A long post here but the gist of it is that someti
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Posted On: 11/11/2017 1:36:27 PM
A long post here but the gist of it is that sometimes it takes people time to see the story develop. Many people know much more than I do about this company but I'm learning.
When I first bought a small number of shares in this company last March I was looking ahead to see a stronger company in a few quarters while realizing that that was down the road quite a bit. I was fine with that and have had long timetables on other investments.
In May after the April spike, I began to feel the story was more compelling here and increased my position during that consolidation by about 8X.
I didn't follow the company very much over the summer and thought that I would take a peek in the fall again to see how things were doing. The price was low in late September and yet I felt revenue was getting much closer to happening so I increased the position by 1/2 just before the IPR news. That was lucky timing.
I feel the good news on the IPR has scarcely begun to be realized in the marketplace because frankly most investors, individual and institutional, do not have things this cheap on their radar. I do think though that companies who operate in this space as solution providers as well as their large clients are paying attention or will be in the near future. My view of the potential revenue and settlements has improved dramatically, so after the good news from the IPR I increased my position by another 2/3 in that consolidation.
Lastly because of the anticipated settlement of Entrust I added an additional 1/3 yesterday morning.
It has taken time and a few developments for me to increase my position 30x and it is still tiny compared to what people have posted.
I'm looking forward to the next few quarters!
I think I get it when zPaul sometimes indicates people underestimate the potential.
What would be the licensing revenue if SFOR protected even just 10% of the personal devices in the US?
Or corporate/government networks?
Or if they received fees for online banking/ecommerce transactions?
It's enticing to think about, but it's great to celebrate the small steps as they come along too. It's a great weekend!
When I first bought a small number of shares in this company last March I was looking ahead to see a stronger company in a few quarters while realizing that that was down the road quite a bit. I was fine with that and have had long timetables on other investments.
In May after the April spike, I began to feel the story was more compelling here and increased my position during that consolidation by about 8X.
I didn't follow the company very much over the summer and thought that I would take a peek in the fall again to see how things were doing. The price was low in late September and yet I felt revenue was getting much closer to happening so I increased the position by 1/2 just before the IPR news. That was lucky timing.
I feel the good news on the IPR has scarcely begun to be realized in the marketplace because frankly most investors, individual and institutional, do not have things this cheap on their radar. I do think though that companies who operate in this space as solution providers as well as their large clients are paying attention or will be in the near future. My view of the potential revenue and settlements has improved dramatically, so after the good news from the IPR I increased my position by another 2/3 in that consolidation.
Lastly because of the anticipated settlement of Entrust I added an additional 1/3 yesterday morning.
It has taken time and a few developments for me to increase my position 30x and it is still tiny compared to what people have posted.
I'm looking forward to the next few quarters!
I think I get it when zPaul sometimes indicates people underestimate the potential.
What would be the licensing revenue if SFOR protected even just 10% of the personal devices in the US?
Or corporate/government networks?
Or if they received fees for online banking/ecommerce transactions?
It's enticing to think about, but it's great to celebrate the small steps as they come along too. It's a great weekend!
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