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Post by gamblerjag on Sept 14, 2014 12:40:04 GMT -5
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Post by gamblerjag on Sept 14, 2014 12:47:38 GMT -5
Where any positive publicity is good.. the article was really a non event. If nothing else it gives more exposure. It's not like Al could say anything that wasn't said already publicly... I mean on purpose anyway  |
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Post by babaoriley on Sept 14, 2014 14:39:51 GMT -5
Good article about Al, but doesn't seem like anything that will move the needle on share price... or at least I'm not getting my hopes up. A great article about a wonderful man! Family life aside (tough to raise youngsters when you have all that money, and dad works all the time), the guy has done near miraculous stuff for people who have it a lot tougher than most of us. I hope someone can post a link so that others can read it. |
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Post by babaoriley on Sept 14, 2014 14:40:44 GMT -5
Not good imagery in these times. |
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Post by liane on Sept 14, 2014 15:02:10 GMT -5
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Post by gamblerjag on Sept 14, 2014 15:24:30 GMT -5
probably true about the times.. wasn't thinking about that.. and sorry for the beautiful S.D. weather forecast.. that was suppose to be the L.A. times link.
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Post by babaoriley on Sept 14, 2014 15:30:17 GMT -5
probably true about the times.. wasn't thinking about that.. and sorry for the beautiful S.D. weather forecast.. that was suppose to be the L.A. times link. And here I thought you were rubbing it in to your northerly neighbor, it's about 105 in Glendale right now!! |
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Post by wkndplyr on Sept 14, 2014 18:21:20 GMT -5
I just read the article, my takes:
1 al mann is an amazing and good person who has devoted his life to improving the quality of life for people.
2. Mannkind will eventually be sold. Look at his past experiences; he has sold his devices to bigger companies and has been well rewarded. I don't see this company any differet.
3. Exposure of the company and hopefully more people will be informed
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Post by Chris-C on Sept 15, 2014 21:02:40 GMT -5
I just read the article, my takes: 1 al mann is an amazing and good person who has devoted his life to improving the quality of life for people. 2. Mannkind will eventually be sold. Look at his past experiences; he has sold his devices to bigger companies and has been well rewarded. I don't see this company any differet. 3. Exposure of the company and hopefully more people will be informed Agreed with all, Weekendplayer. Regarding the thesis that MNKD will be sold, many on this board have forecast that probability, and given Mr. Mann's track record, it seems a reasonable prediction. The question, of course, is when? I believe the details of the SNY deal give that company the option to do so, and I think some have speculated about accumulation of common stock by SNY at these prices leading up to an eventual disclosure on ownership. Since many here believe that the Technosphere platform has very significant potential, any sale of the company would have to compensate for that. SNY might be interested in only the Afrezza franchise, and they have the cash to do it, but would they also want Technosphere to give them an edge with their other drugs? Unfortunately, a buy out at less than $20 per share at this stage it would do an injustice to longs who have stood by to wait for the launch and sales to ramp up, and many argue that the market cap is far too rich already. Personally, I think well informed long investors are accumulating and quite happy to get shares at discount prices.(One post shared data that the # of shares held by institutional investors was increasing). The problem with the short thesis is that 70+million shares are sitting on a power keg which could go off at any time with an unexpected positive announcement of one sort or another. Days to cover could give the stock a real boost if this were to occur, and trading desks from funds with large short positions would have to use lots of ammo to keep the lid on the share price. Given the manipulation that has occurred with this stock, a significant short squeeze would be a welcome and just occurrence in a market where short side miscreants can violate the spirit of the SEC regulations with impunity. My sense is Al Mann would love nothing better than to trigger a short squeeze, because these are Wall street insiders who have bet against his success. That's insulting. Those longs who recall the negative spinning (distortion) put on the study results in 2013 will also recall that MNKD took the unusual step of issuing a statement that called out the negative misinformation on a point by point basis. It seemed as though someone in the executive suite was reading the blogs and had finally had a belly full of the distortions. It's hilarious that AF then responded with indignation and an accusation that Mannkind's actions were inappropriate. Many of the short manipulators who dish it out cannot take it, as they are used to having the airwaves entirely to themselves. Bottom line, I would not rule out any commando surprises by Mr. Mann. One does not become a successful entrepreneur without having the experience and skill to march successfully toward the endgame against all odds. In another credible investment blog to which I subscribe, it was pointed out that Mr. Mann is currently selling a business park he own for $100M. I doubt he is doing so to grow his savings account with the proceeds, so one wonders if he has designs on purchasing more shares on the open market with this stash? One thing is certain, Al Mann does not intend to experience anything but success in the delivery of this novel and beneficial treatment to diabetics throughout the world. With time, he will prevail. I hope he stays healthy to experience the incredible success that will certainly come, after all the tenacity, personal cash, and largely unjust delay and disappointment he has experienced along the way. GLTAL Chris-C |
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Post by BlueCat on Sept 15, 2014 23:24:09 GMT -5
One can hope. And with the days to cover significantly rising ....
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Post by trenddiver on Sept 16, 2014 0:52:23 GMT -5
Al is a product engineer, not a financial engineer. I doubt the he has the knowledge, inclination, or desire to create a short squeeze. If that was the case, he already would have done so. At this time in his life, Al's primary concern is "the patient" and his own legacy. It's not about the money for Al. He's already made all the money he needs. Another billion or two just doesn't move the needle anymore for Big Al.
JMHO
Trend
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Post by Chris-C on Sept 17, 2014 6:42:49 GMT -5
Al is a product engineer, not a financial engineer. I doubt the he has the knowledge, inclination, or desire to create a short squeeze. If that was the case, he already would have done so. At this time in his life, Al's primary concern is "the patient" and his own legacy. It's not about the money for Al. He's already made all the money he needs. Another billion or two just doesn't move the needle anymore for Big Al. JMHO Trend Trenddiver You are probably correct in your assessment. I agree that Al is not motivated by money. He certainly does not want to build a bigger inheritance for his kids! I think the deal he engineered with Sanofi was brilliant under the circumstances, so I would respectfully disagree on the issue of financial engineering. Of course, it depends on how you define that. I do think he is interested in building shareholder value, and I do sense that he has a commitment to his shareholders. I have no doubt that if he identifies strategies that serve the interests of global delivery that also create shareholder value and wreck shorts, he will have no qualms about pursuing them. In more than a few blogs I have read reports that he despises market manipulators. Whether this would translate into any actual steps to one up them remains to be seen. Whatever road the journey takes, I am confident that his original vision will be achieved—hopefully within his lifetime. GLTAL Chris_C |
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Post by BD on Sept 17, 2014 9:36:16 GMT -5
I think "financial engineering" is used as a fancy modern term for "trading" (esp. w/r/t use of tools such as technical analysis, HFT algorithms, etc.) rather than something, say, a CFO concerns themselves with.
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Post by dreamboatcruise on Sept 17, 2014 11:38:40 GMT -5
A short squeeze is stock manipulation... i.e. causing share price to shoot up based on forcing short term demand to significantly exceed supply. Al is probably wise enough to not involve himself in that. A short squeeze might hurt current shorts, but it is just setting the situation for new shorts to jump in on what then could legitimately be overpriced shares if the squeeze was caused by something other than a meaningful change in the underlying prospects of the company. Volatile share prices tend to hurt a lot of investors. For every long that had the savvy to sell at the peak of a short squeeze there would undoubtedly be others that would jump in as new investors right at the wrong time, suffer a correction and then sell at a loss out of fear.
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