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WhiteOwl, glad to hear you're thinking long term. I believe this
stock will do you proud. Lot's of noise in the air at the moment. That happens. Selling now at a nice percentage gain is tempting to many. I get that but this is a high beta stock. If one does their homework, it doesn't take long to see the potential here and it's measured in the multiples.... short term (relatively speaking).
GL
WhiteOwl, If you look at the ramp up this month in WDDD
It looks like a typical buildup to a news event... then with all the news around VHC yesterday... which dropped their stock from mid $14 to $8.30 (close) then down as low as $4.18 today... there are some nervous people out there. This was also on the heels of VRNG.
Panic is never a good way to buy or sell.
WDDD has already had it's panic selling earlier this year ( I didn't sell back then... watched it go to .08...but then I didn't add then either). We don't have much (if any) hot money in this (yet). The ramp up may be subdued depending on how much media coverage WDDD gets in the next couple of weeks.
I still feel this is the best patent play on the planet at the moment. I did well on VRNG (a few times). I missed the run up on WDDD's last time as I let pinksheets blind me from the potential and sold too soon (mid .20s from a .135 entry). Thom has made it clear we are headed for an uplisting.. I expect that to get back in motion with a successful Markman.
I look forward to the uplisting :)
GL
This is what happened today:
https://finance.yahoo.com/q?s=VHC
Problem with Retail Investors... they think all Patent Plays are the same. We will win. We will get a license deal.
Do you know of any other Patent Play that offered a license deal before suing?
Susman will take this home.
I am still adding.
I hear ya... but I think that's what has been said...
all the way down. Is there anything here for Common Shareholders? I'm not so sure. They better come back with some seriously good news... or lower we go. Shorts in Control here!
GL
Cheaper? Aren't you short?
This one is only going down from here.... that is until they 'show' that the common shareholders have equity in something... So far, it's been given away to debtholders.
You think there would be a rash of news out of these guys this month... Nope. They don't care about shareholders... wish they did but so far Nope.
Still pretty good...
And WDDDs should be paid it's due:
http://finance.yahoo.com/news/heres-much-money-destiny-actually-170000986.html
These are difficult times for Patent Plays... That being said, I still feel very confident in WDDD. The Sept 12 response was very strong countering 'obviousness', I believe Markman is 'game-on'.
The below added to my confidence in WDDD:
The USCAFC affirmed the jury's finding that all 4 of VirnetX's patents are valid, confirmed the jury's finding of infringement of VPN on Demand under many of the asserted claims of the '135 and '151 patents, and confirmed the district's court's decision to allow evidence concerning the VirnetX's licenses and royalty rates in connection with the determination of damages. In its order, the USCAFC also vacated the jury's damages award and the district court's claim construction with respect to parts of the '504 and '211 patents and remanded the damages award and determination of infringement with respect to FaceTime –for further proceedings consistent with its opinion.
"While we are disappointed that the Federal Circuit has vacated portions of the judgment for further proceedings, we are bolstered by the fact that the patents were again found valid and that it was confirmed that Apple's VPN on Demand functionality infringes the VirnetX patents," said Kendall Larsen, VirnetX CEO and President. "We look forward to readdressing the FaceTime infringement and damages issues as soon as possible."
For full article: http://finance.yahoo.com/news/apples-vpn-demand-confirmed-infringe-175000333.html
ATVI was successful in delaying the need to pay... a short term win. What they did was give Susman more chances to prove just how much ATVI infringed.
A smart ATVI Legal team will try to negotiate a Settlement... but Susman may want a Jury Award with treble damages... as this will scare all others who have infringed to settle... either way... if you are in, you should do very well. I am personally not looking to sell anything for sometime.
GLTALs.
It just got real... VRNG is back in business:
http://www.4-traders.com/VRINGO-INC-13112004/news/VRINGO--Unregistered-Sale-of-Equity-Securities-form-8-K-19037636/
WDDD... the future is bright:
http://qz.com/263711/this-is-the-game-youre-going-to-be-playing-for-the-next-decade/
The Squeeze is already on...
With every day that passes is the pressure on WDDD or ATVI?
Answer is obviously ATVI. Do they take control and craft a licensing deal at a price they hate or gamble and risk paying 3X more in damages and a licensing fee... or maybe get lucky and pay nothing.
We know what happened with Casper... it is very unlikely WDDD is getting nothing.
We know ATVI likes to settle at the Courtroom Steps.
Legal Fees continue to grow for ATVI as long as this stays open (which just adds to the cost of settlement).
I see only upwards momentum for WDDD from here on... maybe a hiccup while someone tries to spook the stockholders to get cheap shares... but mark my words. Soon it will be too late to get cheap shares.
I am ready... GLTALs
Right now VRNG is on the mind of most patent play Investors with many thinking WDDD will take the same beating as VRNG. Life is a gamble, yes but the (case) facts between the companies are very different.
With an over 60% drop on VRNG... until it gets sorted... it is attractive to be short on any patent play.
If I am right... being a Long here... which of course I believe I am right... more shorts means more buyers at higher levels.
Enjoy life and don't invest more here (or in any stock) than you can afford to lose... but then don't sell too soon either. WDDD has many fish to fry.
If you don't know why you bought this stock... sell.
It is Sept, the worst month of the year for Bulls... as they get scared and sell their shares on the cheap.
If you want to sell... do it... but when this is above $5 by Dec 2014... yes, this year... don't get mad. You made a choice.
Anyone shorting @ these levels should look at DGLY. My average was $5.76/share... It was shorted for too long and some news on rioting in MS took it over $30/share in days.
Not bragging... just saying you better understand why you bought... and if you're short... you better pray NO good news comes out from the new president who is taking this to Mobile... or any news on how they are monetizing their #1 position in paid services on Xiaomi Box.
For review.. go to: http://seekingalpha.com/article/2433275-you-on-demand-holdings-yod-ceo-weicheng-liu-on-q2-2014-results-earnings-call-transcript?page=2
Good post.
Nothing in Life is guaranteed except Death... and Taxes(for us in the Western World).
ATVI is desperate... they have been given chances to license and to settle (pushed by Casper herself). The fact that this is going to Markman is not good for ATVI and as I see it, this last ditch effort by ATVI to stop this is cheap... by using a BS ruling on VRNG and the ensuing scuttlebut as cover to cause confusion . I do not believe it will work. Casper does have a strong sense of Justice and I believe we are Markman bound.
I see a settlement at the Court Steps... if Susman allows... for BIG money. I have been privy to many lawsuits and it is the duty of Counsel to protect their clients as much as possible. Up to this point, the play has been to delay paying... why? Never pay anything until you have to is a motto in the Corp world. ATVI has exhausted this and now it comes down to how much... don't you think they want to control this rather than gamble on a Jury that will hate a Bully?
What do I think? Well... today I just bought more at .17.... How much? Well... let's say it was in 2 purchases... 1 was for 50,000 shares... the other didn't get filled completely.
GLTA
IMHO... I think we have a nice base in the low $2s... so I feel comfortable that even if it drops... it will find it's way back to the $2.28-$2.55 range in short order... so limited downside. On news of Mobile adoption numbers... depending on how quickly they pick up subscribers (which so far have seemed pretty good) this should be back to $3.50 with little effort. If they surprise (to the positive) I expect over $5.50. This could be done by Christmas... I really like the work the new CEO is putting in. Very driven guy with a diversified multimedia plan. This Co has matured dramatically in 2014. And don't forget the Investor who bought a large position this year He has expectations here as well.
NEW YORK, May 22, 2014 /PRNewswire/ -- Mr. Xuechu He, who was named #38 on Forbes richest Chinese list in 2010 with a new worth of RMB 12 billion, purchased a stake in YOU On Demand (YOD) from C Media Limited ("C Media"), a leading mobile video service provider in China, in a private stock transaction. Mr. He purchased 2,285,715 restricted Series E convertible preferred shares.
Looks like the ramping is starting early... like what I see. GLTAL
I think he is also someone who believes in WDDD and more importantly, provides financing to WDDD if and when it is needed.
Kind of a secret weapon. :)
If you heard on the last CC about YOD being #1 of PAID services...
'Because of the success in YOU Cinema subscription service has had on the Xiaomi Box, the YOU Cinema service quickly moved to the number one spot among all the end user paid services on the Xiaomi Box.'[color=red][/color] -from new CEO
and you thought... well isn't that nice... you better read:
http://venturebeat.com/2014/08/18/chinese-android-phone-maker-xiaomi-enters-a-software-arms-race/
This is moving up
I hear you... but I am not talking about a Pump on possibility. I am talking about client adoption... numbers of new Users... much like NFLX would show... with new Users, there will be a future REV. This has not happened here yet. It will. This new CEO is much more focused on numbers, platforms and he will deliver. The last CEO provided hype and 'possible' opportunity... this stock has matured past that... Adoption will bring REV... waiting for the REV to come in will be a later stage of maturation...the last CC transcript shows (to me) that is is underway... is real, and is happening.
Time will tell.
This will move as would AMZN, NFLX, TSLA, etc... they just have to show 'adoption' of their new mobile APP. This will bring expectations and drive share price up. As long as the new CEO does a good job communicating the adoption.. this stock will pop back up to $5-6/share in short order.
Go to Seeking Alpha look up the transcript from the last Conference Call.... they are moving into Mobile... big time.
Yep... end of Summer... in Sept a couple PR updates on customers taking product (both lines) will double this stock.
Shares Outstanding: 96.6 Million... 1 guy owns 6.2 Million of them
Who is this guy?
http://investing.businessweek.com/research/stocks/private/person.asp?personId=244365&privcapId=27652793
Closing in on almost 500,000 shares traded today... stock is moving up... I think we are on the beginning of a run-up. Summer is coming to a close, traders are back from Vacation. School is in session in several States already... more in school next week... Labor Day... I would expect this over .25 within a window of 5 days (either side) of that day.
GLTAL.
Horse to Water.
VRNG is holding up well.I bought in the six figures for an average price of .91 last week. Sold too soon... but bought back in for a new average of 1.18(half position of what I had) but VRNG news will have this back over $2... and GOOG has nothing to say (for now). So I see upside momentum as greater than downside.
The stories are different... For risk.. WDDD's is a much better play.
YOD has finally got it going on... with the new CEO (Weicheng Liu)... in China... the growth I am positive will be exceptional.
Check out the CC transcript. Pay attention to the soft release of their App (top of page 2)... I think this is the key. http://seekingalpha.com/article/2433275-you-on-demand-holdings-yod-ceo-weicheng-liu-on-q2-2014-results-earnings-call-transcript?page=2
'Thank you, Shane. Earlier this week, we softly launched the YOU On Demand Mobile App independently via our popular app stores and online channels in China such as Android Mobile Market, 91 Mobile Assistant, 360 Mobile Assistant and Taobao Mobile Store. The focus of this launch is twofold, first and foremost, we are looking to push V2 of the YOU Cinema App to as many smartphones and tablets as possible. Second, we are collecting user feedback data to make final tweaks to V3, our app which we plan to launch in Q4, 2014. We are really excited about V3 and have been working around the clock to complete it. We see this service app as a cornerstone of our multi-screen video entertainment platform.'
Bought some more today... These guys have been pretty good so far with NEWS updates... I see the stock going up to the $5-6 range by Thanksgiving. Remember, less that 24,000,000 shares outstanding... selling American programming on mobile phones (now)... HUGE
I personally like the amount of shares held by the CEO as well as the Chairman... skin in the game.
If you, like me, think WDDD is a better play than VRNG, then....
What do you think of this? I would say...very Bullish.
http://www.thestreet.com/story/12848995/1/why-vringo-vrng-stock-is-gaining-today.html?puc=yahoo&cm_ven=YAHOO
Thanks.
This was just brought to my attention: http://seekingalpha.com/article/2431065-appellate-majority-makes-critical-error-in-supporting-obviousness-vringo-candidate-for-supreme-court-test
Friday August 15th, 2014: A Rocket was lit on WDDD
I'm sure at this moment you are all hyper aware of what happened to VRNG last Friday. I hope you were not one of the ones scared out of your shares here. Why?
If there is one thing I know about people, it's that most of us believe in Justice. Look at Ferguson, MO. They want Justice. I can go on and on but I think the point is made.
In the next few days... wheels will be put in motion to undo this GOOG win and why? Because it was a small win, without merit, an abuse of 'Obvious' and puts at risk Western Civilization that prizes itself on protecting Intellectual Property. Heck, it's why so many of the Worlds best move here. To invent and get rich. IE: http://en.wikipedia.org/wiki/Sergey_Brin Heard of him? Yep...co-founder of Google.
Sounds like a good reason, yes? But it's not enough, is it?
Well, many believe GOOG Legal bullied its way to this decision... why would they do that? I believe there were many reasons... sometimes we all have to 'Jump the Shark' to see how the World will react... sometimes it sticks...usually it doesn't.
More importantly, GOOG just put at risk it's arsenal of patents, Apple's patents, MSFT's patents, and this list goes on and on and on... we don't make much in the US anymore... we need Patents to survive... Just ask any BIG Pharma Co... are their patents now at risk? And how? By allowing a group of old men decide what is Obvious in complex sequencing/algorithms which form the very backbone of Tech and Pharma... which means they have in essence a VETO capability... That will not stand... Follow the money... the Government makes huge money off issuing Patents... not to mention tax from the profits, jobs, etc...
So... my point is that phones will be ringing, power brokers will be influencing and decisions will be made. A Judge in his 70s will retire, a decision will be overruled, VRNG will win but sadly many retail investors will be out a lot of money as they were scared out of the Stock.
This brings me to WDDD. Watch this stock. It looks like many panicked here as well on Friday. The base held. Now, with all the Media attention, there will be a large uptick in interest here and demand for the Stock... especially with Oct 3rd now just around the corner. GLTALs
As an old faithful and patient investor of WDDD likes to say... horse to water. It's your money and your decision but I plan to not sell too soon...
WhiteOwl,
This has been a good community as far as Stockboards go... some frustration time and again... as our collective patience has been tested. I am positive we will do well. It was hard not to sell in the .25+ bounce we had earlier this year... I actually added then in the .21- .225 range. This will bounce again and bounce up hard.
The patents have been validated... now it's time to monetize them... get ready for some great news.... I will be here, watching all the long-term Longs rise with the tide of good news to come. We have been patient... don't sell too early (if you can).
MarkmanRunup has shown the potential... the dominoes are lined up.. Oct 3rd we start to knock them down. GLTA Longs :)
WhiteOwl... this is a very long-term hold... already how long have you been here? I have been in this stock for a couple years now. There are several of us that seem to support a .15-.165 range. I just picked up another 50,000 shares this past week. I feel confident this stock will be minimum $1/share by end of 2014. It is very illiquid and VERY speculative... so I wouldn't recommend to anyone without the tolerance/ability to hold long or take a hit (emotionally) when it gets shaken periodically to loosen shares from those who overbought or bought with money they need short term.
Oct 3rd is the ramp up date. We should see at least .30/share by then. This is Summer, which is always slow and many have this on a Watchlist but don't see immediate need to buy. This is my favorite time to accumulate. Weak hands will shake out, we can get shares on the cheap... it should ramp nicely... I like to take a double-sized position at these levels then sell half once I have reached 'doubled-value' leaving the rest to run and run on House money. It is a strategy I have used for 8+ years with great success. If one could get in at around the current range... this double-strategy would have them on House money (expected but not guaranteed of course) by Oct 3rd... If MarkmanRunup's forecast comes true... this could pay out much money to those who can hold on... and it's always easier to hold onto House money than your own. GLTA
Glitch.... shares are showing as normal now... no worries.
Ok... my WDDD in Etrade is showing value=0.00 Did they upgrade Exchanges? Is there a new ticker? Thanks
This is an illiquid stock... some clown sold some shares to himself to panic the weak hands and shake shares lose so he could get cheaper shares.... happens all the time.
Anyone here knows better.
Happy Fathers Day Weekend :)
This is looking better and better. If you've read my past posts, you know I believe Casper gave ATVI a chance and they blew it. I thought their response on the CA motion was garbage and I figured Casper would move it to CA no issues. They appear to have thought the same. Rather than risk opening themselves to a new Judge, they had to dismiss CA to remove the threat of being punted there.... extreme.
Maybe they think Casper was good to them, maybe they think her slow response last time will mean she will again slow the process (I don't think so... no Bulger type case in front of her now and I think she has lost patience with them).
Whatever their reasons, they are all about defense now and it looks to me they are close to settling and trying to manage the numbers downward.
I don't see Susman Godfrey leaving too much money on the table. They will get their cut which means they are in for the max they can get.
Any settlement number below $100 Million would surprise me. I see $120-$170MM. Remember, WDDD can go back and sue for past damages which will form part of any settlement and drive the numbers up.
GLTA
WhiteOwl.... You were not wrong. I believe settlement negotiations are ongoing.This weak response had to be filed... and I expect it to be denied. I believe ATVI expected it to be denied and that is why such little effort went into it.
All of this is now recorded and it is making ATVI look worse every day.
I am still buying... that is noted just so you know I put my money where my mouth is. I still think this is an excellent patent play.
If Casper keeps this in MA.... that would be shocking and bad for ATVI. That is my opinion. She must be growing tired of their games.
If she can get it out of her Court and move it to CA... I think this is exactly what she wants so she will move quickly (for a change).
DataStream,
I hadn't looked at WORX in quite some time. A few moments ago it was up to $0.3450... very nice. Looks like this: 'Worlds Online Signs LOI to Acquire Sigal Consulting, Diversify Into Licensed Medical Marijuana' last month is paying off.
Thanks
At these share prices... and in need of a Hero... I see Apollo Group (or other competitor) snapping these guys up. There had to be a reason they got the extension... Lenders force sales all the time.
CC was pretty good...
- New focused Sales Mandate (which doesn't rely on Partners doing all the selling with an Industry Veteran at the Helm.... this is NEW for this Co.
- Visser and LQMT to end their silly spat and move forward
- More patents coming on
- Clearly their customers wanted to see machines in action before placing orders on equipment... hence the development of the Sales Center
I see an era of LQMT taking control rather than leaning on partners to do all the selling. There will be 2 branches of REV
One thing I don't see many people talking about here and should be is that the US is in the throws of another Industrial Revolution. Manufacturing is coming home. Cheap Natural Gas, more efficient plants, robotics (cost) has come down, LQMT alloys are a natural fit.
The recession hit everyone hard, LQMT's clients are no different.
But now that US firms want manufacturing back in the US.... this stock will explode.
Selling by Insiders is meaningless here. It shot up, they took a chunk off as they know the timelines to production. It was prudent.
Come the FALL, I expect they will have replaced their holdings at a lower cost base they what they sold for in Trusts and the like... as this company is getting ready to rock... timing is what has held them back.
AND... they can produce faster and cheaper with less skilled workers... this is what is driving the modern US Industrial Revolution... finally the times fit with what LQMT is selling and the co is positioning itself to take advantage of the times.
-
So... there are many Bears on this Board...
Apple is a nonevent unless they want the tax write-offs and the Patents. I think they do but that's a wildcard.
Who gave a $20MM LOC to them... what was used a collateral? the Patents?
Time to reflect... see info below from another Board.
Watch the video.
CEO talks about Q3 2014... back in 2012...
Video presentation from "Redchip" conference 10/2012 (PowerPoint)and is very informative. These conferences are attended by sophisticated investors and analysts.
www.youtube.com/watch?v=tnMUzxv5PiM
Key Informative Quotes Starting @ 15:30:
"...our best customer...(has) a cadre of material scientists right next to product designers."
"LQ Alloy has come down in cost by a factor of ten...replacing parts with cycle times in the hours in minutes" (CNC vs. MIM with LQ).
"Engel" injection molding machines will cost less than $200K ea. when we deploy them vs. $1.5M per die-cast machines..."
"We are an IP company...with investor / partnerships."
"Materion" is putting in new furnaces to make the alloy for us."
"Engel" is modifying their machines."
"Visser"...outfitting a 275K sq' facility for LQ...are a $1.5B company...is buying "Engel" machines...out of our R & D facility...is making production prototypes for us with it...more machines on order to be delivered in Nov. '12."
"LQ is the only company commercializing LQ for part...because of the PATENT PORTFOLIO...We have world class partnerships...who are investing...for the potential they see."
"Commercial shipments (from Visser)are now underway...finalized transition from die-cast to injection molding...we are far ahead...over the course of the next several years...partners will come to us to get enhancements to market most quickly."