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we will get to 500mln in rr, and then the eps is will be steady , I expect shareholder value being applied to us in appreciation of stock and company acceleration of dividends
China's Xiaomi overtook Samsung and Apple in June smartphones sales https://www.cnbc.com/2021/08/06/china-xiaomi-overtook-samsung-apple-in-june-smartphones-sales-counterpoint.html?__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard
my kinda company, the kind that makes more loyal holders
the math works for the share price to be higher , based on lower share count, accelerated earnings, and we get paid to wait, I would think some accelerated dividend is in the works since its been "SOOO LONG", and maybe a one time special dividend.
I remind myself , small cap company, good earnings, great capital allocation based on past, long runway of revenues.
IoT could kick in soon, smart cities and the like
Agree, the party bosses in China are all about China being at the table in the the EV future, car and connected things, IoT, if China wants a place at the table then they will need to act better on the world stage----we are starting to see this play out, will it continue ?
Good observation , the cups and handles, just one or 2 funds buying this will increase the holders and thus people will have to pay more to own IDCC,
Agree, getting paid to wait is a very nice thing
Most of the High flying tech companies have no capital return unless share buybacks, we have 2
All investments are like climbing a wall of worry, so this is no different---per the Efficient market theory, we know more today than we did yesterday or 2 mo ago when the stock hit 85, and they reported expenses to increase due to a business unit reallignment
we have very very little coverage, that should change
Yes, Americans are pretty myopic , when one considers everyone in the world is not carrying an iphone or never will this is big news. I suspect biggest event that's happened to IDCC since Nokia settled
"We don't have to be smarter than the rest. We have to be more disciplined than the rest." - Warren Buffett
Price is a function of efficient market theory , all the information is known today by all the people buying or selling today , Sam Walton used to list the price of Wal-mart stock on every store near the back and then underneath it he would add:
"Tomorrow depends on you"
small caps taking it on the chin today and for a week or 2, rotation in to FAANGS keeps the money managers in good standing, reports look better, we are a small cap, until we sustain outlooks of better days, we remain a target for the sharks to feed on the shares
yes, we are taking the bad medicine , its nasty but necessary , I trust they can accelerate earnings, all we need now is top line growth---bad medicine is hard at first---
My new motto " pain is weakness leaving the body" US Marines
“As a result of the above non-recurring, net charge, the company expects total second quarter 2021 operating expenses to be $91-96 million. “
How did they get here ?
Static fixed license ....$9million
what's with this?
who could it be and is it intermittent static? Resonance on the edge
Congrats all longs and long time holders, the best days are ahead of us, we are way way undervalued, IoT, Blackberry is about to sell a lot of patents which is a comp for the block, smart cities and smart cars the next big move in IT is around the corner
Blackberry announced its selling a large portion of its patents on the the last earnings release, they have 38,000 , these are messaging, communications, networking specifically, some are saying they could bring as much as a billion or more...many are speculating Facebook
better , more holders less traders, share count is low, with some good news the stock should be at ATH in a few months...IoT is coming, we have some patents in this area -----
well ,run rate of 350-400 is where we are, but if growth kicks in, we maybe be able to sustain some market attention, right now the attention goes to the giants
wow, had they adapted Android, would it have ended different?
Over bought, reverts to over sold, we could use more coverage by some big brokers
yes for sure, the can exhaust you like a Turkish Rug Merchant in a bazaar in Istanbul-------totally agree---
They sneeze that much money in a few minutes
Apple Must Pay Over $506 Million in 4G LTE Patent Dispute
https://www.courthousenews.com/apple-must-pay-over-506-million-in-4g-lte-patent-dispute/
Good timing: skill
Bad timing : Luck
Tails I win, Heads Its a chance
No really , there's no force working against you or any of us
can we get to $5 EPS? $5 x 30 PE = 150/sp , luck comes out way , 6 x 30 PE, 180
I keep repeating: South Sea Bubble, Miss Bubble , Tulip bubble, this time
Federal Reserve induced
Read Bankers who Broke the world
We went from small print jobs to , large print jobs
we are grossly undervalued , glad no one has it figured out but a few on this board and some in King of Prussia
good job IDCC, now the OEM mfgs and more Consumer product companies and we are a 10x concern ,
lets see Tesla, great company , CEO says crazy stuff, stock drops , swings of 20% on a daily basis, CEO under fines from SEC, Genius but big mouth, had a secondary at 700 , he and Ellison bought it all up-----
I'm here , value is good , paid to wait, solid earnings growth, more to come , and I know the territory
those who panic yesterday are free today---
hold steady , chart a course, Shakleton used the violinist to calm the men-----
those who panic today can take tomorrow off ? I don't see getting run over by a stamped , better to just calmly hold, add to and wait out this storm....
why is toilet paper a necessity that demands all stores being sold out?
yes, they create panic because panic pays , any one can drown in 4ft of water if you panic---holders must be stoics
I just read a book, I would recommend it to our team
"This time its Different"
things are interconnected, Debt bubbles, stock bubbles, Debt bubbles are the most common cause of a default....
A run on a bank is preceded by lines in front of banks
Or a virus pandemic is preceded by haz mat suits around planes or homes or huts...
We've seen this rodeo before, as one domino tips more come and then cheap share prices are no more.....
#3,4 5 new companies and we are $5billion market cap
The earnings are propelled by services, which the market never valued apple as a services company , a few months ago they had it at 10x PE and no premium, the Iphone sales are trending down , I followed and made 20x on my apple investment--sure its good but the stock buy backs have propelled the ramp un earnings---and they pay IDCC peanuts--as they do most IP----
Reading a book, Loonshoots, Jobs a disaster with most of his life, until the music product Ipod---NEXT was a commerical disaster the software wasn't
the big guns are scooping up capital in massive amounts like Apple, Others----and its not trickling down to the infrastructure people, like us who make roads and bridges
I wish we could collect on our rate chart?
Why now? I ponder ? We now have a licensing price sheet ....
Very much so, the general market is propped up by buy backs, more FAANGS ephoria , people are talking stocks that never did....
Crisis are precipatated by price inflation , it can be currency or real estate or equities.......
the FAANGS are the over weighted market gains...
Apple is now valued as a content, services company , Clouds,
How much content and add on services can people afford?
you might like the book:
This time Its Different
I think the market sucks people in at the top and spits them out at the bottom, and right now we are at a top, a blind sow pig could find a 27% return in 2019