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Digimarc Corporation Message Board

  • dtmccune3 dtmccune3 Oct 4, 2012 2:28 PM Flag

    2nd wave

    2nd wave of patents will probably be ready in next 12-18 months...1st wave got a $36m license deal plus 20% profit share with iv....will be interesting to see if 2nd wave will be bigger and who they deal with...

    There is more 2nd screen technology in 2nd wave....distribution tracking (to track where people discover music, movies, signage etc...thus creating an additional paying mechanism to industry)....indoor location based tracking (ability to track in store consumer trends and "sense" where people are so push messages and offers can be made indoors)...etc etc

    The other thing is that the companies that they already license are likely to license 2nd wave so they will be monetized faster than 1st wave...

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Interesting barage of posts today. Hopefully a sign that we are ready to start back up! IMO, we are going to see 2nd wave activity much sooner than you think, and perhaps a surprise here and there along the way!

      • 1 Reply to flipajig42
      • That would be great they might take the path they did with first wave and license them to certain companies by themselves before they do a bigger deal...but as far as doing a bother iv type deal I think they will need to increase the number of patents first...I'm sure they have some in the works, they have selectively bought some, and might see opportunity to make a small acquisition that adds certain talent and patents to the basket.

    • Appreciate the thoughtful insight. Pullbacks like this test your patience but in the long run this company is solid. I truly believe their intellectual property is not well understood and is about 12-18 months in advance of the market. When the market catches up and the technology is understood the monetization and stock rewards will follow.

      Chime in any time, it gets lonely being long on DMRC at times.

      Sentiment: Strong Buy

      • 1 Reply to lottaluckeh
      • There are some pretty big hedge funds that own digimarc....given the price I imagine they will be adding....

        Keep in mind any new fund that wants to take a meaningful position will have there work cut out for would take weeks maybe months depending on the size of the fund. The only real way for them to get in faster is if the market tanks and people panic sell...which also helps put a floor in the stock under that scenario.

        Risk/reward is compelling...I see over 100% upside over next year or so, but I only see 15% downside under a pretty negative scenario...and you get paid to wait...I'm staying patient and accumulating...may sell 25% at around $30 and let the rest ride...

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