EK leitet den Turnaround durch Patentverkauf ein

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Kodak Patent Sale (Or Sales) And The Restructuring Of An American Icon?

Aug 8, 2012 9:24 PM | about stocks: EKDKQ.PK, AAPL, GOOG

Kodak has more than one lot of patents for sale, correct? So, there may be more than one bid winner here? In fact 218 may sell solo as a third lot.

Considering this seemingly forgotten factoid, the WSJ may have alluded to the initial bids for the lesser of the two (maybe three) lots.

Earlier reports from later last year allude to a small lot of patents possibly selling for 1 BIL.

It was recently reported that Android owns 85% of the existing smartphone market share. Will Google, Samsung, and the bunch, allow Apple and MicroSoft to obtain IP that could enable them to chip away at 85% of the existing and future smartphone market? Seems highly unlikely to me. Apple will not go down with a fight, and they assuredly did not ask MicroSoft and Intellectual Ventures to join forces if they honestly believed they could obtain this potentially Android damaging IP on the cheap Thus, Kodak should see a nice pay and so should investors holding long positions as pertinent news hits the wire.

In any case, it seems plausible to me that we see the lesser valuable lot to one bidder around 500 MIL, while the larger lot of digital imaging patents selling for around 1.2 to 2.2 BIL; this assuming the inclusion of '218.

This scenario would net Kodak 1.7 to 2.7 BIL. Add this to the 1.2 BIL Kodak reported in it's cash coffer in it's latest 10Q filing, and perhaps some additional asset sales, and Kodak may be able to satisfy it's immediate creditors at .50 on the dollar and re-reemerge from BK by year end.

The bigger question at hand is this; what will Kodak do to remain viable in 2013? Commercial printer sales, and perhaps OEM manufacturing for other printer brands? There should still be some viable revenue in film, the old cash cow that created this icon in the first place. Kodak has always been a pioneer in manufacturing and packaging ingenuity. It is also said Kodak is renowned for the highest quality in printer ink. Perhaps ink becomes an OEM specialty as well? The infrastructure is already in place, so the decision to exit the digital camera business and refocus on printing actually prove to be a very wise decision on the part of the existing BOD after all.

I am certainly not advocating that Kodak will return to the good ole days when Kodak stock traded in excess of 35.00 per share. Nor am I asserting that that Kodak will reemerge as the blue chip stock that once donned the Dow Industrial Average.

What I am advocating are the facts as I see them. Kodak (EKDKQ) closed today's session around .345 with a market capitalization of approximately 100 MIL. This seems rather low for a company with approximately 4 BIL in sales, 1.2 BIL cash in hand, and listing over 5 BIL in assets. Add in the sale of it's digital imaging patent portfolio for an amount between 1.7 and 2.7 BIL, and we may see a thriving dog with trading in excess of 1.00 per share as early as next Monday; i.e. the deadline in which Kodak is scheduled to release news concerning the patent sale. Kodak may never again be King of the Jungle, but in the end, a thriving dog is better than a defeated lion.

Disclosure: I am long EKDKQ.PK.
Themes: A Stocks: EKDKQ.PK, AAPL, GOOG 

 

und am Montag Nachmittag wieder aufwachen, so oder so.  

Ist heute überhaupt jemand mit am Start oder haben mittlerweile alle ihr Blatt weggeworfen?    :-)

 

 

 hab bei 0,30 wieder gekauft, mal schauen

 

und auf ein neues ;-)

 

Da ich momentan bei -20% bin habe ich bei 0.29 gerade nochmals nachgekaurft. Ein positives Signal an den Markt.

Es gibt Geruechte, dass sich Samsung und Apple fetzen :)

 

 

etwas nach aussen gerückt?? hat einer was gehört von der aukton, gerüchte oder so??

 

ist erst am Montag. Vorher wirft man doch den Schein nicht weg. Auch, oder gerade weil man für den Schein zuviel bezahlt hat. Ich hoffe mal, dass hier kein Insider die Gewinnzahlen vorher kennt.  

sehr sehr interessant.......gibt bestimmt noch viel Spaß

Grüße
Exc.  

wieso sollen wir geworfen haben? :)

Auch wenns heute wieder runter geht, juckt mich das wenig solange nicht News draußen sind :)  

Also ich bleibe long, der englische Bericht, der von Norisk veröffentlicht wurde, trifft auch meine Einschätzung/Hoffnung.

Zudem denke ich, dass Kodak einfach noch ein zu starker Markenname ist, um so unterzugehen. Selbst im Worst-Case gehe ich davon aus, dass der Markenname noch für ca. 1 Mrd. verkauft werden könnte.

 

Beispiel: Ich habe vor einigen Wochen bei Rossmann Fotos direkt an einem Kodak-Automaten entwickelt. Und ich habe mich instiktiv an den Kodak und nicht an den No Name-Automaten gestellt. Und hinter mir hat eine Frau gewartet, bis ich fertig bin, damit sie an den Automaten kann. Und auch das, obwohl noch 2 No-Name-Automaten 2 Meter entfernt frei waren.

Und auch ansonsten, wenn ich dort bin, stehen die Leute immer zuerst am Kodak-Automaten. (Qualitätsvermutungseffekt durch Werbung)

 

Und warum sollte ein Unternehmen im Foto-/Druckergeschäft nicht für den Namen bezahlen? Das Unternehmen könnte unter dem Namen Kodak Produkte gleich etwas teurer verkaufen.

 

_________________________

www.kostolany-analyse.de

 

 

ich möchte das nicht bestätigen…aus einen Forum aus der USA heißt es! es sind sieben Bieter oder waren, darunter auch Facebook

 

was gutes oder schlechtes

 

@ Assassins:

 

lass uns doch teilhaben an dem US-Forum wenn die so höchst Interessante  Sachen schreiben.

Hast nen Link für uns?

 

Ich persönlich  lese auch immer gern bei

http://investorshub.advfn.com/Eastman-Kodak-Co-EKDKQ-6134/#

mit.

 

 

den bekommst später wenn ich wieder zu Hause bin.

 

ok, danke schon mal :-)

 

wenns schon keine offiziellen Infos gibt muss man schließlich schauen dass man wenigstens alle möglicherweise kursbeeinflussenden Gerüchte aus dem Netz saugt :-)

 

 

 

das einzige was mich zurzeit interessiert ist, die Bekanntgabe der höchste uns vorliegende  Gebot,

vor oder nach Eröffnung der Börse am Montag in der USA?

 

das die Nachfrage in Deutschland immernoch relativ hoch ist, obwohl die letzten Tage richtig mies waren!

Unter normalumständen müsste der Kurs bis morgen 22UHR noch hochlaufen aber unsicherheit wohl zu groß  

zieht an wie gestern. Preisfrage: was macht Amiland heute?  

Kuhsele geht ab....  :-)))  

Patent Assistance Worldwide Helps Inventors Maximize Marketing Potential
The Wall Street Journal Reports That Bids for Eastman Kodak Patents Are  Coming in Much Lower Than Anticipated -- A Finding That Has Won the  Attention of Patent Assistance Worldwide
MIAMI, FL, Aug 09, 2012 (MARKETWIRE via COMTEX) -- Eastman Kodak has struggled in recent years, with the looming threat of bankruptcy making headlines all over the world. While the photography company has faced many problems, it has always clung to at least one valuable asset -- its collection of patents. According to a recent Wall Street Journal article, however, Kodak's patents may not be worth as much as once thought. The company appraised its patents as having a value of some $2.6 billion, but the initial bids from these patents -- from technological giants like Apple and Google -- are coming in decidedly lower, only in the $250 million range. The patent plight of Eastman Kodak has won the attention of Patent Assistance Worldwide, a company that seeks to help inventors with the legal and marketing aspects of patent ownership. The company has responded to the Journal report with a new statement to the press.

According to Mark Fallows, spokesman for Patent Assistance Worldwide, the Kodak case underscores the prickly nature of patent ownership, and also highlights the need for inventors to receive sound legal advice. "A patent is something that potentially brings immense value," says Fallows. "However, there are instances in which the true value of a patent turns to be something much less than what was first thought -- something that Eastman Kodak is learning the hard way."

Fallows says that the need for sound patent counsel is even more urgent among novice inventors. "Kodak is a company with an entire legal team at its disposal, to say nothing of decades of patent experience," he explains. "Even they struggle and get things wrong sometimes -- so how much tougher is it for the first-time inventors of the world?"

Fallows says that his company is devoted to helping these smaller-scale, novice inventors. "Patent Assistance Worldwide is devoted to assisting inventors as they seek to preserve and protect their intellectual property, and ultimately to make money from it," he confirms. Crucially, Patent Assistance Worldwide is not a legal firm. "Our company is not a legal firm at all, but rather we are a sort of clearinghouse of patent services," Fallows notes. "We have a vast network of best-in-class patent attorneys, and we can help inventors secure their services, often for a highly discounted rate."

Patent Assistance Worldwide is not just a network of attorneys, however. "We want to help inventors protect their intellectual property, but we also want to make it easy for them to profit from it," Fallows observes. As such, the company's clearinghouse of services also includes access to marketing professionals, patent researchers, illustrators, and more.

"Profiting from a patent can be difficult, something the Eastman Kodak story makes clear," concludes Fallows. "For new inventors, Patent Assistance Worldwide is here to help."

ABOUT:

Patent Assistance Worldwide is a clearinghouse of services geared toward inventors seeking to protect or market their intellectual property. The company places clients in touch with professional illustrators, patent researchers, and patent attorneys, and typically offers inventors more affordable rates than traditional legal firms can offer. More information about Patent Assistance Worldwide can be found at http://www.patents4ideas.com.

SOURCE: Patent Assistance Worldwide

 

 @ bottleneck

 

ich kann zwar einigermaßen gut englisch, aber irgendwie kapiere ich bis jetzt den Zusammenhang in Bezug auf Kodak (EK) nicht...

wie...die sind für die im Boot...  bei was? bei dieser versteigerung?!  Vielleicht steh ich nur auf`m schlauch...

 

wow :)  

Für den den es interessiert, der komplette Kodak Bieterablauf (Original Gerichtsdokument) Englisch

www.scribd.com/doc/96771213/Kodak-Patent-Auction-Procedures-Motion

 

 

@ kingofdawn:

 

 

Yeah... endlich mal wieder richtig ordentlich was zu lesen... 160 Seiten... wow !  

Aber interessant, danke :-)