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  • Spherix Notified by United States Patent & Trademark Office of New Standard Essential Patent Issued to Spherix [View article]
    Which is great but if it fails to be upheld by some CAFC somewhere did anything really just happen at all...?
    Sep 22 10:34 AM | Likes Like |Link to Comment
  • Why I'm Buying Up Coal Stocks [View article]
    Most likely scenario in my mind is that the "fracking revolution" continues unabated for at least 5 more years. China continues to deleverage and met coal prices do not rebound. Thermal coal may find more of a market as Putin turns off the NG but debt loads and heavy capital demands on top of hedgies walking away from fossil fuels (see NYT today about Rockefellers), means that only the strong will survive. Peabody will make it and a handful of others, ACI and ANR will not.
    Sep 22 10:24 AM | Likes Like |Link to Comment
  • VirnetX plunges as jury award over Apple is vacated [View news story]
    Good to see the rule of law is alive and kicking in the US....USPTO has some serious work to do in redefining what a "patent" is, because clearly judges disagree with American juries and the USPTO.
    Sep 16 11:40 AM | Likes Like |Link to Comment
  • Tesla's Road To Lithium [View article]
    WLCDF is the play for Musk to vertically integrate. The Gigafactory will be operating in 2017 and will be able to use Western's high quality, clay based (vs. more expensive brine process elsewhere) to satisfy the need.
    Sep 10 02:37 PM | 1 Like Like |Link to Comment
  • Ur-Energy Finally Seeing That Turn? [View article]
    Wonder if those contracts for URG through 2016 have provisions for reworking the price..seems strange a company would lock themselves in without renegotiating clauses...
    Sep 4 12:26 PM | Likes Like |Link to Comment
  • Vringo bounces as insiders buy following Google ruling [View news story]
    Lottery ticket for an en banc reversal...creating a whole new crop of VRNG bagholders here ...without reversal, SCOTUS is a non-starter, ZTE doesn't support a $1 stock price and they will lose staff...
    Aug 18 03:09 PM | 1 Like Like |Link to Comment
  • The Opinion That Brought Down Vringo [View article]
    No real income to speak of an a decent cash burn. Don't think Scotus will hear it and that will be done. Google income was going fund the ongoing battles and next wave of Nokia fights...not sure if managment is really going to be able to keep the lawyers at the firm and don't see ZTE settling anytime soon so probably another 2 years without real revenue. Nokia patents get sold and the rest of this breaks up at this point I think.
    Aug 18 09:43 AM | 1 Like Like |Link to Comment
  • Vringo Rated As Rotten: The Company Shows Why You Don't Speculate On "Patent Trolls" [View article]
    VRNG did everything right. Management beat Google at every turn and lost with an interpretation of Alice that didn't even exists when the the case was filed or won. Google did the only thing that they could, delay and hope for a Hail Mary which happens once in a while. What this has done is devalued every IP patent, illegitimized the USPTO and has raised the real issue that the court process for very technical IP type work needs to go through a different process, probably without juries.
    Aug 18 07:27 AM | 3 Likes Like |Link to Comment
  • Vringo: Next Steps After A Disappointing Decision Versus Google [View article]
    Just another nail in the American judicial process. After 3 years of endless delays, millions of dollars after an ignorant jury and judge are asked to rule on something they had neither the background or sklls to judge, this happens. This wasn't as big a loss for VRNG as it was for the patent process, the USPTO and our judicial system being able to sit on IP cases. This was an arrow through the heart of the defendability of R&D invention. The road is clear now. Ignore patents if it offers you an advantage, fight it for 3-5 years and wait for an opportunity.
    Aug 17 10:17 AM | 2 Likes Like |Link to Comment
  • The Internet Monopoly I Want To Own Forever [View article]
    Good idea, time for the gov to look into this as they have MSFT and XOM in the past...
    Aug 14 01:54 PM | Likes Like |Link to Comment
  • Gilead to price Sovaldi at $900 in India [View news story]
    Must be because average income of healthcare taxpayers in the US is 84x the average Indian income...
    Aug 8 01:42 PM | Likes Like |Link to Comment
  • Live Cattle - Looking For A 5% Drop [View article]
    With Putin sanctioning any food from the West, and bumper corn, soy and wheat crops, my guess is we are going to see all time lows in these crop prices...thankfully as you note, the Fed will disregard and ignore that we are heading into Japan style deflation.
    Aug 6 03:08 PM | Likes Like |Link to Comment
  • Alpha Natural Resources beats by $0.19, beats on revenue [View news story]
    Let's be clear...less important is the beat:beat headline...this company had sales down 22% YOY and is losing $0.56 a share...unsustainable regardless of the headline.
    Aug 6 08:20 AM | Likes Like |Link to Comment
  • Will Silver Remain Forever $21? [View article]
    As long as people can eat their ipads, silver will remain rangebound.
    Aug 5 09:24 AM | 4 Likes Like |Link to Comment
  • USPTO to review VirnetX patent at Microsoft's request [View news story]
    Endless reviews. Shouldn't actually being awarded the patent be enough? Why the endless doublechecking...seems like no one thinks the USPTO does enough up front.
    Aug 4 02:45 PM | Likes Like |Link to Comment