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Play by play of possibilities!
$1 PPS before 6-27 Markman!
$2-$2.50 Post successful Markman!
$3-$3.50 Post trial / settlement with ATVI!
$4-$5 post new suit filings against:
Disney
Microsoft
Sony
Electronic Arts
Facebook
Zynga
Take Two
Nintendo
Square Enix
Ubisoft
Sega
THQ
Namco Bandai
Konami
Google
When the dust settles in 2015 +$10PPS!
Good Morning WDDD!
Good Morning Core 20!
Exciting times are coming quickly!
The market is drastically underestimating Worlds and that will change very soon.
How many other stocks you know with a realistic chance at Billions and a cap under $40M?
Looking for a breakout to new highs in the next 2 weeks!
Looking to test $1 PPS by 6-20!
Post positive Markman easily a 5 bagger from here!
Huge list of rich future suits will be coming upon successful Markman!
Susman Godfrey and Max Tribble will do the heavy lifting all we need to do is ride their massive coat tails!
Mentioned in this article:
http://seekingalpha.com/article/1379211
If you are referring to our lead counsel Max Tribble he can be called on this board:
Max
Max Tribble
Max Treble as in damages
Max Trouble as in ATVI's in plenty of
Superstar my personal favorite
Cooler,
Agree its very hard to estimate the total "reward" without getting some answers first. But don't you think PPS would be higher, even much higher, if the masses knew the amounts could easily go well into the billions in 18-24 months? Of course that is a very good scenario and one of dozen possible scenarios that may play out. But I think the average Joe who even knows about Worlds hasn't a clue that the "reward" could be over more than a few hundred million. A bet on $300M is worth less than the same bet on $2B.
Still can't figure out why we haven't seen an article that lays out the huge damages/licensing fees Worlds stands to collect from this suit, full settlement from ATVI and when the dust settles after the entire MMORPG industry is taken down.
When we do that will be a 5 Million share day.
Just to prove my point someone post a link to an actual news story that explains how much Worlds will get from this case is they win in the end?
Don't think anyone will be able to do it because it hasn't been written yet.
The casual investor is waiting for that story before they get in.
Nolerman is dead on. Everyone in the Core 20 will be richly rewarded with a positive Markman, but don't lose your heads.
From now until Markman, and that process may take several weeks so like 7-14-13 area. There is little chance of getting seriously bad news and with out any doubt there can and will be multiple positive news stories.
I will be holding a very large substantial 75% of my full investment through Markman. The 25% I will sell into the peak of the run up (over $1) is to protect my investment.
If we get a super spike before Markman, +$2, maybe I sell more than 25% but I am convinced the huge money +$3-$5 will come after a successful Markman and once the market begins to see how big this story can get!
My hopes are right after a successful Markman I load back up my full position and things go so well (see VHC) that I don't think of selling any until $20 PPS.
Art35,
Your attempts to show the possibilities of Worlds are way out of line.
In my opinion ATVI gets out bid by Microsoft and the price is way higher than you think.
But I would settle for your scenario.
OK Good luck will you open a position at that point?
Also you may have heard Toyota settled their acceleration case for $1.4B. Guess who won the case?
SUSMAN GODFREY OBTAINS $1.4
BILLION SETTLEMENT IN TOYOTA
UNINTENDED ACCELERATION CLASS
ACTION
Toyota Motor Corporation has agreed to pay benefits
worth up to $1.4 billion to settle multi-district class
action litigation pending in federal court in Santa Ana,
California. In the litigation, plaintiffs asserted claims for
economic losses associated with unintended
acceleration problems reported in certain Toyota, Lexus
and Scion vehicles. The settlement includes $250
million for vehicle owners who sold their cars during a
specified period, another $250 million for vehicle
owners whose vehicles are not eligible for a brakeoverride system, and an expanded customer support
program for current vehicle owners, among other
benefits.
United States District Judge James V. Selna, who is
presiding over the litigation, appointed Marc M. Seltzer
of Susman Godfrey L.L.P. to serve as one of plaintiffs’
Co-Lead Counsel for the Class plaintiffs in litigation.
Working together with our other Co-Lead Counsel, we
were able to achieve this historic settlement.
On December 28, 2012, the Court granted preliminary
approval to the settlement. A fairness hearing is
scheduled for June 14, 2013, on plaintiffs’ application for
final approval of the settlement.
Further information about the settlement is available at
www.toyotaelsettlement.com. Class members should
check the settlement website regularly for updates and
further details regarding the litigation.
Also the reason that COD and WOW were specifically chosen is IMO they will be the easiest to show they infringe our patents. Again you have to put a certain amount of faith is someone when you invest in any company. I put my faith in Susman Godfrey and superstar Max Tribble.
By the way Susman Godfrey just won a $700 Million case:
BIG SUSMAN GODFREY WIN FOR
OPPENHEIMERFUNDS
OppenheimerFunds was granted summary judgment on
a claim for over $700 million brought by a group of
banks. The banks—through subsidiaries—invested over
$1 billion in a special-purpose vehicle called AAArdvark
Funding Limited IV, which was managed by
OppenheimerFunds. The banks claimed that
OppenheimerFunds committed fraud and breached
various provisions of the relevant contracts in order to
induce the banks to continue funding during 2007. The
banks sought over $700 million from
OppenheimerFunds.
Today, New York State Supreme Court Justice Charles
E. Ramos granted OppenheimerFunds’ motion for
summary judgment and dismissed the claims. The
ruling is particularly significant because similar suits,
making almost identical allegations, have been filed over
two other “AAArdvark” vehicles. In total, the damages
sought in these cases potentially exceeded $2 billion.
OppenheimerFunds has contended that any alleged
problems with the management of the AAArdvark
vehicles did not result in any losses for the banks. The
AAArdvark vehicles were designed to allow large
commercial banks to arbitrage the difference between
commercial paper interest rates, which prior to the
financial crisis commercial banks could issue for very
low rates, and the interest rates paid on longer term
AAA-rated bonds. During late 2007, the commercialpaper market suffered a historic dislocation that altered
the financial calculus of the deals. OppenheimerFunds
has contended that the banks were using alleged
technicalities to get out of deals.
OppenherimerFunds is represented by Stephen D.
Susman, Harry Susman, Kathryn Hoek, Joseph Portera,
Seth Ard, and Jacob Buchdahl of Susman Godfrey.
The banks involved in the AAArdark IV transaction are
Bank of Nova Scotia, HSBC, and National Australia
Bank. The banks are represented by Kasowitz, Benson,
Torres & Friedman, LLP and Phillips Lytle LLP.
Hello?
I wanted to know what your price is on 6-20. You mentioned you never had a position in Worlds so my guess is you are hoping to get the price lower to get in at a better deal since you already missed the 1st and 2nd move.
My hope if you are forced to buy in over 50¢.
Anyone who wants to read all the original patents Worlds has here is a good link to an easier to read version.
http://www.worlds.com/patentinformation.html
First I think Activision will settle early sometime a few weeks before the trial, assuming the Markman is successful by Worlds. Why because the Vringo case is a good one. If Markman goes very well for Worlds all a trial will do is cost Activision more money. Then just as Microsoft is settling with Vringo once Worlds beats Activision the others will know there is no reason to go to the extra expense of putting up a fight because they have already lost, and for that trade off Worlds will offer the company a small discount so they get a double savings staying out of court.
The only time in the future one of the "down the road suits" could put up a fight is when they step out of the MMORPG industry, and into a different arena such as pure social. By then I doubt many of us will be care to much as Worlds will be our largest holding or we would have sold much of our original investment for massive profits. Either way we will have complete confidence in Worlds to make smart profitable decisions.
Good luck, what's your price on 6-20?
ATVI Revenue Breakdown Estimate for Damages from ATVI suit
Modified from Coolerhead's suggestions. Plus adding list of future suits beyond Activision.
From this Investor Summery Sheet posted on ATVI website:
http://files.shareholder.com/downloads/ACTI/2435818763x0x634174/b65ae5ed-ce22-4042-a3be-8fdfd1e96547/01.10%20Q4%20Summary.pdf
Its easy to figure out North America Rev for 2010, 2011 & 2012.
Assuming US is 90% of NA Revenue we can estimate US Rev for those years.
Total US Revenue:
2010 - $2.17 B
2011 - $2.17 B
2012 - $2.2 B
Using this http://tippie.uiowa.edu/krause/spring2012/atvi_sp12.pdf
Activision research report for 2011 I can get the breakdown of % of Revenue for both COD and WOW. For 2011 it was 54% or $2.6 B of the total Revenue $4.76 B
So plugging WOW + COD Revenue is 54% into the 3 years above I get the revenue's Susman will be going after in our suit.
Total US COD + WOW Revenue:
2010 - $1.17 B
2011 - $1.17 B
2012 - $1.19 B
Now using 2%-4% for Running Royalty to determine past damages I get these for the 3 years
RR 2010 2011 2012
2% $23.4M $23.4M $23.8M
3% $35.1M $35.1M $35.7M
4% $46.8M $46.8M $47.6M
RR Total 2010 - 2012
2% $70.6M
3% $105.9M
4% $141.2M
Going back to 2006 (Due to limit of previous 6 years) I
reduce the Rev by 10% each year from the 2010 estimate above to get
RR 2006 2007 2008 2009
2% $15.4M $17.1M $19M $21.1M
3% $23.1M $25.7M $28.5M $31.6M
4% $30.8M $34.2M $38M $42.2M
Using same as 2012 going forward 6 (Kidrin stated 7 years left on patents back in 2012) additional years to 2018 I get
RR 5 years 2013-2018
2% $142.8M
3% $214.2M
4% $285.6M
Adding all years from 2006 - 2018 Total Rev
RR Total $
2% $286M
3% $429M
4% $572M
If we treble those we get triple the total for
RR Total Trebled
2% $858M
3% $1.29B
4% $1.72B
Remember this is only 54% of ATVI so total this out to the full Running totals for all MMORPG ATVI Rev I am using a safe # of 80%. 62% of 2011 Revenue was WOW + COD + Diablo 3 (Diablo 3 went to 5 players paying against each other which isn't the same as WOW or COD, but should fit into our patents IMO).
RR Total ATVI & Trebled
2% $1.27B
3% $1.91B
4% $2.54B
Now that is only 33% of the total Industry so assume only able to get 80% of the total
RR Total Industry
2% $3.08B
3% $4.62B
4% $6.16B
To get true final #'s you would have to back out taxes and legal fees but even if Worlds is only able to keep 40% of those totals it would give us a stock price (based on full 100M shares possible)
RR 40% of total going to WDDD
2% $1.23B or $12.30/sh cash
3% $1.85B or $18.50/sh cash
4% $2.46B or $24.60/sh cash
Other suits beyond Activision could include:
Disney
Electronic Arts
Facebook
Zynga
Take Two
Nintendo
Square Enix
Ubisoft
Sega
THQ
Namco Bandai
Konami
Google
Yahoo
Just wanted to point out how HUGE the # can go with Worlds which is why it is completely underpriced going into such a massive event on 6-27-13.
New SA articles are surely in the works. From multiple sources not just EDVA. I personally can't wait to see the damage estimates start coming in. This will generate more interest when Johnny Trader realizes the huge sums in play here.
Think we have a strong following now just wait till someone explains settlements in the hundreds of millions.
3 catalyst over the next few weeks.
1) The approaching Markman hearing!
2) Damage estimates showing how huge the payday could be!
3) The realization that many other suits will follow multiplying the huge ATVI settlement by a factor of 4-5X.
In the end it will become obvious to most people that in the end Worlds will have more $ coming in then VRNG ever thought they would have, and could rival VHC.
Looks like the selling has stopped for now. Should begin a nice slow and stead rise into Markman.
Can't wait for you to get out of jail and back where you belong Celtics!
Patent Plays responded to the poster who listed all the future suits with this:
"Your list of possible litigants is admirable but also short. Which is again the gift that keeps giving. This patent is so far reaching its a gamble that possesses incredible opportunities.
Lets not forget the 400 lb Gorilla that moves silently along with a cult following that ranges from 2 years to 100 year old patrons. These patrons pay a nice fee to play these games and enjoy rides. They also plug in at home.
Walt Disney
Disney Interactive Media Group. Over 1 Billion in sales.
Disney Online Studios produces immersive, online virtual worlds Club Penguin
Pirates of the Caribbean Online
Toontown Online
Pixie Hollow Online
Worlds is my Patent Play of the year."
Another comment provides a list of future settlements.
"I have looked into WDDD, MGT, DSS, MARA and a half dozen other potential patent play stocks and from what I can see Worlds has more opportunity than all the others added together. The amounts of damages Worlds will initially go after with this current suit against WOW and COD will be measured in the hundreds of millions.
Beyond this suit ATVI has many other MMO games that will also infringe on Worlds patents so the final settlement from Activision will be much more than this original suit.
Sure they are not guaranteed a win @ Markman, but while reading both sides claim constructions its clear Worlds has a very strong case and Activision will be lucky to avoid going to trial or being forced into a massive settlement esp since willfulness is an absolute possibility along with the huge damages that can come once that is proven.
Post Markman when the true value of Worlds starts coming into picture I can see the stock easily passing $3.00 and possibly as high as $4.00. Sure a failure at Markman will result in a less than .20 stock price, but as you can see the rewards are much higher than the risk at .50 it is a steal.
Another secret no one is talking about is the fact that Activision even though can be a multi hundred million dollar win for Worlds is just the tip of the iceberg.
The following companies will also be filed on and most will reach out for quick and easy settlements.
Microsoft
Sony
Electronic Arts
Facebook
Zynga
Take Two
Nintendo
Square Enix
Ubisoft
Sega
THQ
Namco Bandai
Konami
And of course Google
The amount of money spent on MMO games in the US is rising fast and will quickly be a +$20 Billion industry. Worlds has by some estimates 6-7 years of future licensing fees again during the middle of this huge growth spurt in the industry.
I like to call Worlds the sweet spot of patent litigation."
I would also put Apple & Yahoo on this list, and if social sites fall under our patents LNKD also.
Took a look at that SA article from last week EDVA posted.
First anyone and everyone can read the comments.
Patent Plays last night posted his analysis of Worlds chances to succeed at Markman.
" Ed,
Have to run thru the precedents but here's my estimations on the claim construction.
A. Yes
B. Yes
C. Yes
D. 60-80
E. 60-80
F.Yes
G. Yes
H. Yes
I. Yes
Email me to discuss. Congratulations, A great beginning!"
Looks like his estimates are very positive for a victory at Markman.
Remember thy only need to succeed at proving one claim 2% of their claims. Activision must be @ 100% in order to avoid paying Worlds a huge sum.
My money is on Worlds!
My personal opinion but EDVA price target on his new play is $1. At 50¢ EDVA stated Worlds is but a fraction of its value. My opinion is his price target on Worlds is +$3 post Markman.
I took a look at his new play and to my glance it did not look as lucrative as Worlds so I passed on it.
I agree with coolerheads as the sellers today have no reason other than their own to sell. Facts are these fire sales create new buyers at a higher level than the profit taking seller and they tend to ride out the next wave longer than someone who may have got in under 25¢.
When news of estimated damages hits that's when I expect the next surge to take us over 60¢. If you want to trim some or all o your shares that's the day you do it not a day like today on weak volume.
So your saying one stock that's up 400% in 3 weeks has more money moving into it than another stock that's down 20% in 1 week?
Thanks I never thought about it that way.
Which means after months of exchanging information we dropped less than 7% of our claims. Which means we still think Activision is infringing on the other 55, or 93%.
For a successful Markman we need 1 claim to pass this test.
My guess is the 4 they dropped would have been difficult to prove, or possibly some new information Activision supplied proved those 4 were not infringing.
Right Worlds dropped 4 claims. Not 59 any longer. Just 55.
For those who don't want to read all 57 pages of ATVI's version there is a nice appendix at the end of it, the last 12-15 pages that list all claims and both parties construction.
http://relengineer.files.wordpress.com/2013/04/activision-blizzard-opening-claim-construction-brief.pdf
Looks basically like ATVI has one hell of a mine field to navigate.
Core 21 long and strong!
Looks like Activison playing the roll of the single defensive player with Worlds as LeBron leading the 3 on 1 break with Jordan to his right and Kobe to his left.
How many times does ATVI play the card Indefinite under 35 U.S.C. § 112, ¶ 2.?
Here is an explanation of Indefinite under 35 U.S.C. § 112, ¶ 2.
http://www.cabic.com/bcp/060209/jburke_112spi.ppt
ATVI Revenue Breakdown Estimate for Damages from ATVI suit
Modified from Coolerhead's suggestions.
From this Investor Summery Sheet posted on ATVI website:
http://files.shareholder.com/downloads/ACTI/2435818763x0x634174/b65ae5ed-ce22-4042-a3be-8fdfd1e96547/01.10%20Q4%20Summary.pdf
Its easy to figure out North America Rev for 2010, 2011 & 2012.
Assuming US is 90% of NA Revenue we can estimate US Rev for those years.
Total US Revenue:
2010 - $2.17 B
2011 - $2.17 B
2012 - $2.2 B
Using this http://tippie.uiowa.edu/krause/spring2012/atvi_sp12.pdf
Activision research report for 2011 I can get the breakdown of % of Revenue for both COD and WOW. For 2011 it was 54% or $2.6 B of the total Revenue $4.76 B
So plugging WOW + COD Revenue is 54% into the 3 years above I get the revenue's Susman will be going after in our suit.
Total US COD + WOW Revenue:
2010 - $1.17 B
2011 - $1.17 B
2012 - $1.19 B
Now using 2%-4% for Running Royalty to determine past damages I get these for the 3 years
RR 2010 2011 2012
2% $23.4M $23.4M $23.8M
3% $35.1M $35.1M $35.7M
4% $46.8M $46.8M $47.6M
RR Total 2010 - 2012
2% $70.6M
3% $105.9M
4% $141.2M
Going back to 2006 (Due to limit of previous 6 years) I
reduce the Rev by 10% each year from the 2010 estimate above to get
RR 2006 2007 2008 2009
2% $15.4M $17.1M $19M $21.1M
3% $23.1M $25.7M $28.5M $31.6M
4% $30.8M $34.2M $38M $42.2M
Using same as 2012 going forward 6 (Kidrin stated 7 years left on patents back in 2012) additional years to 2018 I get
RR 5 years 2013-2018
2% $142.8M
3% $214.2M
4% $285.6M
Adding all years from 2006 - 2018 Total Rev
RR Total $
2% $286M
3% $429M
4% $572M
If we treble those we get triple the total for
RR Total Trebled
2% $858M
3% $1.29B
4% $1.72B
Remember this is only 54% of ATVI so total this out to the full Running totals for all MMORPG ATVI Rev I am using a safe # of 80%. 62% of 2011 Revenue was WOW + COD + Diablo 3 (Diablo 3 went to 5 players paying against each other which isn't the same as WOW or COD, but should fit into our patents IMO).
RR Total ATVI & Trebled
2% $1.27B
3% $1.91B
4% $2.54B
Now that is only 33% of the total Industry so assume only able to get 80% of the total
RR Total Industry
2% $3.08B
3% $4.62B
4% $6.16B
To get true final #'s you would have to back out taxes and legal fees but even if Worlds is only able to keep 40% of those totals it would give us a stock price (based on full 100M shares possible)
RR 40% of total going to WDDD
2% $1.23B or $12.30/sh cash
3% $1.85B or $18.50/sh cash
4% $2.46B or $24.60/sh cash
Just wanted to point out how HUGE the # can go with Worlds which is why it is completely underpriced going into such a massive event on 6-27-13.
Take off in progress sit back relax and watch her fly.
IMO and many others here no way we go into a hearing where +$500M from ATVI plus much more from other infringers at a $40M market cap.
Even at a $100M cap longs could see huge rewards 5X - 10X for holding another 12-18 months.
And we still aren't talking about suits not directly related to gaming.
Trader Mark emailed me his blog.
Both are posted there.
http://relengineer.wordpress.com/2013/04/23/worlds-inc-pacer-documents/
Kidrin the CEO stated social sites are next.
Signed by superstar Max Tribble.
CB do you have anything from Acrivision?
If so that's about 1/6 as good as Worlds.
Depends on the pool of available money. 5 suits going after $100M total isn't that great. Law of averages favors getting some through. I'll look into it, but no way I am buying something up 400% in a few weeks.
Glad your back Celtics!
Beware up 350% in 3 weeks.
Tryz any news from EDVA on his damage estimates? Your email from him last week sounded like it would be out soon.
A few have asked me if I think Worlds will get all the possible money spelled out on my damage estimate. There are a million different paths our story may take and this is only one of them. Bottom line is the Markman hearing is the key to opening the lock this money is behind. A successful Markman will result in a huge payday for Worlds. How big is the payday? My example is just my opinion how big it could ultimately become.
This is the reason I think there is no way we go into Markman less than $1 PPS. 30 days post successful Markman I think we can go as high as $3.
ATVI Revenue Breakdown Estimate for Damages from ATVI suit
Modified from Coolerhead's suggestions.
From this Investor Summery Sheet posted on ATVI website:
http://files.shareholder.com/downloads/ACTI/2435818763x0x634174/b65ae5ed-ce22-4042-a3be-8fdfd1e96547/01.10%20Q4%20Summary.pdf
Its easy to figure out North America Rev for 2010, 2011 & 2012.
Assuming US is 90% of NA Revenue we can estimate US Rev for those years.
Total US Revenue:
2010 - $2.17 B
2011 - $2.17 B
2012 - $2.2 B
Using this http://tippie.uiowa.edu/krause/spring2012/atvi_sp12.pdf
Activision research report for 2011 I can get the breakdown of % of Revenue for both COD and WOW. For 2011 it was 54% or $2.6 B of the total Revenue $4.76 B
So plugging WOW + COD Revenue is 54% into the 3 years above I get the revenue's Susman will be going after in our suit.
Total US COD + WOW Revenue:
2010 - $1.17 B
2011 - $1.17 B
2012 - $1.19 B
Now using 2%-4% for Running Royalty to determine past damages I get these for the 3 years
RR 2010 2011 2012
2% $23.4M $23.4M $23.8M
3% $35.1M $35.1M $35.7M
4% $46.8M $46.8M $47.6M
RR Total 2010 - 2012
2% $70.6M
3% $105.9M
4% $141.2M
Going back to 2006 (Due to limit of previous 6 years) I
reduce the Rev by 10% each year from the 2010 estimate above to get
RR 2006 2007 2008 2009
2% $15.4M $17.1M $19M $21.1M
3% $23.1M $25.7M $28.5M $31.6M
4% $30.8M $34.2M $38M $42.2M
Using same as 2012 going forward 6 (Kidrin stated 7 years left on patents back in 2012) additional years to 2018 I get
RR 5 years 2013-2018
2% $142.8M
3% $214.2M
4% $285.6M
Adding all years from 2006 - 2018 Total Rev
RR Total $
2% $286M
3% $429M
4% $572M
If we treble those we get triple the total for
RR Total Trebled
2% $858M
3% $1.29B
4% $1.72B
Remember this is only 54% of ATVI so total this out to the full Running totals for all MMORPG ATVI Rev I am using a safe # of 80%. 62% of 2011 Revenue was WOW + COD + Diablo 3 (Diablo 3 went to 5 players paying against each other which isn't the same as WOW or COD, but should fit into our patents IMO).
RR Total ATVI & Trebled
2% $1.27B
3% $1.91B
4% $2.54B
Now that is only 33% of the total Industry so assume only able to get 80% of the total
RR Total Industry
2% $3.08B
3% $4.62B
4% $6.16B
To get true final #'s you would have to back out taxes and legal fees but even if Worlds is only able to keep 40% of those totals it would give us a stock price (based on full 100M shares possible)
RR 40% of total going to WDDD
2% $1.23B or $12.30/sh cash
3% $1.85B or $18.50/sh cash
4% $2.46B or $24.60/sh cash
Just wanted to point out how HUGE the # can go with Worlds which is why it is completely underpriced going into such a massive event on 6-27-13.
Anyone check PACER lately?