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Post by Deleted on Jan 31, 2018 12:44:35 GMT -5
Just a thought....If any of you are worried about dilution then sell calls on your shares. You should quickly make up for the dilution by doing that again and again. But you would also lose any upside if we have a surprise announcement. I like this thought. Just read into it more. It seems like a smart play IF you think the company is going down over X amount of time, before going up again. Good advice. I think I've gotten myself over-worried concerning dilution; not recognizing that MNKD is yet to release the entirety of the additional shares they created in late 2017. I think they have only released around 10MM of them - is that right? I'm pretty sure I read that they are expending about $2MM per week. Could be wrong on that. If you consider that each year, Trx drops significantly between months of Dec and April; it's a semi-safe bet that as Trx picks up near latter 2/3 of 2018, so too should the share prices climb. Slow "day trading"; more like "year trading"; seems more appropriate w/ MNKD at least until they break through new contracts and we see those script counts bounce through the ceiling, or a massive dilution occurs via bringing a great percentage of those extra shares to market, at once. In short, I think I'll play 'wait and see'; as far as how swiftly the remainder of new shares from 2017 are released, and how the companies GROSS revenue vs upcoming capital calls are trending, when that time comes. If company is struggling, I'll likely put a call on my shares, but if it is stabilizing/improving, I'll probably ride out the storm in expectation that they won't need to dilute any further, and the share price should begin slow trend right direction. |
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Post by dreamboatcruise on Jan 31, 2018 14:02:59 GMT -5
Just a thought....If any of you are worried about dilution then sell calls on your shares. You should quickly make up for the dilution by doing that again and again. But you would also lose any upside if we have a surprise announcement. I like this thought. Just read into it more. It seems like a smart play IF you think the company is going down over X amount of time, before going up again. Good advice. I think I've gotten myself over-worried concerning dilution; not recognizing that MNKD is yet to release the entirety of the additional shares they created in late 2017. I think they have only released around 10MM of them - is that right? I'm pretty sure I read that they are expending about $2MM per week. Could be wrong on that. If you consider that each year, Trx drops significantly between months of Dec and April; it's a semi-safe bet that as Trx picks up near latter 2/3 of 2018, so too should the share prices climb. Slow "day trading"; more like "year trading"; seems more appropriate w/ MNKD at least until they break through new contracts and we see those script counts bounce through the ceiling, or a massive dilution occurs via bringing a great percentage of those extra shares to market, at once.
In short, I think I'll play 'wait and see'; as far as how swiftly the remainder of new shares from 2017 are released, and how the companies GROSS revenue vs upcoming capital calls are trending, when that time comes. If company is struggling, I'll likely put a call on my shares, but if it is stabilizing/improving, I'll probably ride out the storm in expectation that they won't need to dilute any further, and the share price should begin slow trend right direction. My personal educated guess is that neither of these scenarios is likely. Unless share price really collapses I don't think MNKD would attempt to raise so much in one offering to generate that sort of one event massive dilution. However, I think likelihood of avoiding some future dilution is also slim. |
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Post by dreamboatcruise on Jan 31, 2018 14:05:02 GMT -5
I’ve always thought that’s why we made the 180 turn from the EpiPen to the hypertension because we have a potential partner. If that’s the case it may leak soon... From Mike's comments it does seem that some company expressed interest but wanting to see Phase 1 data first... or perhaps even made an offer but not very good without Phase 1 results. |
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Post by mytakeonit on Jan 31, 2018 15:31:33 GMT -5
scotta said - Its a steep slope for Mike C but if can pull it off, we can rename him "Little Al".
Another one would be ... Mike "the Mann"
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Post by Deleted on Jan 31, 2018 15:52:51 GMT -5
I did just watch the Noblecon video last night. Somewhere near the end, when talking about his game plan; he did mention that he expects to take on some form of partnership or large investment from an outside company, rather than seeking dilution or bankruptcy contingencies. It seems like 2018 is a year where MNKD will see some sig struggles, leading to significant long-term strides - stabilization - via some partnership avenues (and Mike seems to already have a major hunch about who, how, when; based on that comment).
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Post by Omega on Jan 31, 2018 16:48:35 GMT -5
I think they have only released around 10MM of them - is that right? I'm pretty sure I read that they are expending about $2MM per week. Could be wrong on that. Outstanding Shares are still at: 114.87M |
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Post by Deleted on Jan 31, 2018 17:00:27 GMT -5
I think they have only released around 10MM of them - is that right? I'm pretty sure I read that they are expending about $2MM per week. Could be wrong on that. Outstanding Shares are still at: 114.87M Woohooo!@ Minimal to light-moderate dilution does not scare me; should they release more. It's just once we start to tip this current share-iceberg that I will start looking towards the potential of call options. Prior to then, seems premature. I tend to think that 2021/22 will be absolutey major for MNKD; after removing the roadblock of the Mann's payout @90mm. IMO, share price should slow pump through about 2020, before dipping heavy through mid-2021. If MNKD gets clear (coinciding with other revenue growth factors), from that point stock price will likely begin taking off, w/o looking back. |
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