Knight Therapeutics Inc T.GUD

I'm In

[savyinvestor333]

Started a position today.  Hopefully this is the start of a turnaround.  GLTA

[MrMugsy]

Welcome Savyinvestor !

[porksniffer]

So you got sucked in. This rally will not last, bet you this turd closes near the open by end of day. Has done this often the past...7 years. They don't call them 'sucker rally' for nothing. This board has been littered with 'value' players for years. Most have taken their lumps and moved on. You will too. 

[savyinvestor333]

There's one in every crowd. Don't think is heading south today. Triple the daily volume and breaking through resistance. Analyst's will be piping in on Monday which will add to the upturn.

[longrun86]

Nice to see you here Savy (you will remember me from the Macro board)! I have been accumulating shares in Knight for the last few months. This is a long-term investment for me (several years). I watched and observed the company for a few years before getting around to making an investment. I hope the turnaround train has left the station but I am sure it will be a slow burn for the next little

[savyinvestor333]

Hello longrun86!  I have  also watched this stock on and off for a couple of years. Seems like good value here now. Best of luck to you also. ps still following MCR but no position currently.

[savyinvestor333]

Yeh guys GLTA  I have moved to the sidelines for now. It didn't get the pop that iwas expecting after the earnings release. May revisit at a later date.

[MrMugsy]

Good luck Savy ! See you in the future. Ya - the pop here is very difficult to predict ... unless you are really close to the institutional buyer side.  So many on the sidelines waiting for the right signals to make a purchase.  They want more predictability in growth so that they can make money on the share price for their customers.  Consistency just isn't something we have

[porksniffer]

Told you to stay away and this stock is DEAD money. You won't have to come back cause this will get taken private by JRG and family at not much more than the current price. Then I can laugh at Mugs losing his tiny position and wasting a decade of his life praising JRG and management. 

[MrMugsy]

Laugh all you want Porky.  Investing isn't a game.   Savy is reminding people this isn't a quick win - and - future investors do need to know that. I'm definately not wrong about that aspect. I'm here because I want to be here - you on the other hand - are trapped until $10 if memory serves me correctly. I absolutely love this stock - perfect vehicle for what I

[Snowballgrowth]

It seems the market didn't liked the last quarter results or their something into LATAM platform most don't like. Frankly I think last Q was very good but maybe I'm alone in that group LOL

[EbbFlow88]

You're not the only one. The stock was trading below its 200ma and has since held above the 50day. Nothing crazy but it was definitely a nice quarter. Porky, Clue and ChiChi can say what they want, but this company isn't going private. They are profitable (always have been) but now at an operations level, and still have over $100M in cash and 175M in funds. Let's see where we are in a

[porksniffer]

2018...."Let's see where we are in a year from now" 2019...."Let's see where we are in a year from now" 2020...."Let's see where we are in a year from now" 2021...."Let's see where we are in a year from now" 2022...........

[EbbFlow88]

lol for 0.05% of your net worth you sure waste a lot of time on such a crappy investment. 

[MrMugsy]

Exactly EbbFlow. No one wants to share here because they're just going to attacked by these guys - and for what purpose?  Why is it so evil to discuss GUD at SH ... a site dedicated to talking stock. Porky - this is the forth time I'm making you an offer to see my purchases - but - it goes both ways.  If I show you my recent buys of 4500 shares on Aug 23rd then you appologize to

[Chianchin]

For the record the illustrious genius investor Mr Mugsy has  claimed to be accumulating GUD sharess for the past eight Years and now mugsy stated not to have a big position on GUD. I guess mugsy has been accumulating one share at the time for the past eight years. Real smart strategy!!! If anyone one reading this forum wants to make money simply do the opposite of what mugsy promotes. 

[Chianchin]

2022 $3.90 with an non competent MNGT you loose and loose and loose 

[Snowballgrowth]

What if the management executes well and the company reach $ 50 M free cash flow from operation over next 12 months ? asking for a friend 

[MrMugsy]

Gotta say ... that's the most intelligent answer he's offered to a question yet.  Hahaha ! Free cashflow is the key ... consistently growing cashflow ... to pay for growth.

[Chianchin]

$50 million cashflow? Investors could care less about it. GUD to be worth $5 needs to make about $65 million poifit ".$.50 a share. GILD trades at a PE of 10 because HAS NO GROWT just like GUD stock in mud faillures 

[Snowballgrowth]

Did you forget the cash and the investments in funds + current growth in your estimate of the intriinsic value ?

[porksniffer]

The 'cash and investments' are illiquid and market always values this as exactly...zero, rookie. The shareholder base continues to rollover. Top holders have been leaving this 5 year underperforming turd for a year now. The value guys buying today will also get trapped just like many on this forum. Meir warned you. You have been absolutely brainwashed here by Mugs and it will cost you a

[MrMugsy]

Porky - you're the only rookie here. You can't even recall what I've been saying all these years and that in itself is a little sad. "Careful." "This moves sideways for a long time." "The only effective way for me to play this ... is to accumulate over time." "Goodman is asking for 10 years to build ROW." How on earth can any of those be

[MrMugsy]

Exactly ... it needs to become a pure-play pharma company first.  GUD is still transitioning out of the financial gains and excess cash and into pharma gains.  Then we need to show steady growth as investors are going to be afraid of LATAM.  It's a show-me stock. Then again, won't be the retail investors to make this move ... it will be the institutional investors one day.&

[porksniffer]

I won't be taking any lumps; this represents less than .05% of my net worth as I have not put in one extra penny in this turd other than my original investment. I don't care if this trades at $2. It's ONLY value is a tax loss to me. Many others in the same boat. You on the other hand have been crushed and have lost 7 years of of your life and cost of opportunity of your alleged '