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Post by newmnkdinvestor on Sept 24, 2015 23:16:49 GMT -5
Either Adam Feuerstein is an idiot or going along with short sellers' play book. I am not sure which but it is possible he is both an idiot and following the play book. What scares me is how right these guys have been so far, it's like they have insider information as part of the machine that's controlling the PPS right now. Gotta hope it's a bluff. I agree with you. I feel like they know the play book also. I don't expect smart money to be this stupid. We are down 55% in 3 months and we have a 5% day and something is brewing? Why can't it be we just had a 5% day. Why is there always some conspiracy theory? |
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Post by harrys on Sept 24, 2015 23:28:26 GMT -5
What scares me is how right these guys have been so far, it's like they have insider information as part of the machine that's controlling the PPS right now. Gotta hope it's a bluff. I agree with you. I feel like they know the play book also. I don't expect smart money to be this stupid. We are down 55% in 3 months and we have a 5% day and something is brewing? Why can't it be we just had a 5% day. Why is there always some conspiracy theory? The volume indicates nothing is brewing in our favor at least, same old plays on the short side, why fix what ain't broken. It's obvious that the SEC doesn't give a flying F at this point, the MMs could light themselves on fire and run through SEC HQ and they wouldn't look up from pornhub for even a second. Much to obvious what's going on to even be considered a conspiracy at this point. |
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Post by newmnkdinvestor on Sept 25, 2015 9:42:33 GMT -5
I agree with you. I feel like they know the play book also. I don't expect smart money to be this stupid. We are down 55% in 3 months and we have a 5% day and something is brewing? Why can't it be we just had a 5% day. Why is there always some conspiracy theory? The volume indicates nothing is brewing in our favor at least, same old plays on the short side, why fix what ain't broken. It's obvious that the SEC doesn't give a flying F at this point, the MMs could light themselves on fire and run through SEC HQ and they wouldn't look up from pornhub for even a second. Much to obvious what's going on to even be considered a conspiracy at this point. I didn't mean that towards you. From your posts I feel you and I are on the same page. Some MNKD longs are in pure denial and when we have been beaten so bad on the first good day its something more then what it is. It catches fire from this board, to stock twits, to yahoo message board, to seeking alpha. We have a manipulated stock but we also have poor sales, a silent management, a conversion that was handed poorly and all these things account for a low stock price. |
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Post by jay1ajay1a on Sept 25, 2015 10:04:10 GMT -5
The volume indicates nothing is brewing in our favor at least, same old plays on the short side, why fix what ain't broken. It's obvious that the SEC doesn't give a flying F at this point, the MMs could light themselves on fire and run through SEC HQ and they wouldn't look up from pornhub for even a second. Much to obvious what's going on to even be considered a conspiracy at this point. I didn't mean that towards you. From your posts I feel you and I are on the same page. Some MNKD longs are in pure denial and when we have been beaten so bad on the first good day its something more then what it is. It catches fire from this board, to stock twits, to yahoo message board, to seeking alpha. We have a manipulated stock but we also have poor sales, a silent management, a conversion that was handed poorly and all these things account for a low stock price.
You got that right! |
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Post by cjc04 on Sept 25, 2015 10:42:50 GMT -5
The volume indicates nothing is brewing in our favor at least, same old plays on the short side, why fix what ain't broken. It's obvious that the SEC doesn't give a flying F at this point, the MMs could light themselves on fire and run through SEC HQ and they wouldn't look up from pornhub for even a second. Much to obvious what's going on to even be considered a conspiracy at this point. I didn't mean that towards you. From your posts I feel you and I are on the same page. Some MNKD longs are in pure denial and when we have been beaten so bad on the first good day its something more then what it is. It catches fire from this board, to stock twits, to yahoo message board, to seeking alpha. We have a manipulated stock but we also have poor sales, a silent management, a conversion that was handed poorly and all these things account for a low stock price. Pure denial, AND blind acceptance...... We're supposed to accept all of the obvious problems you mentioned, along with a secret agenda in a secret contract, and just "believe in the science"..... To me that's just naive at best. I do believe in the science, that's why I invested, but the rules have been changing and we reets seem to be the only ones kept in the dark. |
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Post by newmnkdinvestor on Sept 25, 2015 11:01:50 GMT -5
Isn't the science from the clinical trials not as good as the supposed results on social media? This is before my time as an investor. I have read the argument that the trials were completed in a way that couldn't show Afrezza true power.
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Post by patryn on Sept 25, 2015 11:14:09 GMT -5
I didn't mean that towards you. From your posts I feel you and I are on the same page. Some MNKD longs are in pure denial and when we have been beaten so bad on the first good day its something more then what it is. It catches fire from this board, to stock twits, to yahoo message board, to seeking alpha. We have a manipulated stock but we also have poor sales, a silent management, a conversion that was handed poorly and all these things account for a low stock price. Pure denial, AND blind acceptance...... We're supposed to accept all of the obvious problems you mentioned, along with a secret agenda in a secret contract, and just "believe in the science"..... To me that's just naive at best. I do believe in the science, that's why I invested, but the rules have been changing and we reets seem to be the only ones kept in the dark. Poor sales, silent management, and poorly handled debt conversion are all events that have already happened and have already been priced into the stock. It's not pure denial or blind optimism to invest in MNKD if you believe that the future market cap of the company will be higher based on continuing ramp up of sales of Afrezza (which is happening even if more slowly than anyone would like), a pipeline of other Technosphere drugs, an ironclad patent portfolio, and several billion of losses on the books to offset a good chunk of future taxable gains for either MNKD or the company that aquires MNKD. If you truly believe that these things are not worth the current 1.5 billion market cap, then that is a decision you need to make for your own well being. For me, the upside is far greater than the downside and my napkin math tells me that there is a floor for the value of just the pieces of MNKD parceled out and sold to the highest bidder. When all the pieces are synced and operate as a well oiled machine, the ceiling is much much higher and therefore I am willing to continue holding and adding to my MNKD investment. |
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Post by mrv on Sept 25, 2015 11:50:29 GMT -5
In MNKD's case, I prefer a silent management, because most of the time that they talk, the pps goes down. It would be interesting to tabulate all the conference calls and management announcements, and then list the subsequent pps activity. Anyway, I believe that the sales will do the talking, and I believe it will be good. Al Mann and SNY are not in the business of throwing away money.
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Post by newmnkdinvestor on Sept 25, 2015 12:07:05 GMT -5
What technosphere pipeline? lol
I am glad you are confident in your investment. As you and Robert Sacher stated to me earlier in the week in another thread this was not going to go below $3.50 and low and behold here we are. Now I knew there is nothing keeping the price from going below $3.50 and those were just your opinions and it most likely would. We are two different investors. I will question and you will stick to your thesis for your investment as stated above. Poor sales, silent management and poor handling of finances gets you fired at most businesses and has brought most of us losses. Being priced into the stock? I think we all know about it as most are probably in the red.
Once again, in my opinion I am concerned.
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Post by patryn on Sept 25, 2015 12:17:36 GMT -5
What technosphere pipeline? lol I am glad you are confident in your investment. As you and Robert Sacher stated to me earlier in the week in another thread this was not going to go below $3.50 and low and behold here we are. Now I knew there is nothing keeping the price from going below $3.50 and those were just your opinions and it most likely would. We are two different investors. I will question and you will stick to your thesis for your investment as stated above. Poor sales, silent management and poor handling of finances gets you fired at most businesses and has brought most of us losses. Being priced into the stock? I think we all know about it as most are probably in the red. Once again, in my opinion I am concerned. I'm not going to be able to change your mind about this though to be clear here is my exact statement regarding $3.50 "It could happen, but it would be difficult to maintain. The short interest is exceedingly high from that time period so it seems that the price was driven down from the shorts selling and not long term shareholders paring their positions. I think it would take a negative event to get it below 3.5 on a long term basis i.e. more than a few days. Read more: mnkd.proboards.com/thread/3495/after-all-negative-articles-cents#ixzz3mlsslw2P" Even though I'm not much for prognosticating, I will stick my neck out on the line here and say that I believe that $3.50 which represents a 1.6ish billion market cap is close to what you can liquidate MNKD for and therefore long term it should not dip much below that. I have been wrong in the past and could be wrong again, but then again I play the probabilities and I am not going to be homeless and in indentured servitude should the investment in MNKD not pan out. Just because I continue to stick to my investment thesis does not mean that I am not concerned. Of course I am concerned. I'm concerned about a great many things in the world, some which I have far more control over than MNKD's stock price so I choose to place my energies into things which I can control better. If there's a change in fundamentals at MNKD, then I will re-evaluate my investment, but until then, I am going to remain concerned and watchful, but stand by my investment. |
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Post by harrys on Sept 25, 2015 12:38:38 GMT -5
What technosphere pipeline? lol I am glad you are confident in your investment. As you and Robert Sacher stated to me earlier in the week in another thread this was not going to go below $3.50 and low and behold here we are. Now I knew there is nothing keeping the price from going below $3.50 and those were just your opinions and it most likely would. We are two different investors. I will question and you will stick to your thesis for your investment as stated above. Poor sales, silent management and poor handling of finances gets you fired at most businesses and has brought most of us losses. Being priced into the stock? I think we all know about it as most are probably in the red. Once again, in my opinion I am concerned. I'm not going to be able to change your mind about this though to be clear here is my exact statement regarding $3.50 "It could happen, but it would be difficult to maintain. The short interest is exceedingly high from that time period so it seems that the price was driven down from the shorts selling and not long term shareholders paring their positions. I think it would take a negative event to get it below 3.5 on a long term basis i.e. more than a few days. Read more: mnkd.proboards.com/thread/3495/after-all-negative-articles-cents#ixzz3mlsslw2P" Even though I'm not much for prognosticating, I will stick my neck out on the line here and say that I believe that $3.50 which represents a 1.6ish billion market cap is close to what you can liquidate MNKD for and therefore long term it should not dip much below that. I have been wrong in the past and could be wrong again, but then again I play the probabilities and I am not going to be homeless and in indentured servitude should the investment in MNKD not pan out. Just because I continue to stick to my investment thesis does not mean that I am not concerned. Of course I am concerned. I'm concerned about a great many things in the world, some which I have far more control over than MNKD's stock price so I choose to place my energies into things which I can control better. If there's a change in fundamentals at MNKD, then I will re-evaluate my investment, but until then, I am going to remain concerned and watchful, but stand by my investment. I have to disagree with your liquidation valuation point, that's a comforting thought and number (1.6bill) but for numerous reasons it's not accurate within context. If MNKD found itself in bankruptcy it would mean Afrezza has "failed", if Afrezza "fails" Technosphere will not be validated and likely will fetch very little (not even close to $1bill). Investors should look at the worst case scenario as pennies on the dollar, in effect losing it all, putting a 1.6bill price tag on a theoretical commercially "failed" concept is rediculous. I put failed in "" to indicate market or bidder perception. I recognize of it comes to this it may not be because Afrezza actually "fails" but because the market succeeds at casting this perception. |
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Post by patryn on Sept 25, 2015 13:16:13 GMT -5
I'm not going to be able to change your mind about this though to be clear here is my exact statement regarding $3.50 "It could happen, but it would be difficult to maintain. The short interest is exceedingly high from that time period so it seems that the price was driven down from the shorts selling and not long term shareholders paring their positions. I think it would take a negative event to get it below 3.5 on a long term basis i.e. more than a few days. Read more: mnkd.proboards.com/thread/3495/after-all-negative-articles-cents#ixzz3mlsslw2P" Even though I'm not much for prognosticating, I will stick my neck out on the line here and say that I believe that $3.50 which represents a 1.6ish billion market cap is close to what you can liquidate MNKD for and therefore long term it should not dip much below that. I have been wrong in the past and could be wrong again, but then again I play the probabilities and I am not going to be homeless and in indentured servitude should the investment in MNKD not pan out. Just because I continue to stick to my investment thesis does not mean that I am not concerned. Of course I am concerned. I'm concerned about a great many things in the world, some which I have far more control over than MNKD's stock price so I choose to place my energies into things which I can control better. If there's a change in fundamentals at MNKD, then I will re-evaluate my investment, but until then, I am going to remain concerned and watchful, but stand by my investment. I have to disagree with your liquidation valuation point, that's a comforting thought and number (1.6bill) but for numerous reasons it's not accurate within context. If MNKD found itself in bankruptcy it would mean Afrezza has "failed", if Afrezza "fails" Technosphere will not be validated and likely will fetch very little (not even close to $1bill). Investors should look at the worst case scenario as pennies on the dollar, in effect losing it all, putting a 1.6bill price tag on a theoretical commercially "failed" concept is rediculous. I put failed in "" to indicate market or bidder perception. I recognize of it comes to this it may not be because Afrezza actually "fails" but because the market succeeds at casting this perception. You're right. I hate being pinned to a number but that's the number I came up with as things stand now if MNKD was instantly being liquidated for whatever reason like Al Mann decided that he needed to sell the company tomorrow and looked for buyers - what kind of value would a buyer like SNY be able to get out of MNKD right now with what is on the books? It's not the number for a bankruptcy which would be a few years down the line if Afrezza was commercially unsuccessful and MNKD ran out of financing options. I don't try to project out numbers like that because there are too many unknowns and I don't pretend to predict the future. |
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