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Yahoo! Inc. (YHOO) Message Board

dtmccune3 21 posts  |  Last Activity: Oct 10, 2014 1:24 PM Member since: Jan 10, 2001
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  • dtmccune3 by dtmccune3 Jul 23, 2014 6:41 PM Flag

    pretty positive...
    progress on all payments, IP, barcode...

    Sounds like Amazon Firefly could be using dmrc IP...sounds like they will be looking into this when the phone is out...bruce thought this was a significant development and a threat to retailers bc customers can go in a retail store and then buy it on amazon...he thinks this is just another reason why retailers will want to partner with dmrc...

    IP...almost filed litigation...thinks there are several cos that should have a license...sounds like there will be a lawsuit filed or they will get some decent license fees this year.

    Equity: They are being very prudent with their investment...and potential equity raises...have decided to go with ATM offering...which is basically the opposite of a buyback...dmrc can sell shares on the open market as needed. This is a low cost way to raise money...and gives them more they can wait for the share price to go higher after a big announcement or they can hold off on selling shares if they get licensing revs...overall they dont want to issue shares unless they have to bc they are all shareholders...

    mentioned that there was a pick up in short interest going into the call...guessing these idiots will either cover or get run over if not tomorrow then soon...this was actually one of the more positive calls I have heard in DMRC history. I guess it is still hard to comprehend the huge opportunity dmrc has if they are successful...I for one have been surprised by how fast barcode is progressing...this could be huge....and seems like we have the right retailers in on the proof of concept...

    my guess is stock goes back above 30 in pretty short order...

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