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Post by sportsrancho on Nov 30, 2017 7:05:31 GMT -5
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Post by boca1girl on Nov 30, 2017 7:29:02 GMT -5
I wish MNKD was more transparent with company plans. As an example, Mike has talked about filling with Canada but never gives a timeline. “As a general defense to activism, it is also important to develop strong shareholder engagement and communications programs, and demonstrate responsiveness to shareholder concerns. Ongoing shareholder engagement makes shareholders more likely to be supportive of management and receptive to their positions in the event of a short attack.” |
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Post by sportsrancho on Nov 30, 2017 7:32:37 GMT -5
I wish MNKD was more transparent with company plans. As an example, Mike has talked about filling with Canada but never gives a timeline. “As a general defense to activism, it is also important to develop strong shareholder engagement and communications programs, and demonstrate responsiveness to shareholder concerns. Ongoing shareholder engagement makes shareholders more likely to be supportive of management and receptive to their positions in the event of a short attack.” They may be covering some of those at the meeting on the 13th... |
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Post by porkini on Nov 30, 2017 10:30:58 GMT -5
Wow, and not surprised by this. Nice to see it researched and documented somewhere other than SA or on a random message board (that was not a slam against anyone/anything) as it tends to lend some credibility to the work in general. Also, and I admit to needing to go back and thoroughly read through the document, I suspect that it is not just those shorting a particular entity, but also those with a vested interest in a competitor so they can "honestly" say they have no position in the company being attacked. Thanks for posting this up! |
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Post by dreamboatcruise on Nov 30, 2017 13:21:32 GMT -5
I wish MNKD was more transparent with company plans. As an example, Mike has talked about filling with Canada but never gives a timeline. “As a general defense to activism, it is also important to develop strong shareholder engagement and communications programs, and demonstrate responsiveness to shareholder concerns. Ongoing shareholder engagement makes shareholders more likely to be supportive of management and receptive to their positions in the event of a short attack.” I do think Mike has engaged in a bit of spin or smoke and mirrors... such as RLS tease. I'll have to admit being of two minds on it. I think it presents opportunity for shorts to exploit, but the recent capital raise was at much higher price than I would have thought, and in part I think it was due to smoke and mirrors campaign. Please don't interpret that I'm claiming Mike has said anything untrue or done something unethical... I'm not. Just saying that it is a fine line to tread between selling all the positive "possibilities" vs being very transparent with timelines and likelihoods. I don't envy that aspect of Mike's job needing to sell hope, yet manage expectations all with the context of the rocky journey encountered over the past many years. |
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Post by sportsrancho on Nov 30, 2017 14:20:05 GMT -5
That’s why I was surprised that Mike said anything about receptor life science at all, he doesn’t seem to be the teasing type.
I have heard from other people that it is not a tease. But I’m taking that with a grain of salt:-) We’ll see...
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Post by goyocafe on Nov 30, 2017 14:49:10 GMT -5
That’s why I was surprised that Mike said anything about receptor life science at all, he doesn’t seem to be the teasing type. I have heard from other people that it is not a tease. But I’m taking that with a grain of salt:-) We’ll see... A grain of salt or a gram of ganja? Take your pick.  |
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