Patent Sale and Earnings ScenariosBeen thinkining (maybe over thinking) this for a bit. We have a patent sake or we don't. Either event is material to shareholders and would warrant a management cease trading order as soon as the event is known. At the same time there may be some flexibility as to the date of finalizing an agreement or walking away.
Based on design wins and hints given by management it appears we will have a good or very good earnings report with positive outlooks.
You can bet that considerable thought has been given to sequencing of announcements. If everything waits till earnings anouncement we have 4 possililites:
- good earnings and no patent sale.....the worst possible outcome;
- good earnings and a patent sale;
- very good earnings and no patent sale; and
- very good earnings and a patent sale.....the best possible outcome
The llatter 3 options should bode well for share price......I bought more today and of course am hoping that a patent sale will be announced......maybe tomorrow. Thursday is always a great day for press releases.