Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Too sad for words other than my sympathy and condolences to his family and very much extended family. I did not know Tony (TC) personally but always enjoyed his posts on this on other IDCC boards. Rest in Peace Tony (TC).
After an 8.5% haircut yesterday, I guess, IMO, and like I said back on March 19, it may truly be back to the fundamentals for IDCC or its back to the 'shorts' game of having their way with the stock price.
Well it seems like now most of the upward gyrations of the IDCC stock price involving the convertibles notes are now over, so now its back to the fundamentals of the business, signing new and renewing licenses. This unfortunately has to include positive litigation outcomes. Links to My3sons and Gamco's posts of what would help move the stock price higher. I am hopeful for these and other positive outcomes sooner than later.
my3sons post
Gamco's post
Huawei is not renewed...From the latest 10-K for the fiscal year ended December 31, 2023
Vegas, always appreciated your posts. Please continue to provide this forum with your IDCC investment and stock trading perspective. Thanks.
TC in reference to 1 foot in/1 foot out of Avanci...here is the link to my message about the Linkedin post by Joff Wild.
Joff Wild Linkedin post
Deleted...eom
I recall reading an article about that regarding IDCC and other Avanci members. I thought I had posted about it but can’t find it.
I suppose the market does not like the Tesla vs IDCC/Avanci news.
Blackrock owns 17.1% according to the SEC filing. Thanks Gamco.
1 share at $111.74 in premarket this morning. Somebody liked something.
Down to $100 in after hours trading. I suppose IDCC has stopped buying stock so now we are back to the shorts running the stock price down. How far will the shorts be able to take it.
What company is responsible for the Q1 catch-up sales revenue?
Took the word/expression right out of my head, WOW!!
Thanks Paulee for posting this good news.
Amidst all the discussion about the convertible notes and the possible dilution, I have one thought/question about the objective to the stock buyback and the conversion of the notes to shares of stock in 2024 and 2027. Just FYI...I have no accounting background.
At the conclusion, IMO and correct me in how I am wrong, as of the September 30, 2023 valuation, IDCC will have added over $675 million in cash to the balance sheet according to the total Fair Value amount for both convertible notes. IDCC will have over "1 billion" in cash. A strong cash position along with good financial fundamentals (revenue, profit, and cash flow) should make IDCC a solid investment and even stronger potential for a buyout, i.e. Broadcomm (AVGO) also sells and/or licenses WiFi, HEVC, and wireless technologies that would potentially be a good fit with Broadcomm's target market in these areas, or maybe Apple, or maybe just take IDCC private when one thinks about the increased revenue possibilities from video streaming. Are we making a possible mountain out of just a possible mole hill in terms of dilution? JMHO.
Form 10-Q For the quarterly period ended September 30, 2023 See Page 18
Ghors, it’s been a while. Good to hear from you. Same to you. Are you still invested or just checking back?
Loop, thank you, & to you & all here, Merry Christmas and Happy New Year and an even more prosperous years going forward.
Today have we already suffered our daily trough of late but now on to a new 52-week high. Rhetorical question, we shall see at close today.
Below is a comment about the IAM Media article from Joff Wild on Linkedin. His comments potentially explain why Liren Chen is not fully committed to Avanci for 5G technology. Joff Wild is the Former editor-in-chief of IAM and World Trademark Review, now focusing on IP consultancy work with an emphasis on policy, strategy, business development, communications and marketing. The same article is linked below his comments but still cannot access without creating a login.
My bolded red text added.
Maybe someone with a Law360 subscription will post or comment on the complete article.
Thanks Vegas!
More info about IDCC HVEC tech from old posts. I too am excited about IDCC HVEC streaming revenue comments in the last conference call. I think IDCC mgmt. pegged streaming revenue to begin around 2027 during that call. Sooner is better though.
IDCC signed Alps Alpine to a license for its High Efficiency Video Coding (HEVC) technology on 5/15/2023. IMO, the Alps Alpine license may be a very big license win if IDCC’s HVEC software technology is also included in Meta’s MSVP chip.
IDCC Alps Alpine HVEC license
Gamco's post about Meta's Meta Scalable Video Processor (MSVP)
IDCC licensed its HVEC patents to Lenovo.
IDCC Lenovo license news release
Duplicate…Deleted
Greetings JimLur! Good to hear from you. Happy Holidays and have a great new year!
Me too...hope it all ends badly for the shorts SOON!!
It could be. IMO volume is seemingly low for midday. Maybe just some profit taking going on.
Loop, thanks for all your thoughts about IDCC over those many years. IMO, patience for all long timers has turned into a positive experience with even more potential to come in the long term future considering management’s comments in the last conference call about potential for future revenue from live streaming in 2027. That revenue could be significant. IMO I also have to say IDCC has and continues to change for the better since Liren Chen took over. I am thankful for that too. Happy Thanksgiving to you and your family.
No problem from the desktop using my internet connection or from the mobile app.
The Ask on Yahoo is $124.30 x 900
5 o’clock Charlie got up early this morning and had 5 (shares) direct hits on the $100 target in Pre-Market.
My bad...fast typing is not my friend either along with old age. Thanks.
Deleted...EOM
After Hours Trade: 16:33:28 $91.57 15 shares
Yep up $1.74…cooking with gas now!
Closed up 2.4 points on volume of 345,310 shares, Nice move today. Share price up about 3.7% over the week.
I believe IDCC is still buying.
Check Vegas’ post with this link
You can also read transcript or listen to coneference call as more details provided there.
Link to transcript here
Dividend arrived...