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Post by akemp3000 on Jul 18, 2019 12:53:38 GMT -5
IMO, there's never been more ridiculous blather about minutia details that are not going to have any affect on the success of this company. Most of the assumptions being made by critiques are frankly absurd negative guesses without knowing what's really going on behind the scenes. I look forward to the real future unfolding in the coming weeks...and yes, that's my guess also without knowing. GLTA
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Post by lifebreath on Jul 18, 2019 13:09:33 GMT -5
IMO, there's never been more ridiculous blather about minutia details that are not going to have any affect on the success of this company. Most of the assumptions being made by critiques are frankly absurd negative guesses without knowing what's really going on behind the scenes. I look forward to the real future unfolding in the coming weeks...and yes, that's my guess also without knowing. GLTA Sometimes reality and facts or as you call them blather, can be to overwhelming to even believe. Much better to create a separate reality for yourself.
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Post by rtmd on Jul 18, 2019 13:20:16 GMT -5
Can someone explain why they repurchased the warrants?
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Post by wgreystone on Jul 18, 2019 13:29:58 GMT -5
Can someone explain why they repurchased the warrants? So they can sell the shares locked by the warrants.
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Post by celo on Jul 18, 2019 13:35:19 GMT -5
What genius would sell shares at $1.04? The SP has been above this price for hundreds of days. Where is the ATM facility? You think the terms of this contract were written last night? They were done probably weeks if not a few months in advance, so that Deerfield could prep the share price for this outcome. If not the exact terms at least the negotiations.
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Post by sportsrancho on Jul 18, 2019 13:50:25 GMT -5
Can someone explain why they repurchased the warrants? So they can sell the shares locked by the warrants. Maybe because they knew the warrants weren’t going to get exercised?
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Post by buyitonsale on Jul 18, 2019 13:54:21 GMT -5
Purchasing those warrants for .13 is a very good thing and a bullish signal IMO.
MNKD is saying it will get more $ per share than warrant price + .13
Everything they said they were going do in H1 happened.
UT second molecule decision in Q3 and final Deerfield payment by 8/31 is next.
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Post by radgray68 on Jul 18, 2019 14:04:54 GMT -5
Raising cash through some dilution has been one of the most needed, most business-as-usual, most telegraphed moves Mannkind has to make at this juncture in their turnaround. I always wonder at the motives of those who feign shock and awe at the actual events. Too funny. JMHO
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Post by buyitonsale on Jul 18, 2019 14:06:49 GMT -5
So they can sell the shares locked by the warrants. Maybe because they knew the warrants weren’t going to get exercised? If warrants are not exercised they get underlying shares back by default. Why pay .13 for something that you will get back for free in December? Because those shares will be worth more than $1.73 before December...
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Post by ktim on Jul 18, 2019 14:13:59 GMT -5
IMO, there's never been more ridiculous blather about minutia details that are not going to have any affect on the success of this company. Most of the assumptions being made by critiques are frankly absurd negative guesses without knowing what's really going on behind the scenes. I look forward to the real future unfolding in the coming weeks...and yes, that's my guess also without knowing. GLTA Supposing you view your own guessing as non-absurd correct? Let me see if I would be interpreting things correctly. Talking about actual historical facts like poor script growth, ineffectual marketing campaigns and significant dilution would be "blather" because the past shouldn't matter. Making educated guesses about future events based on general knowledge of MNKD, the pharma business and how finance works is blather because it's the future so nothing is provable. The only legitimate discussion is therefore talking about wild dreams for success and how it is always just weeks away.
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Post by ktim on Jul 18, 2019 14:22:52 GMT -5
Raising cash through some dilution has been one of the most needed, most business-as-usual, most telegraphed moves Mannkind has to make at this juncture in their turnaround. I always wonder at the motives of those who feign shock and awe at the actual events. Too funny. JMHO Management did not at ALL telegraph it. Management has consistently done exactly the opposite. Always trying to convince investors there will be no further dilution. Or in this case delaying debt stating it was to avoid giving shares to DF at the then low price... only to then within weeks give DF shares at even lower price. I will not feign shock over the dilution that occurred now because, indeed, I've long recognized that management is often disingenuous about this topic. I am, however, in awe over management's gall at times. Yet another self inflicted wound to credibility. Too funny. JMHO
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Post by traderdennis on Jul 18, 2019 14:52:05 GMT -5
Can someone explain why they repurchased the warrants? DF has Mike by the balls and wants some value for their warrants. DF is interested in cash flow only, not being the kind and benevolent lender some people on the board claim they are.
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Post by radgray68 on Jul 18, 2019 14:56:42 GMT -5
Raising cash through some dilution has been one of the most needed, most business-as-usual, most telegraphed moves Mannkind has to make at this juncture in their turnaround. I always wonder at the motives of those who feign shock and awe at the actual events. Too funny. JMHO Management did not at ALL telegraph it. Management has consistently done exactly the opposite. Always trying to convince investors there will be no further dilution. Or in this case delaying debt stating it was to avoid giving shares to DF at the then low price... only to then within weeks give DF shares at even lower price. I will not feign shock over the dilution that occurred now because, indeed, I've long recognized that management is often disingenuous about this topic. I am, however, in awe over management's gall at times. Yet another self inflicted wound to credibility. Too funny. JMHO If you cannot see that, except for surprise financing ventures like the $6 one a couple years ago and the UTHR deal last year, capital raises through dilution are a necessary evil, then....well...prepare to be surprised again and again. And it's not bad management that causes it, it's the situation the company has been digging itself out of for the last 2 1/2 years. From the RS on, dilution has been telegraphed.
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Post by nylefty on Jul 18, 2019 15:34:01 GMT -5
Can someone explain why they repurchased the warrants? DF has Mike by the balls and wants some value for their warrants. DF is interested in cash flow only, not being the kind and benevolent lender some people on the board claim they are.Exaggerate much? "Some people?" Who?
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Post by wgreystone on Jul 18, 2019 15:40:25 GMT -5
Raising cash through some dilution has been one of the most needed, most business-as-usual, most telegraphed moves Mannkind has to make at this juncture in their turnaround. I always wonder at the motives of those who feign shock and awe at the actual events. Too funny. JMHO Everyone understands that. Just don't sell at $1.04.
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