Author Topic: RELL - Richardson Electronics  (Read 7743 times)

Haasje

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Re: RELL - Richardson Electronics
« Reply #10 on: September 17, 2015, 03:28:55 PM »
Thanks MJohn, you have liquidation value around $9 right? I'm not 100% sure from the top of my head but the cash may need a small haircut, it is probably not all repatriated. 


mjohn707

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Re: RELL - Richardson Electronics
« Reply #11 on: September 17, 2015, 05:46:51 PM »
Yeah about $9.  I forgot about the foreign cash, but if I'm reading my notes from the 2014 annual correctly it was about 50% North American and 50% Asian and European then
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mjohn707

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Re: RELL - Richardson Electronics
« Reply #12 on: May 04, 2018, 11:21:38 AM »
Yeah about $9.  I forgot about the foreign cash, but if I'm reading my notes from the 2014 annual correctly it was about 50% North American and 50% Asian and European then

I'm out of this today, anyone still holding?
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samwise

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Re: RELL - Richardson Electronics
« Reply #13 on: November 05, 2018, 08:01:25 PM »
Yeah about $9.  I forgot about the foreign cash, but if I'm reading my notes from the 2014 annual correctly it was about 50% North American and 50% Asian and European then

I'm out of this today, anyone still holding?

No I had sold a while back at lower prices. This is one where I got frustrated after the rally in 2016 to $7 fizzled. I would have had a better IRR by selling there. So next time it got up to those prices (more than a year!) I sold. Price is drifting back down now. You seem to have gotten almost the top on this one. Congrats!

samwise

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Re: RELL - Richardson Electronics
« Reply #14 on: May 24, 2019, 08:51:59 PM »
Back down to net net, but with an unquantifiable liability.
https://litigationtools.maxval-ip.com/UnifiedPatentViewDocument/home/index?caseid=209082

Getting sued by Varex imaging for patent infringement. Anyone in this again? I can't quantify the liability and don't have a position.

mjohn707

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Re: RELL - Richardson Electronics
« Reply #15 on: May 25, 2019, 02:47:43 PM »
Back down to net net, but with an unquantifiable liability.
https://litigationtools.maxval-ip.com/UnifiedPatentViewDocument/home/index?caseid=209082

Getting sued by Varex imaging for patent infringement. Anyone in this again? I can't quantify the liability and don't have a position.

It could probably bounce with an improvement in earnings, but I have this on my watchlist for a little cheaper.  As they've spent the cash the liquidating value isn't looking as good as it did a few years ago
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