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

By: JohnSamuel in IDCC | Recommend this post (3)
Fri, 28 Oct 11 7:07 PM | 246 view(s)
Boardmark this board | InterDigital Communications
Msg. 43465 of 48237
(This msg. is a reply to 43463 by zzfan)

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I feel like a complete fool after running around from one site to another trying to get them to adjust the earnings estimates to 41 cents and then have Barclay's break our plates. These guys must have been laughing their asses off yesterday.

I had thought we had a fighting chance ... still feeling like an idiot.

The longer we are in this stock, the less we understand it ...


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The above is a reply to the following message:
Re: loop: horse collar is a correct analogy...
By: zzfan
in IDCC
Fri, 28 Oct 11 6:50 PM
Msg. 43463 of 48237

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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