(Total Views: 278)
Posted On: 11/02/2017 10:32:23 AM
Post# of 82689
I agree with you undervaluedstock.
Duo out of the 7 infringers, after reading the court docs., appear to be in the deepest trouble. As ZP posted earlier Duo has been the most aggressive at infringing therefore will push back the hardest in court. Companies only fight this hard for two reasons, #1- they are not guilty (this is not the case with Duo) or #2-the damages must be huge. I'm picking #2.
That being said:
Entrust I believe will not be as impressive with their damages payout (I'm a conservative $10M‑$20M for damages) only because they may have a legitimate countersuit (I read their patents and claims) and they are also working with SFOR to Expiditiously settle and move on (this means the possability of royalties sooner rather than later). But what makes me currious about Entrust are the "contracts" Kay mentioned. These contracts should be the most powerful part of the Entrust settlements. I have mentioned in the past, Lower damages (lower initial payout) with higher royalties could be more adventageous in SFOR's books for valuing and selling the company in the future.
What investors have to keep in mind with these lawsuit settlements is every infringer will be a different level of infringement an forensic accounting should be applied to determine the damages of each company. But even at an average of $20M per infringer for damages (conservative), $20M X 7 infringers = 140M X 10(also conservative and will be guided by royalty payments for forward looking revs.) = $1.4Billion valuation / 2.3B OS = $0.61 per share.
$0.61 per share is conservatively possable if the above holds true.
Important note:
The above valuation does not take into consideration:
- The deals about to be announced within the next few weeks- months.
- $9M from ACS (this would wipe out most of our current debt)
- The next 20-30 infringers
- INternational patents and new technology (IP = POWER)
Please do your own DD.
The numbers above are just an example.
SO GLTA
IMO
Duo out of the 7 infringers, after reading the court docs., appear to be in the deepest trouble. As ZP posted earlier Duo has been the most aggressive at infringing therefore will push back the hardest in court. Companies only fight this hard for two reasons, #1- they are not guilty (this is not the case with Duo) or #2-the damages must be huge. I'm picking #2.
That being said:
Entrust I believe will not be as impressive with their damages payout (I'm a conservative $10M‑$20M for damages) only because they may have a legitimate countersuit (I read their patents and claims) and they are also working with SFOR to Expiditiously settle and move on (this means the possability of royalties sooner rather than later). But what makes me currious about Entrust are the "contracts" Kay mentioned. These contracts should be the most powerful part of the Entrust settlements. I have mentioned in the past, Lower damages (lower initial payout) with higher royalties could be more adventageous in SFOR's books for valuing and selling the company in the future.
What investors have to keep in mind with these lawsuit settlements is every infringer will be a different level of infringement an forensic accounting should be applied to determine the damages of each company. But even at an average of $20M per infringer for damages (conservative), $20M X 7 infringers = 140M X 10(also conservative and will be guided by royalty payments for forward looking revs.) = $1.4Billion valuation / 2.3B OS = $0.61 per share.
$0.61 per share is conservatively possable if the above holds true.
Important note:
The above valuation does not take into consideration:
- The deals about to be announced within the next few weeks- months.
- $9M from ACS (this would wipe out most of our current debt)
- The next 20-30 infringers
- INternational patents and new technology (IP = POWER)
Please do your own DD.
The numbers above are just an example.
SO GLTA
IMO
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