Marathon Digital Holdings Inc (MARA)

[hispeedsoul]

Remember though, there were 0 case dismissals for Clouding corp in Q3. The many clouding/selene dismissals we have seen in Q4 may all fall under the RPX agreement, which probably means no revenue booked for those dismissals in Q4. The challenging part is understanding further dismissals from now on for Clouding and selene. Will all those be RPX or will they not fall under RPX? There were many Relay IP dismissals in Q3 but no revenue booked for them. The RPX agreement for relay IP was executed in Q1 of 2014. Q3 had many CRFD dismissals, but RPX agreement was in Q2. No licenses were executed for CRFD in Q3. History shows that these dismissals we are seeing for Clouding and selene in Q4 will all fall under RPX.

I think thus far we have the TLIF settlement in Q4, which might be worth $2 million alone. I think the game changer for Q4 is a Strkyer settlement, and possibly TPMS license. Or another RPX agreement executed at the very end of Q4. Not sure which portfolio, but best possibilities would be Vantage Point or TLI. TLI might be less likely due to being so close to Markman and we can extract more value with a successful markman. Certainly Q1 of 2015 will bring TLI settlements.