iBankCoin

Three Reasons Why I Am Long $IMMR

I hate titles like the one I just published, which was done on purpose to appeal to the weak minded “reader class.”

Here goes.

The new Samsung watch may have haptics in it and may represent a new revenue source.

The new playsatation by Sony, if enabled with hapitcs, represents a brand new revenue opportunity, as their licensing deal was for pstation 1-3. In other words, this is where IMMR cleans house.

The spectre of an AAPL deal is not a foregone conclusion. As of now, AAPL does not use haptics in their devices. Big mistake.

As an aside, IMMR does have a $19 million share buyback in place and a current lawsuit against HTC, which will begin during mid-2014. Their deal with Microsoft was done early, so there isn’t a royalty opportunity with Redmond. However, they will make money off the peripheral makers (controllers).

None of the above is baked into the 2014 numbers. I believe there will be material upside surprises, which is why I am long and continue to add to my position.

 

If you enjoy the content at iBankCoin, please follow us on Twitter

11 comments

  1. gatorsun

    sounds good to me..long here also,,,compelling company

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  2. just3group

    almost full position @ 13.26 basis…may add more

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  3. Marc David

    Haptics and rated X movies!?

    • 0
    • 0
    • 0 Deem this to be "Fake News"
    • metalleg

      Actually, the biggest thing to happen to porn since the advent of the VCR and internet will be holographic projection.

      • 0
      • 0
      • 0 Deem this to be "Fake News"
      • Marc David

        Oh… holographic haptic projection? Damn! Somewhere there is a VC looking for you.

        • 0
        • 0
        • 0 Deem this to be "Fake News"
        • metalleg

          When 3D porn comes to the bedroom, yeah, there’ll be some big money to be made.

          • 0
          • 0
          • 0 Deem this to be "Fake News"
          • hattery

            ONVO is 3d printing human parts…

            Just wait until they can bioengineer ideal sex partners and your holographic haptic porn shit will go out of business.

            Long ONVO

            • 0
            • 0
            • 0 Deem this to be "Fake News"
  4. johnrotten

    I own some IMMR with you Boss, since 14.29. But it is the solars keeping my nuts warm, TSL, SOL and YGE. I keep adding to my ATT (T) as well with the 5.4% div

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  5. jules

    Did phones become Gameboys or did Gameboys become phones? Haptics will make the ‘user experience’ (code name for addiction in the gaming world) more pleasurable. Hence, anything that aids addiction makes money. Long IMMR.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  6. speedius

    FWIW, I think Apple is going their own way here. I know a former IMMR’r who is consulting for them now. His lips are sealed (the Apple way), but his field of expertise is haptics.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  7. s-h

    Good Lord thank you for the $HIMX
    I’ll send you a nice Christmas Ham

    • 0
    • 0
    • 0 Deem this to be "Fake News"