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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."
Is this a Sales Co? No.
What is the number one thing this company has done? R&D which resulted in a very nice Patent Portfolio. Who funded all this R&D? Apple with a 1 time fee, some other small licensing agreements (Swatch) but mostly by the Investors.
So... what is the future?
This company gets taken out by someone like Apple who wants full control of the patents.
IMO, this is what will happen and sooner rather than later.
This is very cheap, comes with tax loses, and is primed for a takeout.
When and at what price is what matters now.
WO,
I think your plan is spot on. Patience, that of an Old Owl is needed here but before patience is the need for planning. With you being 'All-in' it sounds like your planning is complete.
When... and I mean when as it is all but certain that ATVI will be writing checks... BIG ONES... your planning will reward you nicely.
I keep picking up batches here and there... it may drift lower but it will rocket once the momentum traders get News. Need to have the rocket built or the rocket fuel doesn't work.
WO,
I would encourage everyone to go back and read the SJ. My belief is a Settlement is forthcoming as well but because Casper didn't stop WDDD from being able to refile for the full, it is still leverage to be applied against ATVI. I think she did this to get them out of the Courts by giving both parties a chance to rethink Settlement. There is no need to refile.
The patents have been validated (again). ATVI has taken this as far as they should... a Jury won't be kind to them knowing how they treated WDDD when they were offered a licensing deal.
WO,
I would encourage everyone to go back and read the SJ. My belief is a Settlement is forthcoming as well but because Casper didn't stop WDDD from being able to refile for the full, it is still leverage to be applied against ATVI. I think she did this to get them out of the Courts by giving both parties a chance to rethink Settlement. There is no need to refile.
The patents have been validated (again). ATVI has taken this as far as they should... a Jury won't be kind to them knowing how they treated WDDD when they were offered a licensing deal.
That was my fault... whenever it gets below .15 I get tempted... this is my favorite long,long,long term play.
Casper only further validated WDDDs Patents... not many seem to get that. With each new stab by ATVI... they just lose more ground to WDDD.
Casper was as good as ATVI is going to get....and with Treble Damages hanging over them..ATVIs days of living in denial only get more expensive.
My guess is they are trying to settle but Susman Godfrey doesn't like the numbers..... yet. :)
Other Boards are suggesting a Settlement has been reached... anyone else hear this or is it just 'wind'.
Thanks
ncbeltwaybound • 41 minutes ago
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Rumor that ATVI may have Settled with Worlds
Markman hearing not coming up and not scheduled. ST is saying that they may be settling like Vringo did with MSFT. Make that contingent on another defendant with the same money or more...In the end ATVI saves legal fees and gets the same result. Makes sense. WDDD gets thier uplisiting and muted victory and moves on. Less
Who are these people you speak of?
Yet some are trying to argue that the recent filings (Docs #129-130) are bullish and have significance.
If you think you are referencing me, time to go re-read my posts...
Clearly someone today didn't feel Bullish and sold a large holding.
Honestly, I was hoping you would bring a little more meat to prove your point but then... we are clearly different people.
My discussion was meant to elicit thought on the what the change in Counsel might mean... I mostly was expecting it could signal the teams were getting ready for a Markman date. I then read their bios and expanded on that.
You may be right, it may mean nothing. My experience tells me otherwise but thanks for sharing.
Why do we need to guess? Why not show us how they 'were not'?
Throwing this up proves nothing... might make you feel better but it's not qualified info.
Well.... I think Susman Godfrey would disagree....and they are spending their own money on this.
Well.... somebody thinks it is an event.... dumping their shares like MAD!!! Wow... I think I'll hold on to mine.
So, you don't feel that Casper gave ATVI good reason to settle?
Interesting. The SJ, IMO, gave great incentive for ATVI to settle. WDDD can refile.... The Attorneys will always be part of the Settlement; never pushed out of the way. It's the expertise that is needed and to avoid Execs from being sued as individuals...
How do you not know that a 'Business Decision' isn't already underway? Hence the change in counsel... oh, you don't. That was my point all along.
Great discussion though.. thanks for sharing.
So.... you think Executives of ATVI will be the ones who prep and argue settlement discussions. You have never been apart of litigation have you? This may have been a nonevent today but it leads to the next level of litigation or settlement discussions.
Please elaborate on the qualifications of the executives at ATVI that gives you the confidence they will be the ones to 'settle' complex patent litigation? Once the specialized Legal team has exhausted all their options or 'Management' decides to settle, it will still be the 'OC' attorneys who handle the settlement negotiations.
Remember, this is the domain of the OC... not something in-house counsel would handle. They may provide guidance on behalf of the direction Co., but OC (as you out it) are the experts in this.
Do you know why attorneys get shuffled over the course of litigation? Many times it is to draw on the particular strengths of the attorneys at different stages of the Action.
So much for your 'Bingo'
As it is still with the same firm, I doubt any attempt to stall would be granted. Especially as he is an Associate and just one of several working the case. Markman has been on hold for quite some time with the SJ that was used to stall.
I also expect Markman in about the same time frame as you.
Casper gave a great SJ motivator to help these parties come to a settlement. I would love to have heard her words for both parties as to getting this solved (off record). IF ATVI doesn't look like they are moving forward... WDDD can refile which would be bad for ATVI.
Things, IMO, are about to get exciting... remember, Patent-Plays time frames are 300%+ longer than normal news cycles.
They moved away from http://www.ropesgray.com/blakegreene/ to Samuel who worked as a summer associate in the Office of the General Counsel of Fidelity Investments and interned for the Honorable Kermit V. Lipez of the U.S. Court of Appeals for the First Circuit*.
And co-authored this: Co-author, "Settlement Evidence and Patent Damages," American Bar Association Section of Litigation Trial Evidence Committee Newsletter (2013) - See more at: http://www.ropesgray.com/samuelbrenner/#sthash.7fYO7rWz.dpuf
Looks like we are moving towards calculating damages and this is the guy who will try to keep the cost down for ATVI.... Markman is coming soon (IMO)
*Lipez's judicial career began with his service as a Justice of the Maine Superior Court, on which he served from 1985 to 1994. He was appointed to the Maine Supreme Judicial Court in 1994, where he served until his investiture as a federal judge.
President Bill Clinton nominated Lipez to the First Circuit on October 20, 1997, to fill a seat vacated when Judge Conrad K. Cyr took senior status. Lipez was confirmed by the Senate on April 2, 1998, and received his commission on April 7, 1998. He assumed senior status on December 31, 2011 and was succeeded by Judge William J. Kayatta, Jr..
So... they have moved to new counsel... http://www.ropesgray.com/samuelbrenner/ What is he known for? This could be a very good sign. Perhaps, Samuel has been brought in to negotiate the settlement. Anyone know anything about him?
My take is that no one expected anything different when Casper allowed the Markman to move forward. It was mainly just the formal acknowledgment of what everyone knew would happen... her decision made it obvious. Now, when a date is set... this will pop at least into the high .20s. In this current Market, there are not too many places you can make the kind of money you can make with WDDD. Think Treble Damages. The story here is so much better than VRNG and I like VRNG.
I believe Susman Godfrey http://www.susmangodfrey.com/Types-of-Cases/Intellectual-Property/Representative-Patent-Cases/ agreed to move forward because they can use refiling as leverage in settlement without having to restart the clock. Also remember, they are covering their own costs here and get paid only when WDDD wins.
In a nutshell, Casper did nothing to WDDD with her SJ ruling except possibly give incentive to both sides to settle... kind of a warning shot... I still am very confident in WDDD getting at least a partial payout from the 'temporarily lost patent years' on top of the cleared patent years and treble damages by a company that WDDD had offered a licensing deal to...
Feeling Bullish?
Check this out: http://www.otcmarkets.com/stock/WDDD/short-sales
The Eve of March 27th is here...
this could be the beginning of something exciting or then it might just fizzle out...
I've been thinking about Casper and what was she trying to do... I have come to the conclusion that she has tried to force a settlement by giving ATVI a chance at paying less if they can agree to something here with WDDD.... The question is will WDDD care? If they refile, this gets reset and a much larger payout can be expected to WDDD. So, does ATVI with this incentive of a lower payout here agree or risk getting hurt by the next Judge who sees they were given a massive incentive to settle and didn't?
ATVI will have to pay... the questions are when and how much.
Remember, the Judge may have ruled but it was more ceremonial as WDDD can attack this from other angles, different judges and different courts. Unless ATVI wakes up here, they will be most likely forced to pay more in front of a new judge.
Now with this SJ on the books, it would be smart for ATVI to settle and let WDDD chase other offenders.
Time will tell...
These Stocks can move fast on 'surprise' news.... I am comfortable owning and too many times have I watched people who think themselves smarter lose out on BIG moves... If this drifts... I will add more. This stock is still in the early days.
If you felt trapped here in WDDD... this new found liquidity can help you with this... yesterday's panic is allowing for that.
Once the Traders have moved in and out... things will calm down... but I see movement coming that will rival PLUGs move from .15 upwards.... so I prefer to stay right where I am.
GLTALs
Most important line in today's PR:
(CEO) Kidrin added, "We believe in the validity of Worlds' intellectual property portfolio and, now that we have received an MSJ court ruling, we will continue work with Susman Godfrey to pursue the litigation against Activision per the court's allowance."
Susman Godfrey is pursing at their cost... which is the most Bullish sign you can get. If they were billing hours, it would mean nothing. The fact they get a part of the WIN? Means they are spending to make this happen which means they expect to make more than what they spend and they only get a %.... Which means WDDD gets their % for very little day to day cost.
ATVI will go down.... then we move on to the other offenders... the list is impressive and the money they make infringing on WDDD patents is measured in the BILLIONS of dollars.
The point is many got caught in the 'presentation' or headlines and failed to understand... I sold ZERO yesterday and I won't today.
When people panic, they rarely read first... they SELL and then do the math.
So... as I've said... Is this Bad News? NO
This will be appealed... and there is no workaround on these Patents. GOOG couldn't convince the Court they had a 'real' workaround VRNG's patents. WDDDs are impossible to work around. Let the Traders take your money or do your DD and figure it out for yourself.
This is great news. New Investors, the stock volume is bringing the attention of the Markets, this SJ round is done and the next steps by Counsel for WDDD will be out there soon.
Casper bought some time for ATVI.... and made a flawed ruling...go look at it... it's obvious...and why? To avoid making a decision... look how long she took! She will not be part of anything between ATVI & WDDD going forward... I can see that being forced on her or her removing herself...for political reasons (that most likely won't be disclosed).
Is this really bad news? NO
If it was, a heck of a lot more than the (not even 10%) of the float would have sold today. Who sold? Retail Investors who don't understand what they bought.
This is good news. This has been stalling this stock (and the Markman process) for too long.
Now we get back on track and anyone who has bought and held will be fine.... this is going so much higher than .55/share... If you sold... you probably should not have bought this stock... it takes courage to hold Patent Play Stocks and paper losses are part of the process. I'm underwater for the moment but it doesn't mean anything today... unless you sold.
Set your Outlook calenders with this date March 13, 2015... then post here on that date and ask me how I'm doing. I am certain it will be very good and each year after only better. This stock has many to go after and one of my favorite law firms on their side... at the lowest cost to a Patent Play out there. They take a share of the WIN not endless billing of hours. Ever been part of a lawsuit? The Future is bright here.
GLTALs
You're right. I think many misunderstand what is happening here so they take the watch and wait approach. Not a bad approach but starting a position will ensure you have some skin in the game. I started at .13.... sold too soon way back when and missed the run-up that went .50+.... I was thankful it came back down when everyone got scared... restarted a new position at .155 and so far so good. :) We are standing at a very different place today and I see a favorable ruling for WDDD and no more cheap share prices after that. At least not this low. I bought more today at .222.
WDDD may not get a favorable ruling.... but better to have a small position in something that runs than nothing. Think of the guys who got into PLUG at .15... at least they're up more than most :)
I think once the rumors start again... this explodes UP & fast.
Looks like the smart move. Glad I bought when I did... still adding but 2014 looks to be a BIG year here. GLTA
Can't tell you what to do... every investor is different.
I like it at these levels. I will continue to evaluate and buy... this company's shares are 'lagging' what it's achieving in the real world... with a few more QTRs of documented performance...I see this being measured in multiples of the current share price.
I like what they are doing... the stock is very thinly traded at these levels. I continue to add to a sizeable position. My horizon to hold this is 12-18 months. Go look at who holds the stock... most of it is locked up which should drive this UP as REVs grow and efficiencies drive up profit.
Depending on your style of investing... this could be great... for day traders... not until some volume picks up.
CRRS is about to pull off a major feat. The CEO has made me money on several stocks in the past... Come April.... we will be MUCH, MUCH higher. I'm looking forward to the Dashboard release.
Good News for WDDD... More ATVI will owe them:
Shares of Activision Blizzard surged to record highs Friday after the video game publisher announced strong fourth-quarter financials.
Activision's shares rose more than $2.50, up about 14% to $19.83 at one point around noon. If the stock closes there, it would be the highest closing price of the stock on a split-adjusted basis.
Activision's all-time high was $19.30, according to S&P Capital IQ. The stock closed Thursday at $17.17, up 28 cents, and rose to $18.55 in after-hours trading following the release of the earnings report.
This is a part of the interview I really like:
McNamee (Chairman) and I chatted for an hour over some coffee and blueberry muffins. McNamee wouldn't do an interview then; he wanted me to talk with Marsh first (and even then, McNamee wouldn't consent to a photo).
What follows is a condensed transcript of our interview.
Is this Plug's last real chance to make it as a business?
McNamee: This is Plug's first real chance to make it as a business. We have real commercial momentum. We have a terrific list of customers, many of them Fortune 50 companies. We have a good sales backlog [$50 million], and the company now has a fully funded business plan. It's day and night from where we were a year ago.
Agreed.
I think the whole shelf is to show ATVI that money will appear for WDDD when it is needed and that any strategy to stall hoping that WDDD will run out of money is a wasted effort. Remember, the 'stall' can only work for so long. But, if you had to pay $1Billon+, you would stall too.
WDDD gets closer to winning everyday. MSJ is just a sideshow...
How did you find out about WDDDs?
I ask because I did very well in VRNG.... I took some of that and started a position here....I believe back in the Fall of 2012... wow time flies.
Why do I bring this up?
With what I believe to be a HUGE win for VRNG... Patent Plays will spike. Defendants have to be afraid... especially those who were offered the chance to license, said no, and now face treble damages.
I wonder if Casper has been waiting for VRNG to be settled before issuing her denial here for MSJ.
I am looking for a pile of fresh money pouring in here now as HOPE on the behalf of the investor has officially returned.
It could get nutty around here... like .60/share nutty.
I look forward to the run-up.... Nothing makes a stock run like good news in a similar play....and we have Susman Godfrey!!!
Exactly... as for today.... here we are still in the first hour and over 214000 shares have traded... looks like this calm period may be coming to a close.... as in NEWS soon? One can only hope.
Ok.. but it would have been better if you had posted a new message rather than in response to mine as it infers that my post was in violation and it was not. Thanks.