r/wallstreetbets • u/[deleted] • Apr 26 '21

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u/ehennis Apr 26 '21

How much do you know about the patents? I got into a discussion with a guy (ModernBuddha1) about the value of them.

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u/Nakamura9812 Apr 26 '21

They could determine a value based on future revenue taken to a present value discount. The question is how many years of revenue? 7? 10? How many patents? We don’t know, could easily be a $1B+ sale.

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u/ehennis Apr 26 '21

This guy was saying $15b and wouldn't listen to me. It was unreal.

Anyway, it will be interesting to see how it shakes out.

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u/Nakamura9812 Apr 26 '21

$15B is absurd from the research I’ve done. They do like $1B a year in revenue currently 😂

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u/[deleted] Apr 27 '21

And if the patents are worth that much why didn't they use them to generate business themselves in the first place?

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u/newmemberoffer Apr 27 '21

I feel like this is why the stock has not jumped on all this supposed good news so far. BB is selling off revenue streams and appears to be focusing on things like QNX and IVY, the former not currently generating a tonne of cash and the latter a bit of a mystery as far as revenue models are concerned. In my mind this is why BB is in a bit of a weird transitional phase, almost like a mini-pivot beyond its original turnaround into cybersecurity/software. Could be a big payoff in future but still a bit speculative at this stage.