Re: Would someone kindly explain how you build a long term strategy of .......
posted on
Feb 01, 2010 12:57PM
You missed the point. I'm completely aware of their ability to collect after the patent expires, that's old news. My question relates to the fact that at some point, this company will have to face the music regarding future revenue. The MMP revenues have been spotty at best. Should we see a favorable outcome at the USPTO, the 800/lb gorilla will still be in the room. Potential investors want to know PTSC's intentions regarding revenue opportunities outside of the MMP. The great thing about the MMP is that it provides some clarity regarding the window of opportunity to continue collecting fees. I don't buy the notion that we can adopt a dividend distribution strategy based on a limited window for collecting fees. Couple that with the that fact that we don't know how much, when or if ever they will be successful in collecting from all parties. How are you going to convince a potential long term investor to stick around?
If Alliacense continues to collect the size fees seen the last years in particular, I don't think it's probable to expect much S/P appreciation. They've got to win a LARGE license or court settlement to substantiate the rhetoric that' been put forth the last few years out of Alliacense. I don't argue about the success of the MMP, it's there for the world to see. We are talking about what is necessary for a company with 400 + million shares. I guess the only investors happy about a dividend distribution company are those holding at $.05 and lower. I have a feeling that is a very select group of investors/posters. Most, like myself, are well above that number. I had a bad feeling when the first divi came to fruition, but just as Milestone stated earlier.....I let greed get the best of me. Unfortunately I bought into all of those Wall Street Transcript interviews and the subsequent chest beating by TPL. The admittance by BOD members that a cash distribution strategy is all they can come up with is the true sign that this company has failed. IMO.