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Post by kc on Oct 7, 2017 16:50:56 GMT -5
I just watched Friday's Mad Money and I've just have to share my thoughts with you all. His producers finally let a question through about MNKD for the first time in forever and he did not dismiss it off hand like he has in the past. I didn't even see it in his words, tone or body language. Trust me, I've been studying Cramer's show and his investment style since it started and you get to know a persons expressions and phraseology pretty well. The key takeaway here is the backstory not all of you may know. Adam Feurstein is Cramer's go-to guy in biotech. He's got a whole staff of researchers at his disposal too but AF has historically been his guy. AF is an infamous character in Mannkind support circles because of his very obvious negative view on Mannkind and it's prospects since the beginning. To be frank, well, it's rubbed some members of the Mannkind "cult" the wrong way. He's been harassed by some Mannkind followers over the years, further adding to his contempt of the company IMO. Don't hate me for saying this but I have seen what he saw in Mannkind Management all along. They weren't ready to become "Big Pharma" by a long shot. Be honest, all of you have noticed the extreme difference between Al's, Hakan's, Matt's and Mike's approach to the CEO position. I liked Al, Hakan, and especially Matt. He was doing great things for the future of Mannkind. They were just seen as, let's say milk toast by the extra savvy analysts from the investment world. Mike, and Steve Binder the CFO are being accepted more like pedigree Wall Street guys. And now, they have something none of the former leaders of Mannkind ever had, accelerated revenue growth or ARG. Cramer LOVES "ARRGGHH" as he says it. it may take a month or two for him to complete his take on us. To be honest, I'd like to have the recapitalization completed before he opines. Cramer knows that even great science can be lost without the proper management. I hope he brings Mike Castagna on the show for optimal effect. I don't know if AF is behind the acceptance of a MNKD review, but believe me when I say if we can change the minds of AF and Cramer, we could end up the next Regeneron. Those guys know how Wall Street thinks. To this long suffering investor, after the glorious events of this week, Friday's Mad Money was icing on my big old Mannkind cake. Holding 10,000 shares until my retirement in 98 months, GOOD LUCK TO ALL OF YOU Did anybody go back to his podcast and listen to it. I am traveling so I have not done so. I could not find your transcribe anywhere on the mad money recap. |
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Post by radgray68 on Oct 7, 2017 18:01:03 GMT -5
Radgray. Good Luck to You too! I think we at long last have a platform to launch from. A Thumbs up from Cramer would probably make the stock fly regardless of his historical influences. Thanks for your take... no intent to make it personal.. I appreciate that you posted. Guys, I love that you all have takes on Jim Cramer. It proves to me that I'm talking to the right crowd. I know he's been controversial but I also believe that he understands the physics of the stock market (no trade lasts forever, even the short plays, which have been on for several years already). His analysis, when taken in its entirety, is equal to any of the best on the planet. IMHO Cramer's style has morphed over the years. It's been fascinating to watch. He's a lot more cautious these days. Careful to stay with companies over $500 mil MC because his audience is paying attention. Lawyers probably impose that restriction but today we gladly stand above that $500 mil mark once again and BAM! We're finally on the cusp of getting some of the love we've been craving for ohhh sooo long.I could be wrong, but I'll be just as disappointed as anybody if I think he's sold out or something nefarious. Look, Mannkind investors are some of the more intellectual people on all the message boards I've ever seen. We've been over the science, the experience and the potential market ad nauseum. I just think and hope we get a kiss from this icon of the moneymaking world(my opinion) whether you believe he deserves that status or not, because in the end, people need this treatment. I fell in love with this stock, broke one of the cardinal rules if investing, but the Afrezza story must be told. Be it by king, herald or jester. 5 years of patience, hope, anguish, excitement angst, bewilderment spilling out here, that's all. |
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Post by sportsrancho on Oct 7, 2017 18:17:33 GMT -5
kc, I have a video of the show. ( mnholdem can post if he would like to.)
Cramer has ACTED neutral. For a long while now.
He did said on the show that he’s been telling people to stay away for awhile.
Doesn’t matter, everyone watching the show saw the chart they put up headed to the moon. He might say it’s still to risky when he comes back after doing his so called homework. Or he might get on the train. He is usually late with his calls. Where as Pete is right out of the gate:-)
In the end Mike will win him over and he’ll get on board or he’ll look like a fool.
Let’s not bash him on Twitter. Don’t want the old bad taste in his mouth. This is like a new company like intell says.
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Post by radgray68 on Oct 7, 2017 18:47:14 GMT -5
I just watched Friday's Mad Money and I've just have to share my thoughts with you all. His producers finally let a question through about MNKD for the first time in forever and he did not dismiss it off hand like he has in the past. I didn't even see it in his words, tone or body language. Trust me, I've been studying Cramer's show and his investment style since it started and you get to know a persons expressions and phraseology pretty well. The key takeaway here is the backstory not all of you may know. Adam Feurstein is Cramer's go-to guy in biotech. He's got a whole staff of researchers at his disposal too but AF has historically been his guy. AF is an infamous character in Mannkind support circles because of his very obvious negative view on Mannkind and it's prospects since the beginning. To be frank, well, it's rubbed some members of the Mannkind "cult" the wrong way. He's been harassed by some Mannkind followers over the years, further adding to his contempt of the company IMO. Don't hate me for saying this but I have seen what he saw in Mannkind Management all along. They weren't ready to become "Big Pharma" by a long shot. Be honest, all of you have noticed the extreme difference between Al's, Hakan's, Matt's and Mike's approach to the CEO position. I liked Al, Hakan, and especially Matt. He was doing great things for the future of Mannkind. They were just seen as, let's say milk toast by the extra savvy analysts from the investment world. Mike, and Steve Binder the CFO are being accepted more like pedigree Wall Street guys. And now, they have something none of the former leaders of Mannkind ever had, accelerated revenue growth or ARG. Cramer LOVES "ARRGGHH" as he says it. it may take a month or two for him to complete his take on us. To be honest, I'd like to have the recapitalization completed before he opines. Cramer knows that even great science can be lost without the proper management. I hope he brings Mike Castagna on the show for optimal effect. I don't know if AF is behind the acceptance of a MNKD review, but believe me when I say if we can change the minds of AF and Cramer, we could end up the next Regeneron. Those guys know how Wall Street thinks. To this long suffering investor, after the glorious events of this week, Friday's Mad Money was icing on my big old Mannkind cake. Holding 10,000 shares until my retirement in 98 months, GOOD LUCK TO ALL OF YOU Did anybody go back to his podcast and listen to it. I am traveling so I have not done so. I could not find your transcribe anywhere on the mad money recap. I'd record it on my iPad and post it, but I'm not sure of the legality and, frankly, I think of my nightly Mad Money fix as my extra credit homework. If you don't watch, you don't get the A+ and you can learn a lot from listening to how CEO's talk and think about their industries. Education in any form, adds to my understanding of the entire investment universe. To be honest, I don't subscribe to to his charitable trust yet as I don't want to be swayed by outside influences. Suffice it to say that Tom from Arizona asked if the relabel was going to be valuable going foreword. Cramer acted like he was aware of some changes going on, he was moved to investigate, and he advised that he needed to look into it and get back. That... is...HUGE! Some will call me a sycophant for saying so, but when Cramer does a full analysis, you get all there is to know. Again, he has legions of staff at his disposal. He talks so fast that the closed caption on my smart t.v. can't keep up. But, it is nothing less than thorough. Now, I've only seen him address MNKD a few times, but always, he was not sold on it. Finally, Mannkind now has solid, verifiable answers to the myriad of questions Cramer might have. The excitement isn't as much for yesterday's episode, it's what he will find has been going on at Mannkind since he last looked. |
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Post by falconquest on Oct 7, 2017 18:50:16 GMT -5
The only information I'm concerned about is from Mike, the rest is speculation and holds no merit.
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Post by radgray68 on Oct 7, 2017 18:53:50 GMT -5
The only information I'm concerned about is from Mike, the rest is speculation and holds no merit. Mike tells the story well. That's why I hope he invites Mike on the show. It's time. Cramer gets a wonderful turnaround story, and, at the very least, it's free advertising for Mannkind. Win, win. |
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Post by patten1962 on Oct 7, 2017 19:32:50 GMT -5
In my humble opinion, does not really matter if people are good investors are not Cramer has a very large following. If he says yes to Mannkind or gives it a price target people will buy the stock.
I have really no feelings for him, don't like him or hate him. But if he says something good about Mannkind all the better.
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Post by robsacher on Oct 7, 2017 22:40:36 GMT -5
I wonder if Cramer's hedge in telling his audience that he has to research MannKind again is in any way a message to those who hold huge short positions.
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Post by careful2invest on Oct 7, 2017 23:01:14 GMT -5
I wonder if Cramer's hedge in telling his audience that he has to research MannKind again is in any way a message to those who hold huge short positions. Who knows?! What I do know, is what comes out of his mouth cannot be trusted! But if he is on our side, and calls MNKD a buy, the minions that do trust him will jump on board, and that won't hurt the pps. I do like the idea of him having Mike C on for the turnaround story. That would truly be "epic" Maybe Matt can make an appearance too! As he finally basks in his "embarrassment of riches" GO MNKD! THE SKY IS THE LIMIT! |
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Post by mango on Oct 8, 2017 0:24:02 GMT -5
If I turn on the TV, which is rare, and I happen turn it to Cramer...I normally turn the TV off, indulge in some RLS, and go to bed.
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Post by joeypotsandpans on Oct 10, 2017 8:06:11 GMT -5
You have to believe as he one eye monitors the ticker pre-market and constantly sees it going across up over 10% pre-market he is calling his intern telling them to get him his research because he knows he's going to be getting the calls LOL!! Screw Nelson Peltz and P&G, this is the REAL news  |
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Post by mnholdem on Oct 10, 2017 8:11:02 GMT -5
I thought it was interesting when Cramer took a neutral position on MNKD nearly a year ago. I suspect that he has always appreciated the potential of this stock to explode and didn't want to stay out on that limb for too long and risk damaging his credibility.
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Post by joeypotsandpans on Oct 10, 2017 8:17:13 GMT -5
I thought it was interesting when Cramer took a neutral position on MNKD nearly a year ago. I suspect that he has always appreciated the potential of this stock to explode and didn't want to stay out on that limb for too long and risk damaging his credibility. Bottom line, we'll know when the large short position has switched sides when he pounds the buzzer and says buy! buy! buy! lol |
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