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I do not agree that the rise in revenues was substantially partial to the pandemic occurring. And regardless, if it did have substantial affects in a positive way, do you see that going away soon? Are companies that require memory tech like what Netlist offers suddenly going to say, well the pandemic is over we no longer need your services? Highly doubtful, but to benefit your argument it could show regression in revenue growth over time, which is expected anyhow when you raise revenues 90% YOY.
I'm not claiming that the pandemic had no effect. But your telling me to provide something concrete to prove that the pandemic had nothing to do with their sales, meanwhile just declaring that everyone saw a boost to their revenues due to the pandemic. As I stated, this case has brought on a lot of attention of the last year, which would lead to more sales as others would not want to get tied up in litigation and would rather pay for the product.
By the way, you stated prior that the price is up big time based on little to nothing new since the price started to move. This is also misrepresented as the financials showed a huge increase in revenue which you claim is attributed to Covid whereas I disagree and have already explained. This is tech that was needed and will be here to stay for a long time regardless of Covid ever happening. There is a reason Google had their hands on it well before Covid and now face large damages.
No I cannot say I agree with that sentiment. And here’s why: There are very clear and strong indications that Google, among others, has been using memory tech that Netlist introduced years ago. With that being said, Netlist has been competing with giants like Google in the aspect that the leading users of their memory tech is being used but not being paid for. The growth in their sales (around 90% last year) can likely be attributed to competitive consumers wising up and realizing that Google and others are on the hook in litigation for large sums of money due to their infringement. Also their sales have been trending up over the past 5 years (there have been years where they were down, but overall they are expanding their revenue on average by a large sum).
I think Netlist provided a highly sought after product and the giants got away with stealing for awhile as it was going through the process of being verified in the PTAB process as a legitimate patent. I see there is interest in your posts but you might be somewhat afraid or timid about buying something that is up 3-400% in the past couple of months, but I think you will be more upset with yourself for missing out waiting for that price which you might think will be bottom. I encourage you to do more research here and if your still uninterested then all good, but clearly as you have already admitted you have some reading to do here.
Netlist continues to beat revenue projections YOY and soon it will be $100+ million in revenue with very strong cases against tech giants with deep pockets that happen to be willfully infringing at this point.
How could you KNOW that when your not understand of what they offer to the market?
I think this is more of a point to you than whether your right or wrong. You claim to know things without even knowing the most basic things.
That would be ludicrous to think that the financials being released and showing substantial revenue growth could have been the cause for the spike in price... Why would one ever think that?... As I have been saying the market cap is undervalued just based on their strong financials and continued growth YOY. The continued success in court against Google and friends will only be more trigger events for spikes in PPS. Operations alone value this company well over current market price.
Glad to see your here by the way.
Read his post... He has no idea what they offer... yet just that they benefit from Covid... LOL
Your claiming their sales have been driven by Covid... Do you understand what NLST revenues are driven by or just speaking out of the behind at this point?
To say nothing significant has transpired over the last 5-6 months is just plain nonsense. And if you claim nothing significant has transpired so this is just a hype train for the time being, why did the price find new support in the 1.50-2 range?
I got caught in the same boat, carried bulk of my position from .01-.02 range all the way to present, however sold some to protect myself at .08 and then .14. Then ended up adding more higher in the .16-.18 range anyhow. I will add as funds come available from others and as long as I continue to see upside as I very much do right now.
The chart has held very nicely and for good reason. There has been some opportunity for flipping which will continue to entice flippers to play this, however the strength here has been nothing short of amazing. When the name change occurs I think a lot of us anticipate news to start flowing shortly thereafter as they have been holding off on some things until that has been done officially (for good reason). I think we can expect .30-.50 to come soon after the name change. My own opinion of course.
The problem is it's the same posts I see every time I come here with little to no analysis of what is going on. What reasons have you offered as to why this should dip back to .40 as originally claimed. I have offered countless reasons why this is undervalued even after the 3-4x run up over the last couple of months.
I will repeat as I have had to do multiple times with you. The market cap here is undervalued just based on the revenues NLST is gaining YOY. NLST has a problem getting profitable but this is something many companies (especially in this sector)face as they continue to take on cheap and favorable debt to expand influence and revenue. It will be addressed just as all big tech companies do. Based on their revenues and continued rapid growth - their market cap should be 8-12x revenue.
Also, I have said many times over that NLST is still in early stages of litigation. They have made it through the PTAB firing squad where 70-80% of all patents get decimated with tons of claims being thrown out and effectively ending the patent holder's hopes of acquiring damages. The PTAB process is by far the largest hurdle to overcome as courts decide in favor of the PTAB's decision almost always. With that being said now it will just be a pony show from big tech like Google to delay booking the cost to the books as far as possible. They could settle at any point but more than likely it will go to a court decision or very close to. Google will very likely not settle until the very last possible moment which is still at least a year out after reviewing the court timeline.
With all of that being said, the sheer potential of these pending litigation cases vs. Google and others is in the billions of $. Acquiring even hundreds of millions in cash would send this market cap to multi-billions as they are already turning out to be a very successful company just based on their continued growth over the last couple years.
$4 is definitely is the range of possibilities just over the next couple of months, but it will take some favorable news from the litigation. $4 is not attainable in my view without news from the litigation. Fair value of the company without any potential from the litigation is right around $2.50-$3. The top-end range of possibilities with the continued growth YOY and the litigation being successful in the billions of dollars obviously reaches into the $20s.
We know. We've been hearing that same opinion for weeks now... Just like we were hearing it at .60... Thanks for your repetitive input.
Exactly, it has become acceptable for very large companies to operate at a loss as long as they are expanding their revenue. They can just borrow at near zero rates and grow into behemoths. When the rates start climbing then this will change.
Sometimes lessons need to be taught. Not just for those throwing mud at the wall, but also to ensure those here for real informative information that their interest/investments are well placed in the case they are fully understanding of the circumstances.
I have come to realize that a whole lot of my knowledge in these patent litigation cases have come from posts on ihub where those in the know were giving a well earned lesson to those throwing mud.
The reference I am making is very applicable. Again you did ZERO research and just saw the share price/delisted ticker and made an assumption and connection to two stocks that are totally different in regards to regulatory status.
I made a reference to the PTAB process which is what we were discussing before you went to smoke and mirrors. And if you did your research you would find exactly what I was stating to be true and will very very likely happen the same way here.
You have been calling for a lower share price for awhile here and it's clear you want shares at a cheaper price. Your arguments are very flawed and invalid in most cases and when they are called out you either don't respond or deflect to another instead of reading and understanding the facts that are being presented from someone with a lot more experience in this process.
Your here because your interested in the stock, I'm helping you understand the process is all. Your welcome.
Why would NLST get delisted? They are a large fully reporting company. You do not even understand the history of the other ticker I was referring to so you would not understand that it was a shell that was taken over and the patent portfolio was moved into that company to share ownership between partners and inventors alike. This is nothing like that one in the perspective. But of course you twist it to make it that way.
I was simply referring to the very similar process that both patent litigation cases are/have taken course. Which is the only pertinent subject to address here. Clearly you didn't do any research besides looking up the ticker and finding out it was delisted so therefore it must mean bad news for NLST. Lol!!!
Again do your research and come back before you keep speaking
Clearly you just have a hard time understanding anything.
U*IP do your research then come back and let me know what you found.
Cryptic? There are many guys here from UO*P that can attest to exactly what I am saying. This is common and simple for anyone who has experienced a patent litigation.
I have constantly made it clear here that we are still very likely far away from seeing any monetary. You just constantly push a terrible narrative when you seem to have very limited knowledge on this process.
Regardless this company has a great outlook due to constant growth YOY at a rapid rate. Their revenues alone warrant a higher market cap. The windfall they could obtain from Google and friends should also warrant a large sum of money even at this point in the process.
Again, totally inexperienced in this process. The PTAB is obligated to see these cases from separate entities. I was involved in a ticker that was fighting against Comcast and a group of the largest internet/cable providers in the nation. After Comcast got destroyed in the PTAB process, they hired RPX to fight for them. RPX had a near 100% win rate in the PTAB process, they too got destroyed. RPX then filed to have it reviewed in the Court of Appeals where they lost again, finally they filed a Writ of Certorari to bring it to the Supreme Court where it was thrown out. RPX was not even a named defendant nor effected by the patents in any way, yet every level of court was obligated to see their case until of course the Supreme Court.
UO*P... Doing very well in the court process. Cable companies are delaying at all costs in order to avoid the hammer that is about to be dropped on them.
Your trying very hard to make a big deal out of something I just explained is very standard. It would be smart to read the entire post then these repetitive posts would not be needed.
As I said, it is standard for the named defendant to try their chance at taking the patent to the PTAB (a body within the USPTO that reviews the patent-ability of awarded patents). It is the PTAB's obligation to see the case.
I just laid out a clear example to you with Comcast hiring RPX after they lost in the PTAB process and exhausted all resources to take the case further. RPX was a separate entity so they were allowed to take up a new challenge on the same patents in the PTAB. Sometimes it's worth listening to those who have first hand experience in circumstances you have never experienced yourself.
Your early research seems to be lacking, if any was done at all?
Do you have any experience with patent litigation? It seems not.
Every single named defendant has the right to file reviews with the PTAB and have their chance in ruling a patent that is directly effecting their sustainability as a company null and void. As a matter of fact big tech normally hires 3rd parties that specialize in bringing patents to the cleaners in the PTAB process (see companies like RPX). Even a 3rd party which has no affiliation to the effected party can challenge a patent in the PTAB process.
With that being said, it is near an obligation for named defendants to challenge the patent to at least have a mere shot at invalidating claims, or if anything delay the case against them.
This is very standard in this process. The good thing here is that they have already been through the PTAB process and the initial precedent set through rulings almost always prevail.
Good luck on the continued effort to grab cheap shares.
Still unlimited shares available. Unreal.
Exactly, anyone with any type of experience in tech litigation understands that most cases that make it through one level of court then have a Writ of Certorari filed to bring it to the next level until they draw the process out so long the small guy crumbles in debt or get the case thrown out entirely on technicalities.
This is simply understood to anyone with a low level of experience with tech litigation.
Lol... This is getting comical. "it is just potential"... Are there any stocks on any market that trade based on anything besides potential? Every single market cap is linked to the potential of the company. People buy Wal-Mart knowing that it will not yield ROI's in the double digits on any given year. People buy Tesla based on ridiculous amounts of speculation on it's potential.
It seems more and more the narrative is shifting away from the market cap being to high here which was the original claim. The facts are the facts. The revenue this company is drawing in alone could consider the market cap to be relatively low compared to competitors, sure they need to work on profitability (as do most high growth companies), but that is not the focus now as they are building a huge base of cash flow. On top of that is the pending litigation with Google and others. Their case is very strong as outlined in very recent progression which bodes very well for a big time pay out in the future along with licensing on their tech.
The litigation process here is still very early stages, however the early indications are a very strong case against a tech giant that has been malicious. Not to mention this is an operating company with continued expansion of revenues YOY.
Another way of saying. I was horribly wrong but maybe later I could be right... Yikes
I don't know that it will be a buyout here any time soon as this team has been assembled for what seems to be one common goal - growth from the bottom. They simply consolidated their expertise together under Michaels and look what they have already put together in about a year...
I see this breaking .50 in the near term if they can get the name change through soon. Seems everything is clear and in order to get the name changed, once this occurs they will start announcing news that has been held up due to the official name change.
Something that seems to be of short supply in the world we live in. Glad to know there are still those who value the most important things in this life.
Well considering they continue to beat revenue projections over and over again and their current revenue projection for this year is $58 million, I would say just based on their revenue growth the market cap should be well over the current $350 million it sits at. Not to mention there are multiple lawsuits in order against most importantly Google which has been lopsided thus far in favor of NLST. We have not brought any valuation experts to the table yet but based on the tech that is patented and being infringed by Google, we can expect at least hundreds of millions in damages before any willful infringement multipliers are allocated. We still have substantial amount of time before any decisions here, but a settlement could come at any time. Many people are afraid of OTC lawsuits for patents as normally the tech giants just run the court through the mud for years hoping to empty the pockets of the patent holder and it's investors/lenders. The favorable piece here is that Netlist is in fact a very large company with it's own business operation that can fund it's way through court so it's not something to worry about.
The market cap here should be over $500 million just based on revenue. The company needs to work on it's profitability, but that will come in time as they continue to expand and perform at a rapid rate with revenue growth. The pending patent litigation should definitely add hundreds of millions to the valuation just in it's current state.
LOL well done bud.
Wowzer the see-saw action continues. Just a couple weeks ago this was going to .015 and was a diluted POS. Now its an amazing opportunity. Interesting to see when people are getting in and out of tickers.
Holding up nicely through this quiet time. I can only imagine how quickly this could get going with strength when the name change is official and news starts rolling out.
I wouldn’t be stuck very much. Most of my shares were sub .70. But I will continue buying as funds become available. This is very easily the strongest patent litigation I have seen in my 5 years trading pennies. I would say UO*P was had the most potential of any I’ve ever seen but the problem there was it was a shell whereas this is an operating company that is actually growing.
What does that matter? The case is strong as indicated strongly. This case is moving along and the markman will be the nail in the coffin for them. Not to mention this company is doing quite nice besides the litigation. Check out their financial statements... Or maybe that's above you?
It would really suck to be stuck waiting for a ticker to drift so you can scoop shares and have to constantly post on a board hoping.
Breaks the resistance in the .022 range and quick quick MMs put that cap at .023 or it’ll run lol.
And when can one predict it will stop? Not like we have a whole lot of things to be excited about lately. And as quick as management here has been been to get any type of hype news out, that's pretty scary because it means there is little to nothing happening lately that warrants any type of real move North. Hopefully they have just learned their lesson and have kept much more quiet about things happening internally, but I highly doubt that with the continued drip in SP and no end in site.