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Post by churchmouse on Nov 7, 2019 14:24:56 GMT -5
With the warrants expiring on Dec 26, could MC be setting us up for a late December surprise? I'll take one of the following for my 12 days of Christmas ...
On the 27th day of Christmas MC gave to me..
1. a UTHR buy in
2. a share buy back program
3. an announced partnership with AMGN, Eli Lilly, GSK, for new molecules
4. an Indian approval for Afrezza
5. 5 fold increase in script numbers
6. RLS bringing a product to market
7. a DXCM partnership
8. AMZN selling Afrezza DTC
9. Endorsement by the Gates Foundation
10. an active PR department
11. a shakeup of the BOD
12. and if nothing changes, a new CEO on Wednesday January 1st
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Post by awesomo on Nov 7, 2019 14:31:25 GMT -5
Higher probability of another Christmas dilution than any of these happening...
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Post by akemp3000 on Nov 7, 2019 15:06:04 GMT -5
The likelihood of near-term dilution or buyout probably carry equal weight...none. Ok, maybe .001 based only on wild speculation.
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Post by bthomas55ep on Nov 7, 2019 17:59:11 GMT -5
Higher probability of another Christmas dilution than any of these happening... Yes. However, with everything going on including the earning of the United Milestone payment, the call lacked the excitement of most calls and presentations. Just the facts. Thought of the warrants crossed my mind and I thought, "not gonna get anybody excited enough here to get the sp $1.60 anytime soon". A decision by United to buy in here is a game changer. If they have their eye on the platform, it would benefit them in the long run to acquire a stake at a $500 Million valuation. By now MC and United know if that is a direction they are going to work towards - IMO. And, if they aren't, tough sledding may continue for quite a while. Just talking out loud. |
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Post by traderdennis on Nov 7, 2019 18:00:43 GMT -5
The likelihood of near-term dilution or buyout probably carry equal weight...none. Ok, maybe .001 based only on wild speculation. Are you willing to give me 1000-1 against a near term dilution? Lets talk terms and escrow the funds. |
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Post by sportsrancho on Nov 7, 2019 18:45:36 GMT -5
Neither one, IMO
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Post by lakon on Nov 13, 2019 8:23:25 GMT -5
After last year, I'm looking for coal this year. That's either dilution for shareholders or no bonuses and no raises for management. Either way, someone is crying the holiday blues...
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Post by pat on Nov 13, 2019 8:31:10 GMT -5
Can you guys keep it down. I'm trying to sleep.
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Post by traderdennis on Dec 31, 2019 16:30:16 GMT -5
The likelihood of near-term dilution or buyout probably carry equal weight...none. Ok, maybe .001 based only on wild speculation. Are you willing to give me 1000-1 against a near term dilution? Lets talk terms and escrow the funds. Guess I was correct on this one. |
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Post by sellhighdrinklow on Jan 1, 2020 1:38:09 GMT -5
Are you willing to give me 1000-1 against a near term dilution? Lets talk terms and escrow the funds. Guess I was correct on this one. Thanks for resurfacing. With you not around, we were concerned for your posse. You know... |
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Post by akemp3000 on Jan 1, 2020 7:37:59 GMT -5
Are you willing to give me 1000-1 against a near term dilution? Lets talk terms and escrow the funds. Guess I was correct on this one. Seriously? Renegotiating some of the warrants was a wise move . In the big picture, it was a non-event or at least an insignificant event. The stock price didn't even bounce. If you need to feel right though, then run with it. Seriously though, I do appreciate all your posts. |
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Post by agedhippie on Jan 1, 2020 8:50:12 GMT -5
Guess I was correct on this one. Seriously? Renegotiating some of the warrants was a wise move . In the big picture, it was a non-event or at least an insignificant event. The stock price didn't even bounce. If you need to feel right though, then run with it. Seriously though, I do appreciate all your posts. He was right! There was a 2.2% immediate dilution at a 5% discount to the previous close, and a 18% discount to the warrant price. The share price dropped to match (Dec 23rd close) and has subsequently returned there. There is still another potential 3.5% dilution out there from the extended warrants. Everything is insignificant in the big picture  |
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Post by sportsrancho on Jan 1, 2020 9:39:15 GMT -5
Laborer on ST ....“ $MNKD Haven't had much of anything good happen for us since the United TreT deal in September of 2018. In fact, our share price is much lower now than it was then. Simply stating we are in a much better position is not enough. The share price paints the real picture for investors. Change that shit now Mannkind.”
This was again toxic financing which seems to spell out we have nothing.
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Post by awesomo on Jan 1, 2020 13:49:32 GMT -5
Guess I was correct on this one. Seriously? Renegotiating some of the warrants was a wise move . In the big picture, it was a non-event or at least an insignificant event. The stock price didn't even bounce. If you need to feel right though, then run with it. Seriously though, I do appreciate all your posts. Please explain how it was a wise move? Mike has been touting how great his new lending deal is and how they won’t need money for awhile. Then bam, oh I guess he does need money and does it yet again in position of huge weakness. Whether or not the actual event of re-issuing some warrants is insignificant financially, the optics and timing of it are crap. Oh, and you know how the “positive” people around here were so excited for the end of the year to let the warrants expire and get all those shares back so that we can rocket to the moon in 2020? Well Mike just gave them another 6 months to arbitrage the heck out of this equity. |
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Post by lennymnkd on Jan 1, 2020 14:13:55 GMT -5
Could mike be using it for a bridge, for a deal coming down the road ? Doesn’t Anthony Hooper have anything better to do with his time than waste his reputation with mnkd
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