I think there's an additional marker that somethin
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Posted On: 02/25/2022 7:17:24 AM
I think there's an additional marker that something is not just going on behind the scenes, but must not be that far from being accomplished.
Where's the evidence that we came up with the money Samsung is owed?
Unless I missed it, which isn't beyond the realm of possibility, Cytodyn owes quite a bit of money to Samsung to keep the relationship moving along smoothly. I think they've worked with us in the past on extended terms, but they aren't going to wait forever. Additionally, Cytodyn wrote in a filing that they were prepared to make Samsung whole.
It would appear that whatever they're working on is part of that. Otherwise they'd have sold shares and we'd have seen an 8k, right?
Logically then, you could extrapolate that Cytodyn is preparing to pay them through these silent maneuvers and Samsung is ok with that. Further, it would need to take place in a reasonable amount of time. Maybe 30-45 days from their latest due date? If the end of January was a deadline maybe we see something during these last few days of February.
Of course this would chop a buyout theory off at the knees because that requires a vote by shareholders and includes an unknown timeline to payoff. I can't imagine Samsung would feel confident about that process both working and concluding quickly. Unless the offer is $100/share.
OH MY GOD I THINK WE'RE GETTING A $100/SHARE BUYOUT YOU GUYS!
Kidding.
But a partnership would do the trick. Get those upfront monies and pay your boys at Samsung their mobneys. Thanks to their NDA's, Samsung would see what's happening and be alright with it. In theory, at least.
If this is what's happening I'm going Clue-style and calling it like this:
It was Qilu in the Asian Markets with the Nash indication
Where's the evidence that we came up with the money Samsung is owed?
Unless I missed it, which isn't beyond the realm of possibility, Cytodyn owes quite a bit of money to Samsung to keep the relationship moving along smoothly. I think they've worked with us in the past on extended terms, but they aren't going to wait forever. Additionally, Cytodyn wrote in a filing that they were prepared to make Samsung whole.
It would appear that whatever they're working on is part of that. Otherwise they'd have sold shares and we'd have seen an 8k, right?
Logically then, you could extrapolate that Cytodyn is preparing to pay them through these silent maneuvers and Samsung is ok with that. Further, it would need to take place in a reasonable amount of time. Maybe 30-45 days from their latest due date? If the end of January was a deadline maybe we see something during these last few days of February.
Of course this would chop a buyout theory off at the knees because that requires a vote by shareholders and includes an unknown timeline to payoff. I can't imagine Samsung would feel confident about that process both working and concluding quickly. Unless the offer is $100/share.
OH MY GOD I THINK WE'RE GETTING A $100/SHARE BUYOUT YOU GUYS!
Kidding.
But a partnership would do the trick. Get those upfront monies and pay your boys at Samsung their mobneys. Thanks to their NDA's, Samsung would see what's happening and be alright with it. In theory, at least.
If this is what's happening I'm going Clue-style and calling it like this:
It was Qilu in the Asian Markets with the Nash indication
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