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Post by dreamboatcruise on Aug 19, 2014 20:55:53 GMT -5
And yes, I recently sold. I see fair value as about $4.50 right now. You can disagree and chuckle if the share price now rises. You can also disagree with my views on paid bashers and the power of shorts. It appears you may have decided not to participate on this board, but I'm curious how you come up with $4.50. I assume by terming it "fair value" it is based on the deal and expectations for future financials rather than on supply/demand of shares and power of shorts vs longs?
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Post by savzak on Aug 19, 2014 20:56:49 GMT -5
I'm with you BD. No other interpretation ever even occurred to me.
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Post by jpg on Aug 19, 2014 22:56:50 GMT -5
Hi Derek,
First of all rest assured no one that reads the above would, or should think you are the alleged sex offender. I am not even certain what valid 'proof' was submitted that the author of the article (on which you had the bad luck of making a few simple comments) is 'guilty as charged' but that is another issue. I certainly do understand that simply being talked about under the headline 'pedophile' can lead to unease and why you could be upset...
As to you selling because you think fair value is 4.50$ I am, as usual puzzled by your line of thought. I am not mocking you though. Retrospective analysis is the only true yardstick of predictions being wise or foolish. You did hold Mannkind at much more before adcom and, according to your on statement, bought back in below or near 4.5$ before adcom so you can understand why after FDA approval and the Sanofi deal your bearishness surprises me a little.
You do have a patchy prediction history. After a positive adcom and a positive FDA approval you were promoting the idea Mannkind wouldn't get a partner and go it alone regardless of assurances by management (which you and others on OPCs board make abundently clear you loath and do not trust) that a partner was coming. As we all now knew MNKD end up landing one of the best possible partners. This must be to you some really bad deal for you to value MNKD less then pre adcom?
I have to admit being confused by your line of thinking and would be very interested in knowing why you would value Mannkimd less now then before adcom?
Thank you,
JPG
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Post by mnkdd on Aug 19, 2014 23:27:11 GMT -5
Same here. Now that $4.50 valuation, that's a load of BS, lol.
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Post by 4Balance on Aug 19, 2014 23:29:06 GMT -5
Joey, can you PLEASE clarify for the board that your issue with me is that I agreed with that SA author that following the herd into spec stocks is risky, and not that I'm the author? The only name you use in your posting is mine, under a headline with the word "Pedophile". By using the pronoun "he", the reader could well be led to misunderstand that I was the maligned (and malignable) author. See how that might upset me? I'm sure that was an honest mistake, so please rectify it and there will be no hard feelings. It's important enough to me that I re-registered in order to set the record straight. Ok...in all fairness, after a careful reading I have to say that I, too, had thought Derek MIGHT be being accused of being a pedophile...I was not sure. Since that did not square with my knowledge of him, I located an article that Joey might have been referring to, dug into it and spotted the link to the other article. (Yeah, sometimes pronouns can be a challenge.) BTW...I REALLY appreciate Joey's analyses. Something really got his goat re that article...which seemed like an anomaly for him. Normally he stays cooooool! -- 4Balance
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Post by joeypotsandpans on Aug 20, 2014 0:55:30 GMT -5
Joey, can you PLEASE clarify for the board that your issue with me is that I agreed with that SA author that following the herd into spec stocks is risky, and not that I'm the author? The only name you use in your posting is mine, under a headline with the word "Pedophile". By using the pronoun "he", the reader could well be led to misunderstand that I was the maligned (and malignable) author. See how that might upset me? I'm sure that was an honest mistake, so please rectify it and there will be no hard feelings. It's important enough to me that I re-registered in order to set the record straight. I stand by my views on cheerleaders (not most longs - I never said that, although you read into what I actually said). Willful distortion, either optimistic or pessimistic, is spin and is dishonest and dangerous to investors. And yes, I recently sold. I see fair value as about $4.50 right now. You can disagree and chuckle if the share price now rises. You can also disagree with my views on paid bashers and the power of shorts. But holy smokes do NOT conflate my posting on that thread with approving of child luring, especially given the proof on the thread that I had no idea about the guy's history when I posted. My name was brought up in 11 of the 12 posts on this "Pedophile crawls out...." thread. Sean Vincent, the convicted sex offender? Not once. The only poster who didn't wad Dr Tran. Thank you, Dr Tran. Also, thank you 4balance for posting what I had written. Many still won't like it, but it was not talking about "most" of anything. So let's set this straight okay? You may have disdain for my valuation of MNKD and you may feel I'm foolish for selling. Fine. But clarify that posting. Derek Derek, I apologize if you feel that my post was confusing you with the author but nowhere did I state that and from my quotes below I thought it was obvious that you were responding to the author in the comments section of the SA piece, see below: Rather than respond and contribute any cent to this POS (and I encourage all not to even give one ounce of possible dignity by responding to his article) I decided to vent on a thread here. Not only that but it was the only way I could respond to Derek L's response as well without giving any benefit to the so called author
Read more: mnkd.proboards.com/thread/1214/crawled-out-philippine-rock#ixzz3Au0uhq5QBut what really caught me was Derek's comment where he states "great article" and criticizes those that have been long the stock insinuating that most longs were hyping it with grandiose numbers and "following the herd". While I don't disagree with his statement of manipulation could work both ways, he should have differentiated between those truly long and those pumping for quick trade purposes. Derek has stated that he has sold his entire position, so I guess he has quite a bit of time on his hands to care about the remaining shareholders. Sorry Derek, but to endorse this pedophiles trash article that was poorly put together in the first place just really irked me, he (the pedophile) has not been heard from for quite some time during the run up and then surfaces with some chicken sh*t article with poor comparisons to justify his as you put it "following the herd" dangers. Most of the longs that I know of are not following any herds but believe in the long term future of the company based on its science and technology as a true game changer. If day traders and shorts enter into the fray that can distort any pps for a period of time, but as you say the market will eventually be efficient. Just don't lump all longs together in a general statement and say they're all part of a herd mentality...don't forget you were one of those longs very recently...or were you? From what I have seen from the two articles that the pedophile has written, he has never responded in the comments section. So between my highlighted portions where I am referencing your comment in the comments section of the article I felt it was pretty obvious to the readers that you were two separate individuals and from some of the responses here it looks as though that has been the case. Good luck going forward, I personally have given my reasons why I think it would be pretty remote to get down to your aforementioned price valuation. Btw, you may want to take this back to your other board associate who stated he/she felt that MNKD got the wool pulled over their eyes for a mere 150mill. Food for thought, as opposed to SNY doing this deal to ensure their basal market share is "locked up" with no threat of using Afrezza to replace the need for basal...think of the opposite. What if they (SNY) forget about their NDA for Toujeo and figure if they decide to go all the way with Afrezza and really pull the rug out from NVO not just with Novolog, but with Levemir as well. He/she should chew on that one for a bit. I could see that even as a more logical approach as they really look to dominate and displace the competitions market share dramatically...not saying it is going to happen but would make a better strategic play then what he/she was alluding to. His/her biggest downfall IMO is to keep selling Al and his mgmt team short, pun intended. I've stated before he/she needs to let his poison go, or it will continue to become a cancer and fester. It is very difficult to move forward when you continue to harbor negative energy from the past. He/she really needs to let it go....and then again maybe there is no real anger from the past and it is just a charade from a paid basher, who knows and for that matter really who cares, while I do think it is entertaining at times most of the time it looks like children bantering back and forth. Read more: mnkd.proboards.com/thread/1214/crawled-out-philippine-rock#ixzz3Au4k4Tzi
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Post by derek2 on Aug 20, 2014 5:58:39 GMT -5
Thanks for replying & clarifying, joeypotsandpansI may start a thread on the valuation question, but would prefer to let this thread die and bump off the first page, for obvious reasons. I'd prefer to wait until we have clarity fom Jeff Eiseman re: his SA article implying $1B in sunk R&D will be paid by SNY (my position is that $183.5 M for plant & equipment can be depreciated going forward, but that's it), as it would greatly impact the valuation/ Obviously, a thread like that will run counter to the consensus here, so there will be some disagreement, and probably even some derision. Although I'm often contrarian in my views, I don't relish mayhem (unlike my board mate who you reference), so it's not the type of thing that I would typically bring to this board. Actually, I had unregistered since I didn't want to be disruptive to the community spirit of this board. I thought that stepping aside was a polite thing to do. Anyway, thanks again. I've been right & I've been wrong with MNKD. (spotty record is right) I'll be just as happy if the share price goes to the moon and all the patient longs are rewarded. It's been, and will continue to be, an interesting story.
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Post by BD on Aug 20, 2014 9:42:42 GMT -5
Yeah, we'll go ahead and lock this now.
*click*
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