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Post by dreamboatcruise on Feb 12, 2016 14:02:41 GMT -5
MannKind as a whole (Afrezza/IP/Technosphere/etc) is worth $25-30 PPS at least (many years out; full buyout now would only net $7-10 PPS) since the potential market capitalization is in the 20 billion range eventually. How the shorts hold this hostage below $1 is beyond me.Short interest is not shooting up. So our share price reflects lack of people wishing to buy MNKD as much as shorts increasing their position. I'm a long time long... and bought a lot at much higher prices than where we are. I am not buying at these prices until there is some clarity (well, I did pick up a smattering of out of money calls, but nothing compared to what I previously purchased). If someone that believes in Afrezza as much as me isn't buying, who is? Further, there are at least a few people that have been Afrezza supporters for a long time here on proboards that have sold their positions. In fact another member just announced on one thread that this morning they finally sold out their last shares. Are you buying? In order for share price to recover there would need to be some significant buying. Right now that would seem to not be happening with retail or institutions. |
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Post by cjc04 on Feb 12, 2016 14:20:15 GMT -5
MannKind as a whole (Afrezza/IP/Technosphere/etc) is worth $25-30 PPS at least (many years out; full buyout now would only net $7-10 PPS) since the potential market capitalization is in the 20 billion range eventually. How the shorts hold this hostage below $1 is beyond me.Short interest is not shooting up. So our share price reflects lack of people wishing to buy MNKD as much as shorts increasing their position. I'm a long time long... and bought a lot at much higher prices than where we are. I am not buying at these prices until there is some clarity (well, I did pick up a smattering of out of money calls, but nothing compared to what I previously purchased). If someone that believes in Afrezza as much as me isn't buying, who is? Further, there are at least a few people that have been Afrezza supporters for a long time here on proboards that have sold their positions. In fact another member just announced on one thread that this morning they finally sold out their last shares. Are you buying? In order for share price to recover there would need to be some significant buying. Right now that would seem to not be happening with retail or institutions. I agree, and I came to the same conclusions as you did when I was thinking about the huge short interest and how obvious it is when their just trading shares back and forth. There's not much normal trading going on when their algo's aren't controlling the price. There's going to have to be a major change in the company to create some real buying pressure and end their control. |
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Post by sportsrancho on Feb 12, 2016 14:24:16 GMT -5
Didn't a poster just say that Al had flown to Boston and talked to the Dexcom CEO about Afrezza a few weeks ago?
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Post by dreamboatcruise on Feb 12, 2016 14:29:28 GMT -5
Didn't a poster just say that Al had flown to Boston and talked to the Dexcom CEO about Afrezza a few weeks ago? I think there is as good of a chance that him stepping down from EYES board is to make more time for MNKD, not a precursor to doing the same with MNKD. |
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Post by compound26 on Feb 12, 2016 14:55:59 GMT -5
Didn't a poster just say that Al had flown to Boston and talked to the Dexcom CEO about Afrezza a few weeks ago? Really, if true, that is some positive news. I must have missed that post. |
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Post by sportsrancho on Feb 12, 2016 15:47:49 GMT -5
Didn't a poster just say that Al had flown to Boston and talked to the Dexcom CEO about Afrezza a few weeks ago? Really, if true, that is some positive news. I must have missed that post. lorcan458 under Q&A's |
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Post by compound26 on Feb 12, 2016 15:51:46 GMT -5
Really, if true, that is some positive news. I must have missed that post. lorcan458 under Q&A's @sportsrancho Great. Thanks! |
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Post by nuklerfizzacist on Feb 12, 2016 21:40:40 GMT -5
Al could retire his shares, yes. He could donate his shares, sell them, hold, or retire them. I do feel, however, the next question is - is al in a position to manage his world? Evidence is pointing to al not being engaged. Given his age, recent lack of activity, resignation of the EYES director position, etc.. it's not out of the realm of possibilities. If that's the case, then al would have made accommodations for his wealth and it's pretty well documented where al said he was going to die broke and fund his interests. At the point he was likely making those decisions, al was believing in massive success for afrezza about now and, if true, didn't see a need to create a backup fund for mnkd. With each passing day I'm more and more convinced that this is the case. As such and if true, then someone other than al is calling the shots on his estate and they aren't likely to be as singularly focused on the success of mnkd as al was. All conjecture on my part. Time will tell. Well. Al Mann's health aside (as that is obviously fraught with conjecture and in my opinion pointless to even discuss, and it is likely (duh) that he has already addressed what to do in his absence..wow that's a stretch..sarcasm) why wouldn't the retiring or return of his shares be just as possible as any other scenario? Just maybe it is the most likely scenario? Listen, I'm not basing my continued investing strategy on that possibility but to me that very possibility is Mannkinds ace-in-the hole. Think about it from an obvious-looking Occam's Razor type point of view: AM owns how many common shares? Who would lose (as an individual) most in a BK..AM right? which kinda rules that option out right? To me it does. And finally, who would cement their legacy of helping diabetics if they completely solidified the mother-ship..AM right? I don't know why, but I'm just not worried about MNKD's future..it seems pretty buttoned down. I'm not really an optimistic kinda guy...more a cynical type |
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Post by jpg on Feb 12, 2016 23:07:57 GMT -5
Al could retire his shares, yes. He could donate his shares, sell them, hold, or retire them. I do feel, however, the next question is - is al in a position to manage his world? Evidence is pointing to al not being engaged. Given his age, recent lack of activity, resignation of the EYES director position, etc.. it's not out of the realm of possibilities. If that's the case, then al would have made accommodations for his wealth and it's pretty well documented where al said he was going to die broke and fund his interests. At the point he was likely making those decisions, al was believing in massive success for afrezza about now and, if true, didn't see a need to create a backup fund for mnkd. With each passing day I'm more and more convinced that this is the case. As such and if true, then someone other than al is calling the shots on his estate and they aren't likely to be as singularly focused on the success of mnkd as al was. All conjecture on my part. Time will tell. Well. Al Mann's health aside (as that is obviously fraught with conjecture and in my opinion pointless to even discuss, and it is likely (duh) that he has already addressed what to do in his absence..wow that's a stretch..sarcasm) why wouldn't the retiring or return of his shares be just as possible as any other scenario? Just maybe it is the most likely scenario? Listen, I'm not basing my continued investing strategy on that possibility but to me that very possibility is Mannkinds ace-in-the hole. Think about it from an obvious-looking Occam's Razor type point of view: AM owns how many common shares? Who would lose (as an individual) most in a BK..AM right? which kinda rules that option out right? To me it does. And finally, who would cement their legacy of helping diabetics if they completely solidified the mother-ship..AM right? I don't know why, but I'm just not worried about MNKD's future..it seems pretty buttoned down. I'm not really an optimistic kinda guy...more a cynical type Not worried aboutMannkinds future? Pretty buttoned down? How are sales going to go up without any money? How will they pay their huge (for Mannkind) ongoing contracual obligations? Sorry but that optimism just seems like a hard point of view to understand for me and the majority of investors (and obviously ex investors). |
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Post by nuklerfizzacist on Feb 13, 2016 10:48:00 GMT -5
Without optimism?? then why even invest in anything? How perplexing, especially for investors. My take, there has been a turn on this board towards pessimism. Pessimism is okay to a point but then the pessimists turn into the equivalent of a smelly wet blanket (who likes those?) and reading them "pessimate" (my new word..thank you very much) over and over again is becoming stale...but here is my real question; why the heck would pessimists stick around and continue to post their "negative optimism"...isn't that called schadenfreude? Is it to help bring everyone to their point of view? I sold, so now I want to make sure everyone knows why I sold and that I will be right? C'mon this is Proboards not Conboards...not saying that all possibilities shouldn't be discussed but this has gone wayyyyy over that line. It is almost just not worth reading the posts here as anyone who presents as an "optimist" is immediately put down, and made out to be an unthinking idiot (sorry, you can say that's not the case but I'm not that stupid..Yes, I mistakenly thought the bluehale was new..my idiot moment yes I know).
I give lots of credit to the other "optimists" here who honorably try to respond to the onslaught of negative crap posted here in a polite respectful manner, but at a certain point (which is where I am now) it just starts to be too much. So damn being pc and nice, even to some of the old timers; I'm still invested in MNKD, I truly think they have the situation under control, my investment, while currently underwater, I believe will be okay, and if you just can't wait to dance on MNKDs grave (and incredibly maybe AMs too) well maybe it is time for you to move on to boards where you may actually have an effect on the readers.
In conclusion, yes, I may be being somewhat disrespectful but I'm tired of this disrespectful beat down by my Proboards cohabitants. If I wanted to be ridiculously ridiculed I'd go post over to the YMB and have some schmuck write HAW to my posts (it's getting close to that here). Sorry to the moderators if they judge me as having gone over the line..I suspect I may be representing what many here are thinking? but maybe not?
Back to business, ProBoards pessimists, ask yourself this question, do you really really think that MP is going to present to AM a plan in which AM essentially loses his crowning product, his reputation, his dignity, and his shirt, by declaring BK? that's nonsensical to me, but I'm an idiot "optimist" after-all. Cue the Kevin Bacon Animal House scene replies.
How about a thumbs down option?
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Post by sportsrancho on Feb 13, 2016 12:01:31 GMT -5
Without optimism?? then why even invest in anything? How perplexing, especially for investors. My take, there has been a turn on this board towards pessimism. Pessimism is okay to a point but then the pessimists turn into the equivalent of a smelly wet blanket (who likes those?) and reading them "pessimate" (my new word..thank you very much) over and over again is becoming stale...but here is my real question; why the heck would pessimists stick around and continue to post their "negative optimism"...isn't that called schadenfreude? Is it to help bring everyone to their point of view? I sold, so now I want to make sure everyone knows why I sold and that I will be right? C'mon this is Proboards not Conboards...not saying that all possibilities shouldn't be discussed but this has gone wayyyyy over that line. It is almost just not worth reading the posts here as anyone who presents as an "optimist" is immediately put down, and made out to be an unthinking idiot (sorry, you can say that's not the case but I'm not that stupid..Yes, I mistakenly thought the bluehale was new..my idiot moment yes I know). I give lots of credit to the other "optimists" here who honorably try to respond to the onslaught of negative crap posted here in a polite respectful manner, but at a certain point (which is where I am now) it just starts to be too much. So damn being pc and nice, even to some of the old timers; I'm still invested in MNKD, I truly think they have the situation under control, my investment, while currently underwater, I believe will be okay, and if you just can't wait to dance on MNKDs grave (and incredibly maybe AMs too) well maybe it is time for you to move on to boards where you may actually have an effect on the readers. In conclusion, yes, I may be being somewhat disrespectful but I'm tired of this disrespectful beat down by my Proboards cohabitants. If I wanted to be ridiculously ridiculed I'd go post over to the YMB and have some schmuck write HAW to my posts (it's getting close to that here). Sorry to the moderators if they judge me as having gone over the line..I suspect I may be representing what many here are thinking? but maybe not? Back to business, ProBoards pessimists, ask yourself this question, do you really really think that MP is going to present to AM a plan in which AM essentially loses his crowning product, his reputation, his dignity, and his shirt, by declaring BK? that's nonsensical to me, but I'm an idiot "optimist" after-all. Cue the Kevin Bacon Animal House scene replies. I think you are right on about everything you said. When people sell they hope they are right. And they are sticking around for what they think will be a train wreck. Sad as that is. It's gone down hill fast around here. But....that's when things tend to turn around! Will I feel bad for the people that sold? I think I will. It's like giving up before the last mile of a marathon! |
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Post by Deleted on Feb 13, 2016 13:21:56 GMT -5
MannKind as a whole (Afrezza/IP/Technosphere/etc) is worth $25-30 PPS at least (many years out; full buyout now would only net $7-10 PPS) since the potential market capitalization is in the 20 billion range eventually. How the shorts hold this hostage below $1 is beyond me. I believe the potential of Afrezza/IP/TS is in the billions, but if Al Mann wants to see that potential for MannKind they need to increase cash before year end. |
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Post by 4allthemarbles on Feb 13, 2016 13:36:38 GMT -5
Without optimism?? then why even invest in anything? How perplexing, especially for investors. My take, there has been a turn on this board towards pessimism. Pessimism is okay to a point but then the pessimists turn into the equivalent of a smelly wet blanket (who likes those?) and reading them "pessimate" (my new word..thank you very much) over and over again is becoming stale...but here is my real question; why the heck would pessimists stick around and continue to post their "negative optimism"...isn't that called schadenfreude? Is it to help bring everyone to their point of view? I sold, so now I want to make sure everyone knows why I sold and that I will be right? C'mon this is Proboards not Conboards...not saying that all possibilities shouldn't be discussed but this has gone wayyyyy over that line. It is almost just not worth reading the posts here as anyone who presents as an "optimist" is immediately put down, and made out to be an unthinking idiot (sorry, you can say that's not the case but I'm not that stupid..Yes, I mistakenly thought the bluehale was new..my idiot moment yes I know). I give lots of credit to the other "optimists" here who honorably try to respond to the onslaught of negative crap posted here in a polite respectful manner, but at a certain point (which is where I am now) it just starts to be too much. So damn being pc and nice, even to some of the old timers; I'm still invested in MNKD, I truly think they have the situation under control, my investment, while currently underwater, I believe will be okay, and if you just can't wait to dance on MNKDs grave (and incredibly maybe AMs too) well maybe it is time for you to move on to boards where you may actually have an effect on the readers. In conclusion, yes, I may be being somewhat disrespectful but I'm tired of this disrespectful beat down by my Proboards cohabitants. If I wanted to be ridiculously ridiculed I'd go post over to the YMB and have some schmuck write HAW to my posts (it's getting close to that here). Sorry to the moderators if they judge me as having gone over the line..I suspect I may be representing what many here are thinking? but maybe not? Back to business, ProBoards pessimists, ask yourself this question, do you really really think that MP is going to present to AM a plan in which AM essentially loses his crowning product, his reputation, his dignity, and his shirt, by declaring BK? that's nonsensical to me, but I'm an idiot "optimist" after-all. Cue the Kevin Bacon Animal House scene replies. How about a thumbs down option? Good for you Nuk! A thumbs down button may be seen as a negative for some. They will say "delusional long". Funny though, this board use to be full of positive people. I have no problem with realism. We must all be realistic about any investment we make. Know what you are buying and why you are buying. Pessimism is the other guys problem. For the record, if someone sold, that's fine. Up to you. But don't drag the rest of us down. Feel free to PM me if you want to take that comment further. To all others, we will know soon enough what is in the works. Good luck everyone. |
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Post by benyiju on Feb 13, 2016 16:07:20 GMT -5
Without optimism?? then why even invest in anything? How perplexing, especially for investors. My take, there has been a turn on this board towards pessimism. Pessimism is okay to a point but then the pessimists turn into the equivalent of a smelly wet blanket (who likes those?) and reading them "pessimate" (my new word..thank you very much) over and over again is becoming stale...but here is my real question; why the heck would pessimists stick around and continue to post their "negative optimism"...isn't that called schadenfreude? Is it to help bring everyone to their point of view? I sold, so now I want to make sure everyone knows why I sold and that I will be right? C'mon this is Proboards not Conboards...not saying that all possibilities shouldn't be discussed but this has gone wayyyyy over that line. It is almost just not worth reading the posts here as anyone who presents as an "optimist" is immediately put down, and made out to be an unthinking idiot (sorry, you can say that's not the case but I'm not that stupid..Yes, I mistakenly thought the bluehale was new..my idiot moment yes I know). I give lots of credit to the other "optimists" here who honorably try to respond to the onslaught of negative crap posted here in a polite respectful manner, but at a certain point (which is where I am now) it just starts to be too much. So damn being pc and nice, even to some of the old timers; I'm still invested in MNKD, I truly think they have the situation under control, my investment, while currently underwater, I believe will be okay, and if you just can't wait to dance on MNKDs grave (and incredibly maybe AMs too) well maybe it is time for you to move on to boards where you may actually have an effect on the readers. In conclusion, yes, I may be being somewhat disrespectful but I'm tired of this disrespectful beat down by my Proboards cohabitants. If I wanted to be ridiculously ridiculed I'd go post over to the YMB and have some schmuck write HAW to my posts (it's getting close to that here). Sorry to the moderators if they judge me as having gone over the line..I suspect I may be representing what many here are thinking? but maybe not? Back to business, ProBoards pessimists, ask yourself this question, do you really really think that MP is going to present to AM a plan in which AM essentially loses his crowning product, his reputation, his dignity, and his shirt, by declaring BK? that's nonsensical to me, but I'm an idiot "optimist" after-all. Cue the Kevin Bacon Animal House scene replies. How about a thumbs down option? Is the Booster Club feeling put upon? You've got to be kidding. Every time a serious, critical investor asks any question that doesn't gild this lily, they are immediately accused of being shorts, spreading the dreaded FUD, and being in league with the likes of Adam F, Jim C, and Lloyd B. Now they're smelly blankets. If you're completely confident in your investment, you're the ones who shouldn't be bothering with this board. You've got nothing to worry about, so go enjoy your life. Why are you even wasting your time here? That's ridiculous. If there's nothing to question about the way MNKD is doing things, and its prospects for survival, you have nothing to be concerned about, just let your investment ride in the supreme confidence that someday very very soon you'll be laughing all the way to the bank. However, it's pretty clear that you don't have that confidence, instead you're looking for a support network to tell you everything is going to be all right. Fine. If you want to take sleeping pills and listen to the music while the Titanic slips beneath the waves, that's your business. There's lots of that kind of posting here, and maybe the moderators can mark some threads as [Rated G] and guarantee that no one will ask any tough questions there. Meanwhile, there are others of us who don't have that confidence (and frankly, at this point if you have that kind of confidence you're not paying attention). We need to figure out whether (and/or when) we need to sell. We would like to try to figure out what the hell is going on so we don't get TKO here. We've already been knocked down repeatedly the past 6 months. I for one am not going down with the ship and really want to avoid TKO (aka BK). I should add that there seems to be a strong vein of magical thinking running through these sorts of posts (very similar to what you see on YMB and ST), this idea that what people say on these boards will have some sort of impact on the success or failure of MNKD. That is absurd. I can imagine on a very slow day that you might be able to move the SP needle a little bit if you really worked it, but in terms of the long term SP, fuggedaboutit. The Company has earned its penny stock status. Not entirely its own fault, of course. Martin S, the FDA, and Olivier B certainly have made things much harder, but given the problems and very uncertain potential, the market has probably priced us perfectly. Hopefully that can be changed. I'm hoping it can. That's why I'm still here. But I would be a fool if I thought the chances were better than 50-50 (and also a fool if I didn't want to be on the lookout for when those odds slid any closer to 25-75, because they're getting very close). So, I'm sorry if you consider critical investors to be raining on your parade, but feel free to emulate your pusillanimous fellow Booster Club members and block posters who ask questions that make you feel icky inside. I, for one, don't block anybody. I like to read good news (or potential good news) about MNKD. I just also want to know the bad news, preferably before I end up losing everything I have in MNKD. |
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Post by dreamboatcruise on Feb 13, 2016 17:05:57 GMT -5
With due respect, things have "gone down hill" in the postings because things have gone down hill for the company.
Many people, including myself, strongly believe in the product Afrezza despite pessimating at times regarding MNKD's current situation. Problem is, there is a real possibility of MNKD running out of cash, and even if not bankruptcy the only solutions they may have to avoid it could be ones that are financially quite bad for common shareholders vs the true potential for Afrezza.
So count me as an Afrezza optimist, that is so optimistic about Afrezza that I am staying invested in a company that ordinarily I would not because it is in a very precarious financial pickle.
Why do I choose to post things that others perceive as negative... because I think not doing so is a big disservice to other. People actually use these boards to make investing decisions. Real people risking their real money... and sometimes people risking more than they should. They deserve to have the reality of the risk pointed out to them, not just the amazing opportunity that many of us believe for Afrezza. I do try to balance my posts... the hope I still have vs the concerns.
By the way, if people want unvarnished Pollyannaism check out what Joshua R. has written over on CNA. It will make you feel all warm inside about a version of MNKD that has not a care in the world and nothing but a stroll down a gilded road in front of them. I feel sorry for anyone that takes that as a serious assessment of the investing profile of MNKD. Also, be forewarned about his site that you have to answer demographic questions to help build up your profile in some company's marketing database.
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