I agree with all you stated but would like to add as many others have already stated: Postive news from USPTO, RE: Validation on 336, 148, imo, WILL move the sp. IMO, there's an aniticipation by a hoard of folks on the sideline waiting to enter a position based entirely on that news alone. Why? Because, I believe (and I think they (market) believes) that the licensee flood gates will open as a result of that news. (remember billwilke posted what he thought may have been a recert on 336. SP went up .05 in 5 minutes.)
Like you, I am not the sharpest knife in the drawer but we've all witnessed that news(license signings) with no $$$$ inbedded in the announcement will do nothing for the sp because noone (the market) knows when or if there will be another license signing tomorrow, next week, next month or next year or if ther will ever be another one period.
Recert on 336/148 + settlement/new licensee = $$$$(REVENUE) = higher SP
The M&A is shaping up nicely but PTSC has yet to show real $$$ as a result.
I view this news today as great but I'm already in. Of course, it's good news for us as shareholders but for those on the sidelines don't see it that way just yet. Had the news including a settlement amount of say $15-20MM.....Well, I can only imagine that the sp would be going wild this morning.
That's my .02, fwiw.
GLTA,
PxP