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Well I chose to believe filings and not ignore them, seems to have worked to my advantage financially compared to those that treated filings differently. It was never more than speculation to believe in buyouts and partnerships, could happen down the line but maybe never. So back at you on facts. As to how much shareholder value has been destroyed, I was in it longer than most folks so I know how to lose money in a Simpson regime. I rarely under her thought it was a sure thing and if I did, I was obviously wrong. There needs to be a counterweight, she is my goddess
I believe commercial potential should be seen in a very harsh light, financing so far has been the destroyer of value along with the high cash burn rate.
All this adds up to making delcath a difficult company to manage and to invest in. The hump for investors is now, company is legit, get over it
It is been rough on longs but heroically Simpson overrode the NO votes to save the company. By fiduciary standards I give her high marks. This is the next big hurdle, she is all business about keeping the trials funded. Other than bonus issues, there is nothing new of a negative nature, reverse split was a must move every single time
Trying to accurately describe the tilt of the message board since June when I migrated over is a complex chapter. I for one consider delcath more legit in nature, I don't need to apologize for belief along those lines. Legit yes, good investment depends on offering
That was a topic of great interest to me. I have stated many times smartest money left delcath in 2010. It was not though an affair deemed criminal, it was a settled lawsuit.
I have a very harsh attitude towards those who gamble and don't face head on.
I doubt the company has ever made a blatant lie. It is just a can of worms to go any further with such topic
I have followed the company closely since 2003. I believe company, bod, and Simpson are legitimate. To understand this message board, the convertible was a disaster. The convertible is foremost a form of ATM financing. It could have gone far better, but the market cap was too weak.
Bond's premise about gambling must be allowed to be challenged and should be challenged by all. Why is it not?
People have had months to analyze where they went wrong since June of last year, they have not done a satisfactory job in the least imo in most cases anyway
It is too much to expect good analysts here, that is the whole truth imo
I know people don't want to hear it, but people who lost money gambling on delcath are criminals when they sue. The justice system let's them do it sometimes sadly. Of course if there is a check for me from the loot, I would take it since the crime has already happened by those who push for lawsuits
it is not a stable batting average, just believe company walks a straighter line than implied
I prefer for entertainment reading Edgar Rice Burroughs where a crook is beating on a cop with the policeman's night stick "to his excellent disadvantage". My doubt of significance of shorts to the delcath story
Revenue should be seen as going nowhere for 6 quarters. Cash burn though I believe is jumping because of clinical demands. The company needs to gather in a large amount of money to look better, to accelerate possibly enrollment. Cash and enrollment those are the real concerns and if financing is too weak, del-dangerous reverts to del-shit,
The company does what it has to in order to meet the needs of huge cash burn. I don't think anybody fully understands the horror show, but more important is how this month turns out. Amateur detective work with impure motives, I would rather just dissipate. It is not to me del-shit, it is del-dangerous and let everybody play their investment hand as they wish
When detectives start with Simpson "LET" , I will fall back on what I know. This company is too legit to quit. The cash burn path to success here is terrifying, so buyer beware, reader of posts beware as well.
Well, if she achieves where the sum total of the previous three heads failed, what's a little undeserved bonus among friends? I would be more sympathetic with people who lost money, that said oh well, I lost this time around
You mean overblown shorts talk that all seem to believe vs. progress whether behind on not in FDA trials, which is a lynchpin to any delcath turnaround. If she stands on the FDA platform, I will have been spot on
No, nor would a crooked company either just LET. Goofy concept that people love
how many times are you going to deny? I will refute blasphemy into infinity. People need to get over convertible, not entirely different from an atm. Bad results but cash needed, shares offered, too much volume of sales due to the large cash burn, cash burn is growing and management knows HB is not the vehicle again. Bankruptcy enters as a possibility if offering does not save the day
1. delcath is legitimate
2. European revenue is a joke and will likely remain so at least until after FDA approval
3. let the offering be the big speaker for future
actually pretty grim, very low on cash, cash burn looks like forward a good $2 million per month, enrollment hard to guage how far behind the curve, financing for lots of money is the great hope while knuckleheads deny that money is a must in this business.
As well European revenue absolutely just treading water for last 6 quarters. At least I revere the Goddess above the general message board poster
That is the false ideas of the masses, what would you pay for delcath right now if you are the big pharm, fess up
Don't muddy the water. I say they can't sell the company, can't like it can't be done
Continues to support that probably delcath will have to go it alone, as technology is commercially iffy. Forget that small department talk as well.
Company needs very much financing so soon we will know
Nope, I think you are down on the chances for now, but you suspect at some point Simpson will be standing on the FDA platform
So the home team is batting some figure, maybe .300 considering the tough league they play in, while I judge harshly those that would say the team is paid off to lose and has no interest in winning
I think you may be on the wrong side of history, and you know it. One could simply see a 50/50 seesaw over all
The investors are more incompetent imo. Nobody could have kept stock price in the black is my thinking, it was a ticking time bomb starting first in 2010, rtf in 2011, fda rejection 2013, better investors drifted away, the bomb just kept getting bigger, the so called investors left ignored all the warning signs
No need to love the Goddess, I think though she brings good qualities to the table for those who wish to see
Let he who cast the first stone against the Goddess explain why they did not fear part 2 of the convertible
Have a little faith in the Goddess, have more faith in the buy, sell, hold button, tra la la la
One of the easiest to set straight, NO voters and lack of investor support forced OTC. Remember the goofy "$1 by August w/o reverse split", such a big fairy tale. Then they of course blame the blameless Goddess as always
Being smart I think means being safe. The market cap was around $50 million or more for a lengthy period last year, while simultaneously nobody liked anything but a buyout dream.
This ultra low market cap is cool for crazy folks like me, only the shadow knows where this month goes
Staying funded is a requirement. At a certain point to do that, reverse splits are an absolute must. If there is no bad behavior worthy of discussion which so far is the case, why not stick to forward analysis. Everybody can read a chart.
If smart money arrives, they will be well aware of the important points. There is no point to the question of if the company does not reach where it is downward slope to victory. I currently project someday Simpson will stand on the FDA platform to receive a gold medal.
I have a dream of when smart investors find a reason to invest in delcath, who talk about facts, like the famous July filing, like that reverse splits or bankruptcy is the only choice, fiduciary responsibility is to do the reverse split. Voting NO means having no clue of fiduciary responsibility. Not reading and believing filings means no clue of fiduciary responsibility, etc. etc.
Fortunately it is not a choice I have to make, but if was just a choice between the Goddess and the general chaotic population of message posters, ...
I hope delcath can quietly go about its business, funding for clinical trials. Up to individuals in the mean time, to post as they please or buy, hold, sell or short sell
You mean she managed to raise over $30 million dollars. I have thought about it and HB is probably not that different from an ATM. The main difference is HB made equivalent of an 18 percent commission to be ATM for the company.
It is not a blue chip company, the company was an intrinsically bad company because it had a botched phase 3, filter, etc.. and became thus over a decade from a legitimate chance of approval. You could not fire enough heads during a setup like that. Bad is just bad. Investors made errors, and really huge error after July filing, on them. I see a crop of folks that don't want to admit their mistakes
I am somewhat with you as a run towards $20 or higher looks very doubtful compared to when it was hitting around $6. It would be interesting if the words Nasdaq listing came out of The Goddess mouth before the offering, but only a maybe
I am somewhat around breakeven on post rs trading and position. I am not putting much in before any offering