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First Solar, Inc. Message Board

cameleonman 62 posts  |  Last Activity: Apr 14, 2014 10:19 PM Member since: Sep 1, 2000
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  • Here's a complete overview:
    We have Alfred Mann who owns appx 92 mil shares, that is almost 1/4 of total share vol. So, I bet he has deep interest in stock price as well as the faith of where he is going with Afreeza. With that being said, mnkd hired Greenfield 4 months ago to look for the best partner or buyer. Since then we have not heard a word, but I am sure there must be interested party. The question is who, how much, and how come they haven't come forward and signed the deal?

    Well, if you are the buyer would you want to get into something that gets rejected by the FDA? Obviously not. So what did mnkd do? They asked for Adcom, to a lot of investors this didn't seem to make any sense. Why would you want to put yourself in an advisory committee that scrutinizes the approval TWICE? That just puts you at more risk of getting rejected. And why need an advisory committee two weeks from the expected FDA decision on April 15th? Time frame is so short, two weeks apart? Why need Advisory committee? The answer: to prevent foul play by the FDA and to ensure stock price stability.

    Mankind is one step ahead of the FDA this time, they knew exactly that the FDA would postpone their decision making from April 15th. What do you think would happen to the stock price if there was no Adcom's decision? The share price would probably be around $2-3/share right now after this FDA delay!!!! Adcom's approval of 27-1 helped Mnkd tremendously by stabilizing the stock price. At the same time, now the buyers and partners that Greenfield have been working with are more eager to sign that contract, knowing that the chance of getting approval is VERY HIGH. The potential partner may sign the contract on contingency of FDA approval. Ample initial funding to push forward the project. The FDA delay is more than just a delay, it's an action hoping to cripple mnkd in its track; they have all the studies to make their decision, it doesn't require 3 mons!

  • cameleonman cameleonman Apr 8, 2014 12:55 AM Flag

    I always believed that the FDA played a fair and looking for the best interest to protect the public. But from what it seems here is that they want to burn mnkd to the ground. A lot of politics and probably funding of FDA from big pharma. I simply don't understand how the studies and data are available and have been discussed thoroughly with the Advisory committee to the FDA, these are doctors who give advices to the FDA. Are members of the FDA that stupid to require 3 more months to make a decision that has already been made by their Advisors??? They are reading the same studies and data as the advisory committee, why need 3 more months to decipher the same data? Crooks!!!!!

  • don't blink folks, they will pull the rug from underneath your feet, you will not know what hit you. They are not going to delay progress because the FDA decides to take 3 months on an approved drug.

    Things will move forward, partnership will be announced soon.

    Contract will be contigent on FDA approval, thus the beginning work, the partner will put out some cash to start moving. Competition among buyers and partners are piling now that Adcom was 27-1 approval.

    Everyone is waiting for $5 entry, will not get there. $4 is very very unlikely-- that was associated with huge degree of FDA uncertainty. NOw we know FDA will approve but with blackbox warning and post marketing stuides.

  • cameleonman cameleonman Apr 10, 2014 11:31 AM Flag

    tick tock tic toc, pop! $60/sh. The shorts see this and starts defecating immediately!

  • if you think that 27 out of 28 members of the FDA unanimously approved Afreeza only to rejected later for the sake of pumping mnkd stock. Otherwise, Adcom's was mnkd's push to get a pre approval so that they can clinch a partner, knowing that the FDA could pull this kind of BS on them.

    Otherwise, you should take this opportunity to buy cheap shares before partnership/buyout announcement and eventually FDA approval.

    Days before July 15th, the pps will either be $8 (no parnter or buyer) or $15 (with partner). GlTA

  • cameleonman cameleonman Apr 10, 2014 5:08 PM Flag

    last gift from Alfred Mann to society is that he will make all mankind shorts vomit, defecate, and urinate all in the same setting, coming from ONE news disclosure.

    tick toc tic toc, buyout at $60/shr. $20 bil

  • cameleonman cameleonman Mar 19, 2014 2:37 PM Flag

    these scoundrels couldn't even guide ONE quarter ahead!!!!! How is it that they can guide up to 2016???? OMG!!!!

  • Reply to

    Sell or short only if.....

    by cameleonman Apr 7, 2014 4:17 PM
    cameleonman cameleonman Apr 7, 2014 4:27 PM Flag

    they ran out of shares to short. So shorted shares is at 100 mils, OMG! setting up for a massive squeeze of a lifetime.

  • cameleonman cameleonman Apr 7, 2014 3:32 PM Flag

    mnkd traded between 5-7 for the last 4 months with alot of uncertainty, now we have 27-1 vote on approval and it is $6? Screaming buy here.

  • Reply to

    Dead money at these levels

    by cameleonman Mar 21, 2014 9:19 PM
    cameleonman cameleonman Mar 21, 2014 9:40 PM Flag

    I don't really have a position nor did I have a position before this analyst meeting this year. I did get burned last year on their lies. My purpose is to prevent new longs, people with hard earn money, from putting investment is a company which management jerks the stock price around which ever way they want.

    For example, they had blowout Q3 of 2013 that skyrocketed the stock by 20% in a week. Then came the selloffs 2 weeks later because only insiders knew that their Q4 2013 would miss by $200 million (after their 2nd reguidance of the year). To miss after a reguidance??!!! almost unheard of, unless you are a dirty scoundrel. Now only 3 weeks after their horrific Q4, that they come out and guide for the next 3 years????!!!! Are you kidding me? They couldn't even guide quarter to quarter, and now they projected a 3 year guidance. These guys will burn all you suckers and make themselves rich trading this stock.

  • Reply to

    New Seeking Alpha article out...

    by savzak Apr 10, 2014 10:53 AM
    cameleonman cameleonman Apr 10, 2014 11:08 AM Flag

    with 25% of market share, puts mnkd at $25-100/shr. Only idiots sell this in the single digit. Idiots! The platform for Technosphere is even worth more than that. I wish Al Mann can live to 150 yo, so he can make me richer than Warren Buffet.

  • Insane!!!! 2013 they did the same thing, projected rev of $3.7-4 billion, then the ACTUAL revenue was ONLY $3.2 billion. During Q3 of 2013, they reguided lower, and they still missed Q4 by $200 mil. How can anyone believe in this management???

  • cameleonman by cameleonman Mar 21, 2014 9:19 PM Flag

    Nothing but pressured short coverings which I predict at least 3-4 million shares covered within the last couple of days. This turd went up by $20 in ONE week before of management pump. They have not landed a major contract in two years, and finally announcing to the world they are tackling roofs. This #$%$ will flush as fast as it went up.

    Management guidance is nothing but pump; last year they projected 3.7-4 billion in revenue; they only got $3.2 billion. They missed most quarters and sometimes suprised in one quarter out of the entire year because they want to maximize the swings in the stock market. These guys are dirty scoundrels that use this company to trade and make tons of cash. They pumped with their future guidance and will miss every single quarter. But look for suprises because that is what they like to do, cause major swings in the stock price in order to maximize trading incomes. If you look at management roster, they owe little or no shares becuase they don't want to take risks in the swings.

  • cameleonman by cameleonman Apr 11, 2014 11:46 AM Flag

    Hold half of your position, don't look at your pps any more. Hold the other half of your funds that you are looking to invest in mnkd and wait for either buyout/partner and ultimately buy on July 14th right before FDA approval.

  • cameleonman cameleonman Apr 7, 2014 3:40 PM Flag

    without adcom, no partner would be willing to work with mnkd without FDA approval. now they have 99% approval, parnter will sign up.

  • Reply to

    Dead money at these levels

    by cameleonman Mar 21, 2014 9:19 PM
    cameleonman cameleonman Mar 21, 2014 9:50 PM Flag

    then google the number of analysts who said they exited fslr stock because of management.

  • cameleonman cameleonman Apr 14, 2014 10:19 PM Flag

    my understanding is that they don't have to have MD's. Some are statisticians, PhD's, researchers-- these guys don't have MD's. That is the reason why they need advisory committee to shed lights. Not all drugs and delivery systerm can be expected to be fully undertood. MD''s have better understanding becuase they know the limitation to the human body and some degree of mechanism of action.

    the FDA agents should all be MD's in my opinion. If they hire statisticians, then those guys should work only in the background, not when it comes to voting.

  • cameleonman cameleonman Apr 8, 2014 1:12 AM Flag

    yikes, husband is a hedge fund manager and she is the FDA director??? Let me guess, her husband specializes in biotech stocks. How can the government allow this to happen?

  • Broke 50, trading lower than pre Q3 report. I said before, this management group does not own that many shares; their primary income is the whiplash movements in the stock price. Sell hi and buy lows, that is the only way to make money with fslr, it's not an investment stock

  • Reply to

    $75/sh by March 19th

    by kevinvests Feb 26, 2014 10:28 AM
    cameleonman cameleonman Feb 26, 2014 3:09 PM Flag

    i thought I could be nice but since you put it that way. there is little or no difference from 2012 to 2013, revenue shrunk in 2013 at $3.3 bil that means no growth. They did improve their cost which translates to better eps. Efficientcy improved but very little and they still have to spend money building new assembly line. If they hadn't taken out the secondary, they would be in deep #$%$. Earnings and EPS will not look good for 2014 becasue they have to spend alot of money. I would only get into the 20-30 range; this is gonna get very ugly for then in 2014..

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