Replies to post #177277 on Cytodyn Inc (CYDY)

[that_little_voice]

I think a reasonable person can agree getting an inquiry from SEC and DOJ is worse than no inquiry at all. Can we agree on that?

Like getting a letter from IRS saying no issue now but want to review you last three tax returns.

Also, any pipe/deal CYDY does today will need to be at a major discount given the failures, negative press and SEC/DOJ issue. Also, I believe their burn is around 8m per month so I put day 0 in early October. It "could" be higher with the 13d proxy and new legal retainers CYDY has to give the new firm. Any group recognizing this is over will strong arm the company to sell shares at a big discount PLUS WARRANTS. My guess if this stays at 1.50 then the deal will be down around $1. With the dilution from warrants we could see a trade well below. However, there is no bank that will take the reputational risk to put investors into CYDY given the above issues. FIFE is the only life line they have ( have had for a year now) and he will not be as nice as the above. I can see another PR regarding non dilutive funding at $10 while stepping up his protections, ratchets and free trading shares per month. This has been a cash cow for FIFE so do not see him stopping unless the SEC steps in. Remember, his last investment into CYDY was a Utah based entity as the Chicago SEC put restrictions on him.

Brazil read out won't occur until Dec/Jan and by then this will be toast. Nader/Kelly/Recknor need a life line in the next two weeks.