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Affymax, Inc. (AFFY) Message Board

nuttierthansquirrellshiat 78 posts  |  Last Activity: 11 hours ago Member since: Aug 4, 2011
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  • Reply to

    Traders

    by who_gnu_1235 Aug 29, 2014 10:37 AM
    nuttierthansquirrellshiat nuttierthansquirrellshiat 11 hours ago Flag

    ALL IN could have played out numerous ways , I doubt she really used her own cash , if she did she may believe her own hype and is nut bar factor 9....given the current condition of jones ,, the number's tell a different story that jones has no chance and will close the doors unless they can dilute , but the amount that can be raised through dilution based on jones current financials is not a lot of cash ,, the equity is 2.6 mm and trending lower...the LOC will not allow dilution...so jones is really stuck with burning more cash until it's gone ... and the doors close...

    the 50- 100mm in sales to get to your price target will definitely not get there here's why....the cost of goods for 100 mm in sales is 78mm dollars...and that's with 1 quarter of operational expense at 22% GM....

    WHERE IS JONES GOING TO GET THE CAPITAL FOR THAT ...even the capital needed to just breakeven with current GM ....that's why I don't buy in to the "ALL IN" the facts don't support it....

  • Reply to

    Daily short interest 60%

    by nuttierthansquirrellshiat Sep 1, 2014 4:26 PM
    nuttierthansquirrellshiat nuttierthansquirrellshiat 11 hours ago Flag

    the problem your having is you don't comprehend what i am saying , you have selective hearing and your cerebral cortex is rotted from all the sugar , from buying up jones online thinking your helping the company..

    I am talking about DAILY SHORT VOLUME,, now I said interest but you still have no clue what I was even talking about regardless ...and trying to convince other's that I don't know what i am talking about will not save jones or have any effect on the PPS as you think nuthead talking facts on this board is taking jones down,,in your delusional state of mind...

    now why don't you baggies pull up a chart and tell me where you got just one thing right in the last 7 years...

  • nuttierthansquirrellshiat by nuttierthansquirrellshiat Sep 1, 2014 4:26 PM Flag

    sharks smell the blood....

  • Reply to

    $523,000 Goes to Jones Soda

    by super_steve73 Sep 1, 2014 9:31 AM
    nuttierthansquirrellshiat nuttierthansquirrellshiat Sep 1, 2014 3:51 PM Flag

    super Steve 3 posts...lol..do you know Funthatsfree..lol.... 522k is basically 1 more quarter of cash burn ( if jones will actually see the 522k not really important) but more important....the article reeks of safe harbor...and jones product line up and savior now is jones stripped. . have you ever seen it around ...doubt it...

    We desire to take advantage of the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995. This Quarterly Report on Form 10-Q (Report) contains a number of forward-looking statements that reflect management’s current views and expectations with respect to our business, strategies, products, future results and events, and financial performance. All statements made in this Report other than statements of historical fact, including statements that address operating performance, the economy, events or developments that management expects or anticipates will or may occur in the future, including statements related to case sales, revenues, profitability, distributor channels, new products, adequacy of funds from operations, cash flows and financing, our ability to continue as a going concern, potential strategic transactions, statements regarding future operating results and non-historical information, are forward-looking statements. In particular, the words such as “believe,” “expect,” “intend,” “anticipate,” “estimate,” “may,” “will,” “can,” “plan,” “predict,” “could,” “future,” "continue," variations of such words, and similar expressions identify forward-looking statements, but are not the exclusive means of identifying such statements and their absence does not mean that the statement is not forward-looking.

    Readers should not place undue reliance on these forward-looking statements, which are based on management’s current expectations and projections about future events, are not guarantees of future performance, are subject to risks, uncertainties and assumptions .

  • Reply to

    Traders

    by who_gnu_1235 Aug 29, 2014 10:37 AM
    nuttierthansquirrellshiat nuttierthansquirrellshiat Sep 1, 2014 3:29 PM Flag

    "At June 30, 2014, we had unrecognized compensation expense related to stock options of $225,400 to be recognized over a weighted-average period of 2.2 years."

    income can easily be put on the books when they don't actually receive income only to write it off at a later date...jones is famous for channel stuffing and accelerated revenue tricks then write off the receivables/inventory later... the best example is when they reported .10 to the bottom line when they forced concentrate on FIZZ for the national can launch...only to buy it back at later quarters or write off the expired product....what was even funnier was when the CFO Hassan was buying on the run to 32.00 when the BOD's were dumping...

    I wouldn't rely on CT's linkedin page to see if she's working some where else ...when she left she was still going to be a consultant for jones ..and I seriously doubt she left for family matters...

    your at least 50mm in sales is more like ( 2x sales ) at 100mm in sales to get there...and your 35% GM is a pipe dream ..GM will only go down as rising interest and inflation goes up. . the cost of doing business is going up....you have 100% risk at almost 100% chance of no reward with jones..

    the 522k paid to the company is only 1 quarter of cash burn so it's not a big deal were the capital really came from and if jones will really receive it.. going in to the off season as the limit of the LOC decreases from receivables and inventory decreasing at a rapid rate due to jones low margins and cash burn cycle....jones will have no capital to survive during Q1 when they need to ramp up..

    I still seriously doubt JC used her own cash, the timing with jones financial issue's is very suspect.. and if it was a cash less exercise she went " ALL IN " to get "ALL OUT" ..and will be filing an 8k soon ...only time will tell ....good luck

  • Reply to

    Traders

    by who_gnu_1235 Aug 29, 2014 10:37 AM
    nuttierthansquirrellshiat nuttierthansquirrellshiat Aug 31, 2014 6:38 PM Flag

    the point was no cash was exchanged the shares were given to JC .to try to keep her from leaving before they close the doors...their was no physical cash being exchanged it was an example ..dummy.. and the company can easily put it on the books then write it off ...

    the other example brought by someone else was a" CASH LESS exercise " in that scenario the 522k is borrowed to exercise and then sell the shares at a higher price right away ..."Elvis has left the building"

    I would bet my left nut , JC did not use her own money , with jones about to close their doors......

  • Reply to

    Traders

    by who_gnu_1235 Aug 29, 2014 10:37 AM
    nuttierthansquirrellshiat nuttierthansquirrellshiat Aug 31, 2014 3:52 PM Flag

    60% margins for jones would mean ...no dilution or need to use a LOC to try to survive...jones would actually be cash flow positive... the problem is jones business model.. everything is done by a 3rd party so jones has no control over their margins...where the major players model everything is done in house they own plants and have worker bee's and have better control of their margins.. jones is not that's why all the other CEO's and CFO's bailed ..their hands were tied because jones was cash flow negative due to their model and margins and relied on dilution to survive.....the gap your trying to fill would put jones close to a 200 mm market cap ..when they are about to close their doors with only 12mm in sales and trending lower....the technical's do not drive the fundamentals so I don't see your gap getting filled , I see the doors closing soon...

    I would also add that the company most likely gave the 1.8 mm shares to JC just like the last quarter, the company gave JC and CT shares that were recorded as exercised options, most likely to keep them from leaving, CT decided to bail anyways as the end is near ..keep in mind .the company can easily record income that they never receive and then write it off in later quarter's. . jones has a history of doing this and it is legal..so no money has to change hands and the company can use it as a write off. an easier way to look at is jones is broke and doesn't want the CEO to leave so they say we will give you 1.8mm shares to stay ..here is the 522k to exercise those options that we already paid for ..O.K. now slide the 522k back to us ..congrats you just bought 1.8mm shares now your "ALL IN" and maybe someone will read about it and finance another round of dilution to keep us alive...

    it's not uncommon for companies to give insiders cash to buy shares or exercise options in a round about way to make the company look good. . the company can write it off later.

  • Reply to

    Traders

    by who_gnu_1235 Aug 29, 2014 10:37 AM
    nuttierthansquirrellshiat nuttierthansquirrellshiat Aug 29, 2014 6:16 PM Flag

    why would you buy in to a failing company that's close to shutting their doors....declining sales, margins, cash,
    22% margins tells the story..(.rising interest rates and inflation will put more pressure on jones margins.)...jones is no where near or ever will be cash flow positive ..shareholder equity is 2.6 million as of the last report and trending lower ...there's no turnaround in sight and jones days are numbered...

    jones low margin model has been the death of jones.....

  • Reply to

    All in ????? Buyer beware

    by rocketrocket45 Aug 28, 2014 2:41 PM
    nuttierthansquirrellshiat nuttierthansquirrellshiat Aug 28, 2014 6:29 PM Flag

    and JC has a real good history of being honest ...right ALDE....LMFAO!!!!!!!!!

    nothing has changed ....JSDA days are numbered

    TICK.TOCK

  • Reply to

    All in ????? Buyer beware

    by rocketrocket45 Aug 28, 2014 2:41 PM
    nuttierthansquirrellshiat nuttierthansquirrellshiat Aug 28, 2014 5:53 PM Flag

    wrong dummy ...I don't need or use multiple alias's.. like you do to pump...but since your here you said someone saved jones ? who ?...

  • nuttierthansquirrellshiat nuttierthansquirrellshiat Aug 28, 2014 5:51 PM Flag

    your already at 2 times declining sales ALDE...there's 41million shares now....keep pumping...before the rug gets pulled out from under you AGAIN....

  • nuttierthansquirrellshiat by nuttierthansquirrellshiat Aug 28, 2014 5:47 PM Flag

    when they pull the rug out from you delusional longs....nothing has changed ...but more cash burn ..and more dilution.....just like last quarter shares were given to JC and CT and recorded as exercised options...they gave the shares to them because the company is broke and desperate to raise capital to survive.....while trying to conserve the little bit of available equity under the LOC....because they are out of cash again and surviving on the LOC...this pumper article is an attempt to get someone to come in and save the company...it screams desperation....no one is fooled ,, but you delusional longs...

    TICK

  • Reply to

    out of business by end of year?

    by netprophecy2 Aug 20, 2014 6:07 PM
    nuttierthansquirrellshiat nuttierthansquirrellshiat Aug 26, 2014 4:26 PM Flag

    dilution is not an option.. you can't force someone to buy your shares because your out of cash again.. .also how much do you think jones can raise, shareholder equity is less than 3 million and it's all sugar water so I don't know what kind of capital you think jones will be able to raise if they could dilute ...next quarter shareholders equity will be pretty much gone...also how is jones going to PAY DOWN the LOC when they are cash flow negative, , they do not make any money so how do you expect them to pay for anything, they have lost over 50 million to date... and no one is going to save them no matter how loud you scream " IM ALL IN " come save us...

  • Reply to

    Did Nutjob jump off a bridge today?

    by alderson59 Aug 26, 2014 2:36 PM
    nuttierthansquirrellshiat nuttierthansquirrellshiat Aug 26, 2014 4:04 PM Flag

    ALDE, you can't be serious..? your falling for this pump...the news means nothing , if JC actually used her own cash ( which I doubt ) it equals one more quarter of cash burn,, nothing has changed and the companies days are still numbered ...the " IM ALL IN " is code for " PLEASE SAVE US " ...you should be selling here ..

    also ask yourself why the CEO went all in at the end of the season when they are out of dough trying to survive on the LOC that is already tied to debt and no new cash coming in to the burn cycle....I believe the company gave the stock to her as they could not make payroll and could use the PR to try and get someone to cut a dilution deal,, but no one is buying in to the hype but the delusional longs like you...lol

    also the added shares just diluted the share count by almost 5%...

    TICK , TOCK

  • Reply to

    out of business by end of year?

    by netprophecy2 Aug 20, 2014 6:07 PM
    nuttierthansquirrellshiat nuttierthansquirrellshiat Aug 23, 2014 3:27 PM Flag

    keep in mind the capital from the LOC that JSDA can draw on fluctuates with receivables and inventory and more important already has debt attached to it ..

    receivables have 78% debt attached to it in the form of payables for cost of goods ...

    and inventory has a profit margin of 22%

    and that's before operational expenses are paid resulting in a loss.. or negative cash flow

    the capital raised through dilution was free and clear of debt and was " NEW CAPITAL" being injected in jones cash burn cycle buying them time...the capital from the LOC has debt attached to it
    and will be exhausted quickly...there's no new capital coming in to the cash burn cycle.. and payables and liabilities will increase at a rapid rate...as receivables and inventory decrease at a rapid rate leaving jones no capital to draw on and survive..

    TICK , TOCK

  • Reply to

    Jones has the best soda on the market !!

    by fjones128 Aug 13, 2014 10:06 AM
    nuttierthansquirrellshiat nuttierthansquirrellshiat Aug 23, 2014 3:15 PM Flag

    getting it in stores won't matter , jones low margins do not cover expenses.. jones does not make money on selling their soda...they have lost over 50 million dollars and now they are out of cash again and no one will save them ...

    TICK ,TOCK

  • Reply to

    Why the $1.25 Price Target?

    by imbecilecramercnbc Aug 19, 2014 4:24 PM
    nuttierthansquirrellshiat nuttierthansquirrellshiat Aug 20, 2014 9:20 PM Flag

    profit ? now that's funny...

  • Reply to

    out of business by end of year?

    by netprophecy2 Aug 20, 2014 6:07 PM
    nuttierthansquirrellshiat nuttierthansquirrellshiat Aug 20, 2014 9:17 PM Flag

    jones is not cash flow positive and will never be with 22% margins , they will burn through the limited funds of the LOC that they tapped at the beginning of this quarter... when jones said they wouldn't use the LOC until the beginning of 2015......jones is losing 2 million a year , but you think jones can last several more years ? Dilution is not an option like it was the last several times jones ran out of cash to survive...that's why the LOC was put in place...and the VP of finance bailed just days before the LOC was tapped......the LOC is based on acct. receivable's and inventory and based on a % of U.S sales....at the end of the year when inventory and receivables are at their lowest and jones can not access capital to survive, the doors will close.....

  • nuttierthansquirrellshiat by nuttierthansquirrellshiat Aug 20, 2014 5:30 PM Flag

    NOT.............

  • Reply to

    Why the $1.25 Price Target?

    by imbecilecramercnbc Aug 19, 2014 4:24 PM
    nuttierthansquirrellshiat nuttierthansquirrellshiat Aug 20, 2014 5:22 PM Flag

    your delusional thinking a limited production and availability PB&J soda means anything to jones survival...keep crossing your fingers and praying to the sugar gods....

AFFY
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