Explore small cap ideas before they hit the headlines.
Explore small cap ideas before they hit the headlines.
Hope you're right. I bought some this morning at 2.01. I feel short term I may have gotten it a little cheaper, but long term I'll be fine. IMHO
I think you nailed it!
It does seem quite strange for Netlist not to disclose a licensing agreement with SK Hynix unless there is some strategic reasoning behind keeping it secret for the time being. Who knows? Maybe they have mutually agreed to an extension of the previous agreement's expiration date until they can thrash things out and reach a new licensing agreement with it being retroactive to the expiration date of the previous agreement. Maybe the objective has changed and instead of negotiating a new licensing agreement they are doing hardcore negotiations pertaining to a buyout by SK Hynix? Stranger things have happened. Again, who knows? The one thing I do know is I'm not worried because of Netlist silence. Netlist is now swinging a big stick and that stick has leverage. If things were going off the rails with the Hynix/Netlist licensing deal Netlist would have already added them to the ITC lawsuit. IMO Remember Netlist can add them to the ITC case as long as it's done before the completion of Fact Discovery which in the ITC suit is June 8, 2026. This possibility is and will be hanging over SK Hynix during this most recent negotiating period.
Somebody in the Department of Justice or some other Government Authority working through the DOJ likes us! This is the second time they have intervened on our behalf. It's very unusual for such things to be happening especially on behalf of a small company like Netlist. Samsung surely now can see the handwriting on the wall. Hey Samsung, what goes around comes around, so give it up and pay up! Make Netlist your partner instead of your adversary.
Yeah, I wonder why Samsung didn't use that defense a long time ago? Oh, let me guess it's because they just now discovered it. Yeah, sure they did.
Did anybody get stopped out in today's MM manipulation? Looks like Market Makers might have push the stock price down just enough to hit stop-loss orders. This selling pressure then creates a chain reaction, leading more investors to sell their shares and more stop loss orders filled. MM's are constantly looking for stacked stop loss orders in a stock and when they find them, they pounce.
Once the price is pushed lower, market makers can buy shares at a reduced price. This is advantageous for them as they can benefit from the price rebound once the selling pressure subsides. Give NLST a few days and she will recover barring any bad news. IMO The moral to this story is don't set stop loss orders in an OTC stock.
California Congressman Darrell Issa was a key supporter of the America Invents Act which gave us the PTAB. He is in the pocket of Big Tech. IMO
You just gotta LOVE Director Squires. He's finally constructing a level PTAB playing field for patent owners. We Netlist stockholders should all be more than grateful for him. He has become my new main hero!
That's right gdog and it's gonna be Yooge!
Yip, I remember, I bought NLST sometime in January 2021 in the high sixty cent range and by late July 2021 it broke $10. It's gonna happen again only this time we will leave $10 in the rear-view mirror. It would have happened back in 2021 if it weren't for the corruption of the usual suspects in collusion with the PTAB. IMHO
Yes Sir, nice close on a big down day for the overall market. Netty was my only green closer for the day. If we can close green again tomorrow it will have been a great week to own Netlist.
Hey Striper, I'm confused about the article Gary Wallach posted on Substack and you reposted here. First of all, that's not Chuck's picture on the title page and the Resolution Without Surrender segment of the ipwatchdog conference that Chuck will be speaking at isn't until March 23 at 2:30 PM ET.
Gary is writing his article as if Chuck has already spoken and he's quoting what Chuck said. I'm scratching my head on this one. https://garywallach.substack.com/p/resolution-without-surrender-chuck?r=6m9r6d&utm_medium=ios&triedRedirect=true
Chuck must be feeling his "stuff". He's gonna be speaking at the ipwatchdog conference on March 23, and now the Roth conference on March 24th. I hope we hear a little more about the proof-of-concept testing of our CXL NVDIMM with AMD and Intel. Maybe the "stuff" Chuck is feeling is confidence.
Roger that! Nice close today. Hopefully we will become a household name in the not-too-distant future. Whenever we become the gatekeeper of our technology with the big boys that's gonna be fun! I can just see it now placarded on servers all over the world "Netlist Inside". Dream on, Choo, dream on.
Another new 52 week high! Steady as she goes mate.
Yeah, I use Schwab too and earlier they were showing the ask @ .75 and now they are showing it at .30.
Wow! Quite a spread on the bid/ask this morning. I guess nobody willing sell cheapies today.
You Go Girl!
Well, that was fun while it lasted but all is not lost, at least we set another 52-week high. Hopefully we'll recover somewhat before the end of trading today.
Ahh, speaking of Shakespeare wasn't it he that wrote these most famous words, "is Netlist to be or not to be an AI darling" in his play Hamlet.
I wonder who Chuck Meyer, the writer of that article is shilling for? All these companies have to do is pay for a license for the technology they are stealing and then the ITC will never become involved. Chuck Meyer must be in the pocket of Big Tech. IMO
Netlist has scheduled a conference call and releasing financials for the fourth quarter and full year of 2025 on Tuesday, March 3, 2026. That's kind of early for them to do so, normally they release around the end of March. I'm hoping Chuck has some good news that he just couldn't wait to share. Like maybe a done deal with SK Hynix or something of that nature. We shall see, stranger things have happened.
Hey there is still a few hours left of today and we have all day tomorrow for FID to be announced. I mean stranger things have happened. Duck AI says it's still possible:
Yes, company news can be released on a Saturday in the stock market, though it is less common than during regular trading days (Monday to Friday).
Reasons for Releases on Saturdays:
Press Releases: Companies may choose to issue press releases on weekends to attract media attention when competition for news is lower.
Earnings Reports: Some companies announce earnings reports or significant events outside of regular trading hours for strategic reasons to provide ample time for analysis before markets open.
Mergers and Acquisitions: Major announcements relating to mergers or acquisitions may be made on weekends, ensuring that the information is absorbed before the market reacts.
Regulatory Requirements: Certain regulatory filings might coincide with a weekend, necessitating a simultaneous public announcement.
Hey there is still a few hours left of today and we have all day tomorrow for FID to be announced. I mean stranger things have happened. Duck AI says it's still possible:
Yes, company news can be released on a Saturday in the stock market, though it is less common than during regular trading days (Monday to Friday).
Reasons for Releases on Saturdays:
Press Releases: Companies may choose to issue press releases on weekends to attract media attention when competition for news is lower.
Earnings Reports: Some companies announce earnings reports or significant events outside of regular trading hours for strategic reasons to provide ample time for analysis before markets open.
Mergers and Acquisitions: Major announcements relating to mergers or acquisitions may be made on weekends, ensuring that the information is absorbed before the market reacts.
Regulatory Requirements: Certain regulatory filings might coincide with a weekend, necessitating a simultaneous public announcement.
That Amicus brief was beautifully written by attorney Robert Taylor and probably others at the USIJ. It paints the whole picture of "efficient infringement" and the horrible abuse of predatory big tech companies which came about through the America Invents Act given to us by our "wonderful politicians" in Washington DC. The PTAB needs to be abolished so patent owners can go through Article lll courts to enforce and protect their patent rights as was originally established in the US Constitution and before our politicians were bought and paid for by big tech companies. Even though patent owners now have a fairer arbiter in Director Squires at the USPTO at some point in the future we will have another Kathy Vidal and more egregious violations of patent owners' rights.
As I was reading the Amicus I thought to myself, I've read this same brief before, so I then looked at the date and saw it was dated February 25, 2025. It's the same brief I read last year filed by the USIJ. Anyway, thanks for posting again.
I'm looking to be trading around $1 again or more after the two upcoming conferences RECAF should be attending, and news has a chance to disseminate. They are scheduled to present at the Drilling Africa Conference and probable for the Africa Gas Forum.
IADC Drilling Africa 2026 Conference & Exhibition
Dates: February 24-25, 2026
Location: Windhoek, Namibia
Recon Africa is confirmed to participate in this event, highlighting their focus on South African oil and gas developments.
Africa Gas Forum
Date: March 5, 2026
Location: Cape Town, South Africa
Information about Recon Africa's attendance is yet to be confirmed.
You better buy while you've got a chance at these prices.
$NLST They just can't help themselves most every news article we read about Netlist refers to them with that derogatory phrase "patent trolls." Most people don't understand that phrase was coined by the lawyers of big tech companies who were stealing non-practicing entities (NPE's) technology. It was part of the propaganda that was used heavily while lobbying for the America Invents Act. But anyway, every dog has its day so I will just say "troll on Netlist troll on."
I'm not a lawyer but it seems to me they are suing the wrong people. The contractor company who caused the explosion, if they were negligent, should be the one who has liability not only for the injured worker but also for the destroyed pipeline. Even if the contractor has some type of indemnification clause granted by Delfin/Others in their contract the target of the lawsuit should still be the contractor. There is such a thing as vicarious liability by which Delfin/Others could be held liable, but that would only apply if Delfin/Others were negligent in some way such as hiring a non-certified contractor to do the work or forcing the contractor to cut corners in the inspection process and by so doing violate certain mandatory rules or regulations. I wouldn't be surprised to see a lawsuit at some point filed by Delfin/Others against the contractor. It sure would be nice to know who the contractor was, someone mentioned Kinder Morgan trucks were close to the explosion area. It's strange that the contractor company's name has never been mentioned in any of the news articles at least the ones I have read. This is only my opinion so take it with a grain of salt.
Over time $100 and more is easily doable if everything comes together the way we are all hoping and praying for. The potential is certainly there and overtime hopefully fruition will come. We shall see. I've been invested in Netlist about nine years or more, so I consider anyone who has been in this ticker for a year or less as someone getting on this train just before leaving the station. Ha ha
Yeah gooferball, I've been trying to forget that one too. It did teach me a valuable lesson about the character of that smooth talking Southern Gentleman who ran Unifiedonline Inc. He was a lying lowlife piece of trash that stole millions if not billions from us shareholders. I kinda wish Ranger wouldn't have mentioned that one because it's got me thinking about it again.
Wow just Wow! I've seen that happen several times before and still don't understand the mechanics of how such an extreme increase in stock price can happen like that, other than being a heavily shorted meme stock like GameStop, which doesn't seem to be the case here. It has to be more than just short covering. Shall we say some type of manipulation. When Newsmax went public a year or so ago their stock price reacted much the same way as the one you are referring to. Hope those who own it get out quick because it will probably fall about as fast as it went up.
I'm not so sure SK Hynix will be negotiating from the same position of strength as they were when the last license agreement was signed. There are several reasons why I believe this:
1. Netlist now has several patent wins in a court of law by a judge and jury and even though they are not finalized yet the odds are in Netlist favor with high probability they will remain intact and eventually be finalized as wins.
2. The timing of the lawsuit before the ITC is strategic in more ways than one. It gives considerable leverage to Netlist in their negotiations with SK Hynix. If negotiations break down Netlist can add them to the ITC case as long as it's done before the completion of Fact Discovery which in the ITC suit is June 8, 2026. This possibility is and will be hanging over SK Hynix during this license negotiating period.
3. SK Hynix has watched Netlist (Chuck Hong) wadge these battles against patent infringers so they know he is tenacious and will do whatever it takes to continue to pursue justice no matter the cost. SK has already settled with Netlist once so that settlement in and of itself adds to the validity of Netlist patents. In other words, it would be hard for them to now say in a court of law, "well yes we did agree Netlist patents were valid but now we don't."
So yes, I think Netlist has armed themselves with enough leverage in this negotiation process with SK Hynix to get a really favorable outcome this time around. All of this of course is my opinion based on my DD. Everyone please do your own research and come to your own conclusions.
Another good article by Mr. Wallach. I love that word "Gatekeeper" and that's exactly what Netlist will become to the memory industry if they are successful and it's looking more and more likely that they will be. Most all companies that manufacture memory products will be allowed to pass through Netlist gate as long as they have a license. That list of companies includes some of the biggest names on the planet and will create a tremendous revenue stream for Netlist on products that are in high demand and will be for the foreseeable future.
Another good $NLST article on Substack from Gary Wallach. I've posted here several times before that because many of Netlist patents are foundational patents they have the potential to be the "Qualcomm" of the memory market. Just as Qualcomm held many of the foundational patents in the telecommunications industry and allowed it to become a behemoth in that sector through revenue streams from patent licensing so does Netlist hold foundational patents in the memory technology sector which gives it similar potential. Mr. Wallach mentions this same potential in his article. It hurts my brain but thrills my heart when I try to visualize how big Netlist may someday be when considering the vast number of patent licensing's Netlist could have and the revenue it will create. https://garywallach.substack.com/p/why-the-market-may-be-wildly-underestimating
Well, this pullback sucks, but it has given me an opportunity to buy a few more cheap shares. There is still a lot of speculation with RECAF and of course a lot of FUD going around. I've made up my mind to hang tough with this one because the risk/reward is just too great not to. Best of luck to us all.
Somebody playing games again.
Nah gdog, they surely wouldn't be short NLST because that would be dishonest for them to write an untrue negative article about Netlist while holding a short position. By the way, I hope you see my sarcasm in this post.
Funny how they continue to label small patent owners with the derogatory term "trolls". What a biased, one-sided article. They fail to mention that Samsung has stolen much of their technology from small patent owners and made multiple billions with them. Stolen technology is one of the reasons they are the Leviathan they are today.
You Go Brian!