Monday, July 20, 2015

Acacia Research Group Report - July 20, 2015

I have a new ACTG report available for purchase.  Publicly traded patent investments can be very difficult to understand and analyze by investors, which this report should help clarify the lack of information and improve visibility on the company.  The patent companies are very limited in what they are able to disclose and communicate with investors.  The report should provide much needed clarity on the investment along with my opinions/estimates on the company.

Content Included:

Updated Court Calendar
Patent Portfolio Break Down
Litigation Data
Past Marquee Portfolio License Estimates
Future Licensing Model by Defendant
2012 - 2015 Quarterly Revenue Analysis 

https://www.scribd.com/doc/272116036/ACTG-July-20-2015-Report-Preview




I will also send a Q2 2015 Earnings Preview.

The report will be available for purchase exclusively for a short period of time.  The cost is $700.  How to purchase?  Email iphawk@outlook.com saying that you want to purchase a copy of the report.  I will send an invoice through Paypal.  Once the invoice is paid I will forward over the report.  You do not need to be a member of Paypal and they will process through a credit card.  I will also make myself available by phone for any questions.

Monday, July 13, 2015

7/13/2015 Market Wrap

News:
ACTG announced they will release earnings on July 23, 2015
FNJN announced they have invalidated many patent claims
from two FireEye patents in IPRs.
MARA announced their Signal IP subsidiary has signed a patent
license and settlement with Mitsubishi
MARA provided a litigation update in their Medtech portfolio
in Germany
NEON announced they will release earnings on August 6, 2015
RMBS announced they will release earnings on July 20, 2015
Filings:
SPEX 8K
Ticker $CHG %CHG  Volume      Closing 
Price
ACTG  $          0.06 0.73%         246,700  $8.27
ANDR  $        0.003 4.48%            19,500  $0.07
BCYP  $      (0.250) -4.00%              8,700  $6.00
CRDS  $        (0.01) -0.99%            13,500  $1.32
DSS     $      0.0001 0.04%            75,800  $0.27
EDIG  $   (0.0072) -8.47%            12,900  $0.0778
ENIP  $      0.0001 33.33%            91,500  $0.0004
FNJN  $          0.04 3.01%         335,600  $1.37
IDCC  $          0.49 0.88%         196,800  $55.99
INVT  $      0.0019 0.63%         209,100  $0.3019
ITUS  $        (0.13) -3.42%              4,400  $3.67
MARA  $          0.04 1.36%         141,200  $2.98
MAXD  $          0.01 32.26%      1,337,200  $0.0410
MGT  unch  unch            40,500  $0.3875
MVPI  $          0.01 11.11%                  400  $0.10
NEON  unch  unch         144,200  $3.06
NLST  $      0.0251 4.48%            79,800  $0.5851
NTIP  $        (0.12) -4.44%            74,800  $2.58
OTIV  $          0.02 1.54%         102,100  $1.32
PAYD  $        0.000 0.20%         165,000  $0.05
PCO   $          0.07 5.56%            94,800  $1.33
PPRO  $          0.11 14.25%            14,800  $0.85
PRKR  $          0.01 2.63%         187,200  $0.39
PTNT  $        (0.02) -0.64%              4,300  $3.09
RMBS  $          0.15 1.12%         557,300  $13.50
RPXC  $        (0.13) -0.80%         322,500  $16.17
SITO  unch  unch         156,300  $0.42
SPEX   $      0.0179 4.57%            86,500  $0.41
STRP  $        (1.59) -5.31%         244,800  $28.38
TIVO  $          0.21 2.04%      1,443,400  $10.51
TSRA  $          0.34 0.95%         307,900  $36.27
UPIP  $      0.0496 8.13%         244,900  $0.66
VHC   $          0.30 6.94%         219,500  $4.62
VRNG  $      0.0199 3.83%         502,700  $0.5399
WDDD  $        0.008 7.48%         101,300  $0.115
WILN   $          0.01 0.48%            48,000  $2.10

Thursday, July 9, 2015

7/9/2015 Market Wrap

News:
ITUS announced an uplisting to the Nasdaq
MARA announced their E2E subsidiary received their 
Markman opinion
NTIP announced their remote power subsidiary has settled
and licensed with Huawei
SPEX provided a litigation update in their case v Huawei
Filings:
Ticker $CHG %CHG  Volume      Closing 
Price
ACTG  $          0.05 0.63%         435,400  $8.02
ANDR  $      (0.012) -21.05%         145,000  $0.045
BCYP  $        0.150 2.56%              2,300  $6.00
CRDS  $          0.01 0.78%            46,900  $1.29
DSS     $      (0.005) -1.68%            39,300  $0.2753
EDIG  $      0.0050 7.14%         327,000  $0.075
ENIP  $   (0.0001) -25.00%      3,620,500  $0.0003
FNJN  $          0.03 2.31%            37,700  $1.33
IDCC  $        (0.54) -0.98%         244,300  $54.82
INVT  $      (0.002) -0.48%         150,900  $0.3085
ITUS  $        (0.44) -12.43%            13,200  $3.10
MARA  $        (0.01) -0.34%            76,600  $2.95
MAXD  $   (0.0001) -0.33%      2,342,900  $0.0301
MGT  $      0.0002 0.05%            18,400  $0.3702
MVPI  unch  unch              5,000  $0.10
NEON  $        (0.10) -3.27%         200,600  $2.96
NLST  $      0.0101 1.87%            85,600  $0.5501
NTIP  $          0.11 4.33%         601,900  $2.65
OTIV  $          0.02 1.59%            55,200  $1.28
PAYD  $      (0.001) -2.00%         425,200  $0.049
PCO   $        (0.09) -7.03%         173,500  $1.19
PPRO  $        (0.04) -4.65%            37,800  $0.82
PRKR  $      0.0100 2.70%         133,700  $0.38
PTNT  $        (0.02) -0.65%              3,800  $3.05
RMBS  $        (0.11) -0.82%         597,800  $13.30
RPXC  $        (0.23) -1.43%         478,900  $15.87
SITO  $      0.0049 1.19%         240,600  $0.415
SPEX   $        0.017 4.77%         175,200  $0.3825
STRP  $          0.13 0.41%         110,400  $31.87
TIVO  unch  unch      3,113,000  $10.08
TSRA  $        (0.64) -1.75%         409,600  $35.90
UPIP  $          0.01 1.67%            32,400  $0.61
VHC   $        (0.03) -0.71%         152,700  $4.22
VRNG  $      0.0089 1.74%         425,700  $0.52
WDDD  $      0.0131 13.80%         174,600  $0.108
WILN   $        (0.05) -2.33%            87,200  $2.10

Tuesday, July 7, 2015

7/7/2015 Market Wrap

News:
CRDS provided commentary on the recently filed lawsuit
by Dot Hill
RMBS announced they have signed a license renewal with
Renessas.
Filings:
RMBS 8K
Ticker $CHG %CHG  Volume      Closing 
Price
ACTG  $        (0.06) -0.74%         771,600  $8.05
ANDR  $   (0.0029) -4.84%            84,100  $0.057
BCYP  $      (0.010) -0.16%                  100  $6.39
CRDS  $        (0.02) -1.50%         126,800  $1.31
DSS     $      (0.015) -5.17%            29,000  $0.2752
EDIG  $   (0.0049) -7.01%            24,100  $0.065
ENIP  unch  unch   30,046,300  $0.0004
FNJN  $        (0.02) -1.48%            29,300  $1.33
IDCC  $        (0.84) -1.49%         300,000  $55.46
INVT  $      (0.017) -4.89%            83,400  $0.331
ITUS  $        (0.20) -5.33%            12,600  $3.550
MARA  $        (0.02) -0.69%            76,800  $2.87
MAXD  $   (0.0034) -9.44%      2,176,300  $0.0326
MGT  $          0.01 2.56%            58,200  $0.40
MVPI  $        0.010 9.09%              1,200  $0.12
NEON  $        (0.07) -2.22%         216,200  $3.09
NLST  $      (0.011) -1.90%         178,600  $0.569
NTIP  $          0.07 3.89%              1,500  $1.87
OTIV  $        (0.03) -2.24%         100,500  $1.31
PAYD  unch  unch         243,600  $0.0499
PCO   $          0.03 2.26%         215,000  $1.36
PPRO  $        (0.07) -6.81%              7,400  $0.93
PRKR  $      0.0021 0.54%         246,700  $0.39
PTNT  $        (0.02) -0.65%            13,900  $3.06
RMBS  $        (0.17) -1.22%         538,000  $13.72
RPXC  $        (0.44) -2.61%         306,500  $16.45
SITO  $      0.0300 7.32%         467,900  $0.44
SPEX   $      (0.029) -6.76%         257,400  $0.40
STRP  $          0.74 2.32%            92,800  $32.64
TIVO  $          0.14 1.39%      4,055,500  $10.21
TSRA  $        (0.10) -0.26%         476,200  $37.65
UPIP  $   (0.0067) -1.09%         146,000  $0.6053
VHC   $          0.09 2.13%         220,200  $4.31
VRNG  $   (0.0279) -4.91%         694,100  $0.54
WDDD  $      (0.012) -10.91%         637,700  $0.098
WILN   $        (0.05) -2.24%         151,900  $2.18