Seeking Alpha

Kevin Porter

Kevin Porter
Send Message
View as an RSS Feed
View Kevin Porter's Comments BY TICKER:
Latest  |  Highest rated
  • Vringo up 22% over last two days [View news story]
    Hi, hope you are fine

    if you are interested, check my instablogs for realtime calls
    Mar 3, 2015. 02:12 PM | Likes Like |Link to Comment
  • Update: Ditch Vringo On This Pop [View article]
    $2.25 is just my stock target, I have repeated it 100 times, wake up
    Mar 3, 2015. 01:06 PM | Likes Like |Link to Comment
  • Vringo up 22% over last two days [View news story]
    Many more info here: http://bit.ly/17NyDkD

    Target at least $2.25 imo
    Mar 3, 2015. 11:58 AM | 2 Likes Like |Link to Comment
  • Update: Ditch Vringo On This Pop [View article]
    http://bit.ly/17NyDkD

    Full Counterclaims Vringo v. ZTE Amended SDNY

    Very Interesting
    Mar 3, 2015. 08:04 AM | 3 Likes Like |Link to Comment
  • Update: Ditch Vringo On This Pop [View article]
    http://bit.ly/17NyDkD

    Page 31

    In the Netherlands ZTE refused to provide the bailiff access to ZTE's sales data in its external systems in violation of the President's order.
    On May 22 2014 The President increased the penalty for non-compliance to 50K euros per hour until ZTE complied with the court order. Only then did ZTE comply with the President's order.

    they are so ridiculous
    Mar 3, 2015. 08:02 AM | 3 Likes Like |Link to Comment
  • Update: Ditch Vringo On This Pop [View article]
    dont need your wikipedia posts to understand what's going on
    Mar 3, 2015. 07:50 AM | 2 Likes Like |Link to Comment
  • Update: Ditch Vringo On This Pop [View article]
    I already explained how it works

    $2.25 is the minimum share price target
    Mar 3, 2015. 07:48 AM | 1 Like Like |Link to Comment
  • Update: Ditch Vringo On This Pop [View article]
    LOL

    a settlement will be signed with Vringo US = no taxes
    Mar 2, 2015. 03:58 PM | 2 Likes Like |Link to Comment
  • Update: Ditch Vringo On This Pop [View article]
    vitosoranno that's completely false

    there's no expenses and taxes to pay on that

    Vringo has accumulated losses in the previous years that more than offset that amount = no taxes and there's no contingency legal fee differently from the Google Suit
    Mar 2, 2015. 07:32 AM | 3 Likes Like |Link to Comment
  • Update: Ditch Vringo On This Pop [View article]
    ''a gross 100 mil settlement will vastly disappoint many shareholders''

    LOL don't be ridiculous, it's at least $2.25 a share on that

    it would be huge and then they could go after several other players of the sector
    Mar 1, 2015. 04:01 PM | 2 Likes Like |Link to Comment
  • Update: Ditch Vringo On This Pop [View article]
    ZTE can't risk to lose in Malaysia too (very important country for them) and can't risk the huge NDA ruling that is forthcoming.

    Just the NDA could be worth hundreds of millions.

    They will settle for at least 100M soon. After that all the other infringers (possibly LG Lenovo Huawei and many others) will come into play.

    After a 100M settlement the fair value should be $2.25-$2.50.
    Higher if the settlement is higher.

    Then after it will monetize all the other infringers the eventual target is $4-6.
    Mar 1, 2015. 07:57 AM | 2 Likes Like |Link to Comment
  • Update: Ditch Vringo On This Pop [View article]
    again ? that's not VRNG's subsidiary
    Feb 26, 2015. 03:49 PM | 2 Likes Like |Link to Comment
  • Update: Ditch Vringo On This Pop [View article]
    The products cited in the complaint for alleged patent infringement include the top-selling D-Link Wireless Pan & Tilt Day/Night Network Surveillance Camera and the D-Link Wireless Day/Night Network Surveillance Camera.

    The complaint alleged that D-Link "knowingly encouraged, and continues to encourage, current and potential customers to directly infringe one or more claims of the [patent]."
    Feb 26, 2015. 12:12 PM | 2 Likes Like |Link to Comment
  • Update: Ditch Vringo On This Pop [View article]
    man.. that's a different company..
    Feb 26, 2015. 11:08 AM | 2 Likes Like |Link to Comment
  • Update: Ditch Vringo On This Pop [View article]
    Iron Gate is a subsidiary wholly owned by VRNG, just like I/P Engine vs Google
    Feb 26, 2015. 10:25 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
1,918 Comments
3,630 Likes