|
Post by buyitonsale on Mar 19, 2019 20:22:14 GMT -5
Call options are weighing down the boat IMO... Buy and hold shares instead.
|
|
|
Post by peppy on Mar 19, 2019 20:41:56 GMT -5
Call options are weighing down the boat IMO... Buy and hold shares instead. Yeah, I am nervous they are covering. At low prices.
|
|
|
Post by sportsrancho on Mar 19, 2019 20:47:55 GMT -5
Call options are weighing down the boat IMO... Buy and hold shares instead. Yeah, I am nervous they are covering. At low prices. That could be peppy but I can tell you in the last two weeks I have had many very very long MNKD shareholders email me and tell me they are “locked and loaded” with calls.. more bullish than they’ve ever been. These are really big-time shareholders that are not on pro boards. And they’ve been long for years. I believe the overall feeling is there’s a lot of catalyst coming down the pike and we’re in a better position than we’ve ever been in. I really haven’t heard one rumor or one leak of anything.
|
|
|
Post by peppy on Mar 19, 2019 20:57:47 GMT -5
Yeah, I am nervous they are covering. At low prices. That could be peppy but I can tell you in the last two weeks I have had many very very long MNKD shareholders email me and tell me they are “locked and loaded” with calls.. more bullish than they’ve ever been. These are really big-time shareholders that are not on pro boards. ok, call options so price is locked in for their delivery, I see what you are saying. all board members help me/us think this though. Shorts ~ 15% of shares now? I guess after the warrants... they would be 15%? All the shorts left have stops right? How are they going to get out? buyers come in, and there will be a squeeze? Shorts down to ~ 15%? we have overhang with the warrants. so what do these people end up paying a share for the $1.66 warrants and the $2.38 warrants? and the warrants are delusion, so plenty of shares for the shorts to get out. MNKD will have the financing Mike, Bender calculated. the debt sure has gotten better under Bender. I am rambling. Regardless, I guess, the chart saids 4 then 8. why?
|
|
|
Post by longliner on Mar 19, 2019 20:59:19 GMT -5
That could be peppy but I can tell you in the last two weeks I have had many very very long MNKD shareholders email me and tell me they are “locked and loaded” with calls.. more bullish than they’ve ever been. These are really big-time shareholders that are not on pro boards. ok, call options so price is locked in for their delivery, I see what you are saying. all board members help me/us think this though. Shorts ~ 15% of shares now? All the shorts left have stops right? How are they going to get out? buyers come in, and there will be a squeeze? Shorts down to ~ 15%? Don't over think it, let's just crush them with science.
|
|
|
Post by peppy on Mar 19, 2019 21:47:27 GMT -5
That could be peppy but I can tell you in the last two weeks I have had many very very long MNKD shareholders email me and tell me they are “locked and loaded” with calls.. more bullish than they’ve ever been. These are really big-time shareholders that are not on pro boards. ok, call options so price is locked in for their delivery, I see what you are saying. all board members help me/us think this though. Shorts ~ 15% of shares now? I guess after the warrants... they would be 15%? All the shorts left have stops right? How are they going to get out? buyers come in, and there will be a squeeze? Shorts down to ~ 15%? we have overhang with the warrants. so what do these people end up paying a share for the $1.66 warrants and the $2.38 warrants? and the warrants are delusion, so plenty of shares for the shorts to get out. MNKD will have the financing Mike, Binder calculated. the debt sure has gotten better under Binder. I am rambling. Regardless, I guess, the chart saids 4 then 8. why? I guess I answered my own question. the shorts are going to use this dilution to cover. buyers will come in as MNKD has financing and value, and away we go. UTHR must have like the results they have seen to say all inhaled products moving to technosphere.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Mar 20, 2019 0:40:28 GMT -5
This continues to be huge news that the market still hasn’t priced into Mnkd pps. Shouldn’t it be possible at this point to value the future earnings from TreT with some risk adjustments. MannKind has a high likelyhood of receiving regular payments from UTHR for TreT for years. I mean Martine stated that Mnkd TS was the 21st century inhaler, come on market. This statement was made by a CEO from another company for crying out loud. Wall Street has been burned too many times with MNKD. They want a clear runway for approval for TreT (DRYVASO) before they give it any appreciation. I think this run up is the Brazil Announcement and possibly the next phase for the 2nd Molecule from UTHR.
|
|
|
Post by sweedee79 on Mar 20, 2019 2:39:29 GMT -5
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Mar 20, 2019 3:44:04 GMT -5
This continues to be huge news that the market still hasn’t priced into Mnkd pps. Shouldn’t it be possible at this point to value the future earnings from TreT with some risk adjustments. MannKind has a high likelyhood of receiving regular payments from UTHR for TreT for years. I mean Martine stated that Mnkd TS was the 21st century inhaler, come on market. This statement was made by a CEO from another company for crying out loud. Wall Street has been burned too many times with MNKD. They want a clear runway for approval for TreT (DRYVASO) before they give it any appreciation. I think this run up is the Brazil Announcement and possibly the next phase for the 2nd Molecule from UTHR. Sadly true. But as anyone can plainly see, many many many catalysts coming online shortly. Not just Afrezza any longer. But not forget, sales are increasing, albeit slowly.
|
|
|
Post by patten1962 on Mar 20, 2019 4:42:32 GMT -5
Wall Street has been burned too many times with MNKD. They want a clear runway for approval for TreT (DRYVASO) before they give it any appreciation. I think this run up is the Brazil Announcement and possibly the next phase for the 2nd Molecule from UTHR. Sadly true. But as anyone can plainly see, many many many catalysts coming online shortly. Not just Afrezza any longer. But not forget, sales are increasing, albeit slowly. Whatever is causing the run is fine. Bottom line, Good News Never Hurts! 😁
|
|
|
Post by sportsrancho on Mar 20, 2019 7:34:29 GMT -5
They won’t value us where we should be valued at until Afrezza stops weighing down the boat. That is the most accurate and succinct analysis I have heard in a long time. Here’s another one... Mannkind is a 2021 story but the easy money will be made this year and the first part of next:-) If could do it all over again I’d b going in big now, take half off at $10 and let the rest ride.
|
|
|
Post by boca1girl on Mar 20, 2019 7:53:30 GMT -5
That is the most accurate and succinct analysis I have heard in a long time. Here’s another one... Mannkind is a 2021 story but the easy money will be made this year and the first part of next:-) If could do it all over again I’d b going in big now, take half off at $10 and let the rest ride. ”IF I COULD DO IT ALL OVER AGAIN” - great strategy if.
|
|
|
Post by longliner on Mar 20, 2019 12:18:48 GMT -5
The UTHR CEO discussed in her quarterly earnings call that they would essentially double in the next few years with the Technosphere platform and double again in the 2020's again with the inhaler of the 21st century. Looking at UTHR stock price movement today following yesterdays conference I can't help but see that movement as an indicator for Mannkind.
|
|
|
Post by uvula on Mar 20, 2019 14:12:31 GMT -5
If uthr's future is so dependent on a little company like mnkd, wouldn't it be prudent for uthr to try to acquire or merge with said little company? (Not the first time I suggested this.)
|
|
|
Post by longliner on Mar 20, 2019 14:26:32 GMT -5
If uthr's future is so dependent on a little company like mnkd, wouldn't it be prudent for uthr to try to acquire or merge with said little company? (Not the first time I suggested this.) Additionally, It seemed odd to me that another companies CEO would speak so highly of a product that they don't own or have first right of refusal to buy?
|
|