Kevin+Porter

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  • 2 Attractive Small Biotech Stocks That Could Become Buyout Targets  [View article]
    Went long CNAT, target is $5 short therm and $7-9 end of year

    Check my instablogs for realtime trades
    Jan 8, 2016. 06:15 PM | 2 Likes Like |Link to Comment
  • Conatus Has A Clearer Path, But It's Long And Uncertain  [View article]
    Went long CNAT, target is $5 short therm and $7-9 end of year.
    Check my instablogs for realtime trades.
    Jan 8, 2016. 06:15 PM | 1 Like Like |Link to Comment
  • Acacia Research: The World Of Patents Is Not For Everybody  [View article]
    5-Jan-2016
    Parthenon Unified Memory Architecture LLC, a subsidiary of Acacia Research Corporation, entered into a settlement and patent license agreement with Motorola Mobility LLC. This agreement resolves patent litigation, Civil Action No. 2:14-cv-00689 pending in the United States District Court for the Eastern District of Texas.

    4-Jan-2016
    Saint Lawrence Communications LLC and Saint Lawrence Communications GmbH, subsidiaries of Acacia Research Corporation, entered into a patent license agreement with LG Electronics, Inc. This agreement resolves patent litigation, Civil Action Nos. 21 O 18339/14, 21 O 814/15, 21 O 815/15, 21 O 816/15, 21 O 817/15, and 21 O 818/15, pending in the German Regional Court Munich I, and Civil Action No. 2:14-cv-1055 pending in the United States District Court for the Eastern District of Texas.
    Jan 6, 2016. 07:57 AM | 1 Like Like |Link to Comment
  • An Inside Look At The Settlement Agreement Between Vringo And ZTE  [View article]
    they MUST disclose anything material
    Dec 14, 2015. 09:27 AM | 3 Likes Like |Link to Comment
  • An Inside Look At The Settlement Agreement Between Vringo And ZTE  [View article]
    Sivbum, What speculation are you talking about ?
    I never mentioned Netflix, Amazon, Apple, AOL, SONY.
    Vringo and DTV are is in settlement talks, Read the last pacer.

    Re transparency about ZTE settlement, it's 100% transparent, it's 21.5M, that's it, there's nothing more to add.

    I agree there should be more info about the future of the company.
    Dec 13, 2015. 11:16 AM | 4 Likes Like |Link to Comment
  • An Inside Look At The Settlement Agreement Between Vringo And ZTE  [View article]
    DTV Addressable ads revenue
    http://bit.ly/1YcNVTn
    2015 550M
    2016 750M (estimated +40% Y/Y)
    2017 I guess it could be 1B or more

    DTV licence could be quite solid. They are in settlement talks as per last pacer filed.
    Dec 13, 2015. 09:25 AM | 4 Likes Like |Link to Comment
  • An Inside Look At The Settlement Agreement Between Vringo And ZTE  [View article]
    So what ? My words are irrelevant, I am not running the company, they chose another path
    Dec 10, 2015. 06:00 PM | 7 Likes Like |Link to Comment
  • An Inside Look At The Settlement Agreement Between Vringo And ZTE  [View article]
    LOL
    it's just accounting, how long have you been trading ? 6 weeks ?

    You can report a loss and actually make $$ and report an income but actually lose $$

    They could report a P/E of 1.5 or 1 or 0.5 or anything they want, they can do whatever they want with numbers

    Reality is that WILN has been losing a lot of money every quarter and every year of the last 4 years, that's why shares are constantly falling VERY HARD
    Dec 10, 2015. 04:13 PM | 3 Likes Like |Link to Comment
  • An Inside Look At The Settlement Agreement Between Vringo And ZTE  [View article]
    that was the conference with Google, nothing to do with Kaplan
    Dec 10, 2015. 02:42 PM | 5 Likes Like |Link to Comment
  • An Inside Look At The Settlement Agreement Between Vringo And ZTE  [View article]
    WILN has no p/e... they are burning 30-40 Million each year...
    Dec 10, 2015. 02:03 PM | 2 Likes Like |Link to Comment
  • An Inside Look At The Settlement Agreement Between Vringo And ZTE  [View article]
    Wrong.. Nobody knew when Kaplan would have ruled actually...
    Dec 10, 2015. 12:53 PM | 6 Likes Like |Link to Comment
  • Vringo: After ZTE Settlement, I'll Add Shares On Weakness  [View article]
    Yes
    Dec 10, 2015. 11:00 AM | 2 Likes Like |Link to Comment
  • An Inside Look At The Settlement Agreement Between Vringo And ZTE  [View article]
    They need just 1 license with Huawei or Ericsson to total at least 50M (only 2.3x ZTE settlement vs their much bigger size in the infrastructure sector)
    Dec 10, 2015. 09:49 AM | 4 Likes Like |Link to Comment
  • An Inside Look At The Settlement Agreement Between Vringo And ZTE  [View article]
    Strike please, you are totally unable to read earnings report

    WILN has burned 170M net cash, yes 170 million net cash, in the last 4 years (- 30M in the last 12 months) even if it officially showed a net income every year

    VRNG has actually burned only about 18-19 million in the last 12 months (I am not considering the new settlement with ZTE) even if the net loss officially is 103M
    Dec 10, 2015. 08:42 AM | 4 Likes Like |Link to Comment
  • An Inside Look At The Settlement Agreement Between Vringo And ZTE  [View article]
    man relax
    Dec 9, 2015. 07:03 PM | 3 Likes Like |Link to Comment
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