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Re: loop: horse collar is a correct analogy... 

By: zzfan in IDCC | Recommend this post (3)
Fri, 28 Oct 11 6:50 PM | 260 view(s)
Boardmark this board | InterDigital Communications
Msg. 43463 of 48237
(This msg. is a reply to 43461 by amrwonderful)

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Arm, I do not subscribe to any conspiracy theories. Barclays paid money for warrants exercisable well above the present price. I attribute this event to an analyst without an imagination. We have one analyst that is valuing the company based on a per patent modelo. We have others using the revenue/net earnings model. The truth is that the valuation of solid IPR companies has changed since Nortel and an analyst should take this into account when undertaking a new report. It is my belief that an analyst can report anything so long as his/her method is clearly explained within the four corners of the report. One of my deceased friends told me years ago to be careful what I wished for as I screamed about lack of analyst coverage. I know he got a good chuckle as he watched me kick a trashcan into submission yesterday morning. I heard the trash guys laughing this morning as they hauled it off.

MO
zzfan


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The above is a reply to the following message:
Re: loop: horse collar is a correct analogy...
By: amrwonderful
in IDCC
Fri, 28 Oct 11 6:33 PM
Msg. 43461 of 48237

I still believe/hope that the two Barclays sectors are not connected. Barclays analyst made a call to put a horse collar on IDCC because they have traders/investors involved.

With good earnings Barclays had to do something. I don't think anyone was expecting earnings to play well, when earnings did start to play well...they had to do something to collar IDCC.

Still don't think it has anything to do with the potential buyout.


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