|
|
Post by 4Balance on Oct 7, 2014 2:55:40 GMT -5
JPG, "Unjust": per U.S. national security strategy, use of the military is a last resort; first, we exhaust economic and diplomatic options. And when we apply our "tools of war" we take great care to minimize civilian casualties. One might say that power is expressed through all three options...diplomatic, economic, and military. Perhaps...the more powerful the nation, the less likely one needs to use military strength..?? But...the topic was the "unjust." I'm sure those forces who liberated the Jews from concentration camps had a sense that they were correcting injustice. And the hue and cry to intervene in Syria in the last year was a reaction to the horrendous acts of barbarism waged by its rulers...we (the U.S.) just couldn't see a clear path to making that happen. There is a sense that we want to help, to rescue the victims. That appeals to a deeply-seated value that is good. (But, typically, the rationale for war is complicated.) And if you're the guy cleaning up the aftermath...doing your best to repair broken bodies...I can see your asking, "did it have to come to this?" --4B Pointing out one recent war that seemed (to most rational observers) to be 'just' without ever looking at the follies that lead to that war after WW1 is why we keep having 'just wars'. As a long time traveller/ worker in Africa, South America, the Middle East and South East Asia we will have to respectfully disagree on many other things you stated. I do agree that many things happen before militaries are sent in but I will disagree that these things are in anyway benign for the local populations. For 'non polarizing' examples read what happened to Patrice Lumumba in the Congo. He is one of many many other examples. This is the 'prefered course of action'. The powerful have armies to use them if 'plan A' fails and do not hesitate to use them. Populations are made to follow. It isn't that hard to arrange. Look at history starting with the Roman Empire all the way through to more recent Empires. Empires got to be Empires not by 'friendly exploration'. There was some just conquest going on. There is always a 'good' reason though. 'Bringing civilization' was a poplar one for a long time. That doesn't go over so well today though. Our leaders use polarizing simplified recent events to justify our state actions. In my mind WW2 is still too vivid (and central to current world history) to objectively analyze. I am pretty certain I share many of the same biases as you do about WW2.. Look up how Kurdistan was devided (and why) by Churchill after WWI. No benign intentions there. Does this early 20th century folly matter today? It might be highly relevant to a lot of what is happening now. how did half (if not more) of the dictators of the ME get to be in power? Do most people know or care? Still we send in our sons and daughters for these just cause we understand so poorly. Try figuring out what the Crimean War (not the most recent one...) or WW1 even was really about. It kind of makes you shake your head in disbelief as to why so many people died. My rant is almost over. We are at war again and it sadddens me to see how simplistically and casually we are flying into this again. Powell and many wise military leaders have time and again warned us against doing this. We will have to agree to disagree I guess. Again in the war issues we we have very different perspectives and opinions but it is not personal obviously. We just have respectfully agree to disagree. JPG JPG, I don't think we're as far apart as you may think. My comment on the sequence of actions--diplomatic, economic, then military, in truth--is specifically the U.S. national security strategy. And no one in authority is blind to the effects on the local populations of embargoes or other economic interventions...that discomfort is designed to persuade folks to choose another course, avoiding more uncomfortable consequences of maintaining the status quo. Other countries...other leaders...employ a wide spectrum of motivations for use of military force. History is replete with examples of leaders who held their people in low value...simply as means to an end. And we know, power corrupts, and absolute power corrupts absolutely...so we shouldn't be surprised to see those examples. Did you happen to catch any of the Roosevelt series? I was shocked to hear of Teddy's lust for blood that inspired him to send his troops up San Juan Hill...utterly reprehensible. And did FDR allow the Japanese to devastate the assets in Pearl Harbor, to give us a good excuse for entering WWII? Our people are our most precious resource...which is one reason why today's U.S. military leaders are very careful about sending our sons and daughters into harm's way...and another reason why we invest so much in weaponry that maximizes our force and minimizes the threat to our military people. I agree with you, the tribal histories of ME countries vastly complicate a situation...and are essential background for considering any intervention. Service war colleges focus on the lessons of prior wars--like, making sure we have a clear military objective, and an exit strategy (Viet Nam). The global examples you raise illustrate the fact that "war" is complicated. And sometimes it is fought for a "just" reason...often not. But I tend to see most of our country's recent Commanders in Chief (CiC) as pretty good about deciding how to employ our military force, and when to engage. Thankfully, our military establishment is bent on continuous learning...and, thankfully, Congress and the people can persuade a weak CiC to back off, if he is inclined to engage in an unwise military action. --4B |
|
|
|
Post by daduke38 on Oct 7, 2014 7:08:51 GMT -5
It's really up to Al Mann and/or Mannkind to take action to increase the share price. Considering Big Al owns approx 150mm shares, he can't be too happy that the value of his holdings have gone down nearly $750mm in value. Maybe if he bought a million shares, it would give confidence to the longs. In the mean time, if you truly believe in the company and its technology, you add to your positions at these depressed prices. For if Afrezza and the Technosphere technology is what we all believe it is, we will be well rewarded within the next year or two. For those of you on this board looking for significant short term price increases within the next few months, I think you will be disappointed, for the Bears are in control and will be until there is a change in investor sentiment. Trend I do think some insider buying would help tremendously. In fact, I can't understand why they haven't, not 1 of them. Maybe there is still some insider info that makes it so they can't buy just yet. But that may be just wishful thinking. |
|
|
|
Post by dreamboatcruise on Oct 7, 2014 10:56:09 GMT -5
trenddiver... As for insider information, we know there is the SNY agreement with many details not being released until this quarter's SEC filings.
|
|
|
|
Post by 4Balance on Oct 7, 2014 12:24:14 GMT -5
Thank you for weighing in!
Summarizing the gist of the comments, it seems that most think/feel that all we can do is wait out the lower prices. There seems to be a minority opinion that is not quite ready to adopt that conclusion...and, perhaps, circumstances will reveal some specific opportunities to get involved.
For starters, I think we should petition Matt to rebut that most recent SA article by Looking for Diogenes. If enough folks emailed, we could try to tease out a counter to the misinformation that--in truth--becomes part of MNKD's "record" or stock analysis.
If others can spot additional opportunities that make sense, I hope they will feel free to post.
Best to all,
4B
|
|
|
|
Post by cybergym66 on Oct 7, 2014 13:14:42 GMT -5
trenddiver... As for insider information, we know there is the SNY agreement with many details not being released until this quarter's SEC filings. When's the quarter's SEC filing date? Soon I hope! |
|
|
|
Post by dreamboatcruise on Oct 7, 2014 13:29:55 GMT -5
trenddiver... As for insider information, we know there is the SNY agreement with many details not being released until this quarter's SEC filings. When's the quarter's SEC filing date? Soon I hope! Looking over their past filings they have been anywhere from 10/29 to 11/15. Yahoo lists earnings as "Nov 3 - Nov 6 (est.)"... though I have no clue as to how they estimate that. |
|
|
|
Post by cybergym66 on Oct 7, 2014 13:37:57 GMT -5
When's the quarter's SEC filing date? Soon I hope! Looking over their past filings they have been anywhere from 10/29 to 11/15. Yahoo lists earnings as "Nov 3 - Nov 6 (est.)"... though I have no clue as to how they estimate that. Not soon enough, like the filings would save the stock price (wishful thinking)...Down 5% today...I need to look at the 3 month chart...I think we could very well see $4 by then. So depressing... |
|
|
|
Post by jpg on Oct 7, 2014 16:38:32 GMT -5
Thank you for weighing in! Summarizing the gist of the comments, it seems that most think/feel that all we can do is wait out the lower prices. There seems to be a minority opinion that is not quite ready to adopt that conclusion...and, perhaps, circumstances will reveal some specific opportunities to get involved. For starters, I think we should petition Matt to rebut that most recent SA article by Looking for Diogenes. If enough folks emailed, we could try to tease out a counter to the misinformation that--in truth--becomes part of MNKD's "record" or stock analysis. If others can spot additional opportunities that make sense, I hope they will feel free to post. Best to all, 4B Hi 4 balance, I don't think there is any downside to being more proactive but personally think the stock price will take care of itself without us. At a certain point the market cap gets low enough to attract serious amounts of money and then shorts know the easy money is over so tend to stop shorting and actually cover. I have a lot of money tied into MNKD and seeing the share price go down does not in anyway make me lose any sleep. Pre adcom yes. Pre approval a little bit. Pre partnership yes. Now:. As far as I am concerned 2 billion MK for 35% of the profits on Afrezza is a good price to buy at and I did buy a bit more. I don't even include the value of the rest of the company. Another poster pointed out a company developing inhaled LDopa that is in phase 2. They were bought for 500 million. Inhaled LDopa is a brilliant idea but for a really small market. The lower the price of MNKD goes the more our margin of safety holding the shares increases even if you don't buy any more... We will be fine. JPG |
|
|
|
Post by seanismorris on Oct 7, 2014 18:56:35 GMT -5
I've been planning to buy more MNKD in the first week of November (2000 shares) with the thinking that the build up of inventory and the beginning of marketing by Sanofi will reverse the downward trend.
But, if we had a time estimate on the independent report on the opportunities for Techosphere, I might wait for that.
Anyone think that it will happen this year?
In my mind, Al did what he could to help shareholders with the interview a few weeks ago. I don't see him buying shares (or getting shares) unless he's funding one of these oportunities. Even then some people would complain about dilution...
By the way, for Christmas I'd like a complete copy of the Techosphere opportunity report. That would be the only "Information Warfare" material for Longs available any time soon.
|
|
|
|
Post by obamayoumama on Oct 7, 2014 19:08:27 GMT -5
Looking over their past filings they have been anywhere from 10/29 to 11/15. Yahoo lists earnings as "Nov 3 - Nov 6 (est.)"... though I have no clue as to how they estimate that. Not soon enough, like the filings would save the stock price (wishful thinking)...Down 5% today...I need to look at the 3 month chart...I think we could very well see $4 by then. So depressing... It is my understanding from Matt that we know about as much as we are going to know regarding the deal. Don't expect a lot of more information in the 10Q. They will be redacting some of the details of the deal because SNY feels this is proprietary information. |
|
|
|
Post by 4Balance on Oct 9, 2014 19:52:34 GMT -5
Thank you for weighing in! Summarizing the gist of the comments, it seems that most think/feel that all we can do is wait out the lower prices. There seems to be a minority opinion that is not quite ready to adopt that conclusion...and, perhaps, circumstances will reveal some specific opportunities to get involved. For starters, I think we should petition Matt to rebut that most recent SA article by Looking for Diogenes. If enough folks emailed, we could try to tease out a counter to the misinformation that--in truth--becomes part of MNKD's "record" or stock analysis. If others can spot additional opportunities that make sense, I hope they will feel free to post. Best to all, 4B Hi 4 balance, <snip> The lower the price of MNKD goes the more our margin of safety holding the shares increases even if you don't buy any more... We will be fine. JPG Thank you, Doctor. I'll plan to take that to the bank...! |
|
