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Re: Buyout

By: lockworld in IDCC | Recommend this post (0)
Fri, 25 May 12 3:48 PM | 372 view(s)
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Msg. 45242 of 48237
(This msg. is a reply to 45236 by j70k)

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If you have been thinking it and I have been thinking it (buyout) can there not be more (many more) thinking the same thing? Of course, we could be delusional. Really, the situation just screams imbalance. And if it's not John Paulson, there are others paying attention. Share price in this case does matter.




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The above is a reply to the following message:
Buyout
By: j70k
in IDCC
Fri, 25 May 12 2:03 AM
Msg. 45236 of 48237

IMO-We are in the perfect storm for a private equity buyout bid. The market cap is so out of wack with the underlying value of the patent portfolio, that I can't believe that John Paulson isn't salivating behind the scenes, while forming a group to make a bid. This would become a virtual printing press for profits for a PE LBO. If Merritt is even close in his prognostications of revenue for the next 3-5 years, then coming back with an IPO would be a no brainer and put a lot of smiles on everyone's face. The risk/reward of making a $50 per share bid-doubling today's share price would certainly be accepted by the 66% institutional shareholder base-would more than likely start the ball rolling with competing bids coming over the top. Paulson would be in a win/win situation, either being involved with a group that stole IDCC for $50, or getting the ball rolling for a bidding war. No more court decisions, bungled license agreements, piecemeal selling of bundled patents, and more importantly taking care of the TIME variable that has plagued this company forever. To paraphrase a legendary message board poster-this is a SCREAMING BUY.....OUT!


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