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Post by stevil on Jan 23, 2016 19:16:10 GMT -5
If some one wants to short shares they will find the shares to short..lol.. Its easy as an F3 key.. Stop the bickering for a few thousands of shares that retail hold Not bickering, just stating my point of view. The bottom line is this. The shorts are in control and will be until the longs make it too difficult for the shorts to borrow. The interest rate being paid to longs is basically a bribe to induce the longs to give up control of the shares they own. Trend I think the shorts will be in control until our company demonstrates that they can avoid bankruptcy without dilution or substantial debt and that there is a strong plan moving forward to ensure profitability. Correlation does not mean causation. The shorts will go away when there is recourse for their actions. Right now, there is none. MNKD has terrible fundamentals right now. Fix the real problem and the shorts will go away. |
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Post by kc on Jan 23, 2016 22:15:46 GMT -5
I've said this in about 50 threads. The shares that retail longs have don't move the needle for the hedges shorting Mannkind.
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Post by slugworth008 on Jan 24, 2016 9:08:55 GMT -5
I've said this in about 50 threads. The shares that retail longs have don't move the needle for the hedges shorting Mannkind. Agreed. The funds holding massive amounts of shares are the ones loaning them out IMO. They have been and continue to make a killing on the interest payments they receive. Perhaps this is why Blackrock and others have not been selling. |
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Post by trenddiver on Jan 24, 2016 12:16:18 GMT -5
I've said this in about 50 threads. The shares that retail longs have don't move the needle for the hedges shorting Mannkind. Agreed. The funds holding massive amounts of shares are the ones loaning them out IMO. They have been and continue to make a killing on the interest payments they receive. Perhaps this is why Blackrock and others have not been selling. Greedy longs (funds or retail investors alike) have suffered massive losses by allowing the shorts to control the price to a level which is way below MNKD's intrinsic worth. The interest income doesn't come close to offsetting their losses. |
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Post by morfu on Jan 24, 2016 12:59:07 GMT -5
Agreed. The funds holding massive amounts of shares are the ones loaning them out IMO. They have been and continue to make a killing on the interest payments they receive. Perhaps this is why Blackrock and others have not been selling. Greedy longs (funds or retail investors alike) have suffered massive losses by allowing the shorts to control the price to a level which is way below MNKD's intrinsic worth. The interest income doesn't come close to offsetting their losses. Hmm, I humbly disagree! The shorts pay a lot of interest every month that is hard dollar for the lending party... share prices are only real at the time of selling! No one gained or lost anything so far... If you reinvested the interest from lending over the last year, you could have almost doubled the amount of shares (and yes they have less value than a year ago.. but what does that number tell you really!?) In my opinion it is not at all clear if the shorts make any money out of this.. I guess they sold their 120mil short shares about 1.5 years ago for an average price of 5$ and paid about 0.80$ interest since then... If they cannot buy that amount of shares for an average price under 4.20$ (- the accumulating interest till they decide to buy), they lost money! Of course you should also figure in if they had invested the money somewhere else in this time frame they might have actually made money (10% over 2 years would reduce their needed buying price by another 1$ for they buying price, inflation might be another 0.60$)... so you keep on telling me about that greatness of them shorts and better add some numbers to it! I am long and I will make a lot of money from this, from buying and lending out.. as long as it flies one day! |
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Post by avogadro on Jan 24, 2016 13:53:54 GMT -5
I think that the massive short position in MNKD actually affects the sales of Afrezza. I, for one, would be reluctant to start using a new pharmaceutical product made by a company being bashed to death by shorts.
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Post by liane on Jan 24, 2016 14:03:11 GMT -5
Most prospective patients have no idea of the financial side of the drug maker.
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Post by stevil on Jan 24, 2016 14:57:47 GMT -5
I think that the massive short position in MNKD actually affects the sales of Afrezza. I, for one, would be reluctant to start using a new pharmaceutical product made by a company being bashed to death by shorts. Why? |
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Post by esstan2001 on Jan 24, 2016 14:59:53 GMT -5
I think that the massive short position in MNKD actually affects the sales of Afrezza. I, for one, would be reluctant to start using a new pharmaceutical product made by a company being bashed to death by shorts. What do you estimate as the number of patients and doctors that even know or understand what shorting is (pre, and post "The Big Short") Then of that percentage, how many do you think even know which company makes inhaled insulin, and of that segment, how many think it is Sanofi? IMO this is not too likely. Look to pricing, insurance coverage, tier, doc awareness, patient awareness... all the things Sanofi majorly dropped the ball on. |
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Post by suebeeee1 on Jan 24, 2016 15:27:30 GMT -5
I think that the massive short position in MNKD actually affects the sales of Afrezza. I, for one, would be reluctant to start using a new pharmaceutical product made by a company being bashed to death by shorts. My guess is that the average person starting Afrezza has no clue what investors, shorts, longs or anyone else on wall street thinks about MNKD. All they want is to try something that will control their diabetes easier than whatever it is they are currently taking. |
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Post by mike890 on Jan 25, 2016 8:31:53 GMT -5
Greedy longs (funds or retail investors alike) have suffered massive losses by allowing the shorts to control the price to a level which is way below MNKD's intrinsic worth. The interest income doesn't come close to offsetting their losses. Hmm, I humbly disagree! The shorts pay a lot of interest every month that is hard dollar for the lending party... share prices are only real at the time of selling! No one gained or lost anything so far... If you reinvested the interest from lending over the last year, you could have almost doubled the amount of shares (and yes they have less value than a year ago.. but what does that number tell you really!?) In my opinion it is not at all clear if the shorts make any money out of this.. I guess they sold their 120mil short shares about 1.5 years ago for an average price of 5$ and paid about 0.80$ interest since then... If they cannot buy that amount of shares for an average price under 4.20$ (- the accumulating interest till they decide to buy), they lost money! Of course you should also figure in if they had invested the money somewhere else in this time frame they might have actually made money (10% over 2 years would reduce their needed buying price by another 1$ for they buying price, inflation might be another 0.60$)... so you keep on telling me about that greatness of them shorts and better add some numbers to it! I am long and I will make a lot of money from this, from buying and lending out.. as long as it flies one day! |
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Post by mike890 on Jan 25, 2016 8:46:13 GMT -5
The fact is loaning shares have facilitated shorts to crash sp to where MNKD has been unable to use the stock as a financial instrument. Shorts wanted MNKD to have to use their much needed cash to settle the notes and drive them closer to BK. So the idea that loaning shares is some sort of win win situation is extremely short sighted. It's been extremely detrimental to a struggling company
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Post by esstan2001 on Jan 25, 2016 9:35:46 GMT -5
The fact is loaning shares have facilitated shorts to crash sp to where MNKD has been unable to use the stock as a financial instrument. Shorts wanted MNKD to have to use their much needed cash to settle the notes and drive them closer to BK. So the idea that loaning shares is some sort of win win situation is extremely short sighted. It's been extremely detrimental to a struggling company Considering the proportion of institutional share lending to retail investor share lending, it is likely that you could pull all the retail loans of shares and it would be inconsequential to the price action of the stock. The real elephant in the room is the institutional lenders. Good luck convincing them not to loan (that will happen if / when prospects turn for Afrezza sales, or money comes into the company). |
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Post by parrerob on Jan 25, 2016 9:36:07 GMT -5
Greedy longs (funds or retail investors alike) have suffered massive losses by allowing the shorts to control the price to a level which is way below MNKD's intrinsic worth. The interest income doesn't come close to offsetting their losses. Hmm, I humbly disagree! The shorts pay a lot of interest every month that is hard dollar for the lending party... share prices are only real at the time of selling! No one gained or lost anything so far... If you reinvested the interest from lending over the last year, you could have almost doubled the amount of shares (and yes they have less value than a year ago.. but what does that number tell you really!?) In my opinion it is not at all clear if the shorts make any money out of this.. I guess they sold their 120mil short shares about 1.5 years ago for an average price of 5$ and paid about 0.80$ interest since then... If they cannot buy that amount of shares for an average price under 4.20$ (- the accumulating interest till they decide to buy), they lost money! Of course you should also figure in if they had invested the money somewhere else in this time frame they might have actually made money (10% over 2 years would reduce their needed buying price by another 1$ for they buying price, inflation might be another 0.60$)... so you keep on telling me about that greatness of them shorts and better add some numbers to it! I am long and I will make a lot of money from this, from buying and lending out.. as long as it flies one day! Don't think so They buy and sell everyday. Their PPS is adjusted trough algorithm looking at the best way for them.... I believe they transferred quite all the gain changing medium value of the short. I mean and believe that if it would be possible to calculate the medium price of the whole short index the result should be quite similar to actual PPS.
Very interesting to check next SI (as always). If it is decreased a lot it means that after Jan 5th many institutional reduced their positions and short covered making their game. If it still around 120 million means, IMO, that shorters were not able yet to get their premium.
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Post by Deleted on Jan 25, 2016 10:38:37 GMT -5
I've said this in about 50 threads. The shares that retail longs have don't move the needle for the hedges shorting Mannkind. Agreed. The funds holding massive amounts of shares are the ones loaning them out IMO. They have been and continue to make a killing on the interest payments they receive. Perhaps this is why Blackrock and others have not been selling. This is probably the most sensible thing I have read on the board regarding Funds holdings of MNKD. On top of them lending out the shares for shorting no one knows if its black and white stock purchase. The shares could be in etfs or it could be trackers. Thats why assuming we understand what they are doing by looking at holdings is absurd. |
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