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Benjamin Padnos  

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  • Skyworks: Q1 Call Underscores Need To Acquire Resonant [View article]
    Anyone following RESN needs to listen to the conference call -- http://bit.ly/1BoPZQM -- or read the transcript http://bit.ly/1LTQ9B2. The formal wording in the press release, which was likely SIGNIFICANTLY influenced by input from Skyworks' legal department, does not match the comments by Resonant's CEO, particularly in the Q&A. Sell-off has created a massive buying opportunity!
    Feb 27, 2015. 11:32 PM | Likes Like |Link to Comment
  • Why Resonant Could Be The Next Qualcomm Or Skyworks Solutions [View article]
    @Michael - thanks. Resonant shares are just warming up. Look at the last 5-6 years on $SWKS and you'll get a preview of the future I expect for $RESN. It's the largest position (by dollar value) in my portfolio.
    Feb 15, 2015. 11:17 AM | Likes Like |Link to Comment
  • Resonant: A Disruptive Technology That Could Take Over The RF Filter Industry [View article]
    The 5-year charts on $SWKS and $ARMH paint the picture of why you want to own $RESN. Current valuation is only ~$100MM and the author's statement that "fair value could be multiples of its current value" is spot on.
    Jan 30, 2015. 01:34 PM | 1 Like Like |Link to Comment
  • Skyworks: Q1 Call Underscores Need To Acquire Resonant [View article]
    At $14.50, $RESN has just cracked $100MM valuation. ONE order from $SWKS could be +/- $.05 royalty x up to 1 billion units -- that's $50 million. From ONE product for ONE band. There are other opportunities within SWKS, and new potential partnerships with Avago, Murata and Qorvo. Look at the 5-year chart on SWKS and you're seeing RESN's future.
    Jan 28, 2015. 12:04 PM | Likes Like |Link to Comment
  • Energous: Post-CES Observations [View article]
    Energous announced that it had passed its first certification of its Rx, which only has a BLE transceiver, requiring Part 15 certification and operating at 2.4GHz.

    Its transmitters will be certified under both Part 15 for BLE as well as under Part 18 for high power transmission, for which there is not simple specification. Certifications are obtained via the KDB/use case program.

    WattUp DOES NOT interfere with Wi-Fi. The technology allows for the appropriate frequency-seeking algorithms to identify open channels or groups of open channels to ensure it doesn't interfere with Wi-Fi and/or any other RF signal.
    Jan 22, 2015. 11:50 PM | 1 Like Like |Link to Comment
  • Energous: Post-CES Observations [View article]
    I think your analysis is spot on @Enersavr with regard to short-term traders vs. long-term investors. At 13 million shares, $40/share is about $500 million market cap which I believe is a viable price target for 2016. FCC approval (Part 18) will be facilitated by JDA partner companies like Haier, FoxConn, etc. who have a ton of experience getting products through regulatory approval. Personally, I believe these guys will get Apple, which will make WattUp technology ubiquitous, mute the naysayers and crush the shorts.
    Jan 16, 2015. 04:49 PM | 2 Likes Like |Link to Comment
  • Energous: Post-CES Observations [View article]
    My favorite two demonstrations @ CES: 1) seeing the sound bar on an LG television transmit energy to multiple receivers placed around the room; and 2) wire-free charging from ~23 feet away (8 feet further than the company's 15-foot claim). Great demo video here: http://bit.ly/1BZlKgz. Link to Best of CES awards: http://engt.co/1BZlSMX
    Jan 12, 2015. 12:24 PM | 1 Like Like |Link to Comment
  • With CES Approaching, Energous Should See Its Growth Multiple Soar [View article]
    I personally witnessed WattUp technology charging a phone from 23 feet away during the CES demo in Las Vegas on 1/7.
    Jan 8, 2015. 11:15 AM | Likes Like |Link to Comment
  • Update: Bolstered By $23 Million Secondary, ROTH Capital Initiation, And CNBC Coverage, Energous Is Gaining Steam Into January [View article]
    Management team is not shooting for 10-20 million WattUp-enabled devices @ high royalty rate, they are building platform technology with eyes on mass adoption -- ubiquity. My sense is the royalty for receivers will have a lower price point -- perhaps under $.25 per unit -- and the real money will be made in the transmitters where your $2 figure may be correct. I personally saw WattUp charging a phone from 23 feet at CES on Wednesday 1/7.
    Jan 8, 2015. 11:08 AM | 1 Like Like |Link to Comment
  • Update: Bolstered By $23 Million Secondary, ROTH Capital Initiation, And CNBC Coverage, Energous Is Gaining Steam Into January [View article]
    @MR_Z: Energous has potential to have dominant market share in multiple markets. There are 2 billion mobile devices sold annually. That's just one market. The Company's deal with Innovation First, makers of Hexbug, shows another use-case in toys. You'll see examples of many other use-cases opening up additional market segments in the future. So, the 100MM units number is LIGHT. The potential is for BILLIONS of WattUp-enabled devices, and Energous will collect a royalty on every single one. And that's just on the receiver side. Transmitters -- the technology that SENDS the energy -- can be built into routers, appliances (such as refrigerators, washer/dryers and microwaves), and consumer electronics. WattUp will be built into many everyday products we buy, so in the home of the future, there will be energy "hot spots" in multiple rooms and as we walk around our house, we'll seamlessly connect to the closest energy source. I see the potential for hundreds of millions of dollars in annual sales.

    High-growth companies with large margins (Energous's licensing model means gross margins will be near 100%) and significant IP protecting their technology (WATT has 80 filed patents and growing) trade at significant multiples of sales -- 10x is not a stretch at all. Look what Google paid for Nest ($3.2 billion) and Facebook paid for Oculus ($2 billion) and that's what I'm hoping for with Energous. In other words, there's a long way to go from today's ~$150 million market cap.

    FYI, see Engadget's review on Energous from January 5: http://engt.co/1xFnIUd

    "The main benefit Energous touts is mobility, and true to his word, (Founder & CTO Michael) Leabman was able to move freely around the show home, with the software automatically choosing which transmitter was best-placed to pipe power to his smartphone. The handover was near-instantaneous, and very reminiscent of how a tablet or laptop can switch between WiFi transmitters on the fly. .... With the size of the chips, though, there's nothing stopping a Samsung or an Apple from adding the tech to its devices in the coming years."
    Jan 7, 2015. 11:53 AM | Likes Like |Link to Comment
  • With CES Approaching, Energous Should See Its Growth Multiple Soar [View article]
    WATT is an easy play for the "fear uncertainty and doubt" crowd who attempt to scare investors into missing out on stocks like this by calling them "pumps." Owning Energous certainly comes with risks, but in the next couple of years, its technology can (and I think, will) be integrated into literally billions of units a year in products ranging from cell phones, tablets and toys to watches, wearables and sensors. Energous will collect a royalty -- at virtually 100% margin -- for every unit with WattUp inside. Investors should focus on the market opportunity for true, wire-free charging rather than listen to cynics who root for failure.
    Dec 30, 2014. 04:58 PM | 2 Likes Like |Link to Comment
  • With CES Approaching, Energous Should See Its Growth Multiple Soar [View article]
    John, all signs point to FCC approval being very much on track. Energous management team, external advisors and their numerous partners (14 JDAs so far) -- know more than all of us when it comes to the FCC. The issue was discussed at length on the road show with institutional investors who put $23 million into the company. The "FCC" topic is also covered with each JDA partner. If there was such an obvious, glaring flaw in WATT's plan for regulatory approval, we'd know it by now.
    Dec 30, 2014. 04:55 PM | 2 Likes Like |Link to Comment
  • Update: Bolstered By $23 Million Secondary, ROTH Capital Initiation, And CNBC Coverage, Energous Is Gaining Steam Into January [View article]
    Nasdaq-listed company with an IP moat on wireless/wire-free charging, and JDAs with numerous major players, WATT stock has (multi) billion-dollar potential. Also notice that I'm out here publicly under my own name and not trolling SA comment section under an alias.
    Dec 30, 2014. 11:11 AM | 2 Likes Like |Link to Comment
  • Upcoming Secondary Offering By Energous A Signal For Big Upward Move? [View article]
    Secondary priced after the close on 12/9 for trading on 12/10.
    Dec 10, 2014. 03:24 AM | 1 Like Like |Link to Comment
  • Upcoming Secondary Offering By Energous A Signal For Big Upward Move? [View article]
    1) The secondary is on track to price on or before December 19. Institutions are pushing it down to get a better price, and then it'll pop. If the price goes too low, the Company will pull the secondary until after CES.

    2) Also see breaking news: Energous Completes Initial FCC Part 15 Certification Testing for WattUp(TM) Wire-Free Charging Receiver -- http://yhoo.it/12mSZiw
    Dec 2, 2014. 12:01 PM | 1 Like Like |Link to Comment
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