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Post by kimi on Nov 1, 2017 12:53:25 GMT -5
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Post by mnkdfann on Nov 1, 2017 12:58:58 GMT -5
Kolbert is probably understandably upset his company Maxim Group LLC was not selected as a placement agent for the Mannkind offering, especially after he played so nice on recent investor calls.
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Post by cjm18 on Nov 1, 2017 13:07:49 GMT -5
Kolbert is probably understandably upset his company Maxim Group LLC was not selected as a placement agent for the Mannkind offering, especially after he played so nice on recent investor calls. You beat me to it. |
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Post by orlon on Nov 1, 2017 13:12:08 GMT -5
Hi, it's that Orlon guy asking: "What's the word on the street?"
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Post by joeypotsandpans on Nov 1, 2017 13:26:25 GMT -5
Analysts....which way is the wind blowing today? It's all hot air, so a few weeks after his $7 target he has none now (target) and he cut from buy to hold? Why not just go straight from buy to sell if you are saying they don't have enough to sustain operations...jump in SO's boat and year after year keep revising your end game dates. Big yawn, stretching the arms....these stooges are a comical lot I must say, lets see what they're saying in another 12 mos., better yet if someone has the time just post what they said 18-24 mos. ago. and then think of this: Chateau Lafite Rothschild 2009  |
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Post by sportsrancho on Nov 1, 2017 13:56:25 GMT -5
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Post by brotherm1 on Nov 1, 2017 14:42:14 GMT -5
“Maxim wanted bigger capital raise, downgrades MannKind to Hold Maxim analyst Jason Kolbert downgraded MannKind to Hold from Buy saying he believes the company has less than two operating quarters of cash on hand. Mannkind will spend just under $100M per year for the next few years to support Afrezza, Kolbert tells investors in an intraday research note. He estimates the company will end the year with around $60M in cash. The analyst thought the recent capital raise would have been larger to "get the Afrezza launch off the ground." The inhaled insulin is both a promotionally sensitive and an educationally-driven product, Kolbert argues. He believes MannKind's recent equity offering does not provide adequate funds to "translate into meaningful signs that the launch of Afrezza will be successful." MannKind in afternoon trading is down 19c to $3.10. Kolbert does not have a target for the shares.”
Did he call MNKD and found out the ATM was not used ? I would have thought MNKD would have been smart enough to sell the ATM allocated shares for an additional $50M when the share price was $5-$6 plus with huge volume.
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Post by lb on Nov 1, 2017 19:50:22 GMT -5
“Maxim wanted bigger capital raise, downgrades MannKind to Hold Maxim analyst Jason Kolbert downgraded MannKind to Hold from Buy saying he believes the company has less than two operating quarters of cash on hand. Mannkind will spend just under $100M per year for the next few years to support Afrezza, Kolbert tells investors in an intraday research note. He estimates the company will end the year with around $60M in cash. The analyst thought the recent capital raise would have been larger to "get the Afrezza launch off the ground." The inhaled insulin is both a promotionally sensitive and an educationally-driven product, Kolbert argues. He believes MannKind's recent equity offering does not provide adequate funds to "translate into meaningful signs that the launch of Afrezza will be successful." MannKind in afternoon trading is down 19c to $3.10. Kolbert does not have a target for the shares.”
Did he call MNKD and found out the ATM was not used ? I would have thought MNKD would have been smart enough to sell the ATM allocated shares for an additional $50M when the share price was $5-$6 plus with huge volume."
I just hope that sometime down the road such small secondary will suddenly make sense, and we all will say, "Aha, that's why!" Who knows if plans to sell some of TS candidates are still progressing as planned as mentioned by Mike a while ago.
With Wall Street games though, they're never happy. We all remember how they were shorting it couple of months ago and kept scaring everyone out of their shares by saying, "a massive dilution is coming!".
Okay, we had a very small 10% secondary- no good again. Stock drops 60%. They keep turning it any way they want. What are they going to say about 50% secondary on a next run-up? Downgrade again? For what reason? Too much of a dilution this time!
What will catch them all with their lies and their pants down is either an announcement of a sale of some TS candidates, or a NDA for a new drug such as pulmonary hypertension (what about "PHD" for a name?)
PS: Goldman Sachs added more than half a million shares during the 3rd quarter. Do as they do not as they say.
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Post by digger on Nov 1, 2017 20:46:15 GMT -5
Kolbert is probably understandably upset his company Maxim Group LLC was not selected as a placement agent for the Mannkind offering, especially after he played so nice on recent investor calls. Will he be on the upcoming call? |
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Post by dreamboatcruise on Nov 1, 2017 21:14:44 GMT -5
“Maxim wanted bigger capital raise, downgrades MannKind to Hold Maxim analyst Jason Kolbert downgraded MannKind to Hold from Buy saying he believes the company has less than two operating quarters of cash on hand. Mannkind will spend just under $100M per year for the next few years to support Afrezza, Kolbert tells investors in an intraday research note. He estimates the company will end the year with around $60M in cash. The analyst thought the recent capital raise would have been larger to "get the Afrezza launch off the ground." The inhaled insulin is both a promotionally sensitive and an educationally-driven product, Kolbert argues. He believes MannKind's recent equity offering does not provide adequate funds to "translate into meaningful signs that the launch of Afrezza will be successful." MannKind in afternoon trading is down 19c to $3.10. Kolbert does not have a target for the shares.” Did he call MNKD and found out the ATM was not used ? I would have thought MNKD would have been smart enough to sell the ATM allocated shares for an additional $50M when the share price was $5-$6 plus with huge volume." I just hope that sometime down the road such small secondary will suddenly make sense, and we all will say, "Aha, that's why!" Who knows if plans to sell some of TS candidates are still progressing as planned as mentioned by Mike a while ago. With Wall Street games though, they're never happy. We all remember how they were shorting it couple of months ago and kept scaring everyone out of their shares by saying, "a massive dilution is coming!". Okay, we had a very small 10% secondary- no good again. Stock drops 60%. They keep turning it any way they want. What are they going to say about 50% secondary on a next run-up? Downgrade again? For what reason? Too much of a dilution this time! What will catch them all with their lies and their pants down is either an announcement of a sale of some TS candidates, or a NDA for a new drug such as pulmonary hypertension (what about "PHD" for a name?) PS: Goldman Sachs added more than half a million shares during the 3rd quarter. Do as they do not as they say. What lie(s) are you referring to? |
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Post by kc on Nov 1, 2017 21:16:59 GMT -5
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Post by agedhippie on Nov 1, 2017 21:27:15 GMT -5
... PS: Goldman Sachs added more than half a million shares during the 3rd quarter. Do as they do not as they say. They added those shares during 2nd quarter and not the 3rd quarter. The 3rd quarter isn't out for another week or so. Look at the share holding, and then look at the calls. Those numbers are closer than I like, there is something curious going on there. This ( www.marketfolly.com/2012/10/hedge-fund-13f-filing-pros-and-cons.html) is a good explanation why you should treat 13F data with extreme care. |
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Post by matt on Nov 2, 2017 7:09:05 GMT -5
Why not just go straight from buy to sell if you are saying they don't have enough to sustain operations... Because they don't have enough to sustain operations . . . which means there is another raise coming in the future and if he continues to play nice they may get a piece of the next round. Analysts show their teeth once in a while to remind the company who writes the research, that the research isn't really free, and that the teeth can either smile at you or bite back. Message delivered. |
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Post by lb on Nov 2, 2017 8:33:14 GMT -5
"2009 Chateau Lafite-Rothschild Carruades de Lafite
Bordeaux Blend - 750ML
2009 Chateau Lafite-Rothschild Carruades de Lafite
JS 95 WA 93 NM 93 WE 93 WS 92
Reg: $398.94
$354.94"
No, thanks. I'll just change a band aid on my sore wound, and have a nice glass of Kool Aid.
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Post by joeypotsandpans on Nov 2, 2017 9:28:08 GMT -5
Why not just go straight from buy to sell if you are saying they don't have enough to sustain operations... Because they don't have enough to sustain operations . . . which means there is another raise coming in the future and if he continues to play nice they may get a piece of the next round. Analysts show their teeth once in a while to remind the company who writes the research, that the research isn't really free, and that the teeth can either smile at you or bite back. Message delivered. no guarantees of such, that is an assumption, it doesn't mean squadoosh or it could mean that Mike either sees funds coming from something or someone else....how does the analyst know for sure? Are you insinuating that he has some type of inside information of an additional capital raise/direct offering/ and not Mike waiting to use the ATM or some other vehicle? He looks like an idiot and sour grapes and his third tier firm would have been better served playing with sugar to get honey rather than throw a tantrum at missing out on the last one. How's his track record post his recommendations? |
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