Knight Therapeutics Inc T.GUD

LATAM'S moat

[Snowballgrowth]

GUD still wait for brazilian final approval to get 100 %. It is so long to get the some process done there that maybe some companies don't want to make business there. So maybe GUD will soon get a LATAM moat LOL

Now think about the idea to market in LATAM for a drug company without network or relation there. 

GUD is going to help many companies to have a presence in LATAM.

[MrMugsy]

I think so Snowball - it should work out nicely. Just wish we'd hear more about developments.  Maybe it will all make sense shortly ???

[Snowballgrowth]

Next quarter results in less than a month or so, we should know more about LATAM results. 

[JTDOUBLE]

I think going to Latam is smart move here !!  At 5 bucks we almost trading at cash value ..  No brainer play here ..  Any beat on report this will gap up good !!

[MrMugsy]

Once upon a time, was buying SVC below cash (bought out by Private Equity since). Below cash during a part of a day. It's not too often you get that kind of opportunity. Loving it JTDOUBLE !!!

[GoldenInvestor]

JT,  i think you meant to say ,.. 'Gap up GUD! ' - I agree that LATAM will start to deliver, however, the more exciting opportunity is that it will start to deliver & grow over many quarters, years, & turn into an operating annuity stream!! GI

[Benedict16th]

Anyone is fllowing what is realy hapening to Latam currently? an abosolute mess. GBT has been one more fc up of GUD MNGT. If share price do not go up they out........and thus far I do not see the catalist that will send share prices up. The market always anticipates the future by one Year.  They are not impressed 

[MrMugsy]

The market is not interested right now.  No biggy. In terms of LATAM ... Goodman probably got a great deal.  You'll have to give him a few years to see if it pans out as expected. : )

[Benedict16th]

Mugsy, the  Real dropped over 30%, over the past Year on what math/logic GBT is now a great deal takeover? Help.......please ..any one? 

[MrMugsy]

The Real is down 28% from the time we made the 51.8 % acquisition in Grupo. So what ? If you were afraid of that - you'd never build ROW. Do you raise prices on certain drugs - or across the board ? Do you become even more selective on the drugs you purchase/acquire ? Do you get more aggressive on acquisitions in LATAM during these times ? Do you exit certain markets ?  Highly unlikely -

[Benedict16th]

Splitting hairs 28% to 30%? It  is a capital loss, in essence GBT is worth 29% less. Is this the genius action of an investment guru after six Year of waiting and billion dollars in cash? GGT may become if it is not already the Achille’s heal of this proven failed GUD MNGT team. They are becoming the joke of the TSX. Only the oil and gas industry did as bad as GUD. But that too was not the

[MrMugsy]

Wow Benny, it sounds like you're freaking out a bit. Not sure this is the right place for you to be investing. A very upset investor would have cut his losses a long time ago - moved the money into a different investment and watched it grow elsewhere.  You had many opportunities to do so - still can - but you choose not to. Here we are - all on that Goodman bandwagon together. 

[Benedict16th]

I have yet met an investor who is happy with a MNGT team whose company they manage lost 45% market value. Why are you the only one who keep cheering a proven loosing and failed MNGT team for six years? Share price and charts speak loud for themselves. Logic and simple math. Your cheering of this MNGT team equal to cheering for a gambler who keep gambling despite the fact that he/she keeps on

[Benedict16th]

So, 18 months ago GUD MNGT “smart” investors team went on an expensive campaign to repulse and demonize Mr. Meir investment strategies despite the fact that Mr. Meir company Medison graciously paid GUD investors million of dollars in dividends. GUD never paid a dividend.  GUD MNGT portrait Mr. Meir strategy a bad and risky and that he had no expertise in inventing in Canada.  Move

[MrMugsy]

And after all that, you ignored the real question ... why are you still here if the company is so bad ? You’ve had opportunity to exit.  You have options - get off one train and get on another.  Simple.  Would save you a world of stress. I wouldn’t say I love it but I’m getting what I expected.  I’m giving Goodman his 10 years to build it.  Remember, I’m in the majority

[mystic1689]

  I have been an investor since the IPO which I have mentioned before and currently still up from the 3 I paid so it's nice to meet you.    Long term timeline for me and my kids.  I would love to understand what drives you.  You seem to detest GUD & their MNGT but fixate daily on it for some reason.  I will hold till another 3 is in the SP, like 3 digits.

[Benedict16th]

Get MNGT out

[MrMugsy]

You don't have to be a brilliant investor to understand ... that's not possible. Back to the drawing board Benny !

[JTDOUBLE]

Benny sell your shares and move on!! Or keep shorting and I keep buying..!!! You are losing it man!!! go get some help..

[Benedict16th]

Like it or not,the ticker price tells the whole tale/story. Fortunes have been made else where in the markets in the past six Years but not with this one. Hell NO ....All of you who "claim" to have kept buying are way underwater deep in the red. Simple math/logic. Lok at the chart if affraid to look at the balace $$

[Snowballgrowth]

BREAKING NEWS : Stockhouse says discussions based only on stock price are now prohibited lol 

[MrMugsy]

Well said Snowball ! The ticker price does not tell the whole story.  If it did, the market would be one boring place - no deals to be had. : )

[Benedict16th]

Ok..ok...than forget the ticker price but look at your current GUD account balance and compare it to last Year. Hart to fa rt against numbers my friend. I know where my is at. Your not much different 

[JTDOUBLE]

Like I said sell and find other opportunities out there ..  I just started accumulating couple weeks back because I find the valuations very cheap with this much cash in balance sheet .  Take advantage of the inefficiency in market however if keep howling here how bad your trading account I feel for you but you started to sound like a broken tape keeps repeating itself over and

[Benedict16th]

JT precisely, the value and money in the bank and the infinite number of opportunities have been there for the past six Years. That is why many investors have waited. GUD MNGT never had a master plan or failed to implement it, therefore they all along  failed to generate a minimum of 10% rate of return for the billion dollars they had. Where is the minimum of at least 10% rate of return

[Snowballgrowth]

THE real question to know in my opinion is what had been the rate of return on the capital deployed ?   

[Snowballgrowth]

  If the business behind the ticker have much better earning power we are in a better position. I think this is the case. That said even if a lower stock price is better for long term shareholders (ref buybacks), I can easy understand it can be temporary uncomfortable for some including you. I don't judge you for this. Not everyone have the same situation.   

[JTDOUBLE]

Well said snowball , benenedict understand your frustrations!!  However , for those who wants to position this is the right time given the cash on hand at 4.50 ., I position given this scenario now , the downside risk at this point in minimal compare to upside potentials..  This is why you see Gud move up from here to 8 bucks before year ends !! IMO 

[Snowballgrowth]

We hope  you are right ! I'm really curious to see when we will see significant growth. PS BD's team : We need new licensing! !   

[Benedict16th]

JT at $8 bucks by the end of March 2021I buy lunch if not you buy lunch at the AGM. Deal?

[MrMugsy]

The AGM will likely be virtual ... and ... you already owe me a lunch Benny! : )

[Benedict16th]

Always happy to buy you luch with wine Mugsy. I am not sure why but why not I pay....done very well  in other plays   

[Snowballgrowth]

Like you know :) GBT sells specialty drugs. What are the indicators sending the signals than those drugs have less demands now in LATAM ?