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Post by jeremg on Nov 25, 2015 16:08:38 GMT -5
I think you are still confusing Al's best interest with your own. It's not about the money for Al, its about his legacy and the success of his product. As long as MNKD is traded on WS, its value is dictated by WS, so if WS give it a $500mil valuation, this is what a buyer of this publicly traded company would be willing to pay (plus a small premium). It doesnt really matter if you "buy the discussion about 500M valuations" just as a few months ago I'm sure you wouldn't have bought the discussion about a $900mil valuation. This idealistic thinking is not for me. Read my response again. "I don't think Al "cares" about shareholders, at the same time, he's not motivated by money." Where did you get that I'm aligning his interest with my own? Its not a serious discussion when its all about your ideas/agenda; and you don't bother to read responses. Your theory is as much a guess as mine, they are not facts either. My post was about past-history and personality; and what's he's more likely to do. How is that bias? And why am i idealistic? Because I'm pointing out his past behavior, or because I'm pointing out that anyone buying MNKD can take advantage of its tax credits? "I don't buy the discussion about 500M valuations." - I found this statement idealistic without any further explanation. I assumed your post was in reference to Al taking the company private and I don't understand your reasoning as to why he wouldn't or why this would be "out of character" for him. It would not be "out of character" for Al to do what's best for his company, legacy, and investment. Your argument against I can only guess has to do with what I've said not aligning with what you'd like to think Al would or would not do based on what aligns with your own personal interests. I'm just guessing as to your reasoning as you have not shared much insight into what you believe or why you believe it besides simply disagreeing with me based on what you've interpreted as "Al's history". Read more: mnkd.proboards.com/thread/4298/real-world-value?page=2#ixzz3sXUeofql
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Post by doodyfree on Nov 25, 2015 16:22:36 GMT -5
Read my response again. "I don't think Al "cares" about shareholders, at the same time, he's not motivated by money." Where did you get that I'm aligning his interest with my own? Its not a serious discussion when its all about your ideas/agenda; and you don't bother to read responses. Your theory is as much a guess as mine, they are not facts either. My post was about past-history and personality; and what's he's more likely to do. How is that bias? And why am i idealistic? Because I'm pointing out his past behavior, or because I'm pointing out that anyone buying MNKD can take advantage of its tax credits? "I don't buy the discussion about 500M valuations." - I found this statement idealistic without any further explanation. I assumed your post was in reference to Al taking the company private and I don't understand your reasoning as to why he wouldn't or why this would be "out of character" for him. It would not be "out of character" for Al to do what's best for his company, legacy, and investment. Your argument against I can only guess has to do with what I've said not aligning with what you'd like to think Al would or would not do based on what aligns with your own personal interests. I'm just guessing as to your reasoning as you have not shared much insight into what you believe or why you believe it besides simply disagreeing with me based on what you've interpreted as "Al's history". Read more: mnkd.proboards.com/thread/4298/real-world-value?page=2#ixzz3sXUeofqlAgain, I already posted why I don't agree with the 500M valuations. I don't know what "further explanation" you're looking for, its not like you're posting precise metrics / basis / facts about your valuations. They are also guesses and based on your own opinions. Apply the same standards to your posts as well.
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Post by jeremg on Nov 25, 2015 16:26:11 GMT -5
"I don't buy the discussion about 500M valuations." - I found this statement idealistic without any further explanation. I assumed your post was in reference to Al taking the company private and I don't understand your reasoning as to why he wouldn't or why this would be "out of character" for him. It would not be "out of character" for Al to do what's best for his company, legacy, and investment. Your argument against I can only guess has to do with what I've said not aligning with what you'd like to think Al would or would not do based on what aligns with your own personal interests. I'm just guessing as to your reasoning as you have not shared much insight into what you believe or why you believe it besides simply disagreeing with me based on what you've interpreted as "Al's history". Read more: mnkd.proboards.com/thread/4298/real-world-value?page=2#ixzz3sXUeofql Again, I already posted why I don't agree with the 500M valuations. I don't know what "further explanation" you're looking for, its not like you're posting precise metrics / basis / facts about your valuations. They are also guesses and based on your own opinions. Apply the same standards to your posts as well." SNY is not actively sandbagging nor are they trying to BK MNKD for afrezza. There are no meetings in France planning MNKD demise for Afrezza, this is all FUD. They may suck hardcore as a partner, but they are not spending their waking hours trying to BK MNKD for afrezza. "
Ummmmmmmmm, pot calling the kettle black?
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Post by longstocking on Nov 25, 2015 16:59:07 GMT -5
If I might add a bit - No one is talking about what Al was doing while Hakan was busy moving corporate offices and new lines to the east coast. Apparently, this isn't a popular opinion, but I still believe that Hakan finished what he needed to do and has moved into a happy retirement, while Al resumes the helm to tell us what he's been up to lately. Sure wish I could see what all the redacted language from the SNY/MNKD partnership says.
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Post by longstocking on Nov 25, 2015 17:39:51 GMT -5
If I might add a bit - No one is talking about what Al was doing while Hakan was busy moving corporate offices and new lines to the east coast. Apparently, this isn't a popular opinion, but I still believe that Hakan finished what he needed to do and has moved into a happy retirement, while Al resumes the helm to tell us what he's been up to lately. Sure wish I could see what all the redacted language from the SNY/MNKD partnership says. Or, (since I just read the 8k release a few minutes ago), he's not retiring, he's still employed with MNKD until June, 2017. Uh oh shorts! Guess you got that one wrong. Can't wait to see what's next. Al and Hakan must know quite a bit that we don't since the BOD agreed to continue paying him the same salary as he stays on with MNKD. Must be more $$ coming in - I guess we'll see.
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Post by nylefty on Nov 25, 2015 19:34:08 GMT -5
Or, (since I just read the 8k release a few minutes ago), he's not retiring, he's still employed with MNKD until June, 2017. Uh oh shorts! Guess you got that one wrong.
Or, they bought out his contract by keeping him on the payroll until June, 2017 with the understanding that he won't set foot in the place.
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Post by dreamboatcruise on Nov 25, 2015 19:48:04 GMT -5
Or, (since I just read the 8k release a few minutes ago), he's not retiring, he's still employed with MNKD until June, 2017. Uh oh shorts! Guess you got that one wrong.Or, they bought out his contract by keeping him on the payroll until June, 2017 with the understanding that he won't set foot in the place. I've seen that happen before. Usually when the separation was not wiling, but not too acrimonious. Can't have someone on payroll you think will be out badmouthing you. Though to some extent it may be a good way to keep someone from badmouthing you because unlike a severance that the company would have to claw back if a person broke a non-disparagement clause in a severance package, in this case they could terminate and save the unpaid portion... so big incentive for the person being let go to play really nice for the term of the agreement. I would suspect that the wording of the initial press release would have been different if Hakan were really staying on in any meaningful capacity.
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Post by robsacher on Nov 26, 2015 10:30:39 GMT -5
I think you are still confusing Al's best interest with your own. It's not about the money for Al, its about his legacy and the success of his product. As long as MNKD is traded on WS, its value is dictated by WS, so if WS give it a $500mil valuation, this is what a buyer of this publicly traded company would be willing to pay (plus a small premium). It doesnt really matter if you "buy the discussion about 500M valuations" just as a few months ago I'm sure you wouldn't have bought the discussion about a $900mil valuation. This idealistic thinking is not for me. Read my response again. "I don't think Al "cares" about shareholders, at the same time, he's not motivated by money." Where did you get that I'm aligning his interest with my own? Its not a serious discussion when its all about your ideas/agenda; and you don't bother to read responses. Your theory is as much a guess as mine, they are not facts either. My post was about past-history and personality; and what's he's more likely to do. How is that bias? And why am i idealistic? Because I'm pointing out his past behavior, or because I'm pointing out that anyone buying MNKD can take advantage of its tax credits? I have now blocked jeremg.
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Post by mnkdfann on Nov 26, 2015 15:09:27 GMT -5
How _does_ one "block" people on this forum? I'm sure it is something trivial to do, but I cannot find the right button or link to click.
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Post by liane on Nov 26, 2015 16:26:50 GMT -5
Click on their user name. When their profile comes up, click on the gear icon in the upper right. Then "block member".
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