Will be interesting to see this presentation. I wonder if Doug will get grilled about MARA's performance YTD. Hopefully he is armed with an 8 figure settlement prior so it's easier to sell. Otherwise I suspect the focus will be on the merger rather than MARA as a standalone.
If Doug doesn't deliver on something of significant before this conference I guarantee it will be tough one. You can't continue to make statements like he did on the last conference call implying some good news (that he was hoping to have for the call) and have credibility. At this point we're all tired of the broken record.
This is good news. I want to see a few things corrected from the last call.
1) no more almost or we are close. Come with news of a big settlement or don't mention it at all.
2) Address liquidity in a real and concrete way. No yeah we are fine I think responses. Tell them why you are so confident
3) Sell this deal. Hard. Better than they did on the conference call. If its a game changer for the companies say it. Say the market misunderstands it and tell them why. If you think the stock is cheap and we got Uniloc cheap say it. Make the comparison to the comps and show investors there the upside! Put numbers on it, multiples etc. Like a real company!
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