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Post by centralcoastinvestor on May 7, 2015 0:04:53 GMT -5
I can't believe how addicted I have become to posting about Mnkd. On the YMB, I think I have 600 posts, although some have been automatically deleted. Now I am blocked out over there. Anyway, my thoughts for tomorrow. I believe Matt said in a recent cc that the quarter they are about to report (tomorrow) that the balance sheet would look much different. I think tomorrow we will see positive numbers appear for COGS. In COGS, I think we will see reimbursement for costs related to construction of all manufacturing facilities. Also, it would not surprise me if the $100 million debt has already been refinanced, perhaps with additional funding. As always I'm trying not to get my hopes up too much, but I think the next two days will be good. I have posted on the YMB before that the shorts can take my Mnkd shares from my cold dead fingers. My position hasn't changed.
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Post by gamblerjag on May 7, 2015 0:07:20 GMT -5
Maybe one of the Adminitrators can post this link under its own heading. On more reason that Afrezza could bring cost down for diabetic children
www.cnbc.com/id/102655145 |
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Post by gamblerjag on May 7, 2015 0:09:10 GMT -5
note that the link seems to work off a cut and paste and not clicking on the link. sorry
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Post by babaoriley on May 7, 2015 0:09:36 GMT -5
centralcoastinvestor,
Your subject heading is akin to a tautology.
Good luck to you!
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Deleted
Deleted Member
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Post by Deleted on May 7, 2015 0:10:21 GMT -5
Refinancing would be a material change. If it happened it would have already been announced with an 8K. As for cogs, while I do expect some of that to float from SNY to MNKD beginning this quarter, I don't expect them to show but a few million in revenue (4-6 has been my swag).
And while it's probably true that some of those initial manuf costs will make their way to cogs, they will be spread out across years and millions of cartridges so I wouldn't expect a large number.
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Post by centralcoastinvestor on May 7, 2015 0:14:00 GMT -5
I had to look up tautology. Nice word. I'm still not exactly sure what it means even after looking up the definition. LOL.
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Post by saxcmann on May 7, 2015 1:26:41 GMT -5
I'm thinking we'll go down below $4 if all we get are cogs and production line announcements. Unfortunately shorts are still in control. At what price will they cover? ...$3.80?? A solid TS deal,Sny buy-in, BO, or EU filing are the only things to make the pps jump.
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Post by kc on May 7, 2015 5:53:55 GMT -5
Central coast welcome to the right side. Glad to have you here. I have always enjoyed your postings and find that we agree on most things regarding this company. You are correct all the issue on YMB. Just change your handle by adding a to buy it with a new account. that should work as it did for me.
Stocktraderforagain2
I do agree that there may be some kind of surprise in either the quarterly report or at the shareholders meeting. We are trending in a positive direction and the shorts do not even see what is coming for them in the future. Or product is a good one in the viral nature of the users positive experience will drive us forward.
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Post by eddiemoy on May 7, 2015 6:44:17 GMT -5
it it only me who feels some uncanny calm before the storm feeling? i'm still hopeful that this change in reporting time is a sign of something good.
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Post by scottiemac on May 7, 2015 7:18:19 GMT -5
I agree. If they were posting results AND holding a CC after 5 on a Friday, yeah - no good news. CC before the market opens? Feels like something good in the report or other positive news.  |
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Post by cubonwallstreet on May 7, 2015 9:29:34 GMT -5
I would like to think this means something, but it seems we often look too much into the schedules of earnings and CC. Every quarter we come up with a reasoning for the scheduling and every quarter it means nothing in the grand scheme of things.
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Post by nemzter on May 7, 2015 9:35:36 GMT -5
If there was any indication of good news coming out, the share price would at least reflect this, good news always leaks.
We can all speculate of course, but again, just be ready to be disappointed and not hold your hopes up.
I would be pleasantly surprised if there was anything good coming out of tomorrows CC
GLTA
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Post by suebeeee1 on May 7, 2015 9:56:10 GMT -5
I can't imagine results being positive this early. For all intents and purposes, they really aren't selling anything much yet. The share will drop like a rock once again, and I'll have to talk my beleaguered husband into buying more…lol.
I look forward to holding a nice, big, fat position in Mannkind when it A. becomes a wild hit, B. Is purchased by another pharma, or C. Splits the company into parts.
Not today though…..
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Post by notamnkdmillionaire on May 7, 2015 10:05:37 GMT -5
I can't believe how addicted I have become to posting about Mnkd. On the YMB, I think I have 600 posts, although some have been automatically deleted. Now I am blocked out over there. Anyway, my thoughts for tomorrow. I believe Matt said in a recent cc that the quarter they are about to report (tomorrow) that the balance sheet would look much different. I think tomorrow we will see positive numbers appear for COGS. In COGS, I think we will see reimbursement for costs related to construction of all manufacturing facilities. Also, it would not surprise me if the $100 million debt has already been refinanced, perhaps with additional funding. As always I'm trying not to get my hopes up too much, but I think the next two days will be good. I have posted on the YMB before that the shorts can take my Mnkd shares from my cold dead fingers. My position hasn't changed. You can short the heck out of a stock but shorting doesn't mean it will go down. Selling actual shares do. The short position in MNKD isn't the reason why the stock has gone down. Those selling it have and that's why it's going down. I don't expect anything material from the earnings and in fact I think we will see more bad news in the form of no news as usual. |
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Post by savzak on May 7, 2015 10:14:04 GMT -5
You can short the heck out of a stock but shorting doesn't mean it will go down. Selling actual shares do. The short position in MNKD isn't the reason why the stock has gone down. Those selling it have and that's why it's going down. Shorting a stock is selling actual shares of that stock. I don't understand what you're saying. |
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