I have 4 points to make and would love to hear feedback on what fellow board members feel on each of these
1. I am hopeful but want to be realistic. We expected something similar last time only to find out that there needed some arbitration to continue negotiations. I carry no expectations so as to not get disappointed if the news is counter to optimism that is suggested.
Obviously CVI is trying to get this know-how at the cheapest rate possible. Just because the market is a $50 billion plus market doesn't mean that someone that at the design phase of the technology gets to realize 20-30% of it. Do they? Also is the royalty or comp negotiations annual or for lifetime of usage? Does it matter?
2. Does a chip maker inside iPhone, get paid 20% of phone sales, may be they do they. Or is it that the chip technology is so old and riddled with competition that they don't get to demand such revenues. Just asking. There is the whole manufacturing, and sales infrastructure that needs to be accounted for as well.
3. I don't know what revenue expectations the market has baked in the current PPS in its move from 0.01 level to the 0.05 levels.
4. Lastly, what happens when all the multi-million long share holders go to sell in the market to realize gains, let's say when we the dollar land in the future?
I am curious and hopeful!!!
