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Vringo, Inc. Message Board

edvacourt 23 posts  |  Last Activity: Jul 15, 2014 2:41 PM Member since: Oct 23, 2012
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  • Reply to

    how much does a

    by tng6204535 Jul 11, 2014 1:18 PM
    edvacourt edvacourt Jul 15, 2014 2:41 PM Flag

    Right. And you have researched what they are actually doing and spoken with the CEO? Have you reviewed the joint patents filed with UCSB, one of the leading research universities in the United States? They have sold stock to continue the research and pay for SEC filings, period. The CEO makes bubkis and is incentivized through a modest share structure. You can think anything you want but the science is quite real and is advancing. I expect major announcements within the next 90 days. If people are impatient they clearly don't get the implications of what is being done at UCSB. The Nature article was a big clue and was written by someone with ties to the JCAP research being done at UC Berkeley (Berkeley Labs). Hmm...wonder why that was? What is there interest in what is happening at Hypersolar? People have to use their heads. It is easy to be a naysayer but this company is going places. Yes, they are tiny now AND they make no attempt to hide that. One significant breakthrough (like surpassing 1.23V) will change the whole equation overnight. If people can afford to be just a little bit patient I believe they will be rewarded here. Just my view, not an endorsement for anyone to do anything.

    Sentiment: Strong Buy

  • Reply to

    what is the reason for a 1.5

    by tng6204535 Jun 30, 2014 1:55 PM
    edvacourt edvacourt Jul 2, 2014 4:08 PM Flag

    Not when you are talking about soluble bags and cheap ingredients, no, much cheaper than extracting hydrogen with expensive non-renewable sources and then bearing the shipping costs to get it to wherever it is needed. Onsite production is the wave of the future whether HYSR is involved and makes it happen or not.

    Sentiment: Strong Buy

  • Reply to

    what is the reason for a 1.5

    by tng6204535 Jun 30, 2014 1:55 PM
    edvacourt edvacourt Jul 2, 2014 3:30 PM Flag

    It doesn't mean that it can't be engineered to last longer but this is a big stride. Keep in mind it is one encapsulated solar-powered pocket involved in this experiment. Imagine if there is a farm with thousands of them, thousands which are able to be renewed because of the basic elements used. Hypersolar seems to be ahead of a group of MIT scientists in figuring out that using Bromine allows for faster Hydrogen production and stable energy storage that is renewable. The process starts itself over again using the same basic ingredients.

    Sentiment: Strong Buy

  • Reply to

    what is the reason for a 1.5

    by tng6204535 Jun 30, 2014 1:55 PM
    edvacourt edvacourt Jun 30, 2014 4:29 PM Flag

    1.2V is not suitable for commercial production-it is not even quite at the level of what they have referred to as the theoretical voltage number for Hydrogen extraction which is 1.23V. I think HYSR will first announce something north of the 1.23V which could be very soon and then will update as they move up toward the 1.5V. Today's news is important because by stating that their "patent pending polymer coating, when applied to a bromine electrode in a wireless solar powered particle, resulted in 170 continuous hours of hydrogen production" they are confirming that this methodology can take them to their goal of 1.5V which is the mother of all game changers. They have not stated anything so clearly on this subject previously.

    Sentiment: Strong Buy

  • Reply to

    why hysr has great potential

    by jmercurya Apr 2, 2014 1:11 PM
    edvacourt edvacourt Jun 29, 2014 8:04 PM Flag

    The reason they are using this method is that it is one of the only cost effective ways to produce this on a mass scale. Extracting hydrogen isn't the issue, that can be done-the point is trying to do it in a way that makes financial sense. That is as much of HYSR's goal as the extraction itself. No point at all in costly extraction! Health risk? Not sure what you would be referring to. No one is suggesting people use toxic waste after all! That sounds like another red herring comment but since I see very few questions/comments on here that seem aimed at legitimate scientific issues I am not surprised.

    Sentiment: Strong Buy

  • Reply to

    why hysr has great potential

    by jmercurya Apr 2, 2014 1:11 PM
    edvacourt edvacourt Jun 27, 2014 11:32 AM Flag

    Part two from my earlier thoughts is as follows: Once HYSR passes the 1.23V mark I would expect them to actively pursue a partnership if they are not already having those discussions. I think the interest will be there on the part of current companies in the space as well as those offering grant money. It is also possible that HYSR takes more significant funding from PE at that point. My money has never been on HYSR being around to actively market however as you mentioned. As they close in on the 1.5V number I think far more infrastructure and funding are a necessity. Tim Young is smart enough to know that in its current state HYSR would only slow that process down by trying to go it alone. So as has been my thought from the beginning, I see the 1.23V level as a game changer for a host of reasons. At its current valuation, given upside v. downside ratio, I can't see why speculative investment funds are not highly viable to place here. I understand that people get impatient with lack of news and that those with thin knowledge will always have their hand on the sell button as they look for the next golden egg. I'm not playing that game and placed my bet here long ago which I have only added to as the opportunity has presented itself. I do think that the larger fuel cell energy companies have an effect on HYSR as the excitement about the space is controlled by their movements. Having said that, the prospect of onsite hydrogen production is a monumental one that would wind up being the engine for so many of these companies if they could control it.

    Sentiment: Strong Buy

  • Reply to

    why hysr has great potential

    by jmercurya Apr 2, 2014 1:11 PM
    edvacourt edvacourt Jun 27, 2014 8:12 AM Flag

    century...here is what I know. First, there is no timetable on science so to say with clarity how close they are would be a fool's errand. What I do know is this. They have moved 10% or better on their voltage number with each recent announcement and those announcements have been in short clusters (look it up). The first significant number to reach is 1.23V which is the recognized number for Hydrogen extraction. They are at 1.2V now. If they maintain their 10% movement they would move to 1.32V and that would be the first breakthrough. That level is not enough yet for commercial production but they will be within spitting distance of it needing only .18V to go. I will write later today to broaden these thoughts but unfortunately work calls right now. Thanks for your thoughts.

    Sentiment: Strong Buy

  • Reply to

    why hysr has great potential

    by jmercurya Apr 2, 2014 1:11 PM
    edvacourt edvacourt Jun 26, 2014 3:07 PM Flag

    This is quite clearly not a scam. Hypersolar is small and for much of its existence has been underfunded but so many breakthroughs happen with little companies like HYSR doing important research at places like UCSB. Another poster made an inference about molybdenum and a scientific publication by Ting Cao and others titled "Valley-selective circular dichroism of monolayer molybdenum disulphide" which was published in June of 2012, wondering whether it somehow compromises HYSR's patent application. Then we see the ridiculous notion that because HYSR has not received a major grant yet that this must mean they aren't legitimate. Is it not enough validation to have a major research university continue to not only extend their agreements with Hypersolar but to also file joint patents with them? We have no idea whether HYSR has sought any grants or if they are in current discussions for any. They are close enough to significant breakthroughs that their strategy may well be to press for grants after they can announce one. In any event there is no reference to suggest the Cao publication is somehow in conflict with Hypersolar's Patent which discusses and reveals a complex set of steps centralized around a conducive coating (as opposed to a two-dimensional honeycomb lattice in Cao's publication). There are two patent citations which refer to "films" that were referenced in HYSR's patent which is a more apt comparison but clearly the invention that HYSR has put forth is both novel and new when considered in its entirety and by independent claims. I'm not quite sure what the motivation is to create unfounded and frivolous arguments that have a legitimate ring to them but it seems to be misplaced to discourage investors from making an investment that though it contains risk may provide significant short and long term upside. Disclaimer: My group is long HYSR; do your own due diligence and/or consult with a trusted financial adviser.

    Sentiment: Strong Buy

  • Reply to

    Edvacourt quick question

    by edward.drossman Feb 20, 2014 11:57 PM
    edvacourt edvacourt Feb 21, 2014 7:48 AM Flag

    No, that is not the question being asked here. The question relates to whether Worlds appropriately identified the priority date of its invention in the chain of its patent filings. It has nothing to do with whether Activision infringed and yes a Markman hearing will be needed. It would however undoubtedly be an enormous setback to Activision in that they have pinned so much to this MSJ. What that makes any serious observer believe is that Activision may not have too many more bullets in the gun. If they try a later MSJ on another "case dispositive" finding, the judge will rightly ask why they did not bring such an important issue up in their earlier MSJ. We continue to believe that it is well within Judge Caper's purview to make a correction to the face of the patents to affect this specific case. Activision's attorneys told her essentially that she did not have that authority and I'm not sure that such an approach was prudent. Whether she utilizes that authority is another matter. Our original thought was that she would deny the motion and allow Activision to bring it up with a jury or on appeal. We still think that is most likely but of course there is no surety in that.

    Sentiment: Buy

  • He makes a bunch of erroneous conclusions in our opinion since the ADCOM recommendations were not for overly restrictive labeling. Look at Adam Feuerstein's comments on that subject - love him or hate him there is no disputing that he is the most deeply schooled and entrenched author in biotech today. The mandating of the additional study is quite frankly significant enough. The most important thing is the ability to prescribe. If the FDA says that efficacy can't be confirmed beyond 2 weeks that is not restricting prescription beyond two weeks, big difference. There is no other treatment for NOH and none on the horizon either so cutting people off at two weeks when the drug has been selling for a decade and more in Japan is ludicrous. I don't anticipate CHTP launching the drug on its own but at the same time what kind of bargaining position would they be in if they took no steps to do so? Additionally, the idea of a prospective buyer using the further on study to leverage a better price is a pretty obvious thought. Buyers are always going to come up with negotiating points to leverage. The problem is that that can cut both ways. If they agree to a lower price (my guess is no less than $800M discounted on an outright buyout) we may see $9-10 rather than $12. The stock sits at half that today. They can also build in a post 401 study payment (if/when effectiveness is concerned) that provides them with more money than they would have made if they prove longer-term effectiveness. One other thing. The options activity does not support EPE's price expectations in any way. The only reason this stock has been kept down is the incessant FUD that has been spread. This is just another example. At least EPE sees an approval coming tomorrow and to that we can agree. As always do your own due diligence.

    Sentiment: Buy

  • Reply to

    Our IGXT Strategy Given Today's CRL Announcement

    by edvacourt Feb 4, 2014 9:28 AM
    edvacourt edvacourt Feb 4, 2014 9:33 AM Flag

    Don't tell anyone what to do, only what we are doing. We assume that people make their own decisions.

    Sentiment: Buy

  • I wrote on my blog last week that this stock was an excellent growth candidate for 2014 and that my group would be riding a substantial amount of shares into the FDA decision on its Versafilm Migraine strip. While of course we and everyone else would have liked to have an approval (and we pointed out then that nothing is ever a 100% certainty with the FDA) today, this CRL as reported by the company, is actually quite encouraging. While we don't have a handle on the specific third party manufacturing issues cited in the press release, we note that the company filed an amendment to the application which presumably addresses at least some of these issues. The fact that they are saying that they feel they may be able to re-file in a month's time is quite encouraging. As they pointed out this is not about bio-equivalence or safety, which is something that may have dissuaded a potential partner. This CRL is likely only to embolden anyone that they are in current discussions with. Disclaimer: We are Long IGXT. We will use the occasion of any strong weakness to add to our position. Please do your own due diligence and do not rely on us or any other source without consulting with a trusted financial adviser.

    Sentiment: Buy

  • Reply to

    It's Docket # 1081

    by tjsh1110 Jan 3, 2014 4:31 PM
    edvacourt edvacourt Jan 3, 2014 4:40 PM Flag

    100% TRUE. This is incredibly validating for Vringo but I think there is still concern on the part of investors about the workaround so until that issue is resolved this is unlikely to have a major breakout. If VRNG winds up getting $150-200M that will be great and provide a decent lift but nothing like $700M+ will. I can see this going to $3.5-$3.75 on this news but I don't think it will hold. Only news of w/a still infringing and subsequent final order on damages given that will get this where everyone hopes.

  • edvacourt edvacourt Oct 22, 2013 9:56 AM Flag

    overmach2, I don't have a crystal ball but I am monitoring company events pretty closely. I think that at some point before the end of this year this stock surpasses the .50 mark. Merriman Capital Partners rated the stock a "speculative buy" many months ago with a .40 price target and well before the announcement of the two settlements, 5% + buy-ins by well known players and before the emergence of a viable growth strategy for its platform. Also, at the end of the year Blue Calypso will be just 35 days from its Markman hearing against all of the current defendants (assuming no more have settled by then which is certainly a possibility) which could yield well over $500M in damages collectively. Many other things may occur and this list is not exhaustive but hopefully it gives you a reasonable snapshot.

    Sentiment: Strong Buy

  • Reply to

    BCYP NEWS

    by blinniwaweil Oct 8, 2013 5:10 AM
    edvacourt edvacourt Oct 17, 2013 8:58 AM Flag

    It doesn't mean much at this point. There are too many terms to be construed as I pointed out when it was originally filed. The Judge will send them back to narrow this considerably. Even the sides concede this is unruly.

  • Reply to

    Form 10-Q/A (10-9-13)

    by jimiellis66 Oct 9, 2013 6:46 PM
    edvacourt edvacourt Oct 10, 2013 7:06 AM Flag

    Good points all. BCYP is following through on their earlier filing and PR with this restatement. I think we will see several things prior to February though. One thing people are not talking about very much is other companies who are quite likely infringing. If we do not see another settlement or perhaps something more sooner, I would expect to see someone added to the list of defendants and probably someone who dwarfs the size of Groupon (currently the biggest defendant). The other thing I would expect to see sooner rather than later is another form 13d filing. A review of Mr. Chez's investing history suggests he is not done buying (he must update his filing as he adds each additional 1%) and I assume there will be others besides him as well. So while the Markman isn't until the beginning of February ( now only 16 weeks away) I would expect several pieces of news prior to the end of this year.

  • Reply to

    Important filing tomorrow!!

    by miramarinvestments Oct 3, 2013 10:32 PM
    edvacourt edvacourt Oct 4, 2013 1:27 PM Flag

    Don't be surprised if the filing comes in as ordered. While everyone would like to see another settlement it doesn't mean a whole lot if we don't see further delay today/tonight. There are several companies beyond GRPN that are likely to have an interest in securing the BCYP Patents and the increased attention that comes through litigation of this type can have the effect of speeding that process up. GRPN could just as easily be the folks left holding the bag if they are determined to prolong the litigation (and I'm not saying they are). Don't forget that Yelp and Foursquare have their own motivations, could settle any time and simply notify the other co-defendants. There is much more going on here than meets the eye. We are beginning to believe for several different reasons that a buyout could well come from a non-defendant. Regardless, we believe news that investors can really sink their teeth into is not all that far off. To that end our thinking incorporates the probability that BCYP is currently engaged in multi-track discussions and has been for some time.

  • Reply to

    Things are starting to heat up for BCYP.

    by carrollcountyman2004 Sep 23, 2013 12:46 PM
    edvacourt edvacourt Sep 23, 2013 3:39 PM Flag

    You got that right my friend.

  • Reply to

    Things are starting to heat up for BCYP.

    by carrollcountyman2004 Sep 23, 2013 12:46 PM
    edvacourt edvacourt Sep 23, 2013 2:52 PM Flag

    Yes, I've been recruiting him all along! In all seriousness this is an enormous development and quite validating to people in this investment. Take a look at some of Ronald Chez' other investments, I think you will be quite impressed.

    Sentiment: Strong Buy

  • edvacourt edvacourt Sep 17, 2013 10:15 AM Flag

    Very possible. My posts are being deleted by Yahoo (reminds me of the old days in Norfolk, VA). Please check my latest blog post for a rundown on the latest finance restructuring by BCYP.

    Sentiment: Strong Buy

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