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  • Adaptive Medias Raises $5.2 MM In Private Placements
    Wed, Sep. 17 ADTM 4 Comments

    Summary

    • On September 15, Adaptive Medias announced it had raised $5.2 million in private placements.
    • According to the press release, 8-K, and two Form D filings, the Company issued approximately 2.3 million restricted shares from two institutional investors.
    • As predicted in the March 4 coverage, the Company’s revenue growth is accelerating. First half 2014 revenues were up 43.6x to $1,844,788 from $42,314 in FH 2013.
  • Update: Marathon Patent Announces Launch Of Opus Analytics And Names CMO
    Tue, Sep. 16 MARA 2 Comments

    Summary

    • Marathon announced on Sept 15, 2014 the launch of its Opus Analytics Patent Analysis Platform.
    • This launch, which is a 50% joint venture with Eric Spangenberg’s IPNav, provides a new high margin reoccurring revenue stream.
    • Opus “Alpha Score” could become the “de facto” standard for patent IP professionals, finance professionals, attorneys and investors.
    • Marathon announced the hiring of Wall Street Veteran Daniel Gelbtuch as CMO to focus on growing the institutional shareholder base.
    • These developments are additional examples of management's continued execution of both their business plan and a focus on enhancing shareholder value.
  • Update: Marathon Patent Announces Favorable USPTO Ruling And Acquisition Of Patent Assets
    Wed, Sep. 10 MARA 6 Comments

    Summary

    • Marathon announced that on Sept 5, 2014, the PTAB of the USPTO denied a petition for inter partes review filed by Arm Inc. against Vantage Point patent no. 5,463,750.
    • Marathon entered into a patent purchase agreement with Clouding Corp., to acquire a portfolio of patents from Clouding IP for an aggregate purchase price of $2.4 million.
    • Signal IP public joint discovery filing discloses an approximate $1.6B in potential collective damages across 14 automotive defendants.
    • These developments confirm my belief that company management is building a company that will eventually greatly exceed its current market cap.
    • While these types of events were anticipated in the original article, they have greatly exceeded expectations and the pace of growth is accelerating.
  • How Spindle Could Help Unwind RetailMeNot's Google Search Debacle
    Tue, Aug. 19 SALE, SPDL 3 Comments

    Summary

    • RetailMeNot has gone from a high flying IPO darling with high expectations to a company disappointing Wall Street and barely above its IPO price in just one year.
    • Google’s recent launch of Panda 4.0 has impacted the relevancy of RetailMeNot searches and has impacted its growth.
    • RetailMeNot must diversify revenue sources into mobile. Leveraging beaconing to focus on in store content is the future of mobile commerce and different from the current RetailMeNot online focus.
    • Spindle with its Yowza!! brand is one of the innovators in this space combining beaconing technology, offer delivery platform, and single national brand in one solution.
    • Spindle's robust offering, current low valuation and being at an inflection point make it a perfect acquisition for RetailMeNot.
  • Update: Marathon Patent Group Reports Record Q2 Revenues
    Sun, Aug. 17 MARA Comment!

    Summary

    • Marathon Patent Group reported record revenues of $3.8M which were up 38% from prior quarter and 151% year-over-year.
    • Marathon acquired three companies each with active patent portfolios as well as one additional company with revenue rights associated with two active patent portfolios.
    • Marathon unveiled its Opus Analytic IP valuation software developed by IPNav for commercial usage, which opens up a new high margin reoccurring revenue stream.
    • The Q2 release affirms that Marathon is indeed a Best of Breed among patent plays with currently 82 active defendants.
    • All of these events reported were anticipated and the launch of the Opus software is ahead of the original schedule.
  • Update: U.S. Rare Earths Takes Next Step In The Development Of Heavy And Critical Rare Earths In The Continental United States
    Mon, Aug. 11 UREE 1 Comment

    Summary

    • U.S. Rare Earths received approval from the U.S. Forest Service to remove a stockpile from its Last Chance claims of what it believes contains highly concentrated rare earth materials.
    • The company will reopen existing underground tunnels at its Last Chance claims which are known to intersect with one of the largest identified mineralized veins of heavy and rare earths.
    • The company believes it will be the first US based company to proceed with rare earth underground exploration in the continental United States.
    • This is a big event since they now can begin to process heavy and critical rare earths and shows the company is on track to become a US based producer.
  • Update: Spindle, Inc. Recent News Not Reflected In Stock Price
    Thu, Jul. 24 SPDL 16 Comments

    Summary

    • Spindle named a recipient of Frost and Sullivan's 2014 Customer Value Enhancement Award.
    • A Frost and Sullivan award is a prestigious event that could not be anticipated due to the competitive industry and the fact that Spindle only launched the Yowzaa!! application in Q1.
    • This award reinforces my opinion Spindle is a leader in mobile ap payments and, with recent acquisitions in the space by Yahoo and Twitter, makes it a prime acquisition candidate.
  • Update: Marathon Patent Group To Trade On Nasdaq
    Wed, Jul. 23 MARA Comment!

    Summary

    • Marathon Patent Group files form 8-A to allow shares to trade on the Nasdaq exchange.
    • This event has been anticipated ever since management stated it was a key objective to the long term plan to maximize shareholder value.
    • Marathon has been approved for uplisting to The NASDAQ Stock Market LLC. Effective at the opening of trading on Monday, July 28th.
  • Marathon Patent Group Best Of Breed In Patent Space
    Thu, Jul. 3 MARA 18 Comments

    Summary

    • Marathon has already developed a diverse revenue generating portfolio owning over 150 patents.
    • Marathon's recent positive Markman ruling in Apple Siri case gives them blue sky potential.
    • Marathon's launch of Opus Analytic IP valuation software developed by IPNav for commercial usage opens up a new high margin revenue stream.
  • Supply Chain Management Coming Of Age
    Tue, Jun. 24 SPSC, UPS, SSNT Comment!

    Summary

    • Supply Chain Management is critical to compete in today’s Global market place.
    • Supply Chain Management ultimately provides value to the end customer through superior products and lower costs.
    • Companies providing valuable Supply Chain Management services will continue to grow at a much higher rate than typical software companies and provide investors superior returns.
  • LifeLock - Still Time To Turn A Lemon Into Lemonade
    Sun, Jun. 1 LOCK 37 Comments

    Summary

    • LifeLock purchased Mobile Wallet provider Lemon Wallet for $42.6M in December 2013.
    • LifeLock pulled LifeLock Mobile Wallet application, shares hit yearly low.
    • Spindle is one of the first AWS Cloud companies to achieve Level 1 PCI Compliance.
    • Strong LifeLock balance sheet, $190M cash and no debt, is well positioned for possible additional acquisitions.
    • Recent retracement in Spindle shares may lead to possible buying opportunity for both LifeLock and investors.
  • Integral Technologies: A Development Company Headed Towards Commercialization With Hanwha L&C
    Fri, May. 23 ITKG 6 Comments

    Summary

    • Integral manufactures and distributes electrically-conductive resin-based materials that can be molded into various shapes and sizes associated with plastics and rubbers.
    • The launch of Integral’s ElectriPlast® line with South Korea’s Hanwha L&C, announced April 7, propels the company from “development stage” to commercially viable.
    • On May 22, Integral reported it received the second $250k installment payment from Hanwha from the June 2013 Licensing Agreement.
  • Follow The Smart Money Into Genius Brands International
    Fri, May. 16 GNUS 2 Comments

    Summary

    • Genius Brands International is a multimedia content and brand management company focused on providing "content with a purpose" for toddlers to tweens.
    • Genius Brands is run by industry veterans Andy and Amy Heyward, who merged their company, A Squared Entertainment, with Genius in November 2013.
    • The company announced a $6MM financing round on May 15 to be used to market its various brands and expand its global licensing and distribution business.
    • Genius Brands has a cadre of heavyweight advisors and board members, including a former Governor of California and the president & co-CEO of American Greetings.
  • Apple, Spindle And The Natural Evolution Of Mobile Point-Of-Sale
    Tue, May. 6 AAPL, SPDL 26 Comments

    Summary

    • Forrester Research estimates that Americans will spend $90 billion through mobile payments by 2017, up from $12.8 billion in 2012.
    • Spindle and Apple are two possible ways to play the mobile payment space.
    • Last week, Spindle introduced Yowzaa!! POS – a comprehensive retail management platform, which is a cloud-based suite that allows merchants to manage operations from mobile devices.
  • Rare Earths, It's All About The Heavies
    Sun, Mar. 16 UREE 35 Comments

    Summary

    • Of the 17 rare earth minerals, the five or so considered heavy are truly rare and China continues to control nearly 100% of their production worldwide.
    • U.S. Rare Earths' properties possess large amounts of Critical Rare Earth Elements ("CREOs") dysprosium, terbium, europium, neodymium and yttrium.
    • The Company's CREO deposits have also been recognized by the Department of Energy ("DOE") and their properties are easily accessible and located close to proper infrastructure.
  • Public Venture Capital: Turning Micro-Caps Into Macro Wealth Builders
    Tue, Mar. 4 ADTM 17 Comments
  • Why Carl Icahn's Battle With eBay Is A Sign To Buy Spindle Inc.
    Mon, Mar. 3 SPDL 26 Comments
  • Why Has Ashford Capital Management Bought 9% Of Standard Metals Processing?
    Tue, Feb. 18 SMPR Comment!
  • It May Be Hip To Be Square, But It Is Spindle That Could Fill Your Mobile Wallet
    Sun, Jan. 19 SPDL 64 Comments
  • Spindle Acquires Yowza!! And Paves The Way For Advancing Mobile Commerce
    Dec. 12, 2013 SPDL 24 Comments
  • Senate Bill Sets Stage For Significant Upside In Molycorp And U.S. Rare Earths
    Dec. 10, 2013 UREE, MCP 25 Comments
  • What Is Arianne Resources Worth After Completion Of Its Bank Feasibility Study?
    Oct. 27, 2013 DRRSF 3 Comments
  • In Search Of U.S. Rare Earths Independence
    Oct. 23, 2013 UREE 10 Comments
  • Why Facebook Should Acquire Mobile Payment Provider Spindle Inc.
    Oct. 8, 2013 FB, SPDL 16 Comments
  • Rocket Fuel IPO Blasts Off... How To Play The Ad-Tech Boom
    Sep. 23, 2013 FUEL 5 Comments
  • Twitter Me This: What Am I Worth?
    Sep. 15, 2013 TWTR 2 Comments
  • U.S. Rare Earths Inc: A Rare Combination Of Assets And Management
    Aug. 29, 2013 UREE 20 Comments
  • When Does A Reverse Stock Split Make Sense?
    Jul. 22, 2013 MARA 19 Comments
  • Acacia Research: A Conservative Investor's Choice For Investing In Intellectual Property
    Apr. 23, 2013 ACTG 4 Comments
  • Marin Software's Q1 Numbers Should Provide Some Good Clues
    Apr. 14, 2013 MRIN 6 Comments
  • Marin Software: Successful IPO Inside The Numbers
    Mar. 24, 2013 MRIN 1 Comment
  • Spindle Mobile Closing The Loop
    Mar. 13, 2013 SPDL 1 Comment