Monday, June 6, 2016

Acacia Research Group Report - June 2016

I have a new Acacia 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 also 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's portfolios and expected licensing.  The content and methodology in the report is how I am able to get very close in my quarterly earnings previews and provides reasonable estimates when settlements are disclosed.  It is likely the only piece of public research on Acacia that quantifies their portfolios and backs into prior agreements with a high success rate.  While the company provides a litigation calendar on their website, there is nothing else available that quantifies the calendar in a forward looking model.

Content Included:

Updated Court Calendar
Patent Portfolio Break Down
Past Marquee Portfolio License Estimates
Future Licensing Model by Defendant
2012 - 2016 Quarterly Revenue Analysis 

The report should be very helpful to investors, other patent companies, and investment analysts. 

I have a preview of the 2015 version for anyone interested.  iphawk@outlook.com


The report will be available for purchase exclusively for a short period of time.  The cost is $800.  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.

Thursday, April 14, 2016

VHC Report - April 14, 2016

I have a new VHC 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 that is widely available.  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 opportunity that I see presented.



-Apple Trial & Post Trial Timeline
-IPValue & Licensing
-Gabriel & LTE-Advanced, Financials
-Inter Partes Reviews
-Patent Applications
 
The report will be available for purchase exclusively for a short period of time.  The cost is $100.  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.  I will also make myself available by phone for any questions if needed.  I plan to have a followup supplemental report shortly after the May 25th briefing hearing in Texas available free to all buyers of this report.

Tuesday, October 13, 2015

10/13/2015 Market Wrap

News:
Nothing
Filings:
Nothing
Ticker $CHG %CHG  Volume      Closing 
Price
ACTG  $        (0.22) -2.28%            154,000  $9.42
ANDR  unch  unch  N/A   $0.0699
BCYP  $        (0.05) -1.28%                 1,300  $3.85
CRDS  $        (0.03) -2.17%              33,900  $1.35
DSS     $      (0.004) -1.96%              80,200  $0.20
EDIG  unch  unch                    300  $0.06
ENIP  unch  unch        4,270,500  $0.0002
FNJN  $        (0.08) -4.91%            137,700  $1.55
IDCC  $        (0.52) -1.03%            213,900  $49.77
INVT  $   (0.0043) -1.46%            209,300  $0.29
ITUS  $        (0.03) -0.61%                 1,200  $4.87
MARA  $        (0.06) -3.03%              41,600  $1.92
MAXD  $      0.0001 0.63%        2,267,900  $0.0191
MGT  $   (0.0205) -5.86%            136,900  $0.3295
MVPI  unch  unch  N/A   $0.045
NEON  $          0.02 0.87%            117,000  $2.33
NLST  $      0.0400 8.70%            239,000  $0.50
NTIP  $          0.02 0.95%              24,200  $2.12
OTIV  $      0.0197 2.56%              55,900  $0.7899
PAYD  $      0.0002 7.14%        3,953,000  $0.003
PCO   $   (0.0177) 2.52%            270,900  $0.6859
PRKR  $          0.05 23.81%        1,024,000  $0.26
PRZM  $        (0.19) -7.82%                    400  $2.24
RMBS  $          0.24 1.89%            797,000  $12.91
RPXC  unch  unch            149,200  $14.58
SITO  $          0.02 0.66%              36,500  $3.03
SPEX   $   (0.0219) -4.45%            258,500  $0.47
STRP  $        (1.86) -4.51%            123,200  $39.36
TIVO  $        (0.08) -0.86%            496,600  $9.23
TSRA  $        (0.02) -0.05%            247,400  $33.34
UPIP  $        0.054 7.99%            729,400  $0.730
VHC   $        (0.11) -2.75%              87,600  $3.89
VRNG  $   (0.0078) -1.96%            343,700  $0.3902
WDDD  $   (0.0002) -0.30%              40,100  $0.0658
WILN   $        (0.06) -2.97%              18,300  $1.96
WLKR  $        0.008 2.28% 23700  $0.359

Monday, October 12, 2015

10/12/2015 Market Wrap

News:
FNJN provided a litigation update
Filings:
Nothing
Ticker $CHG %CHG  Volume      Closing 
Price
ACTG  $        (0.26) -2.63%            200,900  $9.64
ANDR  $      0.0079 12.74%              29,900  $0.0699
BCYP  $      (0.100) -2.50%                 1,500  $3.90
CRDS  $        (0.02) -1.43%              17,200  $1.38
DSS     $        0.011 5.70%            165,100  $0.204
EDIG  unch  unch              10,200  $0.06
ENIP  unch  unch      48,282,000  $0.0002
FNJN  $        (0.03) -1.81%              11,500  $1.63
IDCC  $          0.01 0.02%            233,700  $50.29
INVT  $   (0.0057) -1.90%              24,600  $0.2943
ITUS  $          0.41 9.13%                 9,000  $4.90
MARA  unch  unch              21,000  $1.98
MAXD  $   (0.0008) -4.04%        2,419,100  $0.019
MGT  $        (0.01) -2.78%            183,400  $0.35
MVPI  $      (0.009) -16.67%                    400  $0.045
NEON  $          0.01 0.44%            344,300  $2.30
NLST  $      0.0149 3.35%              87,700  $0.46
NTIP  $        (0.04) -1.87%              31,300  $2.10
OTIV  $   (0.0298) -3.72%            106,500  $0.7702
PAYD  $   (0.0007) -20.00%            630,300  $0.0028
PCO   $   (0.0135) -1.88%            214,500  $0.7036
PRKR  $          0.01 5.00%            295,200  $0.21
PRZM  $          0.11 4.53%                    200  $2.54
RMBS  $          0.02 0.16%            701,000  $12.67
RPXC  $        (0.18) -1.22%            164,500  $14.58
SITO  $        (0.18) -5.64%              19,600  $3.01
SPEX   $        0.080 17.39%            836,100  $0.54
STRP  $          1.39 3.49%              88,100  $41.22
TIVO  $        (0.04) -0.85%            413,800  $9.31
TSRA  $          0.14 0.42%            414,500  $33.36
UPIP  $      (0.044) -6.11%            104,100  $0.676
VHC   unch  unch            124,700  $4.00
VRNG  $   (0.0124) -3.02%            493,200  $0.398
WDDD  unch  unch              19,500  $0.066
WILN   $          0.03 1.51%              14,800  $2.02
WLKR  $        0.081 30.00% 133200  $0.351