I concur with your assessment of the repetitive "deals" that seem to exist on paper but never lead to anything meaningful. In addition, this GBT has a 1/2 stake in most of its affiliated businesses. I've generally thought that this "1/2 owned by GBT" structure must be all about protecting IP ownership(?). I like your thought regarding the patents, but I have not attempted to sort out the paper mess to get a 30,000 ft perspective. Has anyone accomplished this?
I remain bullish on the potential IP market value and have hope that GBT will be ultimately successful selling their IP (at least the chip IP!). Thanks!