ok just saw the note, is good one of the big players seeing the potential of the IP portofolio...says nokia has only monetized 10% of its IP, so at 650m per year does that mean they can ramp it to to 6.5billion per year? is this correct?
Once they are done with HTC, they will go after Samsung and if they manage to get one or two bucks per smartphone plus an upfront payment for the past, it is pure profit and even with a timid P/E, it can bring a significant increase of the share price. IMO.
this is true.
JP Morgan is valuing Nokia between 4.90 euros to 10.53 euros
Or, in dollar terms,
$6.55 to $14.15
I received the file from JPM, my broker, this morning. Had to request it.
It was dated September 16, 2013.