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Post# of 346045
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jakedogman1

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jakedogman1

Re: geocappy1 post# 322014

Sunday, 01/07/2018 8:31:30 AM

Sunday, January 07, 2018 8:31:30 AM

Post# of 346045
i talked to one hedge fund w/ a sizeable position back in the summer...

he gave the IP zero value and would be pleasantly surprised if there was value... their focus on DD was Avid and they did a lot of DD...

and a $1 bil plus value once AVID straightened out... they thought the SK mgmt crew was inept and had to go...

i argued the IP had value and his response was "I hope you are right"...
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