Replies to post #157412 on Zerify Inc (ZRFY)

[DR. EVIL]

Lol. Why is it so hard for folks to comprehend with regard to our revenue, or lack there of.

If we were being properly compensated for our IP, we would be at 100s of millions in revenue.

Not that hard to understand. Or is it?

[4sleddogs]

Understand the historical perspective. However, it is the legal one that has changed dramatically with the addition of Ropes & Gray. That is THE game changer in my mind. There is no better IP defense firm in the country and they took on 4 cases against large companies for microcap SFOR? If that doesn't strike you as odd I don't know what will! At this point, I believe retail growth (which continues) is a minor consideration. What is key, is establishing the validity of SFOR's IP and its ownership beyond a reasonable doubt. Once that is done, the bidding war for SFOR starts IMHO. That buyout is what I am holding out for.

[CyberS]

Trades, please allow me to address your thoughts.

1. The best Patent Infringement attorney firm on the planet doesn't align themselves with SFOR if SFOR's patents are not strong.

2. No one knows exactly when settlement will occur with a lawsuit. Although Mark Kay said 3 months ago that one might be soon. Many believe that it is VERY soon for several reasons (must read previous posts from others)

3. While true that Q4 numbers were not what was expected, everyone knows what will happen with settlements WHICH IS WHAT THIS COMPANY IS AGGRESSIVELY GOING AFTER AND IS ALL ABOUT IMO. They are currently suing 7 companies but have a list of at least 30 more. Based on your revenue numbers comment, how does SFOR have the resources to sue 7 companies at the same time with the MOST EXPENSIVE law firm? Because Ropes & Gray and Blank Rome see a cash cow and are working with SFOR cost-wise.

You heard a 2013 interview but Strikeforce for the FIRST TIME EVER provided a press release saying they believe 2017 is their year. All of us Longs believe it too.

[Stargazer1945]

Yes, the 4th Q was puzzling, who knows why especially since the accounts parables were $250,000 in the 3rd Q while the 4th was $150,000 and yet the 4th quarter was revenue negative. One answer is to make the 1st Q 2017 cash flow positive by pushing the 4th Q into the 1st Q. This would be a great start to the year and 2016 is done. After many years in the corporate world I have seen it all so it would be no big surprise. However, if the 1st Q 2017 is bad, I think we have a problem...

[RDY2ROCK]

I'm very confident $SFOR will do very good and this year! $SFOR will fly VERY HIGH and eventually be bought o/a 2018. This year we will see large deals and multiple settlements wins, therefore large increases with revenue. There's no toxic dilution going on and can be confirmed in the 10K and by the TA! Big Revenue + NO Dilution = Demand for Shares shooting the PPS Very High from penny land! ;-)

I respectfully disagree with your $SFOR assessment! And to only use the 2013 interview is NOT a proper assessment! There's much more that has taken place since then! And of course they own the patents and have been verified! Mr. Kay and the $SFOR team are intelligent and NOT dumb - that's just utter nonsense to suggest dumb!!

1. While an IT company can have the most awesome IP, the said ecosystem/market has to be willing to test and accept. This can be a very lengthy timeline most cases and with $SFOR IP. Then green light to test/pilots -- which takes time to run that gauntlet. $SFOR/ACS have done this and to include with Industry Standard orgs!

2. In the mean time to keep the doors open for biz $SFOR was involved with toxic lenders that hurt the company and Common SH's 2014/15. Prior to the MSFT/PF settlement Mr. Kay was quoted saying in a video interview -- he put in 2M of his own money!

3. 2016 was the turnaround year with the MSFT/PF settlement! Toxic lenders paid and no more toxic dilution! Mr. Kay said in 2016 NO RS and none were done! Mr. Kay has stated again in 2017 NO RS and none will be done! One needs to truly understand the projected value of $SFOR IP in the Cyber Security Ecosystem - Multi-Billions!

4. Cyber Security Ecosystem is aggressively working to counter the bad guys! Multi-Billions being poured into Cyber Security now and soon to be Trillions! $SFOR will get some of those Multi-Billions when all is said and done! ;-)

5. $SFOR Patented IP and working with Industry Standard Organizations of which their IP -- Industry Standard -- Keys to the Kingdom! While the keystroke encryption patents are awesome, the Crown Jewels are the MF/OOBA patents!

6. Revenue: I do expect to see very good increases with large contract deals and settlement wins. The visibility of $SFOR products keeps increasing and sales will follow! I don't expect to see substantial increases in the Q's until Q2/Q3 timeframe. I think Q1/17 numbers will NOT be what impatient folks will like! There will be no 9M from ACS, as they have not paid for the patents yet. I know in the webinar the ACS Pres said they 100% own the keystroke encryption patents now, but not exactly! They did exercise their promissory note to purchase, which was done 28 JAN 2016. Therefore $SFOR cannot sell those patents to anyone else unless payment is not received by 30 SEP 2020. I have confirmed this with Mr. Kay.

https://www.sec.gov/Archives/edgar/data/1285543/000147793216008370/sfor_8k.htm
Effective January 28, 2016, Cyber Safety, finalized the purchase of the option to buy the keystroke encryption patents and Intellectual Property related to the GuardedID and MobileTrust software pursuant to the terms and conditions of the Asset Purchase Agreement for a purchase price of Nine Million Dollars ($9,000,000), which may be paid in the form of a promissory note due by and no later than September 30, 2020.

7. Ropes&Gray/TPG/INTEL/McAfee and the McAfee Innovation Alliance: I see something very HUGE coming our way! R&G is onboard to make money and we can bank on that too! We're talking about a Multi-Billion dollar Cyber Security IP! We may even se something much better than the value of these connections! Just some thoughts to ponder! ;-)

Bottom Line:
I'm very comfortable with my $SFOR investment! I truly believe in the $SFOR team, the products and their fight to counter the bad guys to include assisting warfighter mobile-comms safety!

When funds are available I continue to buy $SFOR shares!

I look at it this way, PATIENCE WILL BE REWARDED BIGLY! $SFOR was very early to the dinner table and finally had appetizers last year. The main course will be delivered THIS YEAR. The icing on the cake desert will be the buyout o/a 2018! ;-)

$SFOR STRONG!