it includes renewal of LG and samsung. LG has been going on for more than a year. every day they delay that, LG loses share to Samsung and apple, and with every passing day, the amount we will get from LG is reduced.
hey, if we lose cafc, i dont see a samsung or lg renewal.
i warned everyone about losing LG for over a year.
ALL the Cheerleaders said dont worry about it, it will get done.
well, its been expired for 14 months.
they still brag about the deal in their shareholder presentation that was released 4 months after it xpired.
mark my words. samsung will expire before they renew. (if they renew)
it also includes future 4g and LTE revs. they expect that to add 22 a share.
So with all the hype, with all the big talk by management and other big mouths, M partners says 54 a share.
oh, and its nice that management spends time with them, and gives them insight that they didnt give us. i thought they had to tell everyone the same info at the same time.
dont worry. IDCC has the most capable management they could ever need.
Eloquently posted! Thats exactly they way I feel also. Most of the cheerleaders knew it too like applenia who immediately sold IDCC and bought CLNE.You can now find that dike furiously pumping away that stock under her alias beachwalker.
they were pretty thorough in that they produced a multi-scenario valuation analysis in the event of a sale or no sale and in terms of the 'sum of the parts'. You are a basher so you try to willy nilly poo poo any positive information such as that would inform the public of valuations not reflected on the balance sheet. You obviously just want us to ignore the $54 price target. Instead I will ignore your willy nilly posts going forward.
$54 would not make me and most very happy..and that's the highest estimate we have. So needless to say this could get ugly if mgmt cannot exceed these meager expectations by analysts. Sadly this company may have peaked and may never see $80 again.