Details of updates to PTSC Business Overview Presentation
posted on
Sep 10, 2008 05:11AM
Hi All,
Sometime yesterday (9/9/08), PTSC uploaded an updated business overview presentation onto their website. Below is my documentation (IMO) of the slide by slide changes from the first August version to the updated September 2008 version.
Slide 1: Updated to September 2008 instead of August 2008.
Slide 2: Disclaimer Page
Comment: Same, no changes
Slide 3: Patriot Scientific Corporation
Changed: Updated market cap and share price to reflect Sept 5 data instead of August 15
Removed: (- Total IP Licensing exceeds $240 million)
Added: - data sharing and secure data solutions (software bias)
Slide 4: PTSC History Slide
Comment: Same, no changes
Slide 5: PTSC, a Company in Transition
Removed: - Build on MMP “Annuity”
Added: - Re-invest current, and future, MMP licensing proceeds
Slide 6: MMP Licensing Overview
Before: >300 potential licensees have been put on notice, 50 licensed to date
After: Hundreds of potential licensees have been put on notice, 50 licensees to date, reflects strong global licensing program.
Added: More than $240 million in licensing revenues through FY2008
Before: Licensing agreements preclude disclosure of contract details
After: MMP Licensing agreements preclude disclosure of contract details
Before: PTSC has been subject to stock price jitters
After: PTSC share price has, recently, been under pressure
Before: Heavy retail (near 90%), limited institutional investor base, lack of visibility to new licensees, inability to forecast future revenues, Becoming an operating company can mitigate these concerns.
After: Difficult to forecast future MMP license revenues, Limited institutional investor base….becoming an operating company can even out MMP revenue
Slide 7: Patriot Share (Bar Chart) of MMP Licensing ($ millions)
Comment: Same, no changes
Slide 8: MMP Patent Portfolio Licensees Growing (Slide with thumbnails of selected signed companies)
Before: Fifty licensees so far... – Over 240 million in total licensing in just 4 years!
After: Fifty licensees so far… - strong global technology licensing program
Observation: No changes in list of companies.
Comment: Order of Slide 9 and 10 are switched…
August Presentation Slide 9: Important PTSC 2008 Actions
September Presentation Slide 9: Patriot’s Key Objectives
August Presentation Slide 10: Patriot’s Key Objectives
September Presentation Slide 10: Important PTSC 2008 Actions
Changes to Patriot’s Key Objectives: Slide 9
Before: Pursue full M&A opportunities
After: Full M&A opportunities
Before: Build a company with revenues and profits in growth markets
After: Build a company with expanding revenues/profits in growth markets
Added: Scheduled new investor fund meetings and conferences
Changes to Important PTSC 2008 Actions: Slide 10
Before:
-Announced plan to acquire Crossflo (data sharing S/W) by 9/1/08
-Active evaluation for minority interest in “video to mobile device” s/W company and “text database search and analysis” S/W
After:
- Acquired Crossflo Systems, Inc (data sharing S/W) on 9/1/08
- Acquired a position in Avot Media (19.5%) – video to mobile device S/W
- evaluating “text database search and analysis” S/W
Slide 11: PTSC, a Company in Transition
Comment: Formatting cleaned up, font different and in “bold”
Before: Patriot Scientific Corp PTSC
After: Patriot Scientific Corp (PTSC.OB)
Added: Avot Media (19.5%)
Slide 12: Patriot’s Future View Secure Information Sharing
Before: Multi-Agency or multi user, database integration
After: Multi-Agency or multi user, database (information) integration and sharing
Before: Healthcare- hospital/physician management, medical records (EMR)
After: Healthcare- hospital/physician management, medical records (EMR/EHR)
Before: Financial database integration
After: Financial institution database integration
Before: Crossflo, Talis, SSDI, other under consideration
After: Crossflo, Talis, Avot Media, SSDI, other under consideration
Slide 13: Integrated Inter-Agency Secure Information (i.e. the circle slide w/o the connect the dots on it)
Comment: Same, no changes
Slide 14: Integrated Inter-Agency Secure Information Solution - $2 Billion+ Market
Comment: Same, no changes
Slide 15: Integrated Healthcare Information Solution
Comment: Same, no changes
Slide 16: Integrated Healthcare Information Solution
Comment: Same, no changes
Slide 17: Patriot’s Other Product Aras of Interest
Before:
- Other data sharing/security software applications
- Video content delivery software
After:
- Data sharing/security software applications
- Government /healthcare software support and services
Slide 18: PTSC Board of Directors
Before: Assessing new board members with strong industry experience
After: Assess new Board members with strong industry experience
Slide 19: Finance Update – End FY2008
Comment: Same, no changes
Slide 20: Strong Cash Position (Bar Chart)
Comment: Same, no changes
Slide 21: PTSC, a Company in Transition (Side by Side Pie chart )
Before: Today/Future
After: Past/Future
Slide 22: Conclusion
Removed: - > $240 million in IP licensing (removed because it is mentioned in Slide 6 now)
Changed: $100 million market cap is now updated to say $90 million market cap.
Before:
- Initial transactions underway:
· Secure data solutions
· Data and information sharing technologies
After: Initial transaction completed:
· Secure data solutions
· Data, and information, sharing technologies
· Healthcare, government, public sector focus
- Imperial Capital engagement
- Aggressive institutional investor IR effort
StormKing