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Skullcandy, Inc. (SKUL) Message Board

meifud 638 posts  |  Last Activity: 13 hours ago Member since: Dec 1, 2008
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  • Reply to

    Support & Thanks to True Longs

    by uptownbull222 Jul 2, 2014 3:37 PM
    meifud meifud Aug 15, 2014 5:10 PM Flag

    checked the price for July 2nd and it was almost 50% higher

    guess "the only person you will be able to blame is yourself" for losing a big slug of your paper profits

    have to say it is refreshing to finally hear someone say "cant blame the shorts or MMs."

  • meifud meifud Aug 15, 2014 4:42 PM Flag

    surprised nobody came forward to correct me
    as it turns out, the operating loss was greater than R&D spending
    maybe with a couple more drugs they can close that gap
    regardless, Hakim needs to spend on R&D what he needs to spend

  • Reply to

    I’m not impressed after looking at the 10-Q.

    by ditto4us2 Aug 15, 2014 11:33 AM
    meifud meifud Aug 15, 2014 3:35 PM Flag

    "And NET INCOME (LOSS) to Common Shareholders has gone from $922K to ($4,4M)."

    actually, the $4.4 million loss included the gain from Novel, so true loss was about $6.1 million

    and, despite all the smarmy, angry, sarcastic rebuttals you have received crediting this big change to increased R&D, let me point out that the increase was NOT $4 million and that all other operating expenses have also gone up -- with good reason, but i just wish to point out the simplistic nature of those rebuttals

    but a very large component of that loss is one that seems to escape this board over and over and over ever since i first noted some years back (when folks were bragging about elite making so much money) that whenever the stock goes up elite will show a loss on its books, and whenever the stock goes down it will show as a loss, until they get rid of all the... derivatives

  • meifud meifud Aug 15, 2014 12:49 PM Flag

    say, speaking of idiots and imbeciles, where is stockstooge60 these days?

  • mannkind has been a magnet for margin traders

  • Reply to

    We Have Arrived

    by rfwelsh Aug 15, 2014 6:27 AM
    meifud meifud Aug 15, 2014 12:30 PM Flag

    basically the same thing you said back in June
    June 24th you predicted .48 on three million shares but it did neither and has been down ever since

    it is good that you don't yap about generic revenues anymore (especially since a 60% increase over a very lousy quarter is not good to say the least) but why did you think we would close in the .40's and then keep going up at this particular juncture?
    Hakim can't create news for earnings reports. the studies will be done when they are done and it is not likely even those results will move the stock much, or even the submission to the FDA

    what WILL move the stock would be the FDA putting Hakim's first drug on fast track or at least saying that additional trials will not be necessary.

  • meifud meifud Aug 15, 2014 9:28 AM Flag

    didn't make sense to me either
    kept looking for slight change in the id that would indicated someone stealing it
    but it the writing style is his

    cannot understand why he is questioning what the DMC Chair clearly said, let alone acknowledge the significance of Chair even stepping out like that to make a public statement defending Northwest

  • Yaba

    " I do know that the DMC was tasked with and did look at the efficacy data,"

    How is it that you have come to know this information that is unavailable to everybody else except for those working on the DMC?

    Why don't YOU provide a link with sp0eciic language that supports y9our out4rageous claim that you KNOW an efficacy analysis was performed -- especially since the only current news from the DMC is a direct contradiction to your claim.

    This news is posted by PR News wire.


  • meifud meifud Aug 14, 2014 9:07 PM Flag

    gordo, that was a full year to full year comparison and, again it was only 7% higher than 2011

    you cannot seem to understand that comparing the same quarter last year with the 4th quarter this year, revenues were DOWN

    on the other hand, now that 1st quarter revenues are up from last year's 1st quarter you have suddenly warmed up to quarter to quarter comparisons

    hmm-mm, but what you still don't like to look at is sequential quarterly comparisons because, guess what, this quarter did no better than the previous quarter!

    btw, it was no great feat to achieve a 60% improvement over last year's 1st quarter because it was a real big disappointment last year

  • meifud meifud Aug 14, 2014 4:33 PM Flag

    and a nice healthy increase in R&D is just what the doctor ordered

    revenues could have been better given the very weak quarter in the comparison, but revenues are of little importance at this point except to offset some of the R&D costs and limit the need for more dilution

  • meifud meifud Aug 14, 2014 4:25 PM Flag

    elite ended its best year ever on a very, very sour note with a DOWN quarter which was my FACTUAL statement that gordo refuses to accept

    and, that "best year ever" was just 7% above FY 2011

    oh, and it is easy for any company to finish the year with money if they sell enough shares

    so, plan and simple, you and gordo are confirmed pumpers

    and, you also had dead money here for all the years of jerry

    those who bought when Hakim took over and we said we were going all in are doing just as well as you boys but they have the credibility you lost by pumping for years when there was nothing pumpworthy

  • meifud meifud Aug 14, 2014 2:16 PM Flag

    five percent interest
    can also sell calls against convertible shares
    but i would be happy to collect interest until mandatory conversion in three years

  • meifud meifud Aug 14, 2014 2:13 PM Flag

    the statement in quotes was made by the Chairman of the DMC, it was NOT made by Northwest. now, if you don't believe he was quoted correctly in the press release don't you think he would have notified Northwest of the error? would a notarized version help, or are you questioning if he is really the Chairman, or if there even is a DMC? i mean how deep does your distrust of Linda go, and when did it start? and conversely, when did you become an infatuated believer in those attacking the integrity of Linda with absolutely no proof?

  • would take out a second mortgage to get in on that
    Northwest has had no problem whatsoever raising the money it needs
    as largest shareholder, Linda is not interested in dilution beyond short term needs
    perhaps raising in small amounts means revenues will be starting soon from Germany

  • -- 4th qtr revenues were down over 30% year over year
    -- 4th qtr revenues were down almost 40% sequentially from the 3rd qtr

    looking forward to a much better 1st quarter report, but revenues at this point are almost irrelevant

    they offset the need for financing but should not be the basis for evaluating where the company is at -- which is what you do

    unlike jerry who was your hero for four years of useless, mind-numbing pumping, and who struggled getting generic druglettes approved while proving incapable of advancing the abuse resistant technology which Hakim said had been gathering dust for years, Hakim and his company are now all about the abuse resistant line

    you and your fellow long term cheerleading friends lost all credibility when you spent years pumping when there was nothing pumpworthy, so you should now step aside and let other posters have the podium

  • Reply to

    The painful truth - I am convinced.

    by ramthajzk Aug 14, 2014 10:06 AM
    meifud meifud Aug 14, 2014 10:18 AM Flag

    but mnkd's balance sheet is not lousy except for there being way, way, way too many shares outstanding for the disappointing sales that afrezza is going to bring in

    there truly is no basis, none, for assuming sales will be any better than $300-500 million

    then sanofi is going to gut the net profit as much as possible by first assigning as much of their costs as they can to afrezza, and then mannkind gets 35% of whatever is left over AND mannkind has to then pay to do continuing studies because the FDA is concerned about pulmonary issues

    mnkd has been way over-priced for some time but now that the deal is known, it is clear that the market cap is considerably too high and -- with all those outstanding shares just a standing around -- that means the stock price has to do a bunch more adjusting on the downside...

  • meifud meifud Aug 14, 2014 9:29 AM Flag

    it was a correct assumption on Linda's part that the analysis would be done in 6-8 weeks which is the typical time frame and, in that sense, it was accurate. that is NOT how i viewed her statement when it was made on 12/10 but have since come to peace with her simply speaking an assumption, e.g., no lie, no intended deception, no ulterior motive

    but what has NOT been explained is her follow up statement in February when she said it would be a "couple more weeks." to me, that very much implied she had actually been given a time frame. and that statement has never been explained or walked back. was she again just making an assumption based on time frames for other analyses? then she should explain it that way and apologize for misleading.

    and at what point did Northwest actually propose the modifications to the trial that were just announced? was it back in December before the DMC had even begun their interim analysis, or was it after they had started? probably the DMC does not wish to reveal what the status of their analysis was at the time they received the request for modification from Northwest, but Linda ought to make it public as to when the request was given to the DMC to consider.

    i continue to believe that Linda misspoke on December 10th, am puzzled by why she gave shareholders what looks to be false encouragement with her "couple more weeks" statement in February, and think it relevant toward resolving all this to know WHEN she proposed modifying the trial design to the DMC.

  • institutions appear to really be piling in based on the 6/30 updates being reported, except for franklin which went against the grain and sold off over half its large position
    with more institutions holding shares and more of them adding aggressively, it seems they are ready to sop up whatever selling the shorts are trying to get going, and that has created a floor

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