http://www.gladiosip.com/The recently announced Poynt (and Communique) deals arerelatively small for Wi-Lan, but could be substantial for Poynt andCommunique. 1) Poynt (for example) has essential patents fordelivering tailored location based internet advertising. Current mobileads are worth $10B per year in the US.
2) Assuming a royalty rate of 0.2% to 0.5% youare talking about $20-$50M per year, which would be $8-20M/yr for Wilanand Poynt and $4-10M for a contingency law firm.
3) This is abeauty for Wilan if they can get 20-50 of these type of deals. It couldadd 100M (+/-) in earnings/year and requires NO CAPITAL.
4) Wilan may have chosen Poynt (and Communique) because they want to use them as success stories.
5) Imagine the marketing material where it shows a company getting a 20X return after partnering with Wilan.
6) Imagine how many more companies would open up their portfolios to Wilan.
Theeven larger recognition will come when "Mid-Size" companies partnerwith Wilan and Wilan has access to multi billion dollar opportunities.
1) Poynt and Communique are nice starts withWilan's Gladios subsidiaary,but the game changing deals will come when$1-3B dollar companies sign up with Wilan.
2) At some point, the"market" will understand that Wilan's additional opportunity (Gladios)is "perhaps" even greater than Wilan's own already existing robustpatent portfolio.
The combination of the 2 models is the key to Wilan's eventual multi-billion dollar valuation.