Knight Therapeutics Inc T.GUD

Cheap Valuation

[MrMugsy]

Trevor Rose’s Insights - Trades at a cheap valuation. Investors’ patience has run out. Recent acquisition gave it a new life. Current environment can be favorable.

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Cheap valuation - true.
Environment can be favorable - right.

But - don't believe that will translate into share price gain.  Just not yet.

Got to have basket balls of steel for this one.

[Chianchin]

Current enviroment good? insane statement. I wil help. Go to Google,  type for each country "Peru Hoy" than "Argentina hoy" etc this is spanish, For Brazil type " Brazil Hoje" than click on top righ to translate the content in english. The search will prompt all their top newpapers for each country. LATAM is burning sadly as I feel sorry for the people. Also

[gudisgood]

In reality, it's impossible to say when the share price reacts. But strong numbers, new deals... if these take place, the share price will eventually react, and that's what matters. Hopefully we have some attractive deals in the horizon. :)

[Chianchin]

For ten Years plus deals GUD's share price has reacted alright...!!  the wrong and undesirable direction. What else could change if the multi Skippers of a sinking sail boat remain the same? Hope is always a positive atitute to maintain. Ten years later hope become a hopeless hope reality hitting your face and empty pocket 

[MrMugsy]

Absolutely. Eventually it will react but betting on "when" has always proven to be a losing bet. It's a name that isn't really known. It isn't interesting or exciting (drug licensing business model) And ... It won't be interesting to bigger investors for a while. Remember ... analysts didn't even start talking about Paladin until 2009 and that was 13 year after

[longrun86]

Hi folks, For individual investors, time is one of the only advantages we really have compared to institutions. I can sit here and look at the share price do nothing for a while just as long as the base business is growing and generating appropriate returns. Conversely, funds and institutions have to worry about quarterly performance versus benchmarks in order to appease their short term investor

[Chianchin]

Long you contunue to ignore the fact, cheap generic drug and latam on fire. Now i Latam all governamets are leftist. Latam high inflation and currencies devaluations. Latam is chaotic economic unpredictable jungle. Do you read about latam. Would you like to travel there now, buy a property? I had to cancel my last week trip there and lost $$ as I could not get all the pre-paid hotel, tours and

[MrMugsy]

Well said Longrun - lots there - lots to do in making this a success. It just takes time to become popular with markets. In this industry it's even harder to get people excited. Probably why some past investors wanted them to go somewhere new - get there faster. Just not how this team operates.

[Chianchin]

Mayby mugs/alises head deep in the sand should travel to latam to undestand what a fool he/she/the is.  A business model for profit and excustions   that work well mosy oof the times for north America, Europe, New zeland, Austriala, Jappan, Singapore, Israel and maybe couple more countrie will never and has never worked well in Latam. Why? As soon as a business make a profits in

[curiousj]

I appreciate the devil's advocate role you play... would you disagree that this is already priced in by investors? Also, what are you looking for to buy GUD? if you're not interested in buying, are you short GUD and what would make you positive?

[Chianchin]

Given that you are being Curious, have you done your DD and latam? Has the market discounted? It is your money I do not know. Why am I here writing? Mr mugsy+ aliases provides one way oppinion and not objective ones. Still waiting for the Jeene coming out of the lamp. Do I wish for GUD and investors to to fail no? Has GUD performed well? NOP for ten years. Further I am not convinced that mugsy

[porksniffer]

This stock was driven to over $11 by investors relying on PAST performance of a LUCKY CEO. He even admitted he got lucky. Now you and and everyone else on this board is trapped like a rat in some stock that sells old drugs tossed away by their creators. What is priced in is what is known today. The markets they sell to are unstable. I, like you got trapped. But I sold out over a year ago for a

[gudisgood]

Congratulations on promptly doubling your money! I do appreciate opposing views. What I would appreciate even more is reasoning behind the negative opinions. Just pointing out the share price is essentially meaningless. How much money do you think Knight will generate, say, three, four, or five years from now? What's your estimation of a fair value for this company? "Drugs tossed away

[porksniffer]

Not going to have this discussion with you because we had it 3,4,5 years back. Feel free to look back to years of my posts here. I was negative since then. As far as I'm concerned nothing has changed. This stock is going lower and you and MANY other bought it because of the past record of the lucky CEO and you now need to re-examine why you still own it when it has been painfully obvious this

[gudisgood]

I don't remember having this discussion with you. Again, your post highlights share performance but makes no mention of why this business is doomed to fail. Why, for instance, is the cash flow more likely to decrease than increase in the future? Why is a company with $145M in cash and marketable securities, $167M in financial assets, $40M+ in operational cash flow (generated by a growing

[Chianchin]

This id...iot is mugsy under the alias  name gudisbad. Everyone on this forum knows porky oppinions as he/she has been arround since inception of GUD

[MrMugsy]

gudisgood ... My last message was not directed at you but more of a general statement.  I think many get lost in their anger and they really only have themselves to blame.  You can see who doesn't want to take blame. ------- For GUD ... there is only one important number (assuming growth /cashflow continue to be strong - but - there will be pauses too as teh company comes up for

[Chianchin]

This post has been removed in accordance with Community Policy

[porksniffer]

Revenues ---flat Gross margins....down EBITDA.....WAY down Cash flow....flat. Took out a loan probably to make an aquisition as the business stagnates. Your narrative is crumbling MugYug. This is no Palladin. That was a one off fluke during a market bubble. Your own CEO went on the record admitting it. You are now a decade older and down 50%. What will you do when this gets taken private at

[gudisgood]

So... these are your predictions for the future? You think revenues will be flat, gross margins down, EBITDA way down, and cash flow flat? I predict all of them will increase. Not every quarter but that will be the trend. We'll see who's right.

[EbbFlow88]

These guys are a waste of time. I blocked them a long time ago. I'll happily take a well thought out short thesis as you guys have mentioned, but don't invest in Latam cuz Chi's flight got cancelled? That's some second level thinking right there.

[porksniffer]

Come on. Remove your blinders and don't be ignorant. Latin/South America is having major societal,  fiscal, monetary and govt issues right now. Ask anyone who operates a resource mine in the territory. It is becoming impossible to do business. Meir warned you 5 years ago. Continue your denial at your own peril.

[MrMugsy]

Hahaha - well said EbbFow !!!! I like that ... second level thinking  There is a sound business case for developing a ROW. Sure there is competition out there but no one is going to develop it to this extent ... Canada, LATAM, eventually S-E Asia and Eastern Europe.  Most investors simply won't allow the time to build it.  That's where control in just a few hands comes in

[Eoj123]

Many years later and this pos is still low five bucks......

[MrMugsy]

And ...  Paladin found a home in Canada and Africa. Paladin also sold one African company for a larger piece of a second African business. How stable is Sub-Saharan Africa ? Don't think Latam is anymore or any less stable from the perspective of a drug licensing company. And ... Fairly valued shares will not happen until this company is widely held - that's the way it is. There is

[Chianchin]

Well said pork

[wofats]

They just keep adding value . The quarters, from now on, are up agaist their own numbers . 65 in sales from ths last quarter should translate into almost 280 revenue for the year. There should not be any surprises in expenses . Operating income shouldl start to show if they know what they are doing now. As 300+ in sales are passed interest should increase . They are continuing to buy back shares

[MrMugsy]

Hahaha - Porky and I aren't even talking about the same things. He's still sad that Meir's gone. He can't stand that GUD was built in PLB's image and there was no way to stop it. Still not sure why he thinks my accuracy is a downfall. --------------- GUD is the same execution - just at a larger scale, and in a different part of the world. This one is so easy to read that it