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Post by brotherm1 on Jun 29, 2017 14:52:15 GMT -5
I find it despicable that someone would purport to imply the deal was done the way it was when there is insufficient information available to base it upon.
The Mann Group may need to liquidate some investments, but it is not realistic to think - and certainly wrong to imply - that they would have funds meant for a safety net in the same investment meant to be insured.
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Post by buyitonsale on Jun 29, 2017 15:39:25 GMT -5
All I know is that I bought more today after reading the announcement. I believe we will see positive international developments by October.
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Post by dg1111 on Jun 29, 2017 16:18:55 GMT -5
All I know is that I bought more today after reading the announcement. I believe we will see positive international developments by October. With respect to near term international developments, when I read "Deerfield has agreed to extend its existing $10 million principal maturity from July 18, 2017 to August 31, 2017 and, subject to certain conditions on that date, further extend it to October 31, 2017." in this morning's press release, it seems to imply that Deerfield is giving 2 months to find a deal and another 2 months to close said deal. That may or may not mean that I deal is currently on the table, but I would like to think it is.
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Post by Deleted on Jul 1, 2017 11:19:27 GMT -5
matt "Mann Group holds a big block of shares which in the worst case can be sold to generate the cash" Nice innuendo! You think that 17 million shares hitting the market in the next 40 trading days is the best case? That would not be good for the PPS, and certainly if the Group has cash they can use it would be ideal, but all those solutions are better than not coming up with the cash because if they don't then the whole Deerfield arrangement falls apart (there is a covenant to that effect). Root for the money fairy to fly down and fix the problem if you like, but if Mann Group was that fairy then the deal would not have gone together they way it did. Be realistic about what is about to happen and you will be better positioned to take advantage of it when the time comes. Interesting you and Feroldi believe or are trying to convince people the Mann Group has sold or will sell shares. Feroldi assumed that because of an apparent disparity of shares; however he doesn't produce a link demonstrating a sale.
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Post by kball on Jul 1, 2017 19:20:48 GMT -5
You think that 17 million shares hitting the market in the next 40 trading days is the best case? That would not be good for the PPS, and certainly if the Group has cash they can use it would be ideal, but all those solutions are better than not coming up with the cash because if they don't then the whole Deerfield arrangement falls apart (there is a covenant to that effect). Root for the money fairy to fly down and fix the problem if you like, but if Mann Group was that fairy then the deal would not have gone together they way it did. Be realistic about what is about to happen and you will be better positioned to take advantage of it when the time comes. Interesting you and Feroldi believe or are trying to convince people the Mann Group has sold or will sell shares. Feroldi assumed that because of an apparent disparity of shares; however he doesn't produce a link demonstrating a sale. Aside from whether they did or not, in your estimation do you think the really smart investors 1) are still invested 2) sold and moved on 3) playing some sort of options game (my own thinking is mostly 2&3)
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Post by Deleted on Jul 1, 2017 19:36:35 GMT -5
I have yet to see a document that demonstrates selling by any Mann entity. If they are not selling neither am I.
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Post by mytakeonit on Jul 1, 2017 19:43:21 GMT -5
I don't know about the smart investors ... but, the lucky investors are still invested.
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Post by sportsrancho on Jul 1, 2017 19:45:51 GMT -5
Interesting you and Feroldi believe or are trying to convince people the Mann Group has sold or will sell shares. Feroldi assumed that because of an apparent disparity of shares; however he doesn't produce a link demonstrating a sale. Aside from whether they did or not, in your estimation do you think the really smart investors 1) are still invested 2) sold and moved on 3) playing some sort of options game (my own thinking is mostly 2&3) I'm thinking the smart ones aren't even thinking about #2 and #3:-)
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Post by seanismorris on Jul 1, 2017 20:38:04 GMT -5
There was one really smart investor that said right after the partnership deal was announced, that he didn't like the deal and sold all his shares.
I look back on that moment and wish I was that guy.
----
As I look at the situation today, I wouldn't recommend the stock. I see huge upside, but still a still see good probability that MNKD goes to zero.
I see a lot of good things, but Afrezza hasn't turned the corner with regards to scripts. It's still too risky to recommended. I'm hoping I can recommend it in the future, but that would only be after dilution gets done, and promising script counts.
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Post by mytakeonit on Jul 2, 2017 2:43:48 GMT -5
Sheesh ... where is the "hate button"?!!!
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Post by brotherm1 on Jul 2, 2017 8:04:44 GMT -5
There was one really smart investor that said right after the partnership deal was announced, that he didn't like the deal and sold all his shares. I look back on that moment and wish I was that guy. ---- As I look at the situation today, I wouldn't recommend the stock. I see huge upside, but still a still see good probability that MNKD goes to zero. I see a lot of good things, but Afrezza hasn't turned the corner with regards to scripts. It's still too risky to recommended. I'm hoping I can recommend it in the future, but that would only be after dilution gets done, and promising script counts. Are you a financial advisor? I don't even trust certified financial advisors or even Cramers to recommend any one particular stock, let alone trusting someone on a bulletin board.
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Post by slugworth008 on Jul 2, 2017 10:16:58 GMT -5
All the conversation about the cash runway is just another piece of the MNKD saga.
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Post by seanismorris on Jul 2, 2017 14:31:02 GMT -5
There was one really smart investor that said right after the partnership deal was announced, that he didn't like the deal and sold all his shares. I look back on that moment and wish I was that guy. ---- As I look at the situation today, I wouldn't recommend the stock. I see huge upside, but still a still see good probability that MNKD goes to zero. I see a lot of good things, but Afrezza hasn't turned the corner with regards to scripts. It's still too risky to recommended. I'm hoping I can recommend it in the future, but that would only be after dilution gets done, and promising script counts. Are you a financial advisor? I don't even trust certified financial advisors or even Cramers to recommend any one particular stock, let alone trusting someone on a bulletin board. Who says you can trust your financial advisor? There was some kind of regulation what was supposed to force your financial advisor work for you, but I don't know its status... Until then (and probably still after) I'd assume your financial advisor is working for himself. I read all the time about financial advisors that $&@'$;:$& their client. The reason my, or any persons opinion here matters, is because gauging sentiment often works when making stock decisions. (besides benefiting from the groups research)
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Post by derek2 on Jul 2, 2017 14:37:13 GMT -5
Are you a financial advisor? I don't even trust certified financial advisors or even Cramers to recommend any one particular stock, let alone trusting someone on a bulletin board. Who says you can trust your financial advisor? There was some kind of regulation what was supposed to force your financial advisor work for you, but I don't know its status... Until then (and probably still after) I'd assume your financial advisor is working for himself. I read all the time about financial advisors that $&@'$;:$& their client. The reason my, or any persons opinion here matters, is because gauging sentiment often works when making stock decisions. (besides benefiting from the groups research)
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