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I can't believe how low our PE is and how our market cap is under 3B considering the revenue streams and cash IDCC has. I have looked at some other investments and every time I think why would I want a company with a really high PE that is barely making any money and operating on hope and ifs and has a huge market cap comparatively with less potential...vs a company that is making really good profit already and has more room to grow and is a very small market cap. Boggling.
They have the big dogs signed. I'm pretty happy with that. Things have went really well. We still have some good room to grow. Enjoy it!
Also, IDCC has given guidance on revenue this last quarter which shot the stock price up pretty high.
What is the company going to do with ALL the cash they are receiving!
I hope that too but also know enough not to count on anything until it's official. That has spanked us before.
Mick, I agree with you and was surprised he used them as an example. On the other hand it was a good emphasis on how he expects hillcrest to add value. Glad you are out and hope you are improving sir. How about IDCC 100!
He definitely posed it as theoretical as I listened live. This is not a real argument. Maybe something is getting done but I didn't gather that listening.
Dmilller. Based on your suggestions of DNDN and that the market and especially idcc was going to take a huge drop before or right after the election I understand u might not know what is going on. Idcc has been up extremely bigly recently. Many shareholders that bought in single digits have been cashing out in triple digits. Many times when earnings for idcc have not had a significant new event on the day of earnings to go along with record earnings there has been a temporary hit to price. Might be due to projected earnings ambit also. Hopefully nobody you know listened to you about the market drop or idcc and u had me interested in dndn back in the day but luckily I never got in on that either. Thanks for playing.
The we play nice might get old, but the endless lawsuits that didn't always pan out sure was a lot "older"
I don't know but my guess like all previous versions we have had of this earnings drop is that some people expected news of a buyout, some expected some great new license, or some other new deal. In absence of that they though it's time to sell as maybe no near term boon. I think the headline that came out saying future revenue is going to be below what the overly optimistic street is hoping for is a factor too. Then the price goes down and stops are taken out and panic ensues. Nothing bad on the call. All the good news is in place that we have been hearing the last months. We beat the estimates that were really really good. We'll see what happens when things stabilize.
Whats the word with LG!!!!!!!
well I took the bait and bought back in. Back in for the long haul ;/
This is exactly why I sold my shares last week. Bad quarter or great they almost always beat us down. I really want back in but not sure whether to pull the trigger or taken my happy gains and move on. Good luck to u all today.
Thanks for the update. Wishing him the best.
Well after 18 years I have sold all my shares. I just got scared that we could go back down and I would regret not selling at 100 which has been my dream. If it pulls back after earning a bit I may get back in but if it goes up then I'm likely done and will have to be happy with what I have. Good luck to all and thanks for keeping me company here for all these years.
What is the least complicated way to protect you position from the all too often earnings day dive? Sometimes we get an advance but many times we get a dive? How do you do a short term short investment and at what percent of your investment do you want to do to not expose yourself too much in case of appreciation? Any thoughts on this appreciated as I have not been savvy enough in the last 15 -20 years to do this.
What's next for IDCC? I am very interested to see how earning shake out and how much we paid for our new company we bought. selling shares at 100 is looking like a real option. Will the stock retreat at earning like it has many times or will there be any new items that could raise our price even further?
Shouldn't Barclays be raising their price target to about 70$ or something about now?
So we are just a few weeks away from the quarter call??? What are some of the top questions we would like asked?
Where are we with LG? ZTE? others
More info on Huwai Patents?
Anything on Apple deal and if we still need to go after manufacturers or if this deal has them off the hook?
NOKIA Microsoft...is that Dead or is there still anything there?
details on our acquisition? Plans?
Hah I was just telling my kids or explaining what prodigy was yesterday! Congrats to u.
Nokia is the devil of the corporate world. It's everything that is wrong with the corporate world.
I like the acquisition in theory and I usually am against acquisitions. Is hillcrest still in litigations at all?
Great news today. The Felix sold half rally continues.
100 next year would be just fine with me. No hurry.
I agree...also the market Rally has helped. Add that we have actually been making a lot of quarters of good #s and some room for optimism in the future it's been a perfect storm.
Oh I knew Scruffy. I knew for sure! To be honest I hope it Rockets! At least I still have half and my dad still has half too. I just have to look at it that I have my son's college locked in no matter what....whether it soars or if the market retreats someday. Have to try to not look at the negative side. Could be worse. I could have been a short! I feel like today's rally...you all owe me beers.
I have wondered if it's just the strong outlook we have after the H license in addition to the "trump rally" or if there is something up???
Son, I agree it is my responsibility. But it was so hard to sell! :) My goal has always been IDCC 100. Now that I sold half my goal is now IDCC 200! GO!
Hardest thing ever...I just sold half my idcc shares. I strongly believe the stock will continue to go up and hope to hold my other half for up to 6 more years, but I have a son starting College and half of my shares will pay for most of that. I am thankful to all here (well most) and to IDCC to help to pay for such a daunting expense. I hope when my daughter is ready for school in six years the other half will be able to pay for her fully and then some. Still so hard to sell as I think of the opportunity loss.
Why the hurry?
I was disappointed that wasn't talked about more in the cc
Based on what we now know about huwaii deal...can u make sense of if we got a good deal with them or bad. Is this a factor in the price action? The patents did not seem like that big of a deal. I think I got that it was 16 mil total
I missed that in call. Did they suggest that?
Numbers sound good. They didn't add past sales for Hawaii for all the patents which I think market didn't know and overreacted to. Have to hear more still
What a FN debacle. Is there a phone #?
What questions do you guys want hear answered in the CC? What's going on with LG is my top? Others?
Yes I am very interested to hear what the priorities are right now for the board now that the H deal is in the bag. lG stands out to me but maybe there are other priorities? Hopefully on our next qcc we hear this type of thing. Or even better if we are very lucky maybe news on a deal will hit by then. It doesn't seem like deals are worked out that fast so I'm not holding my breath but maybe. I am very happy with the div increase. I am surprised to hear ppl complaining it should be more but that's the Internet.
That sounds fun and all but I'm way more excited about future news of deals and considerably higher valuation!!! Exciting times.
Is the webcast still available. I agree with u and am surprised this didn't get wore attention
More traction on some other licenses would be wonderful and be the best driver of price increases. Things seem set up for this now but I am guessing it would be unrealistic to expect lg zte and others to be days or weeks behind H. Before the next earnings call would be amazing. Anyone know if that is realistic?