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Post by sportsrancho on Apr 27, 2023 15:29:22 GMT -5
It's incredibly childish and passive aggressive behavior for Nate Pile to call out folks and talk trash like he does on ST. What would be more productive and more professional would be for him to talk directly with folks on this forum. Some of us may not agree with a lot of things on here but at least we are conversing somewhat respectfully and letting each other state his/her opinions and feelings. Judy is at it also. Seems they don’t like some thing I said on here today. |
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Post by mytakeonit on Apr 27, 2023 15:30:04 GMT -5
BD ... not that I care ... but Yahoo Finance says that TSLA was at $381.59 on 11/01/21. So a year and a half isn't that long ago ... if people can wait so long for MNKD to fly.
But, that's mytakeonit
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Post by letitride on Apr 27, 2023 15:41:37 GMT -5
The terms were good much better than our California office in my opinion.
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Post by mango on Apr 27, 2023 15:55:03 GMT -5
The terms were good much better than our California office in my opinion. I think it’s a financial drain to have execs in such a ridiculously high cost of living area. I’m not sure why anyone would choose to live in CA, much less Westlake. Move the Exec HQ to a more cost friendly location that is safe, clean and offers plenty of enjoyable activities. |
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Post by letitride on Apr 27, 2023 16:03:52 GMT -5
I would hope if those extra 400 million shares were to be used it would be to expand manufacturing and marketing of Afrezza properly in the event of it becoming SOC. And to prevent a hostile takeover at that point. Mannkind already appears have its hands full with its current pipeline. And production demand for UTHR from my point of view.
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Post by letitride on Apr 27, 2023 16:14:02 GMT -5
I see nothing wrong with a west coast office and am in no position to determine what it would cost to relocate. To me it all revolves around the future of Afrezza.
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Post by cretin11 on Apr 27, 2023 17:52:27 GMT -5
The terms were good much better than our California office in my opinion. I think it’s a financial drain to have execs in such a ridiculously high cost of living area. I’m not sure why anyone would choose to live in CA, much less Westlake. Move the Exec HQ to a more cost friendly location that is safe, clean and offers plenty of enjoyable activities. Agree. A better location might be somewhere like… Danbury, CT. |
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Post by letitride on Apr 27, 2023 18:13:54 GMT -5
And I was thinking Miami Fl.
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Post by awesomo on Apr 27, 2023 19:08:09 GMT -5
It's either prudent and screams confidence or, not prudent and thus lacks fiduciary accountability. So then, a lose-lose and a no win arrangement regardless for Mike? Sorry, can't swallow that argument. Can't throw shade in two directions at the same time. The market sentiment is largely about optics. Last time they asked to increase shares authorized it was to go from 280M to 400M in 2020, an increase of 120M. Not thrilled about it, but a reasonable ask. Why now 3 years later and supposedly in better financial position do you ask for 400M more, over 3x more than the last time? It's a bad look. |
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Post by JEvans on Apr 27, 2023 20:17:46 GMT -5
It's either prudent and screams confidence or, not prudent and thus lacks fiduciary accountability. So then, a lose-lose and a no win arrangement regardless for Mike? Sorry, can't swallow that argument. Can't throw shade in two directions at the same time. The market sentiment is largely about optics. Last time they asked to increase shares authorized it was to go from 280M to 400M in 2020, an increase of 120M. Not thrilled about it, but a reasonable ask. Why now 3 years later and supposedly in better financial position do you ask for 400M more, over 3x more than the last time? It's a bad look. I think they play poker with the stock certs to see who there going to give millions of shares too with your dime |
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Post by cretin11 on Apr 27, 2023 20:57:07 GMT -5
Hopefully MC will explain why the 400M shares are needed. Look at all the speculation just on this board about it. Some highly unlikely scenarios have been proposed, which goes to show how badly people want it to be for a “good” reason. The street takes a more realistic view of things.
I fear that MC is an example of the peter principle. He’s certainly not alone in that regard, it happens too often in the corporate world. One can be book smart and have an advanced degree, but leadership is another skill altogether.
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Post by porkini on Apr 27, 2023 21:54:57 GMT -5
Hopefully MC will explain why the 400M shares are needed. Look at all the speculation just on this board about it. Some highly unlikely scenarios have been proposed, which goes to show how badly people want it to be for a “good” reason. The street takes a more realistic view of things. I fear that MC is an example of the peter principle. He’s certainly not alone in that regard, it happens too often in the corporate world. One can be book smart and have an advanced degree, but leadership is another skill altogether. Isn't the problem that we will only get boilerplate justification for the shares before the vote? Only after the vote do we eventually get to find out what they are doing with them. |
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Post by hellodolly on Apr 28, 2023 5:25:13 GMT -5
Hopefully MC will explain why the 400M shares are needed. Look at all the speculation just on this board about it. Some highly unlikely scenarios have been proposed, which goes to show how badly people want it to be for a “good” reason. The street takes a more realistic view of things. I fear that MC is an example of the peter principle. He’s certainly not alone in that regard, it happens too often in the corporate world. One can be book smart and have an advanced degree, but leadership is another skill altogether. Isn't the problem that we will only get boilerplate justification for the shares before the vote? Only after the vote do we eventually get to find out what they are doing with them. ...much to what I've been saying, but have been largely ignored. awesomo gets it and has an opinion the "optics are bad" and it is a reasonable opinion. But, not the dooms day predictions of the "sky is falling" that spooks people out of their shares and being sold around here. However, I'm with you in that right now is the time to authorize shares to meet their obligations, now and in the future. MNKD is making a financial decision in 2023 for what Mike frequently talks about as coming to fruition three to four years down the road. They're not at the point of share buy backs and likely won't be since they're still expanding their pipeline and using any margin for more CapEx and OpEx growth. |
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Post by phdedieu12 on Apr 28, 2023 7:14:03 GMT -5
STOP! This is ridiculous ..number one, don’t tell people to sell their shares. That’s just a way to bully people into shutting up. Number two: Her investment would’ve never gone zero because she wouldn’t have let it. Number three, she’s already out! I am pretty sure Sweedie doesn't need you to stick up for her, and I don't find my post objectionable at all. In response to the historical MNKD ps on Jan 1ish of the last 5 years, she picked a 25X return for TSLA forgetting the stock is now at $160 (from $360), that is intellectually dishonest! And while I responded to her post, it is a general sentiment for anyone complaining about anything, while doing nothing about it. I am not bullying anyone, only pointing out the ridiculous comparison, and suggesting that if anyone is that unhappy with a product, stock, management, they shouldn't be in said investment, otherwise you only come across as a whiner. I understand the nature of this message board: speculations, armchair CEO giving their two cents about everything under the sun and dialog rarely rooted in actual data and information, so I get it, and like a fellow poster once said to me: Don't feed the trolls, but I will still chime in on some of those ridiculous comparisons, sorry if that ruffles your feathers. Did notice a subsequent post about selling most of her position AFTER responding, and GOOD for her to do so, much respect for that! |
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Post by myocat on Apr 28, 2023 9:18:31 GMT -5
OK, after a brief "IP Ban" by MNKD Board for voicing displeasure about 400M "DELUTION", I am back on.
Good luck to ya'll. I will wait when all the smokes are cleared after the Annual meeting.
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