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Post by matt on Mar 19, 2019 11:48:00 GMT -5
Warrants throttling us from here, or are we just waiting for the next wave of volume? If the $1.60 warrant holders have shorted as many shares as they can cover, that puts a damper on the upward movement. The $2.38 warrants are out of the money so unless something material happens in the coming days, those will expire. Even if the price does move above $2.38 by a few pennies before expiration, that will bring in a bit of cash which on balance is good news and the exercise would be essentially non-dilutive to present holders. I don't think the $2.38 warrants are a problem at the present price. Realistically, I think what the market is waiting for is some solid news that the company controls. Afrezza sales have not done anything dramatically different than 2018 so that doesn't influence the price much either way, and the prospects for partnerships and licenses are essentially in the control of third-parties that may, or may not, climb on board the TS train, and if they do the timing will be to suit the partner's time line and not MNKD's. The net result is the stock increasingly reacts to realized good news and not to speculation about possible news. |
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Post by bigchungus91354 on Mar 26, 2019 9:38:11 GMT -5
If scripts pop as expected with the March reports, 1.90 will only be seen in the rear view mirror...IMO I don't think scripts popped as expected in March. Depends on expected. |
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Post by bigchungus91354 on Apr 1, 2019 10:47:48 GMT -5
Rx trend wasn't great, India stalled, but we got the cash from UTHR. IMO this drop is an over-reaction and we will bounce off and run back over 2.00. Picked 5K back up at 1.88. Will wait and see.
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Post by bigchungus91354 on Apr 1, 2019 14:59:46 GMT -5
Rx trend wasn't great, India stalled, but we got the cash from UTHR. IMO this drop is an over-reaction and we will bounce off and run back over 2.00. Picked 5K back up at 1.88. Will wait and see. That didn't go so well. The good news is though, they didn't hit the circuit breaker threshold, so maybe more great deals tomorrow. |
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Post by alethea on Apr 1, 2019 16:14:24 GMT -5
Rx trend wasn't great, India stalled, but we got the cash from UTHR. IMO this drop is an over-reaction and we will bounce off and run back over 2.00. Picked 5K back up at 1.88. Will wait and see. That didn't go so well. The good news is though, they didn't hit the circuit breaker threshold, so maybe more great deals tomorrow. More likely they purposefully did NOT take it 10% so as not to be limited on shorting tomorrow. Free to short the hell out of it again tomorrow. Nonetheless, the 12.5M milestone was good news. |
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Post by bigchungus91354 on Apr 2, 2019 9:03:19 GMT -5
That didn't go so well. The good news is though, they didn't hit the circuit breaker threshold, so maybe more great deals tomorrow. More likely they purposefully did NOT take it 10% so as not to be limited on shorting tomorrow. Free to short the hell out of it again tomorrow. Nonetheless, the 12.5M milestone was good news. Well, there go the 2.38 warrants. Depending on what they are re-priced at, they could pull us down further or pull us up. It all depends on whether Mike has a big cash surprise to announce. I have to say he really dropped the ball on the roll-out of the news. If he built it up right, we could have broken 2.38 and had those warrants executed. I think these guys need some help, they lack some fundamental instincts. |
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Post by sportsrancho on Apr 2, 2019 9:09:56 GMT -5
More likely they purposefully did NOT take it 10% so as not to be limited on shorting tomorrow. Free to short the hell out of it again tomorrow. Nonetheless, the 12.5M milestone was good news. Well, there go the 2.38 warrants. Depending on what they are re-priced at, they could pull us down further or pull us up. It all depends on whether Mike has a big cash surprise to announce. I have to say he really dropped the ball on the roll-out of the news. If he built it up right, we could have broken 2.38 and had those warrants executed. I think these guys need some help, they lack some fundamental instincts. THEY NEED HELP! Exactly. Someone should be hired to deal with strategic planning. Not with Afrezza, but with this type of thing. |
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Post by awesomo on Apr 2, 2019 9:13:19 GMT -5
Well, there go the 2.38 warrants. Depending on what they are re-priced at, they could pull us down further or pull us up. It all depends on whether Mike has a big cash surprise to announce. I have to say he really dropped the ball on the roll-out of the news. If he built it up right, we could have broken 2.38 and had those warrants executed. I think these guys need some help, they lack some fundamental instincts. THEY NEED HELP! Exactly. Someone should be hired to deal with strategic planning. Not with Afrezza, but with this type of thing. But isn’t that what the highly compensated talent is for? |
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Post by thekid2499 on Apr 2, 2019 9:16:15 GMT -5
Yeah, rolling out news in the right manner and framing the narrative (when you literally are the only ones who know all the information), shouldn't be that hard. It isn't rocket science.
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