Here is my analysis: Mark Kay just told us in SFOR's State of the Union that Q1 and Q2 2017 will only be OK but the second half of 2017 in his words will see 'significant increases' even to the point of 'exceeding expectations'. The PPS is not going to change from where it is now based on revenues until later on in the year. Will it go to dollars though? I don't believe it will even go to 10 cents per share based on revenues alone unless the revenues are over, at a minimum, over a million or millions of dollars IN A QUARTER.
The unknown here is settlement at any moment. We all know that each day that goes by settlement might be announced. When one is, 7-8 cents PPS will occur. If there are royalties/recurring revenue announced with it 10 to 11 cents should be accurate. Additional lawsuits could be announced as well which will cause another spike. The second and third settlements from the June 2016 lawsuits will cause the PPS to rise to over 40 cents per share.
If Ropes and Gray deliver settlements on any of the 4 new infringers THIS YEAR then reaching a dollar per share is possible. By late this year the retail deals and settlements have the potential to make SFOR the best stock of 2017.
ZPaul, do you think this is an accurate assessment?
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