May. 30 at 8:03 PM
$IMMR
Market Cap:
$244 million
Cash:
$68.5 million (stale but latest we have)
11.2m BNED position:
$134 million
855k MRAM position:
$4.8 million
2.9m FPH position:
$15.6 million
3.0m MX position:
$10.6 million
391k MRVI position:
$0.9 million
1.4m NNDM position:
$2.1 million
1.5m UEIC position:
$10.9 million
347k XPER position:
$2.7 million
Cash + Investments =
$250 million
Treasuries/Corp Bonds =
$64 million (stale but latest we have)
This thing is trading at a
$70 million discount to NAV without attributing a single cent of value to the patents business.
Need a catalyst badly. Unclear what it would be or whether this management, who does not give two fucks about shareholders for some reason, would even publicize it.
