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Post by trenddiver on Jun 6, 2015 17:00:52 GMT -5
it might have been at the suggestion of someone on this board (perhaps Babo) that I decided to sell out of all of my warrants, which expired in Feb 2016, and trade into the Jan. 2017 $3.00 call options. i had about 50,000 warrants (exercisable into 30,000 shares at a price of $2.40 per share). It took me about three months to accomplish this but yesterday was a perfect day to complete my trade. Yesterday, the call options and the warrants were both selling at no premium to the stock price so I was able to extend out my time almost a year for no additional cost or premium. I strongly suggest anyone owning the warrants look into this strategy. Yesterday MNKD price closed at $6.12. The $3.00 Jan. 2017 calls closed at $3.10, a small discount to the share price. In my opinion, the $3.00 Jan. 2017 calls are very undervalued relative to the share price.
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Post by trenddiver on May 20, 2015 11:26:33 GMT -5
This is speculation of course, but maybe Al is creating an artificial short squeeze by reducing or not permitting his shares to be borrowed any longer. For those going to the ASM, this would be a good question to ask.
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Post by trenddiver on May 18, 2015 17:52:22 GMT -5
Is there a link to the recent Jeffries research report?
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Post by trenddiver on May 11, 2015 1:17:09 GMT -5
Mannkind is reporting $12.4 million loss related to the Sanofi/Mannkind partnership. This represents a 35% share, meaning the total loss for the venture was $35.4 million. Any ideas how such a large loss was generated, it's seems awfully large considering the level of activity. Wonder who is keeping an eye on the expenditures and approving the allocations? Hope it's someone sharper than Matt.
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Post by trenddiver on May 8, 2015 13:55:24 GMT -5
I love to be inside of Al brain right know. Wondering what he is really thinking, especially since the SP and Al's interest has gone down 50% since Hakan was pointed CEO. Sorry, Hakan just isn't a Tim Cook.
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Post by trenddiver on May 8, 2015 13:37:26 GMT -5
I hope you shareholders going to the ASM hold management's feet to the fire regarding all of the comments expressed on this thread. Questioners should not be lobbing any softball questions and should back off until we get the answers we deserve as investors.
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Post by trenddiver on May 8, 2015 13:11:16 GMT -5
My takeaways,
1. I've been saying for a longtime that Matt is way past his level of competency, as the CFO of a public company. He gave no answers or clarity regarding the company's finances (he couldn't or wouldn't even give a forecast for end of the year cash). Any investor would have to walk away shaking his head after hearing what Matt had to say. 2. The reasons given for the slow run up of scripts is an example of how ill-prepared both Sanofi and Mannkind were for the launch. Someone at Sanofi needs to take responsibility for leading the effort to remove the impediments, whatever it takes. 3. The information given about Technosphere's next focus was basically the same info given at the last CC. Wondering why not one analyst asked any questions about the $9 million spent on R&D in the last quarter. Just what the heck are they doing? 4. Hakan's presentation was empty of any important strategic insight about Mannkind. He had nothing to say. Not one piece of info for investors to feel optimistic about the future of the company or any rational to justify MNKD's current market cap of $1.6 billion and dropping every week. Just wonder whether Hakan has what it takes to be the CEO of a multi billion dollar company.
A disappointed TREND
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Post by trenddiver on May 7, 2015 18:53:05 GMT -5
Wondering why they are spending $9 million + on R&D?? With that kind of R&D investment, maybe they'll have something to say about Technosphere new products.
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Post by trenddiver on Mar 30, 2015 16:10:52 GMT -5
For those interested in technical indicators, the shorter term daily indicators are showing constructive readings. Although the weekly indicators are mixed, a couple of up days could turn those indicators up. Although maybe a little speculative, this could be a decent buying opportunity for those who still have funds to invest or those looking to take a position.
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Post by trenddiver on Mar 18, 2015 21:17:14 GMT -5
I don't think Congress will have time. They're too busy focusing on Hillary's emails.
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Post by trenddiver on Mar 10, 2015 12:53:49 GMT -5
I'm sorry if this is posted somewhere else and I missed it, but who owns the $100 million in covertible debt? Various institutions, hedge funds, private equity. I think lead underwriters were Merril Lynch and Bank of America.
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Post by trenddiver on Feb 26, 2015 20:47:59 GMT -5
I think there are a couple of other licensing deals out there with Technovax and Tolero. It would be nice to get an update regarding all of these projects.
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Post by trenddiver on Feb 26, 2015 20:42:57 GMT -5
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Post by trenddiver on Feb 19, 2015 11:02:53 GMT -5
If you borrow a million shares at $7.18 at %18 annual interest, drive the price down to $7.17 and sell your million shares you make just about $96,000 dollars profit. Not a bad days pay. Why would you not do it as long as you can borrow the shares? Your math is wrong. You would make $10,000 less the cost of borrowing. Not a great return for a $7mil investment considering the risk.
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Post by trenddiver on Feb 16, 2015 21:54:55 GMT -5
Bio,
If you look at my Dec. 24 post, you will see that I noted that the technical indicators had turned bullish. My bullish optimism was also noted in subsequent posts along with my logic. My optimism has been born out in reality. I don't know if this makes me an over the top pumper, but a lot of my money is on the line and when I'm optimistic I don't mind sharing my opinion on this board.
I'm not sure what your holdings of MNKD are, but reading your posts always leaves me with a feeling that the "glass is half empty". Much of the time you are wrong e.g., just take a look at your Jan. 23 post re the launch not going to effect the PPS.
If you go on a sabbatical, please take Matt Pheiffer with you. Just kidding!!
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