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Not a pretty 8k
Absolutely. It’s an all or nothing trade. Risk = 100%. Reward = unknown (but potentially huge).
This would be trading very differently if a buyout was a certainty. But like yesterday when I wasn’t seeing anybody buying this deal, today we saw good volume, iotw lots of buying. The 2 recent up days had great volume. All the down days in between had low volume.
My thinking is that, if Aeon is in for $110, and interested in acquiring/controlling Boxed, (business or IP) they can easily pony up $42 to get rid of BR, then it’s only a matter of making an acceptable offer with acceptable terms. At that point, the $42 is only a 10% premium to the $400 offer that was turned down. So Boxed should see the 400 as a lifeline and Aeon still sees the total package. But again, with no info, we can only guess.
I think BOXD definitely has something of value and they have demonstrable proof of it in the field. If they are being courted by the likes of KR & AMZN then their SaaS is certainly really something. We’ve seen FedEx and Pepsi in the playground too. That is no petty feat.
Their relationship with Aeon is worth way more than the face value of $110M. That is what drew me here in the first place. Then they have an host of other forward moving relationships, as we’ve both noted. And their shares are held, recently even, by some pretty hot institutions.
BlackRock seems to be the wildcard pain in the ass here. But we know so little. They could have unmet contingencies, or be hatching an evil plot …or they could just be dotting the i’s. Trying to fathom what’s holding back a deal like this makes my head spin almost as much as trying to value it.
And I don’t see anybody out there buying all these shares at ..35-.40, so I really start to wonder. If it’s a 10 bagger from here, why is it being left alone? Heck, if it’s +50% in under two weeks - who would walk away from that? I know, I know, the risk of the unknown.
It’s not like the news will come and it’ll just start running. If the news hits, the stock will have a new price and that’s that.
They already turned down $400 M (according to Bloomberg and Tech Crunch). Can they really get twice that for it? Within a week or so? We are certainly left to wonder if they’ll even get $35M for it.
I don’t know whether to post on this board or the board with the ticker MMEDF
Email from IR ... received this morning...
...after dloading their deck, Eddie reached out and asked if I had questions.
I asked about share counts, timelines, transparency, this is the reply...
————
I hope this finds you well! MindMed had an excellent first week of trading after going public on March 3rd, 2020. I’d like to take this opportunity to provide you an update.
Upon our successful listing we had 50 million shares trading hands via 19,000 individual trades, representing $31 million in market value. This helps demonstrate strong liquidity and interest in the alternative pharmaceutical sector.
It has become quite clear that there is an urgency when it comes to the opioid crisis internationally. Our shareholders have expressed that they are impressed with our strategic investors/management, proprietary business model, and the high barriers to entry the Company has established through FDA clinical trials.
Given the current market uncertainty of macro-economic factors such as the coronavirus and OPEC we anticipate and continue to look forward to market improvement over the course of the next few months as more information is uncovered and uncertainty subsides.
JR Rahn, our CEO, took the time last week to visit Yahoo Finance to discuss our go public transaction and how he envisions MindMed as a leader in neuro-pharmaceuticals. If you haven’t watched it yet, I’d strongly encourage you to check it out, as well as some other relevant media - you can do so here.
JR did another great interview with Cheddar you can find here.
Additional Readings
Wall Street Journal Article February 27th, 2020
Fortune Article February 28th, 2020
MindMed Investor Presentation
MindMed Website
Should you have any questions, please do not hesitate to let me know.
When can we schedule a call to discuss the opportunity? I’d be happy to do so.
Best,
Eddie Conley | Investor Relations
e. econley@mindmed.co
w. 647-493-3643
Copyright © 2020 MindMed, All rights reserved.
You are receiving this email because you opted into our content.
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Toronto, ON M5H 2V1
Canada
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255,431,251 shares in the OS according to the investor presentation on the company website
What does it take to get L2 outside of the NEO website?
I can get L2 on some NEO listings, but not others.
255,431,251 shares in the OS according to investor presentation on company website
They have the right to refusal of exercise of warrants? Current situation aside, that would make warrants pretty worthless, no?
I mean why would one invest in a deal for stock and warrants if the issuer could deny the warrants at will?
Does anybody know the price of ACB’s TGOD warrants?
Sorry if this is a double post... I posted a couple hours ago and now I can’t find my post. Like it was deleted. But why?
Nice, & thank you for sharing your DD... Then please, Aurora, keep selling, I’m sure this stuff can sell at better than wholesale.
A killer 2019!
Thanks Country, I’m not worried about the lockup so much as the combo of lockup and Aurora. I think we’ll take a hit bc I know if I had locked up 50 cent shares I’d be selling to get at least my capital back at $3-4. But hey, that’s a great chance for us to get some cheapies.
Tgod has so many (big name) connections to so many (of the right) industries, no debt, lotsa cashish, I could go on but i don’t need to sell you on the company or its potential.
This is one of the few pot stocks I’m in that actually trades pretty rationally. Great news for the future here, where deals will most likely come from the bigger more conservative companies that are waiting for stability and broader legality in the industry before they throw money into developing entire departments in their corporations dedicated to profiting off marijuana related products.
I’ll buy another truck just to back it up again.
Looking at Aurora selling Tdog. Grrrr!
Aurora took TGODF from $4.95 to $4.23 between the 10th & 16th of October. The 5M shares they sold accounted for nearly 2/3 of the volume during that period. They have the power to do that 6-7 more times. Every time they do, they send the message - wether true or not - that TGOD is a dog.
Lockup expires soon so more selling expected... And they don’t need to keep any TGOD shares so35M more can be dumped anytime they want to keep TGODF down.
They also have no obligation to honor their end of the supply agreement, it’s an option to buy up to 20%, not a promise to buy 20%. They can make TGOD sit on 20% of their product all year long, then not buy any.
This ownership and agreement has become a tool for Aurora to keep a competitor down while profiting from its success. So... good! Get them out. Sever all ties with Aurora and let TGOD fly.
Waiting for $3... and a 5 bagger in less than a year.
Down the same as TLRY or CGC at this point. The whole industry needs a catalyst. The start of legal sales is already baked in.
TGODF needs to announce uplisting or partnerships
...or something better than the interest-free financing that is a C$75M bet by underwriters (with tons more info than we have on the company) that the stock sees a 40% bump, which then “warrants” a $99M interest free financing bet that the stocks puts on another 25%
Cup and handle pattern still intact. Low of handle (still in formation phase) rests on midpoint of cup at close today.
Lots of shuffling around of board members lately. From the 9/24 release on Tim Seymour’s appointment to the advisory board...
“Additionally, Brian Athaide, CEO, has joined the TGOD Board of Directors, and David Doherty has transitioned to TGOD Acquisitions Corp. Mr. Doherty will be available as a consultant to the Company. "Brian has done an incredible job transitioning from CFO to CEO and I am extremely pleased with the leadership skills and depth of consumer understanding he has demonstrated since joining TGOD. We welcome him to the Board," stated Jeff Scott, TGOD's Chairman of the Board.”
That said, please give your investors a reason that board members are leaving.
Agreed. I expect that from a pinksheet, not a nasdaq listing. Why not wait a week or two after the call? Or be real up front and get it out there before the call? Then at least we can talk about it.
And worse yet, they delay the call until the minute the filings are made, then blame the delay on technical difficulties.
Q: Who are they kidding?
A: Their shareholders.
What’s up CPST? They report 6/7, they keep coming up with new contracts, Zacks is all over it, a low pps with big upside if they get it right, they kinda preannounced they have it right, the chart is giving bullish macd crossover, the 20MA is about to bounce off the upward moving 50MA , but trading the last 3 days, running down the top of the upper BB is turning rsi and stochastics downward... where’s the volume? ...there really ought to be more excitement here, what am i missing?
MCAP was sitting way outside at .03 when you pointed it out. Now they’re next on the ask after CFGN at .0285
To a guy who’s new to HEMP, what is MCAPs role?
Oh, and CDEL just jumped in front of both at .0283 for fun.
The ask keeps getting hit and dropped...
And mine today.
I did
Demand For Mobile Prostate Cancer Brachytherapy Vendor Programs Continues Into 2010
Pittsburgh, PA, Feb 23, 2010 (PRWeb.com via COMTEX) -- Oncology Med, Inc. (Pink Sheets "ONCO") announced today that in the 3rd and 4th quarters of 2009 that it expanded the number of contracts for its mobile turnkey brachytherapy programs by 300% This expansion with hospitals and ambulatory surgery centers by Oncology Med includes same market growth, as well as, new market presence and penetration. Oncology Med expects these new contracts to double the number of prostate cancer brachytherapy cases performed in calendar year 2010 as compared to the twelve month period of July 1, 2008 to June 30, 2009.
In the 1st and 2nd quarters of 2009, Oncology Med, a Pittsburgh based cancer treatment solutions group, was successful in renewing all of its current hospital and ambulatory surgery center vendor contracts with facilities in northeast Ohio, western Pennsylvania, New York (Long Island) and eastern Massachusetts for provision of mobile prostate brachytherapy services. New markets now include eastern Pennsylvania, Connecticut, and Delaware. In addition, Oncology Med saw a doubling of its contracts and major same market growth and expansion occur in its western Pennsylvania region with the advent of OMI's largest competitor of mobile brachytherapy services exiting the market.
Oncology Med derives revenue from these contracts from 'per use' user fees associated with ultrasound imaging, medical physics treatment planning, and provision of equipment and staff utilized in medical procedures in advance of the actual treatment and in the operating room during the actual implant of the therapeutic radionuclide seeds. In addition, equipment, staff, and all resources are mobile allowing for usage at multiple facilities without additional capital outlay.
"Low dose radiation (LDR) prostate cancer brachytherapy treatment involves the insertion of small radionuclide pellets or seeds the size of a pencil lead and about .5 cm in length directly into the prostate for the treatment of prostate cancer confined to the prostate gland," stated William Walker, PhD, President/CEO for Oncology Med. "Our programs provide all the necessary elements to perform such treatments to include the equipment, technical staff, training, and management/provision of the radionuclide seeds for each case required for a program of this type," he continued.
"Unless a medical facility like a hospital or ambulatory surgery center plans on doing in excess of 150 LDR brachytherapy cases a year, it is much more financially feasible for that facility to contract with our company to provide all the resources and equipment necessary for the prostate treatment program without the facility having to provide a large sum of capital funds to purchase what they would need to put a similar program in place without us," stated Walker. "In addition to all the tangible items we bring to the table, our wealth of experience of our company and staff over the last two decades in the provision of turnkey prostate cancer brachytherapy services and treatments is unmatched in the industry," he continued.
"Based on information received from inside the industry on the success of treatment of prostate cancer with LDR brachytherapy seeds, we anticipate current programs to remain in place and stable with the possibility of expansion in the number of current cases over the next year," stated Jack Sloan, Senior Vice President of Operations and Sales. "In addition, we expect to see an expansion of additional programs in the ambulatory surgery center market due to higher financial net returns for each procedure in those facilities, as well as, the lower cost of providing the services which should carry those savings directly over to the patient in the form of lower insurance co-pays," Sloan continued.
"As a company, we weathered the recent national economic downturn very well this past 16 months with positive growth and 2010 is set to be one of our best revenue years yet based on our projections," exclaimed Dr. Walker. "We will certainly continue to look for additional markets to expand and enter and for new services to provide to clients to keep our economic outlook for Oncology Med very positive as we aggressive move the company forward," he concluded.
"With the decision by our largest competitor to exit the mobile prostate brachytherapy market in 2009 to expand other areas of their company, Oncology Med will continue to aggressively seek out hospital and ambulatory surgery centers to fill the void, become these facilities vendor of choice, and expand our footprint nationwide," Sloan added. "We have already picked up many of these accounts and believe we are now the only nationwide vendor of mobile brachytherapy services with the highest level of expertise in this area of prostate cancer treatment," he continued.
In addition to its mobile turnkey prostate cancer brachytherapy programs, Oncology Med continues to provide a full range of services for all existing cancer centers and those new cancer centers under consideration and/or development to include management, staffing, marketing, medical physics, acceptance and commissioning of new equipment, vault design, and quality assurance programs to name a few.
Since 1998, Oncology Med has been instrumental in licensing and bringing up new prostate cancer brachytherapy programs at medical facilities in over 12 states and is considered a leading authority on licensing and implementation of prostate cancer brachytherapy programs.
Oncology Med continues to expand and provide extensive consultation services for new and expanded cancer center construction, certification and credentialing processes for Joint Commission, as well as, physics staffing and support, and complete turnkey solutions for continuation or implementation of radiation treatment programs for ambulatory surgery centers, radiation oncologists, urologists, and hospitals.
About Oncology Med, Inc. Oncology Med is a public company engaged in the fulfillment of services related to the treatment of various cancers. It currently provides analysis and design of radiation treatment plans in order for radiation oncologists to administer radiation treatments to cancer patients. Current services facilitate radiation treatment programs ranging from external beam radiation to more advanced radiation treatment technologies. More information about Oncology Med, Inc. can be found at www.oncologymed.com.
NOTE: This press release may contain ``forward-looking statements.'' In some cases, you can identify forward-looking statements by terminology such as ``may,'' ``will,'' ``should,'' ``could,'' ``expects,'' ``plans,'' ``intends,'' ``anticipates,'' ``believes,'' ``estimates,'' ``predicts,'' ``potential,'' ``continue'' or the negative of such terms and other comparable terminology. These forward-looking statements include, without limitation, statements about our market opportunity, our strategies, competition, expected activities and expenditures as we pursue our business plan, and the adequacy of our available cash resources. Although we believe that the expectations reflected in any forward-looking statements are reasonable, we cannot guarantee future results, levels of activity, performance or achievements. Actual results may differ materially from the predictions discussed in these forward-looking statements. Changes in the circumstances upon which we base our predictions and/or forward-looking statements could materially affect our actual results. For information, please contact: William Walker, Ph.D. (540) 822-5161 wwalker(at)oncologymed(dot)com
###
Read the full story at http://www.prweb.com/releases/2010/02/prweb3622924.htm.
URL: PRWeb.com
PRWEB.COM Newswire
-0-
I saw the 1st Form D and thought: That explains why I couldn't find a RegDex when I was sure there had to be one coming, and this explains the volume and price last week. Then I thought: If he is trying to raise $1M, at .001 that means 1B more shares. Even at 100M traded per day, that has to go on for 10 days of pure buying (~30 days of trading?) to exhaust the supply. I've seen it too many times before when this kind of thing killed a perfectly good stock. I don't want to bash but all this had me selling immediately upon reading the form.
Most of the reason I was here was the size of the float and the chart. Both were changed for me yesterday. The other reason I stuck around was the pinksheets update news. It seems if they do that update now, they will have to account for the two from Ds in the share structure. That said, I am amazed this is still holding .0008/.0009 ..so good on youse guys, maybe it will work out.
The 2nd Form D... I dunno? Does he need more shares than the 1st one allowed? Did he get his $1M already? If they sold roughly 800M shares since 9/29 (the 1st Form D) and about 1/3 of them wound up in peoples hands and if the avg pps was .0015 then he's raised about $400K.
Now he wants to do it again and this time he's letting us know. At least he is forthright about it this time, getting it out there before he started selling. But my understanding of the situation, the stock and the reasons I was in have all changed. So unless something else changes, I will take my modest gains and say hope to see you on another runner soon, GLTU, GLTA.
LOL - well the 2nd one was certainly unexpected!
FWIW - 10 day avg is more like 59M on my charts, and shows 48M on my L2
Buy signals on 15 and 30 mins charts EOD here
Reversal in progress indicated on intraday charts, and get a load of that weekly chart! Higher highs and higher lows for weeks.
Watching L2 yesterday: trading at the ask dropped the ask... repeatedly... .0025 was cleared and .0024 came up, many times there would be a bigger spread once the ask was cleared and dropped ...etc. It ran all the way down like that. Noticed that happening the day before too.
Today they seem to actually be clearing the bid before dropping it. NOt a lot of shares though. Yesterday was about 12M shares to get .0024 of the ask, today was under 1M to get .0011 off the bid (just a few minutes ago), but it took about 7M ask trades to get .0011 off the ask.
Looks like whatever that action meant yesterday (manipulation, shorting, just someone big, smart or special getting in cheap, dilution or honest selling at ask leaving a wacky L2 footprint) has gotten people scared - so far today just looks like honest trading.
They're gonna stop giving free beer at your office on St Paddy's Day if this keeps up!
Hey Capin'... wow... good call, can I use your crystal ball?
Quite the pennant in the daily chart.
An example of good thinking...
OK, you lose money holding shares in a stock through a big downturn, so you figure suing the company when the stock is 1/3 what it was at the end of the period you are suing for will help you recover your losses?
oh brother...
Izard Nobel LLP Announces Class Action Lawsuit Against Level 3 Communications, Inc.
Feb 4, 2009 4:08:00 PM
HARTFORD, CT -- (MARKET WIRE) -- 02/04/09 -- The law firm of Izard Nobel LLP, which has significant experience representing investors in prosecuting claims of securities fraud, announces that a lawsuit seeking class action status has been filed in the United States District Court for the District of Colorado on behalf of those who purchased the common stock of Level 3 Communications, Inc. ("Level 3" or the "Company") (NASDAQ: LVLT) between February 8, 2007 and October 23, 2007, inclusive (the "Class Period").
The Complaint charges that Level 3 and certain of its officers and directors violated federal securities laws by making materially false and misleading statements. Specifically, defendants failed to disclose the following: (i) Level 3 was experiencing problems integrating its numerous acquisitions; (ii) the Company's integration problems caused Level 3 to experience severe provisioning problems which were negatively impacting revenue growth; and (iii) as a result of the foregoing, defendants lacked a reasonable basis for their positive statements about Level 3's business, operations and earnings prospects.
On October 23, 2007, Level 3 issued a press release announcing its financial results for the third quarter of 2007. The Company reported consolidated revenue of $1.061 billion. Level 3 further reported that its core communications services revenue was negatively impacted by provisioning issues. On this news, the price of Level 3 stock fell from $4.32 per share to $3.18 per share on October 24, 2007.
If you are a member of the class, you may, no later than April 6, 2009, request that the Court appoint you as lead plaintiff of the class. A lead plaintiff is a class member that acts on behalf of other class members in directing the litigation. Although your ability to share in any recovery is not affected by the decision whether or not to seek appointment as a lead plaintiff, lead plaintiffs make important decisions which could affect the overall recovery for class members.
While Izard Nobel LLP has not filed a lawsuit against the defendants, to view a copy of the Complaint initiating the class action or for more information about the case, and your rights, visit: www.izardnobel.com/level3, or contact Izard Nobel LLP toll-free at (800) 797-5499, or by e-mail: firm@izardnobel.com. For more information about class action cases in general, please visit our website: www.izardnobel.com.
CONTACT:
Nancy A. Kulesa or Wayne Boulton
(800) 797-5499
www.izardnobel.com
Email Contact
Incredible volume! 12/10/08 Short interest = 200.97M
Burn Witch, Burn!
If you don't mind, I posted it here... I always like your posts...
Standard & Poor's raises rating to B-
By Jeff Smith, Rocky Mountain News (Contact)
Published January 6, 2009 at 12:05 a.m.
Standard & Poor's on Monday raised the corporate credit rating on Level 3 Communications to a B- from a selective default based on the completion of a debt buyback program designed to give the Broomfield-based communications carrier some breathing room. The move was expected.
Such a rating means Level 3 is considered to be vulnerable but has the current capacity to meet its financial commitments.
Look at the MFI (Money Flow Index) for the last couple weeks... it moved from 15 to 80.
Twice during the last year it has made that move - but took 3 weeks each time. You have to like accelerated uptrending in a stock.
This time could be enough to turn the MFI up in the weekly chart. Everything else in the weekly is rounding the bottom very nicely. We'll know Friday night. The markets could still bring this one down.