Good questions and thoughts..
Here are my responses..
"You helped the longs here maintain a good mood"..Yes he did..
"the price didn't drop much today"..You are correct..
"Nothing at all as a catalyst for upward price pressure." Correct again..
"The "licensing agreement" is the new buzz phrase, but certainly may amount to nothing as usual."
Actually Dean already said it was going to be a material event..Further DD suggests it will be in the range of Onev's operational costs monthly for an extended period of time..We shall see..
"The amrket has long ago determined that this company needs to prove the hype it creates. Until it does, the price will keep dropping despite what the PR firm or Dean says to prop it up."
Well if Dean says that the Telmex contract is as suggested above then that statement will be incorrect..
I haven't read an ounce of speculation as to what the longs think Phillips will take out of the alleged "licensing agreement".
There is no speculation there..as it is written out clearly in all of the filings as to what Philips gets and when they get it..Look to the filings for you answer to that question without speculation..
"If it were to happen, that certainly would be the biggest sticking point. Do you think Telmex will just pay onev's accrued liability to Phillips?"
No..Telmex will pay Onev and Onev will pay Philips..Actually Philips can be paid off quite easily..In fact all the debt can be paid off quickly with the right investors coming on..
The Telmex and MTNL contracts will draw in more investors..I have no doubts about that..
You seem worried about Onev getting a licensing deal with Telmex for a material amount of cash..I would think that you would be very happy when that happens..The aternative would most likely lead to negative thoughts and questions..
Seems you are jumping the gun just a little as we haven't seen the terms of any licensing agreements..However..good DD can get you much closer to the truth than just speculating..Like I said good thoughts and questions..I hope I have helped in some small way with my thoughts and DD...veno