Re: tcr- accumulation theory... CenturyCom
in response to
by
posted on
May 13, 2007 09:35AM
Well, now I've thought more about the TPL side of the TPL/S&L Accumulation Theory.....
TPL. Though they would gain full control (that they already have?), I seriously doubt that they would ever have the resources to pull it off alone. And if not alone, they would wind up sharing control with S&L. They gain what? IF it were recognized by PTSC that indeed a TPL/S&L take-over attempt was in process, all PTSC would have to do is advise existing shareholders of the threat (they wouldn't even have to be specific) and obtain authorization of more shares, alot more shares (100-200M). While we would suffer the results of dilution, the threat would be greatly deminished.
Where I have the real problem with the TPL side, is theory suggesting that TPL would have to be in cahoots with S&L. Here, the theory stumbles IMO.
As in my last post, then why would S&L sell a single share, and just carry the warrants? - they are money and voting power "in the bank".
Why would S&L have permitted the Holocom venture? Potential money-maker, but where's the synergy with what TPL is doing on the side?
Why would S&L permit PTSC to enter discussion with ANY other entity towards any end?
Why would S&L allow PTSC to buy back warrants from them, or buy back shares from retail?
Why would S&L permit PTSC to expend resources towards a move to another exchange?
IMO, the ONLY thing that supports this theory is the lack of PR. However, I'm convinced that the lack of PR is due to outstanding warrants (any PR met with a sell off) and/or occurance of a truly grand event (if warrants still outstanding, one in which the demand for stock will overcome the S&L sell off).
I can easily buy the CenturyCom theory, assuming there is more than retail accumulation going on. Put yourself in the position of a new or prospective licensee. See what AMD pulled off (got shares, sold them for a tiddy profit, offset license fee and then some). The smart move is pretty obvious.... IF you're convinced the patents are valid (and would you suspect otherwise if you just had/were about to pay big bucks for a license?), where's the risk? And what's the upside?
AJMHO,
SGE