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    All Forums | Investments

    Stock Pick - MNKD

    «First Previous 171819 ... 212223 Next Last»
    Louis_IV
    Dragon_Slayer
    BIGfnPOO
    logicalbetting
    Sparky10191
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    Louis_IV
    Louis_IV
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    Posted: Aug. 10, 2015 - 4:17 PM ET #401

    @Dragon_Slayer

    Heavy short interest, justifiable or not.  Until they leave the party and flip sides which will happen once we have better sales/technosphere ramp ups, will continue to be a game.  You hold and at some point some day it will just POP!!!
    Reply
    @Dragon_Slayer

    Heavy short interest, justifiable or not.  Until they leave the party and flip sides which will happen once we have better sales/technosphere ramp ups, will continue to be a game.  You hold and at some point some day it will just POP!!!
     
    Dragon_Slayer
    Dragon_Slayer
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    Posted: Aug. 10, 2015 - 7:53 PM ET #402

    buy more!  Maybe we can get some 3.50's

    you have any call options in this?
    Reply
    buy more!  Maybe we can get some 3.50's

    you have any call options in this?
     
    Louis_IV
    Louis_IV
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    Posted: Aug. 11, 2015 - 7:44 AM ET #403

    Quote Originally Posted by Dragon_Slayer:

    buy more!  Maybe we can get some 3.50's

    you have any call options in this?

    no, just holding 27K shares, average in low 6s now.  Bought some pretty high. Not selling.  I still have time.
    Reply
    Quote Originally Posted by Dragon_Slayer:

    buy more!  Maybe we can get some 3.50's

    you have any call options in this?

    no, just holding 27K shares, average in low 6s now.  Bought some pretty high. Not selling.  I still have time.
     
    BIGfnPOO
    BIGfnPOO
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    Posted: Aug. 12, 2015 - 2:14 PM ET #404

    pop baby pop
    bigFnPOO
    Reply
    pop baby pop
     
    logicalbetting
    logicalbetting
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    Posted: Aug. 13, 2015 - 3:38 PM ET #405

    This wont pop without substantial news and I am fine with that.  I am loading up as much as I can at this price range.  I proudly own 11500 shares right now and am thinking of borrowing money from my parents who are retired for another 10000 shares.  We have so many options on substantial news that will shoot this up and we always have the option of shorts covering some shares.  Long and strong.
    Reply
    This wont pop without substantial news and I am fine with that.  I am loading up as much as I can at this price range.  I proudly own 11500 shares right now and am thinking of borrowing money from my parents who are retired for another 10000 shares.  We have so many options on substantial news that will shoot this up and we always have the option of shorts covering some shares.  Long and strong.
     
    Louis_IV
    Louis_IV
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    Posted: Aug. 13, 2015 - 6:34 PM ET #406

    Quote Originally Posted by logicalbetting:

    This wont pop without substantial news and I am fine with that.  I am loading up as much as I can at this price range.  I proudly own 11500 shares right now and am thinking of borrowing money from my parents who are retired for another 10000 shares.  We have so many options on substantial news that will shoot this up and we always have the option of shorts covering some shares.  Long and strong.

    I think cheap here, but you could maybe buy some here and wait and buy if it falls in high 3s.  I hope not, but will run up again, just need to sustain when it does
    Reply
    Quote Originally Posted by logicalbetting:

    This wont pop without substantial news and I am fine with that.  I am loading up as much as I can at this price range.  I proudly own 11500 shares right now and am thinking of borrowing money from my parents who are retired for another 10000 shares.  We have so many options on substantial news that will shoot this up and we always have the option of shorts covering some shares.  Long and strong.

    I think cheap here, but you could maybe buy some here and wait and buy if it falls in high 3s.  I hope not, but will run up again, just need to sustain when it does
     
    logicalbetting
    logicalbetting
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    Posted: Aug. 15, 2015 - 12:17 PM ET #407

    I'm fine buying this at $4 and if it goes to $3.50 I will buy more.  The Pop will happen so either way we will make money.  My average cost of my shares is $4.37 so I am very fine with that right now.
    Reply
    I'm fine buying this at $4 and if it goes to $3.50 I will buy more.  The Pop will happen so either way we will make money.  My average cost of my shares is $4.37 so I am very fine with that right now.
     
    BIGfnPOO
    BIGfnPOO
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    Posted: Aug. 16, 2015 - 9:14 PM ET #408

    o yea baby get me excited!   i  asked pop for 10k to get some more and he told me to gfm

    bigFnPOO
    Reply
    o yea baby get me excited!   i  asked pop for 10k to get some more and he told me to gfm

     
    BIGfnPOO
    BIGfnPOO
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    Posted: Aug. 17, 2015 - 4:45 PM ET #409

    Mannkind Names Dr. Raymond Urbanski Chief Medical Officer

    just the other day...if he gets the stock up towards 8-12  he will clean up boy.
    bigFnPOO
    Reply
    Mannkind Names Dr. Raymond Urbanski Chief Medical Officer

    just the other day...if he gets the stock up towards 8-12  he will clean up boy.
     
    Sparky10191
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    Posted: Aug. 18, 2015 - 12:29 PM ET #410

    The biggest fear is the chance that Sanofi drops them because they are completely reliant on Sanofi promoting them and Sanofi didn't even mention Afrezza in their conference call, which is really concerning.

    The news of bringing in Urbanski was announced during their call on the 10th and the announcement alone hasn't done anything to the stock and, as impressive as he may be, again it does nothing if Sanofi doesn't do their part.

    I would love to buy more with hopes of it getting back to the $7 mark that I bought it at but I haven't seen anything to give me hope that it will outside of optimism and a bunch of "if this happens" and "if that happens."
    Reply
    The biggest fear is the chance that Sanofi drops them because they are completely reliant on Sanofi promoting them and Sanofi didn't even mention Afrezza in their conference call, which is really concerning.

    The news of bringing in Urbanski was announced during their call on the 10th and the announcement alone hasn't done anything to the stock and, as impressive as he may be, again it does nothing if Sanofi doesn't do their part.

    I would love to buy more with hopes of it getting back to the $7 mark that I bought it at but I haven't seen anything to give me hope that it will outside of optimism and a bunch of "if this happens" and "if that happens."
     
    logicalbetting
    logicalbetting
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    Posted: Aug. 18, 2015 - 3:04 PM ET #411

    No offense Sparky but I don't think you have done your due diligence fully.

    Sanofi has now placed 2 Time ads and are constantly twittering afrezza ads.  They have paid out A LOT of money in milestone payments already to Mankind and I just don't see them walking away from 200 mil already invested that we know about.  They have hired more salesreps and have been working on upping the insurance coverages.  This takes time . They aren't going anywhere as they have no mealtime insulin products and this doesn't effect their Touejo sales. Lastly, everyone knows about the Exubera fail and they didn't want to repeat that. 

    The only problem is the lack of information that they don't come out with and my personal opinion is because this stock is so heavily shorted that they need big news to push it up big as opposed to a slow and steady upward PPS movement which can get driven back down by the shorts.  If they can say announce Europe approval , the stock will jump and the shorts will have to start to exit out.

    I am still buying at these really cheap prices.  Everyone will one day say, garbage, I could of bought this stock at $4 for a LONG TIME but all I did was watch and watch until too late its at $10-$20.

    Reply

    No offense Sparky but I don't think you have done your due diligence fully.

    Sanofi has now placed 2 Time ads and are constantly twittering afrezza ads.  They have paid out A LOT of money in milestone payments already to Mankind and I just don't see them walking away from 200 mil already invested that we know about.  They have hired more salesreps and have been working on upping the insurance coverages.  This takes time . They aren't going anywhere as they have no mealtime insulin products and this doesn't effect their Touejo sales. Lastly, everyone knows about the Exubera fail and they didn't want to repeat that. 

    The only problem is the lack of information that they don't come out with and my personal opinion is because this stock is so heavily shorted that they need big news to push it up big as opposed to a slow and steady upward PPS movement which can get driven back down by the shorts.  If they can say announce Europe approval , the stock will jump and the shorts will have to start to exit out.

    I am still buying at these really cheap prices.  Everyone will one day say, garbage, I could of bought this stock at $4 for a LONG TIME but all I did was watch and watch until too late its at $10-$20.

     
    logicalbetting
    logicalbetting
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    Posted: Aug. 20, 2015 - 12:53 PM ET #412

    Had to do it Louis, bought 5000 more shares at $3.83. I now own 16600 shares and I think I am done unless it hits $3-$3.30.  This is easy money folks.  Even if its 1-2 years from now , I can sit and wait it out. 
    Reply
    Had to do it Louis, bought 5000 more shares at $3.83. I now own 16600 shares and I think I am done unless it hits $3-$3.30.  This is easy money folks.  Even if its 1-2 years from now , I can sit and wait it out. 
     
    wallstreetcappers
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    Posted: Aug. 20, 2015 - 1:41 PM ET #413

    https://www.thestreet.com/story/13261302/1/mannkind-financial-woes-escalate-on-failed-debt-settlement.html?puc=yahoo&cm_ven=YAHOO

    https://www.forbes.com/sites/greatspeculations/2015/08/19/mannkind-backers-still-drinking-the-kool-aid-as-stock-slips-below-4/?utm_campaign=yahootix&partner=yahootix

    The inability to swap the debt for shares and the growing marketing debt owed to Sanofi is a pretty serious issue if I were to own or want to own shares.
    Reply
    https://www.thestreet.com/story/13261302/1/mannkind-financial-woes-escalate-on-failed-debt-settlement.html?puc=yahoo&cm_ven=YAHOO

    https://www.forbes.com/sites/greatspeculations/2015/08/19/mannkind-backers-still-drinking-the-kool-aid-as-stock-slips-below-4/?utm_campaign=yahootix&partner=yahootix

    The inability to swap the debt for shares and the growing marketing debt owed to Sanofi is a pretty serious issue if I were to own or want to own shares.
     
    Chimpo
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    Posted: Aug. 20, 2015 - 8:45 PM ET #414

    Quote Originally Posted by Sparky10191:


    The news of bringing in Urbanski was announced during their call on the 10th and the announcement alone hasn't done anything to the stock and, as impressive as he may be, again it does nothing if Sanofi doesn't do their part.



    Maybe it s because they also said their shipment has declined?
    The first quarter had $7.1 million in deferred product sales
    of Afrezza. The second quarter, MannKind had $5.9 million in deferred product sales. I know it takes time to built customer base on any new product but those are not the # you like to see.


    Reply
    Quote Originally Posted by Sparky10191:


    The news of bringing in Urbanski was announced during their call on the 10th and the announcement alone hasn't done anything to the stock and, as impressive as he may be, again it does nothing if Sanofi doesn't do their part.



    Maybe it s because they also said their shipment has declined?
    The first quarter had $7.1 million in deferred product sales
    of Afrezza. The second quarter, MannKind had $5.9 million in deferred product sales. I know it takes time to built customer base on any new product but those are not the # you like to see.


     
    Louis_IV
    Louis_IV
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    Posted: Aug. 21, 2015 - 6:22 AM ET #415

    Quote Originally Posted by logicalbetting:

    Had to do it Louis, bought 5000 more shares at $3.83. I now own 16600 shares and I think I am done unless it hits $3-$3.30.  This is easy money folks.  Even if its 1-2 years from now , I can sit and wait it out. 

    smart buy, in time people getting shares at these prices will be very thrilled for doing so, did not see it getting back in 3s or 2s again, but not at all shocked.  Alot of people want this to fail, so many other drugs out there inferior and once sanofi gets label change to show aic reduction it will fly off shelves.  Need to get more tier 1 and tier 2 insurance coverage as well, once again happens in time.  

    Rumor per Yahoo MB is that all the sanofi reps selling Toujeo will be trained on Afrezza in Las Vegas in September, and we are hearing there will be some Euro reps there as well. Euro approval may be closer then think.
    Reply
    Quote Originally Posted by logicalbetting:

    Had to do it Louis, bought 5000 more shares at $3.83. I now own 16600 shares and I think I am done unless it hits $3-$3.30.  This is easy money folks.  Even if its 1-2 years from now , I can sit and wait it out. 

    smart buy, in time people getting shares at these prices will be very thrilled for doing so, did not see it getting back in 3s or 2s again, but not at all shocked.  Alot of people want this to fail, so many other drugs out there inferior and once sanofi gets label change to show aic reduction it will fly off shelves.  Need to get more tier 1 and tier 2 insurance coverage as well, once again happens in time.  

    Rumor per Yahoo MB is that all the sanofi reps selling Toujeo will be trained on Afrezza in Las Vegas in September, and we are hearing there will be some Euro reps there as well. Euro approval may be closer then think.
     
    Louis_IV
    Louis_IV
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    Posted: Aug. 21, 2015 - 6:36 AM ET #416

    Quote Originally Posted by Sparky10191:

    The biggest fear is the chance that Sanofi drops them because they are completely reliant on Sanofi promoting them and Sanofi didn't even mention Afrezza in their conference call, which is really concerning.

    The news of bringing in Urbanski was announced during their call on the 10th and the announcement alone hasn't done anything to the stock and, as impressive as he may be, again it does nothing if Sanofi doesn't do their part.

    I would love to buy more with hopes of it getting back to the $7 mark that I bought it at but I haven't seen anything to give me hope that it will outside of optimism and a bunch of "if this happens" and "if that happens."

    Can Sanofi drop them, I guess, doubtful.  They would have really wasted a lot of coin to do that. Everything we knew they would do around slow launch has happened, not it seems they are going to training w/ all reps here in September.  They had to work on docs at a soft launch level see issues and get insurance worked on.  I think they buy out afrezza more likely then stop. As I posted earlier we are hearing of this all reps (training) meeting in Las Vegas next month and international prescence.  

    If you look at chart last few years its a roller coaster.  Get ready for a big hill up once the shorts are done playing games. Thats all this is. Everyone getting paid then run up.  I could have sold at 10. Gonna hold onto this until it hits much more then that.  Al Mann isn't going to let company barring his name fail.
    Reply
    Quote Originally Posted by Sparky10191:

    The biggest fear is the chance that Sanofi drops them because they are completely reliant on Sanofi promoting them and Sanofi didn't even mention Afrezza in their conference call, which is really concerning.

    The news of bringing in Urbanski was announced during their call on the 10th and the announcement alone hasn't done anything to the stock and, as impressive as he may be, again it does nothing if Sanofi doesn't do their part.

    I would love to buy more with hopes of it getting back to the $7 mark that I bought it at but I haven't seen anything to give me hope that it will outside of optimism and a bunch of "if this happens" and "if that happens."

    Can Sanofi drop them, I guess, doubtful.  They would have really wasted a lot of coin to do that. Everything we knew they would do around slow launch has happened, not it seems they are going to training w/ all reps here in September.  They had to work on docs at a soft launch level see issues and get insurance worked on.  I think they buy out afrezza more likely then stop. As I posted earlier we are hearing of this all reps (training) meeting in Las Vegas next month and international prescence.  

    If you look at chart last few years its a roller coaster.  Get ready for a big hill up once the shorts are done playing games. Thats all this is. Everyone getting paid then run up.  I could have sold at 10. Gonna hold onto this until it hits much more then that.  Al Mann isn't going to let company barring his name fail.
     
    Louis_IV
    Louis_IV
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    Posted: Aug. 21, 2015 - 6:37 AM ET #417

    Quote Originally Posted by logicalbetting:

    No offense Sparky but I don't think you have done your due diligence fully.

    Sanofi has now placed 2 Time ads and are constantly twittering afrezza ads.  They have paid out A LOT of money in milestone payments already to Mankind and I just don't see them walking away from 200 mil already invested that we know about.  They have hired more salesreps and have been working on upping the insurance coverages.  This takes time . They aren't going anywhere as they have no mealtime insulin products and this doesn't effect their Touejo sales. Lastly, everyone knows about the Exubera fail and they didn't want to repeat that. 

    The only problem is the lack of information that they don't come out with and my personal opinion is because this stock is so heavily shorted that they need big news to push it up big as opposed to a slow and steady upward PPS movement which can get driven back down by the shorts.  If they can say announce Europe approval , the stock will jump and the shorts will have to start to exit out.

    I am still buying at these really cheap prices.  Everyone will one day say, garbage, I could of bought this stock at $4 for a LONG TIME but all I did was watch and watch until too late its at $10-$20.


    good post
    Reply
    Quote Originally Posted by logicalbetting:

    No offense Sparky but I don't think you have done your due diligence fully.

    Sanofi has now placed 2 Time ads and are constantly twittering afrezza ads.  They have paid out A LOT of money in milestone payments already to Mankind and I just don't see them walking away from 200 mil already invested that we know about.  They have hired more salesreps and have been working on upping the insurance coverages.  This takes time . They aren't going anywhere as they have no mealtime insulin products and this doesn't effect their Touejo sales. Lastly, everyone knows about the Exubera fail and they didn't want to repeat that. 

    The only problem is the lack of information that they don't come out with and my personal opinion is because this stock is so heavily shorted that they need big news to push it up big as opposed to a slow and steady upward PPS movement which can get driven back down by the shorts.  If they can say announce Europe approval , the stock will jump and the shorts will have to start to exit out.

    I am still buying at these really cheap prices.  Everyone will one day say, garbage, I could of bought this stock at $4 for a LONG TIME but all I did was watch and watch until too late its at $10-$20.


    good post
     
    Louis_IV
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    Posted: Aug. 21, 2015 - 6:39 AM ET #418

    Quote Originally Posted by Chimpo:


    Maybe it s because they also said their shipment has declined?
    The first quarter had $7.1 million in deferred product sales
    of Afrezza. The second quarter, MannKind had $5.9 million in deferred product sales. I know it takes time to built customer base on any new product but those are not the # you like to see.



    I would expect some of that has to do with the initial samples that were shipped, remember they gave out a ton of afrezza and said sanofi requested more then initially thought.  Slow purposeful launch also, they are not pushing this yet.  Once there ready they will need more.  More lines approved recently for production. 
    Reply
    Quote Originally Posted by Chimpo:


    Maybe it s because they also said their shipment has declined?
    The first quarter had $7.1 million in deferred product sales
    of Afrezza. The second quarter, MannKind had $5.9 million in deferred product sales. I know it takes time to built customer base on any new product but those are not the # you like to see.



    I would expect some of that has to do with the initial samples that were shipped, remember they gave out a ton of afrezza and said sanofi requested more then initially thought.  Slow purposeful launch also, they are not pushing this yet.  Once there ready they will need more.  More lines approved recently for production. 
     
    Louis_IV
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    Posted: Aug. 21, 2015 - 6:40 AM ET #419

    Quote Originally Posted by logicalbetting:

    Had to do it Louis, bought 5000 more shares at $3.83. I now own 16600 shares and I think I am done unless it hits $3-$3.30.  This is easy money folks.  Even if its 1-2 years from now , I can sit and wait it out. 

    I'm done unless I add in IRA which I want to but have a lot already.  Very solid buy, could dip some more short term but I think 3.50 may be bottom.
    Reply
    Quote Originally Posted by logicalbetting:

    Had to do it Louis, bought 5000 more shares at $3.83. I now own 16600 shares and I think I am done unless it hits $3-$3.30.  This is easy money folks.  Even if its 1-2 years from now , I can sit and wait it out. 

    I'm done unless I add in IRA which I want to but have a lot already.  Very solid buy, could dip some more short term but I think 3.50 may be bottom.
     
    logicalbetting
    logicalbetting
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    Posted: Aug. 21, 2015 - 1:29 PM ET #420

    LOL bought 800 more at $3.69, just had to

    Sorry WallstreetCappers, your just reading FUD. 

    It all doesn't matter in the end.  Just watch.

    Reply

    LOL bought 800 more at $3.69, just had to

    Sorry WallstreetCappers, your just reading FUD. 

    It all doesn't matter in the end.  Just watch.

     
    Louis_IV
    Louis_IV
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    Posted: Aug. 25, 2015 - 12:58 PM ET #421

    still holding 27,000 shares at $3.49.

    Game continue to be played.

    Holding forever (it seems)
    Reply
    still holding 27,000 shares at $3.49.

    Game continue to be played.

    Holding forever (it seems)
     
    Dragon_Slayer
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    Posted: Aug. 25, 2015 - 6:51 PM ET #422

    in the game finally… bought $3.38's 
    Reply
    in the game finally… bought $3.38's 
     
    logicalbetting
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    Posted: Aug. 26, 2015 - 11:21 AM ET #423

    Bought 500 more $3.33.  Will buy again at $3 if it goes there.

    So much negativity now on this stock but I will not be swayed.

    Going to take months to get out but I don't care.  I have time.

    Reply

    Bought 500 more $3.33.  Will buy again at $3 if it goes there.

    So much negativity now on this stock but I will not be swayed.

    Going to take months to get out but I don't care.  I have time.

     
    Louis_IV
    Louis_IV
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    Posted: Aug. 26, 2015 - 3:46 PM ET #424

    Quote Originally Posted by logicalbetting:

    Bought 500 more $3.33.  Will buy again at $3 if it goes there.

    So much negativity now on this stock but I will not be swayed.

    Going to take months to get out but I don't care.  I have time.


    I don't listen to all the noise.  There is a reason this stock has 120K + shorts, lots of attention, gonna drive down and then blow up.  I'd be buying if had more funds. Great buy here in my view. As always, could go lower. In 2s ill add in Retirement accounts.
    Reply
    Quote Originally Posted by logicalbetting:

    Bought 500 more $3.33.  Will buy again at $3 if it goes there.

    So much negativity now on this stock but I will not be swayed.

    Going to take months to get out but I don't care.  I have time.


    I don't listen to all the noise.  There is a reason this stock has 120K + shorts, lots of attention, gonna drive down and then blow up.  I'd be buying if had more funds. Great buy here in my view. As always, could go lower. In 2s ill add in Retirement accounts.
     
     
    logicalbetting
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    Posted: Aug. 26, 2015 - 4:13 PM ET #425

    Glad I bought more, even if only 500 shares at $3.33 and 800 at $3.69.  Not a lot to most investors but I am invested very heavy in this for me.  I think we will see a run up to $6-$7 but after that do we get another heavy drop, answer is probably yes.  That will be decision time for me to take my profits and buy back in lower but one day there wont be a drop back, only go up to $20 + and I will be pissed if I have no shares when that happens.
    Reply
    Glad I bought more, even if only 500 shares at $3.33 and 800 at $3.69.  Not a lot to most investors but I am invested very heavy in this for me.  I think we will see a run up to $6-$7 but after that do we get another heavy drop, answer is probably yes.  That will be decision time for me to take my profits and buy back in lower but one day there wont be a drop back, only go up to $20 + and I will be pissed if I have no shares when that happens.
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