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Marek

Marek
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  • Linn Energy And The Value Of 'Under Promise, Over Deliver' [View article]
    Not desperation, but looking at an intermediate term price softening trend in NG. It means they need to get this sold and spend a little effort consolidating their efficiencies for a while, instead of acquiring to get the decline rate down...and use some bucks to hedge against lower prices. It's the big picture right now that if they see it, says they need to hunker down, can't always rely on a cold winter. They need a quarter or two to get that distribution ratio healthy over more than a quarter, that's currency to them later; meanwhile the economy tells me demand for gas and prices and interest rates go lower, not higher yet, time to build cash to use when capital is cheaper yet and when prices are on an uptrend, not a downtrend.
    I wonder if any of them read this?
    Aug 16 01:16 AM | Likes Like |Link to Comment
  • Linn Energy And The Value Of 'Under Promise, Over Deliver' [View article]
    If these sites turned out to be such duds, who would want to buy them?

    They are of value to someone. But getting it done soon should be a priority. That might be why LINE has sought help of an expert to get them sold; and while they still can be. But they will be worth something to a driller, it's proved it has reserves, but most efficiently available to someone as specialized in drilling as LINE is in midstreaming. Just as Hugoton is a good play for LINE now because they can and need to make the most of that Jayhawk gas plant's big capacity there, it's a good match, especially as we see more vehicles switch over to NG and gas replaces coal as the power generation source and source of back-up. While Permian is not such a good match. So they need to get it sold. But oil prices are going into a downtrend so they need to get it done.
    Aug 16 01:01 AM | Likes Like |Link to Comment
  • Linn Energy And The Value Of 'Under Promise, Over Deliver' [View article]
    "Unlike other upstream MLPs, Linn Energy (NASDAQ:LINE) (NASDAQ:http://bit.ly/ZReSOL) can no longer report distributable cash flow, or DCF."

    Casey, what does this sentence mean, did I miss something?
    Aug 15 07:13 PM | Likes Like |Link to Comment
  • 10 Known Unknowns That Matter For MannKind Investors [View article]
    Now really, you can't slap someone when they have identified a pattern...having been in management, I can tell you that very definitely silence does mean something if it stands out. You didn't like his pattern, so you countered it with your own speculation. Rather than that, suggest some evidence (one example is still simply speculation or coincidence, he offered several, you offered one). Or better, take your own advice and don't speculate, wasn't that your whole point? Play fair or risk some credibility. You have done a decent job up til now but your "Trust only me," which is what you basically said when you say "trust no one who says..." can put one off. After all, you are still anonymous...
    Aug 14 07:20 PM | Likes Like |Link to Comment
  • Properly Treating Costs: Re-Evaluating The MannKind And Sanofi Partnership [View article]
    Physicians are rarely successfully sued for making decisions within their discretionary judgment, they inform patients as to risks and benefits and then they have discretion to proceed based on their practice authority, which does not require them to be perfect and fully allows good faith once patient has consented to treatment, not so big a deal as all that. Professional liability insurance is a standard cost physicians already "enjoy."
    Aug 14 06:50 PM | 2 Likes Like |Link to Comment
  • Why The Sanofi Deal Is The Best Possible Deal For MannKind Investors [View article]
    Haven't seen many references to this resource, the technosphere process, not yet discounted for future new applications: http://bit.ly/1vHO9ZP
    Aug 14 02:09 PM | Likes Like |Link to Comment
  • Properly Treating Costs: Re-Evaluating The MannKind And Sanofi Partnership [View article]
    I have seen zero popular media about it, where have you? Diabetics know, huh? You know this how?
    Aug 14 01:41 PM | 1 Like Like |Link to Comment
  • Properly Treating Costs: Re-Evaluating The MannKind And Sanofi Partnership [View article]
    Good article, very plausible.
    Aug 13 09:08 PM | Likes Like |Link to Comment
  • A Deeper Look At MannKind - Sanofi Deal And Valuation [View article]
    Know anybody with diabetes? They will answer that question for you. Once word spreads about this treatment, and the better controls noted above, there will be a demand push from consumers.
    Aug 13 01:00 PM | 3 Likes Like |Link to Comment
  • Why The Sanofi Deal Is The Best Possible Deal For MannKind Investors [View article]
    PLEASE talk it down some more so I can buy some more!!
    Aug 12 10:18 AM | 1 Like Like |Link to Comment
  • Why The Sanofi Deal Is The Best Possible Deal For MannKind Investors [View article]
    This fellow Robert 0713 is like a shill for the longs: put up a softball foolish statement, observation, conclusion or question, and the author clobbers it, to the greater information that shows a very great long term story. Almost like she paid him to ask them...buying more shares for as long as it wants to stay in the 8's.

    Nice job, Psycho, critical thinking as usual prevails against potshots by trolls.
    Aug 12 02:50 AM | 1 Like Like |Link to Comment
  • MannKind's (MNKD) CEO Alfred Mann on Q2 2014 Results - Earnings Call Transcript [View article]
    Of course, you are smarter than Al Mann. That's the only way your little noise works.
    Aug 12 02:34 AM | Likes Like |Link to Comment
  • MannKind's (MNKD) CEO Alfred Mann on Q2 2014 Results - Earnings Call Transcript [View article]
    Not with 30% short. Too much short distortion action in play for a clear view.
    Aug 12 02:33 AM | 3 Likes Like |Link to Comment
  • SandRidge Permian Trust: Solid Results, Fairly Valued [View article]
    Wasn't this the company started and then run for so long by that college roommate of Aubrey McClendon? Tom Something, right?
    Aug 6 11:22 PM | Likes Like |Link to Comment
  • Gilead Is Going To Make More Money In The Future [View article]
    That graph of buybacks vs shares outstanding actually tells a very different story. I have been looking around for an explanation of why the PEG actually IS so low, given all the great prospects. Sovaldi pricing and social pressure suggests one of them, its pretty clear the price per dose has topped out and must now be discounted, so I get that and it was the obvious one, but not enough. But the big share buybacks tell a story that the company sees an inflection for it's combined revenue curves and instead is doing what so many other companies have done, bump the rates by artificial means, not by discounting real growth...meaning it is not so sure there is a lot of market cap left from real growth. Not for some time, at least. Now I get it.

    See, I always have this feeling that there is something fishy when everyone around knows the stock is mispriced, and that the market is "wrong." Oh, it just has to be different this time. Maybe a few percent up here and there, but not the way the pumpers are claiming. This stuff is baked in, market perform is what we get for a while. MNKD, TEVA have better prospects right now, for their own specific reasons. And now that the Commissar has chilled out the tax options for companies (with the jumping-on of WAG), that is going to weigh too.

    Nope, that PEG curve will normalize, but not in the way that tout1 and tout2 and tout3 and tout4 are shouting. Not for a while.
    Aug 6 09:02 PM | 1 Like Like |Link to Comment
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