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In reality both of you ( LC and Avocet ) seem a bit wacky right now. LC, you missed the boat. Avocet, you bet the right way. Both should get off the soapbox. Just lots of wasted posts really saying nothing that will help any new or old investors.
Check out the post on twitter Colin k will be signing autograhps at Costco in a few days with mslp.
Has anyone checked out the MSLP home page. New Banner states "NOW SHIPPING TO CANADA" Good stuff.
Richard Estella just bought 10K shares on the open market at just under $10 , 9.80 to be exact. That is a sign of good things to come.
Turk, so what is your expectations for Q2 based on what they said on the conf call? We are almost 1/2 through the quarter. I would think they have a good feel for it. I don't think it will be same numbers as Q1 but I would like to think that they will be close and up the guidance once again. They kind of talked down Q2 a bit. If they came in with similar number that would be great and would drive us much higher. Add in the SEC thing ending we could be at 15 in a heartbeat. They could get close to $1 eps this year and $20 would be a no brainer for a year end target. I will take 130% per year return on this stock.
road show next week in NYC and Boston. give it a few weeks to sink in for the institutions and we may see our run to 12 by the end of the month.
By the way, this was an excellent turnaround in mslp today with a low of 9 and back up to 9.40. LC, did you trade that move? I hope so. Now hold on to a few thousand shares and let it ride.
LC, let me start off with I like your posts and have learned a lot about this company from you. I have not liked the last few weeks posts all that much since I thought that you may have turned very sour on the company and I was thinking that you may have been trying to talk the stock down to get back in lower. If you go back to my beginning posts I got into this stock when Frost did. It has been a roller coaster but so far I am now up about $40K in total. I am not a trader but a longer term investor.
To me the change in this company came with Frost and Arnold. The SEC thing was a surprise to me and have been a bit nervous up until a few days ago when we saw that Frost was still in as well as Arnold. This can become a $1B company. I now have 20K shares and will hold the majority to the sale of the company. It will make Brad and team very wealthy and me a bit more wealthy. I don't expect to sell for at least 3 years at 50pps for 5K. That is a 6 bagger for me and save the rest for the end game. If I get a six bagger in 3 years I don't have to bother with all the BS this stock will see. If I was a better trader I would do it. I either sell too soon or not soon enough. I have found that if I hold good companies with great products and great management, the stock will perform. I think MSLP can be all of this and I include Frost and Arnold part of management. Remember, Arnold was the Gov of Calif. He has his business act together. Frost is a no brainer.
Jump in the game for a few shares to hold as I would hate to see anyone who has stayed with this for so long not be a part of it. If not, you may as well move on to the next one as this will only frustrate you along the way. By the way, I do follow frost and I have not been hurt yet. I own CDXC ( just a few K shares ), big into cocp (105K shares ) and RXII ( only 5K shares ). I see all three being significanlty higher in 3 years. I also own MNKD, TNXP and ADMS. All could double in the next 3-12 months.
I will take a double on each of these all day long without trading them over a 12 month period. I cannot stand the up and downs that is why I close my eyes and let them go. Good luck.
Anyone else have any good picks to share???
LC, how can it be hype when they are telling you what they are going to do over the last several quarters and doing it. No hype , just action and hitting the goals.
LC, you seem to be at odds with some of the members on this board for some reason. Not sure why. The company stated that this was a fully diluted number including the esop. They did not state that is was from last year. I am not really concerned with it either way to tell you the truth. When they uplift and the sec situation goes away 1.5M shares will not matter. When they are doing $1B in sales they will probably have 100M shares and that wont matter. This is a $100 stock in the next 3-4 years. Just jump on board and quit fighting it. You will end up being remembered here for being the guy that read the situation wrong and held a grudge against the company for past mistakes. Just go and buy and hold for the next couple of years and you will be happy.
Key Take Aways from the conf call:
1. They are "just beginning to scratch the surface" . This was taken from the context that we are in the early innings of the development of this company.
2. Social Media on fire.
3. College Tour starting. This to me can be larger than the Arnold tour.
4. All categories seeing rapid growth.
5. 35.6 GM vs. 33% guidance for the full year. Remember, promise a lot and deliver even more. This will go up over the next several quarters.
6. Arnold is 30% of the total mix. Most successful launch ever. Re-orders already happening without the original shipments even opened.
7. Olympia happening in Las Vegas Q3. Sept. 18-21
8. Dropz product with CoCrystal happening Q3/Q4. This is huge. Also Muscle Gel with the Qsomes technology.
9. Dropz go to market strategy will be announced in the next 90 days complete with partner. Not sure if distribution partner or a athlete to promote. Probably both. Going after someone who is the NFL's larger partner. Lots of laughs at this time on call.
10. 13.5 Fully Diluted including the 1.5 ESOP shares. That is huge.
11. Costco still doing $800-$850 per store per week. Avg for Costco for other vendors is around $500.
12. One downside when asked about April sales so far. Q2 is always challenging but they are comfortable with their guidance.
13. Someone brought up that they did most of their eps guidance in Q1 and that they only had .18c - .28c left for Q2-4. They are sandbagging and I like that alot. They will get to at least .80c-1.0 eps in my opinion. If not higher.
14. They want to become a $1B company not a $200M one. They are taking the steps to do that.
This was a great call. They are executing. Next stop $15 by the end of next quarter when the SEC thing is over. Uplift by end of year and we get to $20.
On yeah, I forgot, all this could be much larger than I outlined. Why? Because of the new product category that they will be going after. Imagine that the CDXC partnered product begins to make headway against 5 hour energy. Remember, half the caffeine the 5 hour with more energy. This is big. They will own the market. Maybe they will even buy CDXC with Dr. Frost's help.
This stock is now on the radar. It is in beast mode and will continue for at least the next couple of years. All Bull Shxx cleaned up and out. This quarter is not a one and done. The conf call scheduled for tomorrow will be taking place from NYC. They have let everyone know that they will be doing a road show to get exposure. How else do you get the attention of wall street but with numbers like they posted today. With Frost and Arnold's connections both in the market and wall street this is just the beginning.
There was a book out many years ago called the Gorilla Game about Cisco and their rise. The main point was to stick with your Gorilla until something radically changes, ie. Frost sells, new competition eating at their core products, management changes, etc. MSLP is building a huge mote around themselves to insulate from competition. Ie, manufacturing, costco relationships worldwide, frost , arnold, etc. This is a beast that will continue to move higher every quarter. Once the sec and nasdaq uplift this will rocket to 40's within one year.
This could hit $20 before next quarter is announced. Wait until wall street wants in. They will move this and it will be in play. Expect the wild swings. If you can trade around it good for you. I can't. I will hold for the final trade which is the sale of the company at 70-100pps. I used to say this could take 3-4 years. With these numbers it could be 2-3. We will do at least 190M this year. Next year $250M. FY 2016 at least $350M . 3X sales for an aquisition and you get a market cap of $750M. Someone run the numbers on something like that with earnings per share skyrocketing.
So you clearly want mslp to go down and fail so you can feel good about yourself in turning them in to the sec, is that correct? Or do you suck it up and say your wrong once the stock goes back over 10 and heads higher. When do you give in and say your wrong? When they don't get caught in a lie? When they continue to hit and raise numbers? When the sec issue is over? When they uplift. Guys like you who probably lost on this stock over the years will always be complaining about something. If you do not have a vested interest in mslp long or short, why are you here? To save us from our stupidity??
I just know you want to get long, so just get long and bring your friends as well.
Well for one thing Frost and Arnold have "regular" shares. If they take this private they lose. They are in it for the share price explosion not 2buck chuck. Arnold will still get his commission but still would get screwed. Frost will not let this happen. It has not been his strategy in the past.
Your the one with the long term lies with Brad. In the year that I have been in this one I am seeing much more hitting of the numbers and not too many fibs. Over the last 3-6 months there is much more positive than negative.
Where is the going public coming from? That seemed like it was out of left field?
Wow, and now out of left field we are going private!! Brad has stated, we will be uplifting , not if but when.
Very little chance of that happening. Why would they do that. With all the shares these guys have they can get a sale of the company at $75 in 4 years. That is how they are going to get really rich.
OK,so lets get on to something more positive. What is the revenue guess for Monday? What are some of the hopeful announcements that may come our way. I will start.
Rev for Q1 $39.5M/
FY14 new revenue objective up from $150M to $160M / eps increase from .20c to .22c to .22-.24.
New Product Announcement ???? Fuse Science relationship
More clinical studies to show off the "science"
Margin improvement growth continues.
One new distribution channel. One new product also into Costco.
No info on SEC and no new uplift info.
Share price runs up to $8.25 by end of next week.
Great, so we have ID the whistle blower. Did you sell all your shares back in August and go short at that point in time? Did you cover yet to catch the run back up. Or are you just so pissed off that you lost significant $$$ and want the company to fail? Which is it. Anyone who wants the company to to well does not put out so many negative posts. It would only hurt yourself. So again, what is it? R U short or just a pissed off long?
Turk, you know ID is short or is in the process of missing the run. Why do you debate him/her? Let it go. The numbers will be out on Monday morning and we will all know how they are doing. And as we suspect, it will be a blow out. Don't engage the shorts.
This can only be great news that they are getting the earnings out so quickly. They probably want to continue the buybacks as soon as possible after earnings and before they start to run it back up. I see 10pps short term.
I highly doubt that you will get all three. You may get increased guidance on the numbers, up from $150M to say $160M which should increase the profit picture. I doubt the SEC thing will be wrapped up just yet but may get a few words to say that it will be done soon. The uplift I don't think will happen until the sec thing is complete. So no go on that as well. I think for now it is all about growing the company very rapidly and maybe for the next call we get the SEC and uplift completed then we can take off. If guidance comes up we go to $12 quickly. When we get the SEC/Uplift we go to $20. Still a long term hold for me and I hope we get bought out at $40 at some point in time so I don't have to think about when to sell.
Why give him the chance to interpret it as something negative.
Does anyone know how many shares he started with for the 2 purchases that he made in the company. Thanks.
Frost just came out with his 13G for Muscle Pharm. He owns 738K shares or just over 7%. This is huge confirmation that he is in and is in BIG
How large are these mslp displays compared to the competition. Does anyone else have any display that compares to this?
So the 200 mov avg is sitting at 8.9. I think we will see it and bounce back to maybe 8 then the next big run. This could be earnings to get it up to the 8.9 mark then the end of the sec thing which propels it to the 12 mark. All that before the end of June.
Just remember, ID Super is trying to steal your shares. Read all the posts and you will see. This company is getting its act together and will be much higher 12-24 months from now. As soon as the SEC issue and the uplift is in place the company will take off. 3-6 months total. The rev and profits will be there.
Stuffing the channel is prevalent in most businesses. I spent 30 years in high tech and it is/was a way of life. Not that it is right, I'm just saying, it happens in all walks of corporate life. The smart companies know how to walk the line between real sales and channel stuffing. I suspect the $150M rev number for this year is solid if not sandbagging and the company is doing everything on the up and up with the SEC looking. If it comes out that they did something in the past, to me the stock goes up knowing that whatever comes out of it, the company is now on the right track with the right people in place to manage the business. Remember our new president is handling the day to day operations. We go to $15 before the end of the year.
The problem with mslp is that you have to be on your toes for that 10%. It will move very fast for just a short time then come back down. Reading charts, catching the move and getting out before the heard with your trading shares is key while leaving the "investing shares to keep on trucking over the next 2 years.
I only see 100 shares traded at 7.08.
LC , gol is on fire.
Great job on GOL, I wished I followed you.
Much more opk and a little more mslp.
Just an fyi on mnkd, the product that just won the adcom support yesterday is really not just a product but a platform. They are already working on the next venture for the inhaler device which is called dreamboat, that is for pain? Inhaled pain meds. Where ever you need rapid acting meds you can use this device. They also have 10B dollars in product already paid for and 2.5B in development costs to write off. Once they start producing and selling, this is a rocket. Do not sell mnkd or at least trade around a position. Partner and approval are up next. Keep in mind the shorts are relentless. Adam Furstein actually changed sides yesterday.
Keep in MNKD. Once the FDA thing is over in a few weeks lots of things happening.
Also, MNKD CFO on cnbc in 1 minute
If anyone is looking for a good / potential great biotech play with only 11M shares out look at TNXP , Tonix Pharm.
yes indeed. 11K shares and 90 calls doing me very well this morning.
Congrats all who stayed in MNKD.