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Message: Re: LL - Are you feeling it yet? / LL

Re: LL - Are you feeling it yet? / LL

posted on Feb 05, 2009 11:11AM


Good post. Makes sense to me.

My WAG -- and as you pointed out as well -- is we will see more interest once we see EDIG has black ink on the balance sheet. As you also point out, that comes from the dollar amounts of the settlements. If RP's comments to Frank hold true for the second, third, and fourth settlements, EDIG could be in black ink as we sit here. I doubt that rockets the pps past $2 -- like that "P" company -- but it can certainly make a difference with retail investors looking for spec buys. In the short term, I believe that is where the pps growth will or will not come from. We are too new for most institutional buyers. That changes as we skip on down the golden brick road wearin' our new profit kicks.

I trust we will get a biz update with some forward looking eVU IFE and beyond targets. We know EDIG has had some non-IFE exposure, but lacked the resources. That has changed. How much? We just don't know.

Also, when the Diegor mess gets cleaned up, Fred's job gets a lot easier, IMO. The ongoing DM efforts will be interesting and all will play into the near term (next 6 months) pps. DM seems to be engaged and moving toward their goal of making money from EDIG's IP. They are our proverbial Golden Goose and I like having our fourth golden egg drop just prior to a Q report. Not a coincidence, IMO.

The bottom line is there is far more good news, while speculative, than in the past few years and even the past few months.

Just one big dumb guy from Tennessee's opine...still worth the price paid.

John


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