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I have a problem with crooked thinking, either it is me or the delcath posting world in general. I will play the role of windmill tilter vs. obedient sheep role which I don't like playing.
I don't have a problem with rational negativity when I believe it is rational. If Simpson ends up being a proven fraud by my own quirky standards, I will submit.
She could be walking on the edge of fraud at times, quite believable even to me. She is well paid though, I don't see she would likely do it just for personal money reasons only
I would think everybody on the bod likely has a long track record. They have some industry knowledge and contacts, all I see so far is shadowy type talk.
The company made it before to FDA full process on a lesser quality study and filter. It is not rational the excessive negativity, nobody is making it rational sounding to this guy
I have doubts and fears and am on the sidelines. If somebody thinks this is the worst choice to invest with, I freely admit it may work out that way.
Let us keep crossing swords. I challenge keeping in the dark, she has shed the light brilliantly on the need for money, which is by all rationale normal anyway.
She has been mediocre to terrible on raising money. One can debate why. It is in fact the heart of 99 percent of complaints. It is so shallow to think she does not care about the terrible track record. I submit it is just too satisfying to those who can't take their financial losses in stride
More people are comfortable with the thought Simpson is 100 percent thief and fraud. I am okay with doubts and fears and avoiding of all kinds.
Don't stay is my advice if one has a hard core view regarding Simpson, and it is upsetting. If one feels there is nothing to lose with their shrunken position, okay but be cool about it IMO
I don't mind honest digging of negatives, I am missing if anything credible and significant can be added to the on surface negative history
that is people under estimate difficulties, shallow to think Simpson likes failure
It was new, clearly only made sense in relation to the known upcoming reverse split. It was a super plan if it could have been executed.
My view everybody over estimates the difficulties and over blames management.
These offerings are apparently difficult to fill. We are 2 weeks into this one. Since Simpson has been blamed too much for months and months and still, all I can say is people on the sidelines such as I have the opportunity to be objective on future risk/reward. I will announce any buy and why I make
Look at Nov 2, 2017 filing
They did put out an offering right away I believe. Then against Simpson's wishes imo the panic sell dropped the price down to $1 practically over night. She could not possibly wait around at that point with the company being in desperate shape since trying to get the reverse split last year was too long a process
If offering holders have not provided a better ramp this time, we shall see, run out of money or descending pattern of price offerings or what
If the offering holders stair step down with many offerings, this will be a sour place one step better than running out of money.
I think $2.50 immediately after reverse split. After that, offering holders will tell the tale, what tale I don't know
I highly unlike if offering not completed and out with details tomorrow, I am waiting on a heroic Simpson to emerge from the ashes here, still no position
you mean 100 percent true as does video with qualifier of IMO on each part. The question is always why money into anything? Is it naïve to think offering holders do not embrace making mistakes?
captain arbitrary
If it is not in the 12 month window by perception of the end of phase 3, stock has no reason for red hot speculation to begin. Pharmas are not going to fight over the little OM market when approval is more than 2 years away. It is optimistic to believe the year 2021 could deliver revenue approaching $100 million.
The biggie for next 4 months would be if the company is in position to relist on Nasdaq
The trial this time is far better than the previous trial that delivered a huge speculative value. If head to head, the OM trial beats BAC on overall survival by at least a double ... chemosat will have indisputable proof of being the best for OM
If in June of 2019 that is the case, does the other stuff matter at that time. It is impossible to say in that case the nature of the runup, delsurprise
Being bearish makes more sense, but less than most think. If Simpson gets her $20 million then it is about enrollment. She has promised an update in the 2nd half of year.
I think the trial could finish before the 240 if results are strong. Considering all factors, I hope the trial finishes on the original date of June 2019. If history repeats and the big if on current financing efforts, is a march 2009 repeat for buy, will RapNot370 lead us on
ok RaptureNotSaint
We all know there are warrants on these offering that supposedly can't be executed for one year. Also there were about 38 million pre UNITS sold last time to cloak at least one holder from going over 5 percent. The math also says there had to be multiple holders, most likely 10 little Indian theory is the reason. You can take it and run as you wish, but I don't think Simpson wants a convertible. Somebody would have to be clinically insane to jump in or hold at the start of a convertible
Since you guys are lovers of facts, there were more YES votes than NO votes on all 5 votes done for reverse splits. The last 2 votes had a contingent that was not little retail so modified for that fact, little retail obviously voted down this time. Offering holders I think 100 percent for reverse split, and nobody knows exactly how the benefit works, all claims without knowledge
Before end of May possibly it will be clear that either Simpson is a continual failure on raising money, or a new page in the life of delcath. Most likely the 3rd option, will do better than what Trompete vocalizes but price will be lower than current price adjusted for split
My forecast. Current offering of course is 2nd offering this calendar year. Then company has to start a 10 day countdown to a reverse split. So rethinking if reverse split is done on maybe May 7, the announcement for new offering could be that day. 3rd offering announced completion on May 21 works for me
Historically the last offering was for .02. The current offering only had the 1 filing from Monday of last week. I expect it to get filled at .006 based on the trading
Does that explain your new picture, I claim both you and Trompete need to issue decoder ring with some of posts
Who knows since 80 percent of people imo have misinterpreted completely todays filing? Not even half their fault if so, it is like the filings are a game of tricks, So Rainy is not 100 percent wrong
There is always room to speculate. First I think the company is going to get less than $3 million for offering, but we have to see. This filing today looks like usual company nonsense, it appears a totally historical story of previous offering without company bothering to make that clear.
The next offering after current could be completed within next 6 to 8 weeks. If it stinks up the joint, shuffling Simpson into only a clinical job might be smart. Although I champion Simpson for trying full steam towards approval, outside of clinical she is a continuing failure if this and second offering can't total $10 million together
Well I have to mention circular, why would anybody buy, small departments are supposed to be profitable. This will always be a trade even after approval unless it makes to cash cow and pays a 2 percent dividend like Starbux, but Simpson will have done her job if OM approval and a reasonable shot at ICC approval
The discussion is about the other half, does it exist? If does not matter even if Simpson/bod are unwilling, if there does not exist another half.
I clearly am in strong doubt the other half exists at this time. I will go one step further Simpson will be the heroine IMO if this technology makes it, you are all off track, IMO IMO IMO
No. A buy out takes 2 to tango. If bod and Simpson were willing to tango, I consider they could be a wall flower at the dance. Am I the only one here that sees that is a realistic scenario?
Pure evasion. Explain why bod/Simpson if willing could sell. To who, why, what price?
As an example Rainy indicated staffing issues for one location. That is very understandable. This is a complex product to use so unless a snowball of overpowering desire comes to roost, it is awkward
Trompete, you of all critics should see your beliefs about questionable value, etc.. undermining delcath being a buyout candidate. I don't think it is, so maybe bod on some items knows the score
Folks do not deserve an explanation, it is that simple. We all know the salary story, we know many things, too much when it comes to blaming shorts as a life goal as some do.
If the company runs out of money with Simpson taking what she can, worst cases sometimes happen. Otherwise phase 3 enrollment, that is the talk of the town if one wants fundamentals
It all depends on how much money for rest of year is raised and at what price. People will be fine if all done at an avg of .006/$3, if an offering for substantially less then bad timing currently
I don't think offering holders want the company to run out of money. I think the chances still are pretty good Simpson will be standing tall on an approval, but will we live to see it other than from residing in debtors prison?
I have no memory of your ever having a bad posting etiquette. I love the drama of a wild moving stock but delcath is a brute.
Essentially whatever she thinks on commercial potential possibilities, she is making the moves needed for it to be successful with 2 phase 3 trials. A side benefit it keeps her possibly as chief for many years to come and delcath in play as an investment. It may help at least hundreds of sick people, but it is like an accident as to which investor profits and which loses
It would be better served for terminology then that Simpson wants to keep the money flow in as strong as possible to finance phase 3 progress towards approval and to enjoy the high life as a fringe benefit.
Whether she really thinks the technology will be successful commercially, she would not touch the topic publically with a 10 foot pole
Even if I agree with everything you wrote (which for the record we all know I don't), I think you are losing money here while I held my nose and stopped my personal bleeding until/if some other time.
Let us agree that neither one of us may have a clue at times. I still think between Simpson and most of the current crop of investors, Simpson is much more interested in achieving approval.
I am worried about offerings, starting with the present. I really don't care about their salaries, I just want to be the best investor I can be
Sometimes paying more attention to people that own the stock costs you money. Coincidence, actually in this case not really. It was predictable as soon as plans were announced for a vote for a reverse split that it would have a negative impact.
Trading yesterday I also analyzed as having a negative impact. So did you and everybody else, right????
The good news is there was not a huge amount of reason for high expectations ever since the last offering was a disappointment. It means all should be prepared to take their lumps when served
How many times am I supposed to spill my life story here? Your turn, tell us all in great detail your whole investing history, experience with delcath, expectations, predictions for next 2 weeks, offering price expectation, how much money raised. Thanks in advance
If so, you would accept my statements on lack of ownership, so why would I intentionally create panic. Maxm is the clear cause of panic, Confess man
I want it to be publicly known I am complaining about naturalborninvestor. I responded directly to a question about my opinion over the next 2 weeks
I commented on spending was not being cut enough for years before most here ever heard of the company. My primary assertion is Simpson wants approval as much as anybody, she would love to have $20 million in the bank at all times