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Great post! It’s likely that negotiations going on at the moment are all about the price of shares Micron or Samsung are going to get… we know NLST is worth a hell of a lot more then 1.80…Jason continues to mention a RAMBUS like deal…Samsung is shorting NLST to get shares at 2 or 3 or 4.. NLST wants 5 or 6 or 7…
The first to the table gets a deal? Or is price important so that both parties get to own a piece of NLST?
Maybe more importantly… 300m is growing every day… in 9 months that will be close to 500m. For royalties alone…on a few patents…and that is when all the appeals for Samsung will be done…1 of these 2 companies will settle soon… the deal is to sweet and with each day the price tag gets higher…
Hearing NLST ask Judge Gilstrap for a royalty rate while they wait for things to pan out is a big deal....HBM is growing at 82% at year according to SK ....so the 10 months nlst was awarded for 122M...is likely over 160m now....If samsung had to pay 5-10m a month until a deal is signed ...we could go to 7bucks over night....
Well said..some speculate… negotiations went bad and NLST said ok… now we ask the judge to put u in contempt….
Others. Clerk just forgot to put out friday..
SK Hynix just said HBM market expected to grow 82% compounded a year…
Considering we are at 1.61… and I know hedge funds are more short then long… and many of us have been here for years… NLST has so many great things in the pipeline… this stock should be at least 3… so. I have little doubt micron and Samsung are shorting our stock to create doubt… get shareholders upset at management… lastly trying to force a deal that’ saves them a ton of money..
Why are they working on a Sunday?
Thats Trillion won.... or about 77 Billion in the bank.... Samsung will lose their Appeal and that will cost them 300M and be right back where they started...
Thanks for your response...Sylvia posted late last night that the AMD CEO said that HBM market is going through the roof...an increase in demand in one month by 6-7 fold....We need that huge boost to sales...getting back to 30-60M a Q will be huge...
This has got to put the damages for HBM over 250M when NLST was awarded an amount of 122M for 10 Months..These numbers are very important to help get someone to the table to settle...Considering the flexibility of JS and these huge numbers...there has to be a middle ground...and because I dont think Samsung will put up a bond...I think they will settle...we shall see...Thanks again for your thoughts...
Agreed the OTC is the ghetto
1 NLST did 160m+ million in sales recently. Then the market tanked… so there are companies out there buying from them .. and we have that to look forward to in the next year…
2. Getting on Naz is a no brainer… many companies lose money for years but are 90% owned by tutes and that keeps the price up.. being on the otc is not good… but Chuck does it so he doesn’t need a board…and that prevents a hostile take over..
3. Getting a deal is everything now…I don’t think Samsung wants to put up a bond in January as they will lose their appeal in 6-9 months..micron could follow Samsung and do this BS delay delay delay.. but a Rambus like deal could be had by either of these two in the next few months… renewing a deal with SK prior to 2026 could be possible.as that deal sent us to 10…
4 getting a deal with Kingston … or increasing the relationship with AMD… also are possibilities…
The BOC denial will send this back to 3 and likely before that… the micron claim construction victory. Bouncing us to 2.50… sept 26 claim construction will help… and those positive results will likely be out by Nov6th
Oct 12 should help in Germany…
IMHO
NBSE 15M in cash...still trading at 8M market cap.. Great move...quick scalp for me ....VINE consolidating...
VINE back to .49
Back in CGXEF...More buyout rumors...
Great video from Jeff!
OK...I got a feeling September is going to be a huge month for NLST!
Dino....Next week will be 7 weeks from the claim construction meeting...Good chance Nlst gets a favorable CC..Germany hearing...could get postponed...If it doesnt ...NLST will be sitting pretty...Sept 26 after waiting 14 years...Google is on the hot seat..finally...and Sept 11 is the last day Samsung can appeal...I see it as a good thing...as then they will either settle or the clock will start ticking for an appeal denial...which Gilstrap has a 92% success rate...so literally by nov 1..NLST will have won 4 claim constructions....and the statistics are that 90% settle out of court after losing a CC....Just thought Id share...
Yup...However...they have to put up about 310M...when that appeal gets denied in 2-6 months...NLST gets that money...I have little doubt that Jason made them a very good deal...its really interesting that they would ask for another trial with judge Gilstrap..a pre appeal...lol...They sure look desperate to me...The judge moved up dates...the jury ruled in NLST favor...experts said there are no alternatives to NLST patents and the judge had a bench trial listening to more arguments...all coming back in NLST favor...The judge did not add punitive damages..That might be the biggest tell...Samsung is not winning an appeal...The judge should have required punitive damages...but he didnt...they were malicious and arrogant...in other cases pumitive damages are awarded to deter the guilty party from doing it again...The judge and NLST have been more then accomadating...
so samsung doesnt take the deal and an appeals court denies the appeal in december ..lets say...they lost 310M bucks and still dont have a license...they are going to lose in September 26 claim construction too...that trial scheduled for april will probably move to March...another 300m loss...and probably by early 2025 they lose that 300M...so in 12-18 months they will be out 600M and still not have a license...when Jason probably offered them 40m shares at 5 bucks and paying 150-200M a year in royalties...so when nlst hits 15-20..which they will...Samsung makes money....considering how messy this has been...Micron or Samsung will take a deal soon..NLST wants a deal bad...IMO...This have been a challange for everyone...getting one on the books at .50 on the dollar is a no brainer....
There is alot there...but just some reasons why Samsung may NOT appeal....
These offerings are loaded with warrants...so sometimes they sell as they get another opportunity to fund a different company...rinse repeat...but you could be right...maybe people just waiting to see if SS appeals...which i think they will...However...I also think Micron will settle...again IMHO
The stock sold off often when they diluted...almost every time it had a run...the company would sell shares...so this last offering has some shares that look like they are entering the market...as we challanged 2.40..... 2 or 3 times and sold off....now its dripping until we get the favorableCC over Micron....that should come next week...sept 11 is the last day samsung can appeal...so they will likely appeal...if they dont...we will be making plans for vegas...They have to put up close to 310M bond...so that might bring them to the table...NLST is being more then fair....so there is a chance we get a deal in the next couple of weeks....Im still a strong believer that someone will partner with NLST..
The more they delay...the more the HBM numbers grow...
IMHO
Lotta.. incredible call and great job man!!! You were on this from day one.. looking forward to this busting through 1.00$ soon!
This is ready to POP!
IM in...Wine for everyone!
Yup..Really great points...
This Rambus deal of 2010 is a no brainer even in 2023....Micron doesnt want to have to pay straight royalties..so the purchase of the stock pays for the royalties....IMO...JS wants this deal before the Claim Construction in October...
Micron needs help with HBM and if they wait the market will likely double in a year and cost them twice as much..getting a deal now makes so much sense...IMHO
Did NLST object to moving a 14 year old case up to September 26 instead of back from Oct 5 to Oct 18? hmmm
I think we have a shot at 50 in two years..in 2.5 -3 years definitely..Just because of the SK renewal in april 2026...If NLST is getting 500-750M in royalties..then 100 is very possible...
90% of these cases settle out of court after the claim construction...doesnt look like Samsung will...So I'm expecting Micron too..
Micron is trying to hide the numbers...and has the same argument that Samsung had...that lost bigtime....This is all adding up to a deal...Jason says ...here is the deal...30 million shares at 3 bucks ...pay us 100M in royalties for 4 years....You know Sk will renew in 2026...and samsung and google will settle in the next year...you will make 10 times your money....lets cut out all this calculating....and make a deal that works for both of us.....IMVHO
It was 200M in stock to be purchased on the open market.. the last time I checked...It cost Samsung about 400M...the 200M went up 150% in value...Its so obvious what JS is saying..."with NLST you will make 10-20 times your money"...because the first one to make a deal will get shares...Then Google Samsung and SK will have to pay up...SK in 2026...I think April...which is why a similar deal like the one in 2010 that Rambus did with Samsung(and Micron) is such a no brainer...even if NLST does 30 M shares at 3.33 and a 100M in royalties...thats the stock needs to go to 16.67 in 2028...the Micron deal alone sends it to 10...SK in 2026 easily sends it to 20...if Micron does a deal....Samsung will want a similar deal...I doubt they get it...as they wanted a similar deal like the SK deal...
any way ...JS keeps mentioning the Rambus deal as its structured with incentives...with the CC ruling coming on Micron..any day...I think it happens with in 30 days...IMHO
Well done sir! I think the Micron claim construction news we go back over 3...so 2.25 is a nice buy here..Im expecting a deal in the next 45-90 days...despite it looking like these companies will exhaust every appeal and continuance they can muster...one of them will look at this as an opportunity at some point...IMVHO
Agreed...The thing is JS wants a deal.. its clear that getting nlst stock will pay for the royalties and he is selling that idea..I think they will take it...Samsung...maybe not...
again they have been negotiating for 7 months ...so i think he can get samsung and Micron to partner...we shall see....need that final claim construction soon..
Very excited Jason referenced the Rambus deal again...the guy is literaly saying...make a deal with us and you will profit from our partnership!
Yes. Lol.. more documents just posted requesting micron give up the Google products relationship… as well as the Rambus contract and any other agreements in the last 10 years..
Great day for NLST
Yup...They got it...lol...18 Billion in yearly revs...
Ya man...To be hiding that info has got to be good for NLST...
You make some great points...and considering NLST won the venue argument in February 2021 against SK keeping the case in Texas...then partnering with SK only 6 weeks later...I believe NLST will hash out a deal with Micron after the CC is completed and or Judge Payne sticks it to them for avoiding full discovery...These two events will put the pressure on Micron to work something out...IMO
Agreed..1% is more than reasonable...thats 180M a year...there has to be a common ground where one of these 3 will wise up and know that NLST next patent/product will be better the past...and getting a leg up will serve them well...the HBM is an example of SK getting the jump on MICRON....MICRON only has 10% market share...of HBM....
You think there is any question that Micron was also making memory modules for Google...Google has 11 Data centers capable of holding 2 million servers in each center...they replace servers every 3-4 years....that means about 4-5 million new servers need to be installed...There are only 3 companies that make them....if your biz depends on servers...its obvious you would spread out the business..even if its simply a location issue...
I love it! Well said!
But we finally beat Samsung...that wasnt even the 912 which is starting october 6th...and we know Micron is already beat as well...we know they have been in talks with Google and Samsung...its all coming together...someone just gave them 30M bucks...thats a great bet...
2.06 is a gift as NLST is stronger now then ever....Micron will settle 30 days after the CC ruling IMO....why...NLST needs a deal...there is a lot of money there...JS has won numerous times and Micron will make money on the deal...around November 1st NLST will have won 3 claim contructions ...90% of companies settle out of court after a loss and we will have 3....my pick is Micron..I will take any of them...
Anyway...amazing job keeping the board upto date! have an amazing weekend and think about what you can do with your profits when NLST is 15 bucks a share!
Not sure I understand..but...the thing is ...whether its 2015 or 2021....its a lot of money...which is why I think JS has some margin to work with...otherwise in a year..Micron will be screwed...as they know they dont have the little hope that SS has with the Boc...
What is the difference between 2015 and 2021....2015 they let Micron know they were using the technology...and 2021 they sued them?
Truly my pleasure...on stocktwits...they are not so understanding of NLST needing a deal...so this weakness could help all of us....whats the point in raising 30 million and having the dilution....vs NLST doing another deal similar to the SK hynix deal? I hated that deal..but it turned out to buy nlst some time.and send the pps flying......lets say NLST took a 50 million dollar deal with more supply for the next two years and then lined up the next contract with SK.in 2025.....it would suck compared to what we expect...but it would put NLST in a position to hit a 2-3 run homer in the next year...sometimes a single is the way to go...as much as I think JS will make a deal...i understand that these companies are not just going to write a 500M check without exhausting ever step possible...
While we know NLST has been negotiating for 7 months and have heard about negotiations 3-4 times in court documents… and Samsung has settled with Nanoco Cal Tech and Sonos in the last 18 months … however the argument that Micron will be first to settle is pretty compelling…
1. Micron is like SK Hynix they do memory modules .. where Samsung has a ton of products
2. Could use a deal with NLST to counter the China ban they’re dealing with
3. Less baggage .. no google to deal with.. as well as No BOC
4 Samsungs past is riddled with price fixing and other lawsuits of IP theft
5 there is bad blood between Samsung and NLST
6 micron is an American company
One of these companies will settle.. as NLST and the judge have showed their intentions of being flexible..
IMHO
NLST...we are waiting for the Micron CC ruling which we know will be in favor of NLST...against samsung it took 6 weeks..Micron was july 26th...so that puts us at around sept 6th... 90% of these companies when losing the CC settle out of court...Micron is similar to SK in that they mainly focus on memory modules...so being oversold and having that to look forward to...we should be back over 3 and into the mid 3s again soon...
I do think NLST will get a deal with one of these two companies with in 90 days...they need a deal and they have the lawyer to pull it off...