Random Thoughts:
1. As of 7/1/2013 DSS is officially going to be a company with a profitable bottom line. (Cash available vs debt)
2. There will only be approx 45M shares in the float (less the 7.1M in escrow) which is lowest in IP sector except MGT.
3. The short will be in the 5% range or less after merger. Again lowest in the sector.
4. The stock is not all over message boards and being pumped incessantly.
5. Top of the industry legal, finance and management teams.
6. Price has stayed in a range for past month prior to merger sans wild fluctuations.
7. 6% institutional ownership prior to merger.
8. Licensing agreement with 2/5 Bascom patents cases. (Revenue)
*Now these are facts. As you can see, there is nothing here regarding pending litigation, Markman hearings, billion dollar settlements etc.
What I am interested in:
1. Potential acquisitions regarding comments at Riley conference.
2. Hopefully spinning off the packaging/printing side of the business (My comment-nothing anywhere else)
3. Increased institutional participation.
4. How will DSS present themselves to the street post merger. (IP -centric, product-centric or mixture etc.) I think this is yet to be told.
Now unlike most IP plays I have saved litigation for last. Right now 3 irons in the fire, coupons.com-Virtual Agility-Bascom. It appears Bascom patents are furthest down the road with two current settlements. It is also great to have the Markman hearing date set. Although I understand this area can have the greatest effect on PPS I also like the fact that this company does not rely solely on one lawsuit for its existence.
As we head into this week I believe the story is about to be written. No hype just the facts. Good luck to all who own as many of you have been in this stock much longer than me.
Newbies: Follow the guys who moderate the board plus some of the other "factual" posters. It will be easy to recognize them. When it comes time to make a decision to sell or hold-GET OFF MB's! and don't make any decision based on them. Always take profit when you can and build a position that way vs chasing a stock all over the board.
