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Re: Patience to success post# 42183

Sunday, 05/02/2021 11:07:22 PM

Sunday, May 02, 2021 11:07:22 PM

Post# of 46499
It is...especially in IP cases.
I have tried to balance out the board as much as I can offer up as much info I can on both positive and negative as does Cadillac. I welcome real and plausible negatives, especially ones I have not considered as I tend to make up my own mind on what the odds of things happening are. The more information you gather, the more informed the decisions you make are.
Dilution now could possibly be a viable negative if the timeframe gets extended out again 2 more years or more. Not saying it will happen, but now that is something I have to consider as well.
A trip to the CAFC comes with its own set of odds to get an appeal, and then the Judge panel selection. So things are far from rosy right now.
There is still a VIABLE path to ATVI settlement or trial.
As such I am assigning odds and if the risk/reward over time ratio gets right I will buy more.

I did not see Casper ruling against us in 101, that was a blind spot for me, being such I did not trim back my holdings as much as I would have liked, but knowing the other risks ahead I also did not raise my holdings with settlement talks as many did. I am not as exposed as many others , but tomorrow will hurt.
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