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  • Hercules Offshore: Undervalued Titan In The Gulf [View article]
    Check my posts above 5 leases signed with PEMEX in the Mexican side of the GOM.

    WITHIN THE LAST MONTH!
    Mar 27 02:36 PM | Likes Like |Link to Comment
  • Hercules Offshore: Undervalued Titan In The Gulf [View article]
    @Haag

    Yep and the majority of all those rigs are heading to PEMEX. In fact PEMEX who is drilling the Mexican leases can't get enough of the Jackup Rigs. Seadrill JUST WON a 6 YEAR Contract for 4 Jackups from them. The Gulf is on fire now.
    http://bit.ly/1ja9rqw

    GSP did the same with a 3 year deal with Pemex.

    http://bit.ly/1ja9um9

    This is the last 1 month. Not last year!
    Mar 27 02:34 PM | Likes Like |Link to Comment
  • Hercules Offshore: Undervalued Titan In The Gulf [View article]
    @Crimsonbay,

    Those 10 Cold Stacked rigs were part of the total purchase of Seahawk, which works out to $5 million a piece. So you must be thinking of the operational costs of Cold Stacking, cause I can bet the depreciation on these rigs has come and gone.

    Fleet Age? Most of these rigs are from the 70's -80's era. The Brooklyn Bridge is made of Steel, not Iron and is 130 years old. These rigs could go another 20 years---or more with proper maintenance.
    Mar 27 02:25 PM | 2 Likes Like |Link to Comment
  • Activision Blizzard Fails To Have Worlds Patents Ruled Completely Invalid; Case Marches On [View article]
    Been watching SPEX as well. DSS vs. Coupon.com is more intriguing as the recent offering of Coupon.com really adds a dynamic to the mix. Can't wait to see what comes out of discovery. Could really be the White Knight catalyst to the stock now. Waiting on the Supreme Court doesn't do the common any favors.
    Mar 26 10:18 PM | 1 Like Like |Link to Comment
  • Did Worlds' Patent Case Just Get Snowed In By Activision Blizzard? [View article]
    @Markman Advisors

    Now this is what I mean by incomplete-in accurate posting.
    Mar 26 10:12 PM | Likes Like |Link to Comment
  • Hercules Offshore: Undervalued Titan In The Gulf [View article]
    @Uncle Jay

    Everyone has a price target and it is NEVER WRONG to take a profit. That being said best of fortune and thanks for the comment.
    Mar 26 10:05 PM | Likes Like |Link to Comment
  • Hercules Offshore: Undervalued Titan In The Gulf [View article]
    Welcome to the stock market.
    Mar 26 02:59 PM | Likes Like |Link to Comment
  • Hercules Offshore: Undervalued Titan In The Gulf [View article]
    @TJ Lee

    I live in Houston and have more than 10 years in the Industry, and I can read a fleet report. http://yhoo.it/1mvgT2f

    Read the Fleet Report- it totally disagrees with everything you said.

    By the way the Gulf of Mexico is not Africa. Based on your previous post of where you live.

    "Blackberry isn't going anywhere. I live in Africa, and I can tell you the market here is booming every day. People like you in the west do not know how to think globally, and that's why much of the market will never make sense to you. Just because $BBRY will never be Samsung or Apple doesn't mean it doesn't have a home in the market. There's no reason it can't thrive, and provide us with future returns"
    Mar 26 02:58 PM | 3 Likes Like |Link to Comment
  • Hercules Offshore: Undervalued Titan In The Gulf [View article]
    @schroederltd

    I'd rather see higher day rates and mothballed rigs. Increase day rates another $50,000 a day THEN SLOWLY bring on cold stacked rigs.
    Mar 26 02:49 PM | 2 Likes Like |Link to Comment
  • Hercules Offshore: Undervalued Titan In The Gulf [View article]
    @Paradox

    This is exactly why HERO bought SEAHAWK. Constrict and limit available rigs=higher day rates.

    10 Rigs coldstacked is the operational catalyst of achieving higher day rates in the Gulf. Defacto monopolies build case studies to create this kind of economic reality. Lets hope that HERO NEVER REACTIVATES those rigs, so Day Rates can double--again.
    Mar 26 02:46 PM | 6 Likes Like |Link to Comment
  • Activision Blizzard Fails To Have Worlds Patents Ruled Completely Invalid; Case Marches On [View article]
    Agreed.

    Thursday's due date for the filings should be interesting.
    Mar 25 12:53 PM | 3 Likes Like |Link to Comment
  • Activision Blizzard Fails To Have Worlds Patents Ruled Completely Invalid; Case Marches On [View article]
    @drehm

    This brings up an interesting possibility. You are correct, Worlds could re-file the case, but I don't believe they will. Why?

    The Judge will eventually allow the case to continue by scheduling the Markman Hearing and amending the infringement period. Lets say Worlds is successful and ultimately wins a Jury decision defining ATVI as an infringer of their IP from the Cert of Correction date to current.

    At that point, there is nothing stopping Worlds from refilling the case seeking infringement prior to the Certificate of Correction at that time. In fact given the status of ATVI then being a confirmed infringer its possible a settlement will be reached before a trial ever begins.

    Net here is winning an infringement decision now --will drive the business plan and other litigation faster for the future.
    Mar 24 11:03 AM | 3 Likes Like |Link to Comment
  • Activision Blizzard Fails To Have Worlds Patents Ruled Completely Invalid; Case Marches On [View article]
    @ Rick

    Agreed.
    Mar 17 09:54 AM | 2 Likes Like |Link to Comment
  • Activision Blizzard Fails To Have Worlds Patents Ruled Completely Invalid; Case Marches On [View article]
    Worx is the application arm of the company and there will be a place for this in the future. I'm more keenly following the litigation as I'm satisfied with the risk there. Tom is a very bright guy, with the right trade partners he could really turn this into something special.

    Might add a small position as well.
    Mar 17 09:53 AM | 1 Like Like |Link to Comment
  • Activision Blizzard Fails To Have Worlds Patents Ruled Completely Invalid; Case Marches On [View article]
    @vito...

    Infringement is 3 years and 3 months

    August 14 2013 to August 14 2014--1 year
    August 14 2014 to August 14 2015--1 year
    August 14 2015 to August 14 2016--1 year
    August 14 2016 to November 12 2016-- almost 3 months


    Yes they can always appeal the order of Judge Caspar, but I don't think they will as no one wants to challenge the USC code on this. However it does not stop Worlds from collecting on the full term on any other defendant, now that the Cert of Correction is issued.
    Mar 17 09:49 AM | 1 Like Like |Link to Comment
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