Due out in the middle of June, will be a big day for COPY investors....MI windows, Hurd, YKK-AP, PGT and Logitech should all show up as revenue I believe....The Logitech announcement was on 4/30, last day of the quarter - should make it onto 10-Q....Not sure what the Logitech settlement was for but hopefully the J-Channel setlements bring in around 5-7 million..if anyone has any ballpark guesses for Logitech I'd be all ears....The Skype lawsuit was filed 2 months prior to the Logitech lawsuit, so that is pretty exciting prospect...
SeeThruEquity estimates the Skype + Citrix + Logitech opportunity to be in excess of 100M....conservatively estimate that Logitech alone was 10M then we could be looking at revenue of 15-20M and possibly a little more...20M of revenue would be 1/4th our market cap....is this crazy talk?
If company can prove that these assertions are legitimate and can make money I think investors would be much more comfortable with dilution which would allow company to expand portfolio and/or create confidence that this company can afford to go to trial, hold out for top dollar settlements, is viable and not going bankrupt, etc.
So it definitely was crazy talk. You got $1.1 million in revenues that is about 5% of what you were hoping for. When will Copytele longs ever learn that nothing is as you think it is with this company?
It was crazy talk for sure....I don't know why the stock is acting positively to this news. basically see through equity was estimating 30-40 million for J-channel and that is now looking like 2-4 million. The logitech settlement also was a let down. Almost half the revenue is going to pay inventor royalties....I don't know why this news sends the stock up 16%
last Q showed zero revenue. several j channel suits have already been settled and several airline loyalty program infringement suits already been settled. no ongoing revenues from it...only one time settlement awards. one time, and not much. hope the AU and Skype deals will provide more fruit but those are not to be settled soon.