Replies to post #5536 on NetList Inc (NLST)

[AllinFun]

The problem is it's the same posts I see every time I come here with little to no analysis of what is going on. What reasons have you offered as to why this should dip back to .40 as originally claimed. I have offered countless reasons why this is undervalued even after the 3-4x run up over the last couple of months.

I will repeat as I have had to do multiple times with you. The market cap here is undervalued just based on the revenues NLST is gaining YOY. NLST has a problem getting profitable but this is something many companies (especially in this sector)face as they continue to take on cheap and favorable debt to expand influence and revenue. It will be addressed just as all big tech companies do. Based on their revenues and continued rapid growth - their market cap should be 8-12x revenue.

Also, I have said many times over that NLST is still in early stages of litigation. They have made it through the PTAB firing squad where 70-80% of all patents get decimated with tons of claims being thrown out and effectively ending the patent holder's hopes of acquiring damages. The PTAB process is by far the largest hurdle to overcome as courts decide in favor of the PTAB's decision almost always. With that being said now it will just be a pony show from big tech like Google to delay booking the cost to the books as far as possible. They could settle at any point but more than likely it will go to a court decision or very close to. Google will very likely not settle until the very last possible moment which is still at least a year out after reviewing the court timeline.

With all of that being said, the sheer potential of these pending litigation cases vs. Google and others is in the billions of $. Acquiring even hundreds of millions in cash would send this market cap to multi-billions as they are already turning out to be a very successful company just based on their continued growth over the last couple years.

$4 is definitely is the range of possibilities just over the next couple of months, but it will take some favorable news from the litigation. $4 is not attainable in my view without news from the litigation. Fair value of the company without any potential from the litigation is right around $2.50-$3. The top-end range of possibilities with the continued growth YOY and the litigation being successful in the billions of dollars obviously reaches into the $20s.