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Buy Baba at a discount now 85-87 by buying Yahoo up 50 dollars per share. :)
This should put YHOO at 47 to 50 dollars per share :)
Bump
This is very conservative, based on the market undervaluing YHOO
the current $1 per share of EPS which at 10 times earnings is worth $10 per share higher for YHOO .
i.e. at 80 BABA then YHOO would be 47+ 10 (from above) = $57 price share etc
For every dollar per share increase of BABA over 70 (Yhoo at 43 currently)
Yhoo will increase by .40 cents per share of value because they still own 400 million shares of BABA. 400 mil shs x $70= $ 28 billion dollars.
65% of YHOO or 28/43 is represented by BABA
At 80 BABA then YHOO = 47
At 90 then YHOO = 51
At 100 then YHOO = 55
Correction
56 pretax at 70baba
64 pretax at 90 baba
Estimated value of yhoo 9/19sum of parts per Cramer among others
Pretax. After tax
9 cash includes 6bil from sale of shs 9/19. 9
10 P&L 1eps x 10 10
28 400 million shs of Baba x 70. 28. No tax if
Sold in HK
8. Yhoo Japan. 5
54. Price of yhoo at 70. 52
8 Increase in baba 400x20 sh price 90 8
62. Price of yhoo At 90. 60
Bump
$100,000 lawsuit is nothing
http://shortvolume.com/chart_engine/draw_chart.php?Symbol=Himx&TimeRange=30&
Shorts represent 50% of volume so this should bump up pretty nicely
http://shortvolume.com/chart_engine/draw_chart.php?Symbol=Himx&TimeRange=30&
Shorts represent 50% of trading volume so this should bump nicely
Thanks
Analyst ave target is almost a double in the next 12 months :)
What is this confidential treatment order about ? That ws posted 7/21
Very nice. Thanks
It called a planned sale and it happens quarterly
Buy out possibility with $1.6 B market cap is cheap for what you get
Another play on GWPRF GWPH is the inversion corporate tax benefits since London is only taxed at 20% vs US at 40%
At only $1.6billion market cap this is a very desirable company plus you get CBD/THC patentable drugs
that's what's going on today in the pharma and other industries
Buy out possibility with1.6 B market cap is cheap for what you get
Another play on GWPH GWPRF is the inversion corporate tax benefits since London is only taxed at 20% vs US at 40%
At only $1.6billion market cap this is a very desirable company plus you get CBD/THC patentable drugs
that's what's going on today in the pharma and other industries
What breakout board? Please provide a link. Or copy and paste list. Thanks
GWPH CEO on fast money tonight. :)
Good idea
Does this mean This decision supports that patents can go back up to 6 years prior to filing of the suit? If so that is excellent news for vrng.
Ie we can maybe overturn laches. Thanks again
Thanks JJ. That is good news-3 independent judges with no preconceived notions . see below from ip watchdog website
"If you are before 2 or more of the following judges software is not patentable and the patentee will lose all claims: Judges Lourie, Dyk, Prost, Reyna and Wallach. If you are before 2 or more of the following judges at least some of your software claims, if properly written to recite tangible structure, will be patent eligible: Chief Judge Rader, Judge Moore, Judges Newman, Linn and O’Malley."
Who are the three judges on our case?
Anyone have an idea why it dropped $.20 today on no news?
it was vrng preference to keep them separate per their feb 3 filing. They must have a good reason. JJ can you speculate?
Also if the first appeal goes In V favor would google have to begin to pay on that component? Or do they have to wait for all of the appeals to complete before any funds paid?Thanks
Yes it looks great!!!!
Vrng is a $20 stock per Altucher
James Altucher Still Holding Vringo, Says Has Room To Go Much Higher
Entrepreneur/Investor James Altucher, who has been bullish on the stock for nearly two years, is predicting a much higher price than $6.50.
When Benzinga spoke with James Altucher Wednesday morning regarding Tuesday's ruling, Altucher said,"Everything has happened exactly as I originally predicted and I'm a holder until at least $20."
This week, Google (NASDAQ: GOOG) has suffered a major defeat in the courtroom when Vringo (NASDAQ: VRNG) announced a US District Order of a post-judgement royalty rate of 6.5 percent against Google for continued and willful patent infringement.
The order related to its fully-owned subsidiary I/P engine, Inc, litigation against AOL, Google et al. for infringement of patents through their Adwords system.
This is a major victory for the company as it was only seeking a total of $700 million in damages from all the defendants collectively. Now that Google is expected to pay more than that amount, it is not surprising the issue has catapulted another 29 percent so far in Tuesday's trading, rising from $3.97 to $5.10.
Vringo was originally awarded approximately $30 million at a trial in 2012, and was also seeking ongoing royalties which the court has now awarded. Google will likely contest the royalty calculation, which could be near $1 billion.
See also: Vringo CEO On Effect Of Internet Articles & Share Price
Prior to today's announcement, Vringo confirmed the court's decision in the case on January 22. However, the actual royalty rate was yet to be announced.
Following last week's announcement, VRNG shares sprinted 22 percent from $3.13 to $3.81. The issue consolidated at that level for the next four trading sessions while the Street digested the news and waited for the final ruling.
Back in November 2012, Altucher detailed a medium case scenario for the value of the of the company to be $700 million (or about $6.40), which would have been a double from its current level ($3.54). Interestingly, that is within a dime of its premarket high of $6.50.
Following Tuesday's announcement, his best case scenario of $2 billion or $18 per share may not be out of the question considering the cash infusion from Google alone.
There are 34 million short shares out, so there is a long way to go. Those selling now will miss the big money.
Look for at least $7 to $8 per share today
There are 34 million short shares out, so there is along way to go. Those selling now will miss the big money.
Look for at least $7 to $8 per share today
Using JJS $930 million estimate for RR rate that would equate to about $11.00 per share for just google. That does not include Any benefit for ZTE msft adt etc.
Stay strong longs make the 34 million (19 days x 1,700,000 ave daily vol ) short shares pay a fair price.
Thank you JJS for all your pacers and legal interpretations.
How do you come up with $930 million? I am thinking it is worth about $70 million per month or $840 million per year for 2 years for $10 per share.
Yes this quite an interesting development on 1/7/14. Going fron QE patents to Vringo. That sounds like very good news for this wrapping up soon regarding google/vringo conclusion.
Does the secondary offering at 36 mean the stock will trade down to 36. Or 12points lower than Fridays close.
Appreciate any thoughts?
Also don't forget that vringo has an appeal of the goggle jury calculation that would bring in about 140 million additional. By JJ setting 3.5 and 20.9% it sets a precedent for correction of the damages awarded.
Not to mention ZTE. How much is this worth?
Thanks Kevin P
This is a big annual sum ($125 million a year for 5yrs)that we may see by 12/17/13 for just ZTE Germany? This does not include the other ZTE countries. Any idea on how much other ZTE countries are worth?
That will be huge and equally as good as google
JJ
I would like your thoughts please on the following
Isn't ironic that google that keeps historical records on everyone is destroying records related to the vringo case.
This sb a big red flag for the Judge and cause the judge to rule big time in favor of vringo.
It seems our lawyers should stress this point with the judge for an early and punitive Decision on this case for 12/1 or before
Thanks
The more cash lqmt has the better mgmt can bargain with suitors or new customers or new lines of business.
I voted yes with my 160,000 shares
Sounds like a good idea to me to create a high end version that doesn't need an extra case.
Why would AT&T create a liquidmetal type add if it wasn't in apples plans.
How do we know it is not in the phone or iPad apple logo?
Correction Thursday is 10/24
Correction Thursday 10/24
Meeting is Thursday 10/25 9 am PST