U.S. markets close in 4 hours

Netlist, Inc. (NLST)

Other OTC - Other OTC Delayed Price. Currency in USD
Add to watchlist
5.98+0.30 (+5.27%)
As of 11:44AM EDT. Market open.
Sign in to post a message.
  • J
    Joseph-
    Google, Samsung, Inphi - none of these possibilities have been priced in yet by even a dime. Not past infringement possibilities, nor future royalties. We are literally at basement floor prices based upon SK alone. Don’t believe me?

    Keeping it very simple. Last earnings. Income $27.8Mm. That’s $111.2M per annum. Given a very fair industry average PE of 12 (some may argue 6, I would strongly disagree given growth & don’t look at Yahoo PE as that’s looking in the past earnings and not the future) - that gives us a $1.33B market cap. Current market cap is under that at $1.28B. We’re still undervalued right now based upon last earnings alone.

    This doesn’t yet include cash on hand.
    This doesn’t include any bump whatsoever of possible future settlements.
    This doesn’t include royalties and/or RAND fees going forward since Feb after reaffirmation.
    This doesn’t include next Q report that we may likely see $45+M - keep in mind this last Q barely dipped into the SK production deal.

    We are severely undervalued here! It seems very easy to come up with a near term $12.50 price target on just the SK deal alone. Think of that…more than double current price - and with the chance of a lifetime settlement from G not even in play yet. $2B? $5B? $10B? Even more?
    We were told to think of Samsung as twice that of SK. Does that imply that a $25 target on Samsung alone is possible?

    Add all this up, with a very conservative settlement from G - and it’s extremely easy to target $50 inside of 6-12 months (as a very conservative figure at that). Pie in the sky unimaginable dream settlement has us in 3 figures with ease…it only takes $22.5B market cap to make that happen! Wouldn’t one agree Netlist can achieve at least 1/5 the size of AMD?

    Nothing is ever guaranteed - that’s the only certain we have. But the risk vs reward at current price appears to be a no brainer! How often do you find what appears to be minimal to no risk for such a possible outcome? Nothing further is needed to likely double - the rest with settlements and/or royalties and growing business partnerships/sales (they have been hiring like crazy!!) is icing on the cake just waiting to be consumed! Cheers all!
  • c
    ceriousbiz
    This case lasted so long, that googie probably retired most, if not all of the 4 rank memory modules, as they moved on to 8 and 16 rank. Therefore, a partial summary judgement with a cease and assist order is more likely., because it wouldn’t adversely harm their customers., or they could be forced to replace the 4 rank with 8 or 16. Of course, full discovery would be needed to determine that theory. Googie’s partition, against claim 16 gave us a little peek.
  • A
    AD Monroe
    Line item on the quarterly report with licensing fees as a pure cash add will be wonderful to see as we go forward.
  • T
    Tomkila
    It is very important that netlist be able to reach license agreements with at least 2 companies because cash is very important for solidity and credibility in the current market.
    Go netlist!
    Let's close these agreements and launch a new 9/10 zero industrial plan!
  • H
    Hugh
    From Investopedia Trading News:
    "Netlist Inc.: Netlist builds and sells memory subsystems. The company provides products to the server, high-performance computing and communications markets. The company also designs custom semiconductor logic devices, which are integrated into its memory subsystems. For Q2 2021, ended July 3, the company reported net income of $27.8 million compared with a net loss in the prior-year quarter. Net sales grew about 500% YOY. Strong product sales and the execution of a comprehensive licensing agreement with SK hynix Inc. drove this growth."
    Bullish
  • W
    Wesley
    Netlist should charge Google 2.5% to 3.5% of sales for the next 10 years, which is $250billion this year, like Qualcomm 3.25% up to $400 wholesale phone & in the future maybe 2.2% in a couple of years of strong sales growth, like Qualcomm asks less of really expensive phones procentually. Google pays Apple $15billion each year to be on their iphone as standard search engine. Google needs to pay for DDR4 & DDR5 license for patents '912, '907,'918 & others filed against Micron. Google marketcap will likely go up 5X in 10 years & memory we have patents is 40% of their capital expenditure.
  • c
    ceriousbiz
    Googie was being too cute, when they introduced intervening rights, in an attempt to delay, and lower damages. By doing so, they admitted guilt to using NLST’s IP FOR AT LEAST 4 years. They where attempting to block a summery judgment, so they could argue the entire case in front of potential jury. They hoped to get lucky, and convince non experts, that they came up with their own solution. Sheasby saw the opening, and played along, Now “it’s too late baby, it’s much to late” to change the langue in the intervening rights petition.

    googie’s claim 16 argument is bogus. It’s the same as copying a widget using philips head screws verses flat head screws.

    Now, a summary judgement is highly likely. A jury trial would start on day one with a guilty verdict for the partial summary judgement . It would be fun to watch googie dig the hole deeper as the jury watches. My Spidey senses tells me, settlement, or the biggest jury award in history. That why Sheasby gets paid the big bucks.
  • s
    stocks.
    Who would appreciate NLST stock price closing today in the positive? Green Thumbs Up Up Up ☝☝ ☝
  • T
    Tomkila
    The tension we are feeling in this period is positive, we are increasingly aware of what could happen tomorrow.
    Few people experience this mix of emotions, not everyone likes the risk and the courage to get on board a Ferrari as a netlist.
    We are strong if we are united, we are strong if we help each other win this race.
    We will soon be reading about netlists everywhere and we could say that we have been part of this great change.
    Netlist = uniqueness
    The market will reward this company after closing these very important deals.
    That's right, I hold onto every single share, you write the future with your choices.
  • s
    silvia
    Summary judgment is described as "a blunt instrument" that can abruptly terminate the litigation. The court can order that judgment be entered on the question of infringement and that the case will go to trial only to determine damages.

    I always felt it would lead to a partial summary judgement and then go to jury to determine damages (not guilt). A jury would not look kindly on Google after hearing about the meeting and non-disclosure agreement, the theft (willful infringement), the discovery of servers running in Mode C (after a Google denial), the cover-up with Smart and their withholding of prior art, etc. If I were a juror, I would filled with rage at such audacious bullying by one of the world's largest corporations against a potential client.

    I have the feeling Google will be smart enough to see the writing on the wall and settle with a spin of collaboration to keep off any negativity from the front page news. Soon, very soon.
  • P
    Perry
    I can't help but be impressed by the legal teams at all three firms (Netlist, Google, & Samsung). I read the Google brief in favor of their MSJ for intervening rights last night and thought, wow, they have put forth good argument and documented it with case law at every juncture. Then I read Netlist's brief and realized that Google was cleverly omitting fact, saying one thing but then documenting another, and misapplying one type of case law evidence for another. Netlist IMO won every argument and in particular laid out the basis for intervening rights, which Google completely ignores in favor of technical arguments that hinge on the definition of an amended claim (Claim 16), and whether the claim scope was narrowed, thereby providing intervening rights.
    The judge is easily going to see right through this because as Jason pointed out, Google is misapplying the application of the term amended, and narrowing the scope from a fairness and equity perspective does not mean that Google was in any way shape or form disenfranchised. Intervening rights exist to protect companies from rewritten patents with amended claims that actually give rise to liability where none would have existed absent the expanded/narrowed scope. That is not the case here and Google's argument is doomed to failure.
  • G
    Giants
    Marketi Outlook
    The bulls are in full control. The negative sentiment that caused the bearish stop loss to be triggered has evaporated. Besides, the signal is suggesting to STAY LONG. It is best to follow the signal and continue to STAY LONG
  • G
    GoogleStoleOurPatent912
    $NLST From Jason Sheassby: "Google asks this Court to do what no other court has done before: find intervening rights in a claim rewritten from dependent to independent form during reexamination with no other changes to the claim language. The Court should decline to ignore controlling Federal Circuit law, and should grant summary judgment in Netlist’s favor."

    https://www.reddit.com/r/NLST/comments/pt2uu4/docs_208_209_210_read_208_first_which_is_google/?utm_source=share&utm_medium=web2x&context=3
  • G
    Giants
    Silvia:”Summary judgment is described as "a blunt instrument" that can abruptly terminate the litigation. The court can order that judgment be entered on the question of infringement and that the case will go to trial only to determine damages.

    I always felt it would lead to a partial summary judgement and then go to jury to determine damages (not guilt). A jury would not look kindly on Google after hearing about the meeting and non-disclosure agreement, the theft (willful infringement), the discovery of servers running in Mode C (after a Google denial), the cover-up with Smart and their withholding of prior art, etc. If I were a juror, I would filled with rage at such audacious bullying by one of the world's largest corporations against a potential client.

    I have the feeling Google will be smart enough to see the writing on the wall and settle with a spin of collaboration to keep off any negativity from the front page news. Soon, very soon.”
  • u
    umiak
    From the email couple days ago: "Before Netlist can agree, the parties need to resolve the issue of Google’s “8-rank” and “16-rank” DIMMs."

    After thinking about this and yesterday's filings. It's possible Strabone and Sheasby know the request to agree to G's motion to amend is a catch 22. That is if G complies (with discovery) the request for agreement with G's motion will be irrelevant. Brilliant...
    Bullish
  • F
    Frank
    I have held many US OTC and (very) small caps in Europe over the Last 25 years. Obviously I lost with many of them, some nice gains, but one of a small stock enabled me to buy my current house basically without any mortgage. I have seen in US and European stock boards basher, shorts, some who wanted to buy cheaper and other disappointed about a stock bashing for a while. What I have never seen so far, was this systematic bashing her of a few guys with multiple ID. You realize some of these ID is one and the same person. We also have perms-basher who play different roles (some more smart, other dump, others pretending „I am long but“)…. Anyway - there is something systematic ongoing here with a deeper interest than those described above and those I have previously experienced. It tells me that - whoever is behind - has an interest in a low stock price of Netlist.

    You don’t need to do anything against a stock or a company if the company or its products are bad, meaningless or non competitive. The bigger interest in systematically bashing Netlist can only be that Netlist has products of interest which cannot be used for for free and that Netlist has all the odds to win the legal cases. You would not need to systematically bash Netlist if you were confident that Netlist will lose.

    That interest behind this systematic bashing may or may not be accompanied with an interest in buying cheap Netlist shares or even (in the future) to buy the majority of Netlist shares.

    What ever exactly is the interest behind this systematic bashing, it is one element which significantly adds to my confidence in my Netlist investment. Together with my patience I will be highly rewarded here.
  • H
    Hector
    Oh My God ! I love it............... Law suet's against google and Samsung Google has admitted they stole there IP The greatest Lawyer in the country for Patent Infringement. (Jayson Sheesby) and now everything coming down to Settlements This is a made for TV Movie that's real life and here I am ...sitting on 25,000 shares that will absolutely tune into hundreds of thousands of Dollars. I cant even sleep at night. I'm so excited. I've been looking at Boats, Shore houses High end watches, College tuition for my Son. Its like watching a brick fireplace knowing Santa's gonna stick his head out with all my presents. Man this is the best I've felt in years knowing my retirement is gonna be a Gravy train of freedom thanks to CK Hong Sheesby and the judges in California all working hard too make me and all the longs Rich, All because we had the guts to stick it out during all the bad times. Soon the settlements will rain in the cash and we will lift our Glasses and celebrate
  • P
    Philip
    .....Props to all the court followers and posters here and on reddit:
    .....But incase you have not noticed: TODAY the VOLUME is STALLED at about 73,000.
    ....POINT: no one is selling anything today, and a settlement may truely be on the way,
    .....Thanks to Wesley, GSOP912, Goodtidings, fernando,Giants,Tomkila and others for detailed DD and sharing it with everyone here.
  • L
    Lm
    This is $20 stock! BUY before the $10 billion lawsuit hits 😍😍 also guys got my Netlist T-shirt in mail today!! I love ITT!! Here’s the site in case anyone else is interested 😃 https://stocksjclothing.com/collections/netlist-nlst
  • J
    Jeff R
    Slow and steady until more news breaks is good, nice stability the past several days for the Hong Longs.