APDN undertakes no obligation to update publicly any forward-looking statements to reflect new information, events or circumstances after the date hereof to reflect the occurrence of unanticipated events.  SOURCE Applied DNA Sciences, Inc.  /INVESTOR CONTACT: Debbie Bailey, 631-444-8090, fax: 631-444-8848/ /MEDIA CONTACT: Deanne Eagle, Cameron Associates, 212-554-5463/ /FCMN Contact: info@adnas.com / /Web site: http://www.ADNAS.com /   We Value Your Feedback   Got comments, questions or suggestions? Send 'em on over: Email the Editor If you wish to send a written request or inquiry, please send it to our physical address: TGR Group, LLC 4653 Carmel Mtn Rd Suite 308 #402 San Diego, CA 92130 Voyant to Host Investor Conference Call Looking to get up close and personal with a budding bulletin board company? Here's your chance. It's not like you're going to be a fly on the wall of the boardroom, but Voyant International's (VOYT) upcoming investor conference call may shed some light on things we didn't know about.  The call is scheduled for Wednesday, September 17th, at 2:00 PM EST.  To listen in, dial 877-741-4248 five to ten minutes prior to the start time for registration if you're in the U.S. or Canada. International callers should dial 719-325-4763. Either way, the event passcode is 5794266.  I don't know if there will be an opportunity to ask questions or not, though based on the information in the press release it seems to be a 'listen only' call. I'll let you know if I see something to the contrary between now and then.  There will be a replay available if you can't make the call.    Yet Another Argument Against Newspaper Stocks I promise it's not a vendetta; I just truly believe in my heart that newspapers are in their twilight years. The web has killed 'em, and made them lousy investments. I said so on June 6th, and then again on July 24th as a follow-up to a 'Tech-Ticker' interview with a former NY Times editor. Well, we've seen yet another layer of evidence of the same notion - this one from MorningStar.com. Same story... shrinking ad revenues have forced newspapers to scale back on staff and coverage. In turn, circulation has suffered. In turn, ad revenue shrinks even more. The reason I bring it up is just because there's a pretty good data table that puts some numbers behind the theory. You can check it out here. Subscribe Information is power and timely information is profitable. Become informed and profit from Small Cap Network Profiles and Trading Alerts by becoming a Preferred Member today. There is no cost associated with your email subscription. Add your email address below and make sure to check your email inbox and confirm your opt-in request to start receiving the Small Cap Network Email Newsletter on a regular basis. 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All companies are chosen on the basis of certain financial analysis and other pertinent criteria with a view toward maximizing the upside potential for investors while minimizing the downside risk, whenever possible. Moreover, as described below, this publication accepts compensation from certain of the companies which it features. TGR Group, LLC which owns this electronic publication, also accepts compensation in connection with the dissemination of information regarding the companies featured. This publication should not, therefore, be regarded as an independent publication.  To view our compensation on every company we have ever covered, visit the following web address: http://access.smallcapnetwork.com/profile_disclosure/ for our full Profiles and http://access.smallcapnetwork.com/alert_disclosure/ for Trading Alerts.  TGR Group, LLC has been paid a fee of $30,000 cash and 1,000,000 shares of newly issued restricted stock by Voyant International Corp. for coverage of the Company. 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