The last time Malak named his price I believe it was 2 billion $. Who knows what it is now. Let's say maybe 5 billion as a guess. He has named & notified over 60 alleged infringers. Lawsuits against 4 currently. There are many many more alleged infringers. According to vplm, it would be every voip service provider in the world (or at least within the current jurisdictions of the patents. Still it is obviously a very large number of entities). Based on the numbers that have so far been shown, in terms of calculated damages + punitives, it's pretty clear that each one of these companies would wind up owing huge amts of money. The 4 companies now in litigation are sued for approx $10 billion but that has already been announced to be revised to $50 billion. Now, extrapolate from that, what the numbers would be for the rest of the named 60 companies, plus the many others not yet even named. Ok, so where does that this line of thought lead? Well, it's obvious from the above facts that those numbers would be somewhere in the hundreds of billions of dollars. On the other hand, the last sale price given was $2 billion & lets say its now $5 or 10 billion. That means that if one of these companies steps up and pays that 5 or 10 billion, then vplm loses hundreds of billions of dollars in collections. What is wrong with that picture? Why would a sane company give up hundreds of billions of dollars for just a few billion in a sale? All they need is 1 infringement case win to get the snowball effect going. And the fact that vplm has been able to raise all the monies it needs (cash or trade) to pay all its bills and maintain the fight so far, is nothing compared to their capital raising potential after just one infringement win. So money is obviously not the reason to sellout relatively cheap. And it's not the normal "discount" reasoning either, as we're talking a few billion $ vs hundreds of billions $. Also, the hundreds of billions available in infringement collections would totally change the lives of many more people and for generations to come, when you think in terms of projecting it out, what 100s of billions as opposed to a few billion can do. What about the time factor? Well, obviously the benefactors of a soon as possible sale would see their money quickly. But I think if there's no sale and infringement collections were the plan (that would also include settlements and licensing agreements), and once just one big suit is settled for billions of dollars (for example I think the number for Apple is about to rise to $10 billion or so) then the effect on the vplm pps, would be very large. I don't know what it would go up to but it would be many times what it is now, so the massive rewards would be there just as fast as a sale, but then it would just keep on coming and keep on rising as one settlement after another would then snowball. So my takeaway from all this is as follows:
Digifonica had the patents and only wanted to get rid of them. Vplm got them and only wants to get rid of them. And it sounds pretty much like all of the shareholders only wish for a sale. So everyone has only ever wanted to sell this massive mountain of a goldmine, when it obviously (if the "all that" factor of the patents is 100 % believed in) could bring in the kind of money that would be on par with say what Apple earns a year (ballpark). Why would any company or any shareholder want to trade off the one for the other, scenario? It just does not make sense. The only way it could make sense, imho, is if all involve (on the recipient side) do not have full faith in the patents to be "all that". In what case ever......in the history of the market, has any company knowingly (as per above points) given up hundreds of billions of $, for just a few now? Mind you, not simply "potential monies", but sure thing monies (once the 1st case is won).
