Gamesquare Holdings Inc (GAME)

[KingsKnight]

Art of War..

Patent warfare is such that you actually want your adversaries to go years, and make billions. The pursuit is to eventually say hey look how much money they made using our IP. The betting market growth will be exponential, more states will adopt. And betting & losing money on your phone will be as easy as betting & losing money on the stock market. Life is to be gamified at all costs!

I am not sure how aware most are about these deuling lawsuits, many traders jump into tickers without rhyme or reason these days. A hot tweet turn a stock into hot shit in minutes. But, many now are bagholders & will start to see the bigger picture. If GAME's first earnings release on NAS is a hot turd, then this company will be dubbed a patent troll, and that's a title they won't easily shake.

Lockton & WinView(old) did have these patents- they didn't seem to ever have the capital to chase the enforcement. If you look back, they were one of the first to have that sort of predictable game app, it never got legs but they for a while did have a product. The giants came in & they are not going anywhere. And now to defeat them it will be a long drawn out battle. With the takeout/merger of WinView the patents got bundled up & taken. They didn't need the creator anymore it would seem. I'm still kind of amazed it got taken from him. But money trumps many things in warfare.

When I mentioned "wait till they expire" I was joking. Once they've filed, the declaration of war has begun. Now it's about who has the better soldiers on the battle field & who can outlast who. [as an aside, NLST has been a banger of a stock from under 50c, and on the OTC you never know how high it will go]

Hmm, so GAME is at ~35M rev run rate, then 1.5x/sales would be ~52M Cap, which would be ~$3.7/sh...so yeah $4.. but at $4 who knows what the picture looks like there. One might say hey they have $20M in cash, well that cash best do some work if their earnings are a dud. So I do think a lot hinges on this release coming 1st week of August. If it gets the official "patent troll" stamp due to that, then it will find a trading range & just trade in channel. Right now you see it developing between ~$6-8, with volume tapering off weekly. When interest is lost, the volume will likely find it's way back under 100K/day. The CNBC/FoX pumps failed, but I am sure they will be revisited. At the same time, they could release a turd of an earnings & shoot up 25%, that's the markets we exist in. I will sit on the sidelines for the game.
Watch you gladiators battle it out for the $7,$8,$9,$10 goal lines...any bet takers on if it sees $10 again before 2022??
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"“According as circumstances are favorable, one should modify one's plans. “All warfare is based on deception”

ThebondoKid Saturday, 07/24/21 04:51:51 PM

I agree with you. Only point I was making was the 500 point drop killed the gap up that most likely would have followed the next days open and then the stock would have gone down the rest of the day.

Seems to me these patents are EXTREMELY valuable because they are foundational and David Lockton is a legendary inventor. I think the stock would have performed much better if Lockton hadn't signed the amended lawsuit the same night Game filed against DNKG. So I wonder if that was strategic on Locktons part?

When you mention patents expiring how come Netlist doesnt seem to have that issue?

If you look at Locktons patents that DKNG and Fanduel are supposedly infringing upon they are patents built on prior Lockton patents from circa 2005. Foudational.
So I always felt that if Lockton wasn't on the team then how would the patent portfolio continue to evolve and grow?

Appreciate your replies. Again, you are the most intelligent guy on these boards I've ever encountered.

So you are thinking $4(1.5x revs) you might buy back? Should be there this week. LOL