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Post by biotec on Aug 9, 2014 15:24:11 GMT -5
Just trying to get a feel what others are thinking.
I don't trade puts or calls. I have warrents and stock.
If no PR before 10am Im selling 1/3 of my position. I think if no partnership announcement at the CC we take a big hit Tuesday. Even the news of "we have a deal but not signed yet" or " we are going solo on this" We still take a big hit. I think anything they say other then name a BP partnership we take a hit. And with no PR I dont believe we will hear the news we want. Ill buy back on Tuesday or Weds after the shorts have a field day with the news (AF). And Im hoping we dont get news of a dilution.If Im right MNKD still has 500K registered stocks to offer if need be.Wow feels like Im in Vages.
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Post by BD on Aug 9, 2014 15:26:43 GMT -5
Well, I'm not sure as many shareholders are really as skittish about this as the few who post about it on message boards. I'm selling bupkis, PR or not...
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Post by dreamboatcruise on Aug 9, 2014 15:31:29 GMT -5
Just trying to get a feel what others are thinking. I don't trade puts or calls. I have warrents and stock. If no PR before 10am Im selling 1/3 of my position. I think if no partnership announcement at the CC we take a big hit Tuesday. Even the news of "we have a deal but not signed yet" or " we are going solo on this" We still take a big hit. I think anything they say other then name a BP partnership we take a hit. And with no PR I dont believe we will hear the news we want. Ill buy back on Tuesday or Weds after the shorts have a field day with the news (AF). And Im hoping we dont get news of a dilution.If Im right MNKD still has 500K registered stocks to offer if need be.Wow feels like Im in Vages. How did you end up with warrants? I totally agree with your thesis that the stock will react very poorly if the CC end without a partnership announcement. However, I don't see why you think they would necessarily announce the partnership during trading. Presumably/maybe they'd halt the stock between such PR and the CC. If they made the announcement right at market close it would give analysts 1 hr to digest before the CC. What's your reasoning, or experience, that would argue that they would be likely to announce a partnership by 10am if they have one to announce Monday? |
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Post by biotec on Aug 9, 2014 15:35:26 GMT -5
Well, I'm not sure as many shareholders are really as skittish about this as the few who post about it on message boards. I'm selling bupkis, PR or not... Not skittish BD, I know in the long run Ill make out great. Just trying to make all I can. Sell 4k shares buy 6k for the same price (or pay double). Were all here to make the most we can. |
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Post by pmikeks on Aug 9, 2014 15:36:31 GMT -5
Yeah I think most of us will cover our eyes and peek through our fingers. Monday will either be a beautiful picture or a train wreck....maybe a Picasso? A picture that looks like a train wreck.  |
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Post by zieg on Aug 9, 2014 15:42:33 GMT -5
I'm not familiar w/SEC regulations or legalities w/regards to M&A or partnerships, but I think it would make the most sense that "if" they had to make an announcement, it would come during the last 5 minutes of trading and prior to CC call. This way the neg articles that we know are pending won't have time to effect the market and then the CC call begins on a high note. Just my thoughts.
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Post by biotec on Aug 9, 2014 15:42:51 GMT -5
Just trying to get a feel what others are thinking. I don't trade puts or calls. I have warrents and stock. If no PR before 10am Im selling 1/3 of my position. I think if no partnership announcement at the CC we take a big hit Tuesday. Even the news of "we have a deal but not signed yet" or " we are going solo on this" We still take a big hit. I think anything they say other then name a BP partnership we take a hit. And with no PR I dont believe we will hear the news we want. Ill buy back on Tuesday or Weds after the shorts have a field day with the news (AF). And Im hoping we dont get news of a dilution.If Im right MNKD still has 500K registered stocks to offer if need be.Wow feels like Im in Vages. How did you end up with warrants? I totally agree with your thesis that the stock will react very poorly if the CC end without a partnership announcement. However, I don't see why you think they would necessarily announce the partnership during trading. Presumably/maybe they'd halt the stock between such PR and the CC. If they made the announcement right at market close it would give analysts 1 hr to digest before the CC. What's your reasoning, or experience, that would argue that they would be likely to announce a partnership by 10am if they have one to announce Monday? I bought MNKDW a long time ago. As for a PR. I think if big news it will take place in the morning. Also per sec you have to file within 7 days of a partnership, etc. The CC was announced on tuesday. Dont leave allot of room. JMO BTW. |
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Post by kc on Aug 9, 2014 16:41:42 GMT -5
Either pre-market or aftermarket closes. My guess would be pre-market but it's just a guess. It will be very exciting if it happens. Otherwise it could be several more weeks How did you end up with warrants? I totally agree with your thesis that the stock will react very poorly if the CC end without a partnership announcement. However, I don't see why you think they would necessarily announce the partnership during trading. Presumably/maybe they'd halt the stock between such PR and the CC. If they made the announcement right at market close it would give analysts 1 hr to digest before the CC. What's your reasoning, or experience, that would argue that they would be likely to announce a partnership by 10am if they have one to announce Monday? I bought MNKDW a long time ago. As for a PR. I think if big news it will take place in the morning. Also per sec you have to file within 7 days of a partnership, etc. The CC was announced on tuesday. Dont leave allot of room. JMO BTW. |
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Post by samsung2310 on Aug 9, 2014 16:42:02 GMT -5
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Post by kc on Aug 9, 2014 16:53:05 GMT -5
I am sticking to Merck.
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Post by dreamboatcruise on Aug 9, 2014 17:06:47 GMT -5
How did you end up with warrants? I totally agree with your thesis that the stock will react very poorly if the CC end without a partnership announcement. However, I don't see why you think they would necessarily announce the partnership during trading. Presumably/maybe they'd halt the stock between such PR and the CC. If they made the announcement right at market close it would give analysts 1 hr to digest before the CC. What's your reasoning, or experience, that would argue that they would be likely to announce a partnership by 10am if they have one to announce Monday? I bought MNKDW a long time ago. As for a PR. I think if big news it will take place in the morning. Also per sec you have to file within 7 days of a partnership, etc. The CC was announced on tuesday. Dont leave allot of room. JMO BTW. I didn't even know warrants were traded OTC. Just looked those up. They are listed on Yahoo Finance but without any details as to what they are. Where can I get info on the details of MNKDW warrants? Is there a reason they might be preferred vs call options? |
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Post by liane on Aug 9, 2014 17:26:18 GMT -5
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Post by seanismorris on Aug 9, 2014 17:42:16 GMT -5
I'm not selling any MNKD before the call. The fact that there is a call makes me bullish.
I'm hoping that even if they don't announce the partnership they will throw investors a bone.
Having the call with with no materially important information (I.e. We've narrowed the potential partners down to two and are working out the details to decide the winner, etc.) would put Mannkinds management in the investor unfriendly penalty box. They would be better off not having the call or delaying it.
I'm cautiously optimistic.
If they announce they are bringing Afrezza to market alone...I'm selling 50% and my get back in at $5.
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Post by david on Aug 9, 2014 17:51:13 GMT -5
I'm not selling any MNKD before the call. The fact that there is a call makes me bullish. I'm hoping that even if they don't announce the partnership they will throw investors a bone. Having the call with with no materially important information (I.e. We've narrowed the potential partners down to two and are working out the details to decide the winner, etc.) would put Mannkinds management in the investor unfriendly penalty box. They would be better off not having the call or delaying it. I'm cautiously optimistic. If they announce they are bringing Afrezza to market alone...I'm selling 50% and my get back in at $5. I don't know their game plan, but for them to bring Afrezza to market alone seems almost impossible. They have no sales force in place. The time needed to hire experience sales reps with established trust with the clients, which is necessary to move product just seems way out there. JMHO |
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Post by dreamboatcruise on Aug 9, 2014 18:20:17 GMT -5
Why would these trade at such a discount? The exercise price is $2.4 and it seems they last traded at $3.49. I see from the offering that each share had warrants for 0.6 shares. I'm assuming, however, that each unit of MNKDW is a warrant for one share, not 0.6, correct? |
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