Replies to post #94 on Resonant, Inc (RESN)

[derkampfer]

Great notes Ty. Thanks for posting. Thought call was very positive. Surprised at lackluster market response today but then again few know about Resonant.

[tykundegex]

Small notes from today's call (with comparisons to the June call):

. "$390MM of filters under license today" (up from $290MM)
. assuming 7-12% royalties
. equals "roughly $42MM of potential revenue" of the next 9-18 months (up from $20-35MM)
. $13.5MM cash on-hand (up from $9MM, due to recent raises), enough to "carry them into 2H2018"
. expect to be able to "provide guidance on profitability" by EOY
. the Band-41 client PR'd recently, is "targeting tier 1 handset manufacturers in China" and has been sampling already for > 1 month, potential integration into handsets in 6-9 months.

[tykundegex]

Just to compare today with last June (16 months ago):

filter design value under license today: $475MM (up from $290MM)
number of clients: 10 (up from 8)
cash on hand: $31MM (up from $18MM)

Decent progress, in other words, despite little news and eroding share price lately.

I remain optimistic, and may pick up more shares after hearing their next update, if the price stays this low.