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I would have been a buyer today but my gunpowder hasn’t been moved to my PCRA account yet.......all of my TPIV holdings are inside my 401K under a SCHWAB PCRA......
Love that attitude!
Just love that word.......”huge”!
Yep......I may not get a chance either but if it does dip I want to be ready.......either way I’m feeling good with my current position!
Seriously considering taking one more bite at this apple........moving funds now in prep to buy a few thousand more if she gives me just one more opportunity! If not I will let my 16K shares do the heavy lifting! $$$$MRKR$$$$
Me too Phantom but I think we finally hooked one!!! Catching a trophy fish/stock involves a lot of luck! Here’s hoping luck is on our side this time! $$$$MRKR$$$$
Speaking as someone who has been long on this company for three fairly tough years I’d say you made a wise investment as things are definitely looking up! Welcome aboard!
Yes.....we are expecting news and the proxy material soon......not sure if it will be this week but most of us believe it will be very soon......
2019 could be a mighty fine year! Not to mention it’s the year I will retire after working for the same company for 43 years!
first round is on me! $$$$MRKR$$$$
How could any sane person vote no to this merger after seeing what happened to the stock price just on merger announcement! “To the moon Alice........”
I love Cali! Lived in San Mateo for seven years of my youth! Thanks for your opinion on where you think we are......Long and strong!
Oh yes I forgot......you’re on the left coast! Oops! I’ve been at work for almost four hours!! LOL
Thanks Phantom!
Mmmm......a mystery!
I really thought by now we would have seen the proxy voting materials.......oh well......all good!
Agree!
Yea......I kinda blew that!
I just have a feeling we will finish green today.......I don’t think anyone wants to be out on a Monday morning.......at some point soon we will have more news on merger and shareholder meeting.....I think it will pop on that! IMO
I want to know when the shareholders meeting will be
Well not pretending to be Nostradamus......at merger I believe the combined company ticker symbol MRKR to have a market cap just under $1 billion......with all the data we have coming on multiple trials between now and the end of next year.......if the data is as good as what we have seen to date I could see the MC double to $2 billion........all IMO of course!
Works for me!
2 what? $2 billion buyout! I think by the end of next year that figure will be woefully low! IMO
Thinking(more like hoping)at the close of this merger MRKR will move up quick........my plan is to sell 1/3 of my shares at what I believe will be right around $20/share.........then I will let the rest ride for trial results and/or buyout as I’m now on “house” money!
Yep.....Baylor
Sounds like we are locked and loaded!!!
Yes but we are not a merged company yet...........I just don’t understand the selling.......I’m long and strong! $$$$MRKR$$$$
$73 mil market cap is ridiculous!
Thanks Phantom! I have no intention of getting out.!
I’m befuddled! Phantom......any thoughts?
I know we haven’t seen a date yet but anybody out there considering going to the shareholder meeting in Jacksonville?
I’ve done a ton of due diligence on the company........and I’m very long!
His response...........he’s a very conservative investor......LOL
Mikes math is correct and I think the 900 million is a way inflated number which makes the share price even lower.
Tpiv is letting some institutional investor buy 45% of new company at $4 per share. And marker shareholders will own 27.5%. And tpiv shareholders will own 27.5%.
What happens when marker shares are sold ( and they will be sold fast and hard) and institutional shares are sold?? Stock is going to take a massive hit.
These guys are trying to create value with accounting and math, it’s voodoo merger.
That will leave the stock at $3-$4. I hope I’m wrong.
This is from a friend of mine.......I sent the 10K to him and asked for an opinion.....he’s an investment consultant with Wells Fargo. Comments welcome.....
The transaction is highly dilutive to tpiv shareholders.
I did not see any language about selling restrictions on the private placement shares and the shares issued to Marker. If there are no restrictions I think that would be problematic. Being a small private company I would guess marker to have only a few shareholders. And now this transaction gives them a currency, a way to monetize their shares by selling the stock.
And the private placement is highly irregular with a pricing of $4 per share. Why did they have to price the newly issued shares at 4 when the stock has been trading north of 10? Hopefully there are selling restrictions on these shares. And who is the mystery buyer of shares at 4? There is a lot of mathematical pencil whipping going on it appears to me.
Yep.......kinda what I thought but I’m definitely not an expert in this! Thanks so much.......off to dinner.......Italian tonight!
So what do they mean when they state they are increasing the number of shares to 150,000,000? That doesn’t equate to outstanding shares?
3. To approve two separate proposals to amend TapImmune’s articles of incorporation to:
a. increase the number of authorized shares of TapImmune common stock from 41,666,667 to
150,000,000, the approval of which is necessary to enable TapImmune to issue the required number
of shares of TapImmune common stock, and shares of TapImmune common stock issuable upon
exercise of warrants, in each case, to Marker stockholders in connection with the merger and to the
investors in the private placement transaction, and
Phantom......have you had a chance to break down this 10-K? Am wondering if it changes any of your estimated numbers from your previous post........thanks! I’m mainly interested in the outstanding share count. You certainly nailed the $10 share price!! Burr
Re: sparky99 Post# 24023
I believe that anything around $10 will ultimately be a good buy. I think this should hold $10 and shouldn't be any lower as it is worth way more than $10. HERE is the link to my last valuation post. I'll summarize it below:
My valuation (post merger): $800M - $1.1B
Shares Outstanding: ~43 million
Warrants: ~24.5 million
Fully Diluted Share Count: ~67.5 million
SP based on outstanding shares: $18.60 - $25.58
SP based on fully diluted share count: $11.85 - $16.30
The above share prices are not targets but merely the price that correlates to my valuation. As I have stated in the past I believe we will trade above the fair valuation due to the very low float. Until all the warrants are exercised you need to go off the outstanding share counts which would put the price range, again based on my valuation, at $18 - $25. Until we get confirmation that all warrants have been exercised this is the range I will be looking for $TPIV to trade in. I include the fully diluted share count numbers as well because it is good to look at the whole picture.
On a side note this valuation is based on the combined company as of right now. We should be getting plenty of data throughout next year & potentially late this year at which point, if data continues to look as good as it has, this valuation will be on the low end.
Replies:
Good stuff - thank you!
sparky99 on 6/22/2018 12:25:20 PM
TPIV: Whats anyone's take on this filing?
Eagle1 on 6/22/2018 12:44:40 PM
Report TOS
Hugely excited! Looks like she has settled in at around 10 bucks/share.........still way undervalued IMO!