Alfred_E / Re: jdlmt / Re: facts?...011982%
in response to
by
posted on
Oct 21, 2013 05:12PM
I disagree! It's been stated by our company and/or TPL/Allicense that the first 100 licensees have total revenues of $1.4T annually. Considering, that based on annual electronics related revenue, there are more top 100 revenue comapnies UNsigned, than there are signed, it stands to reason that those next 100 companies, if similar in make up, would themselves have similar annual revenues.
With that assumption, and providing that the infringement goes back to at least 2006 when these companies were first put on notice, it would stand to reason that the revenues on which licensing would be based would be $1.4T x 9 years (2007-2015 inclusive). That would be $1260T in revenue x .011982% = $1.509B in licensing revenue. That's from only 100 similar companies to the first 100, meaning many large and small companies combined, and doesn't include the multitude of other companies that should be in need of license in order to reach the "400 plus on notice" or the 800 that represent the 1% of TI's 80,000 customers, etc.
Even if you want to be conservative and say we'd only get 50% of that $1.509B realistically, that woudl be $750M in license fees. Assume 30% of that goes to licensing costs (Alliacense, experts, lawyers, Leckrone's new BMW, etc) that leaves $525M for PTSC & TPL to split. That's $262M to PTSC's top line!
Are you telling me that a conservative view of what .011982% would bring in from just 100 licenses is what's holding us down? I think that's incorrect. Rather, IMO, what's killed us are the agreements we have signed with TPL that have abdicated all power to them, the refusal of our company to disclose information to shareholders or to publicize any metrics related to the MMP licensing or make any projections or publicize any plans that allow investors to gauge the company's performance.
We just won a huge verdict and hit a huge milestone, yet there is very little clarity as to what PTSC's potential is moving forward other than what posters on a message board argue between themselves. THAT is why we sit at 12.5 cents! IMO