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Acacia Research Corporation Message Board

  • investora2z investora2z Sep 1, 2013 5:50 AM Flag

    Around crucial supports

    The usual supports are holding, and the stock seems to have stabilized now. The falls after the last two earnings have been backed by huge volumes. The company has shown some amount of resilience by surviving those crashes. It rebounded after the Q1'13 results crash, and looks poised to rebound again. However, the sentiments may not be that robust, and one cannot expect a runaway move. The earnings have dented the sentiments. There was an article on seekingalpha recently which recommends a buy on the stock. The author is of the opinion that Acacia is a long misunderstood company with lower valuation compared to the peers, high level of underused intellectual property, high capital, little direct competition and strong balance sheet, with at least 25% of market capital in its balance sheet. The author considers that the business model of Acacia is attractive, scalable, capital-light and has high-return/margin. The author mentions that the patent landscape has changed dramatically over the last few years. Companies want to monetize their IPR assets but do not have the resources to do it on their own. Acacia helps the clients achieve their objective at a reasonable cost. Patents monetization is big business, and even smaller companies like Marathon Patent Group (MARA) have been able to enforce settlements against much bigger companies. It is difficult to ignore the performance of Acacia in the last two quarters, but one cannot also forget that the company has performed very well over the longer term. The stock has, however, been volatile, with persistent declines over the last two years. The company needs to beat analyst estimates in the next few quarters to change the sentiments. The good part is that the expectations are much lower now which will give the stock a lot of room to breath freely. The dividend yield is also better.

 
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16.62-0.40(-2.35%)Sep 22 4:00 PMEDT

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