Odfjell Drilling ODL NO
November 05, 2013 - 6:11pm EST by
member
| 2013 | 2014 | ||||||
| Price: | 42.70 | EPS | $3.10 | $3.80 | |||
| Shares Out. (in M): | 200 | P/E | 13.8x | 11.2x | |||
| Market Cap (in $M): | 1,426 | P/FCF | 6.7x | -3.5x | |||
| Net Debt (in $M): | 1,114 | EBIT | 250 | 275 | |||
| TEV (in $M): | 2,540 | TEV/EBIT | 10.2x | 9.2x | |||
- Odfjell Drilling ODL 09/26/2023
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| 38 | |
The Judge in PRKR's case granted Qualcomm's JMOL on non-infringement. PRKR will appeal at the much less plaintiff-friendly CAFC, good luck with that. The other district court case will take a while and QCOM can... login to read the rest | |
| 35 | |
Other tidbits from the trial:
PRKR admitted over 100 companies had looked at its technology and passed
The Via telecom deal it had been touting has not produced working products and is not expected to generate meaningful... login to read the rest | |
| 34 | |
Kudos to nha and katana for an amazing trade, could be one of the best shorts in VIC history on an IRR! I put it on my list of shorts to look into but unfortunatly | |
| 33 | |
Since there will be no trebling, this award (assuming 25% contingency fees) is only worth $1.30 per share assuming 99M F/D shares outstanding.
Of course, that overstates the value because (1) collecting that or any amount... login to read the rest | |
| 32 | |
in retrospect, yes.
Jury Awards ParkerVision $173 Million in Damages in Patent Infringement Case Against Qualcomm
http://finance.yahoo.com/news/jury-awards-parkervision-173-million-184203871.html | |
| 31 | |
3 hrs and counting since the halt. should be interesting. | |
| 29 | |
Thanks! This line was pretty funny:
"He also began spending time on geeky finance websites like Value Investors Club, SumZero, and Seeking Alpha, where investors gather to exchange stock ideas and call each other idiots in the comments section."
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| 28 | |
Thanks for the kind words. Glad you covered. Nice mention in NY mag! | |
| 27 | |
Congrats to matt366. I'm not sure who went long this based on the post, but I imagine there were plenty of shorts who covered and moved to the sidelines (like us) subsequent to his post. | |
| 26 | |
It stikes me that it may be a good time to short PRKR here near $7. There are about 100mm diluted shares outstanding so the market cap is ~$700mm. I think that see real downside... login to read the rest | |
| 25 | |
thanks | |
| 24 | |
Farmwald is probably not having his best day today.
I am much more concerned about potential damages than I was in my prior posts. The Daubert ruling by the judge on 1999 evidence was damaging. Assuming... login to read the rest | |
| 22 | |
A quick response to the recent post by Matt366 by Mike Farmwald.
“As a result, it will be difficult for QCOM or other potential infringers to say that PRKR’s claims say x and the same x was stated... login to read the rest | |
| 21 | |
Matt- Management has stated many times in its presentations that the D2D patents involved in this lawsuit are very strong because up until 2005-2006- the literature/prior art teaches away from energy sampling. Teaching away is... login to read the rest | |
| 20 | |
Repetek: I think you and i disagree about the defenses. I dont think PRKR is a troll, because i dont know what that means. PRKR is a non practicing entity, which is an issue, but... login to read the rest | |
| 19 | |
You state that a defense upon appeal would consist of the following arguments
1. Did not invent anything real/deceived the patent office
2. Acted as a troll initially- and laid in wait pretending to be unaware that... login to read the rest | |
| 17 | |
With some hesitation, I have chosen to post a lengthy response to the comments, questions, and concerns expressed in the strain, as well as online more broadly. I appreciate the comments and concerns, and encourage... login to read the rest | |
| 16 | |
We basically have the same thesis as matt366 that the recent developments in the legal case over the last six months have been overlooked and dramatically increase the odds that Parkervision with ultimately prevail. Here... login to read the rest | |
| 14 | |
matt, I will give you credit for being upfront about PRKR's history. And as I stated before, I wouldn't be shocked if they managed to get a favorable verdict in this current trial based on... login to read the rest | |
| 13 | |
Katana covered some of the below points in his post as I was writing this, so apologies for the repetition. But here's some responses to Matt366's points, from Farmwald who I sent your writeup to.... login to read the rest | |
| 9 | |
If PRKR did indeed win (which is questionable) and it was upheld on appeal (which appears doubtful), what are the odds that shareholders will see one dime of that money? This company has been one... login to read the rest | |
| 7 | |
Hi. I actually liked a lot of what you had to say about VHC. And I promise I will come back with more. But so much of this reaction is odd to me. I acknowledge the... login to read the rest | |
| 6 | |
Thanks. Will do. | |
| 5 | |
Promoted a stock for 700 years would any of their stories turn out to be true?
I was just about to post the Farmwald piece but I saw someone beat me to it. Over the years... login to read the rest | |
| 4 | |
As the aforementioned Kerrisdale, it appears that we should partake in this conversation.
Our report came out prior to the Markman rulings, so it would also make sense for you to initially respond to another analysis... login to read the rest | |
| 3 | |
Sorry, i left out a response to the PTO point. PTO re-examinations can occur concurrently with trials, and the PTO can withdraw patents on a re-exam. However, the risk to the claims from this process... login to read the rest | |
| 2 | |
You reference a short report that makes a series of claims--most of which I addressed in my write up--you repeat those claims, and then argue that, despite your being a litigator who loves to sink... login to read the rest | |