It has been a while since we have posted and as we have always said the “daily” part of our name was aspirational. During the time since we have last posted we have felt the heat and barbs of those who have belittled companies that we have previously followed. We made a pretty dramatic right turn after the Supreme Court decided to take the Alice case and in fact removed the “patent” from our name and stated in this blog that we were going to change course. We think the space is now too volatile and a potential black hole for the common investor’s money and have backed off. We believe that the overturn of the verdict in the IP Engine case was unjust and while Vringo will perhaps get another bite at the Apple the long slog involved just doesn’t make investments like that worth it for us. Recent district court interpretations of the Alice decision may be a window into a rather bleak future for those arguing software patents. This is not to say that there won’t be future profits for those investing in the space but the ground has shifted enough for us not to want to play-at least not where software patents are the crux of the dispute.
Now on to Hypersolar. Their news today of a safer hydrogen extraction method not only raises expectations for what they can deliver but also appears to cut out a heretofore time consuming step. This is really extraordinary news, news that I believe they will follow with more reports that investors can really sink their teeth into rather than comparitive space reports. They issued those as a way of educating but investors quickly tired of them as many felt HYSR was using them as a cheap way to prop up the price. Hypersolar could never be labeled as a company that pumps in our view. They may issue press releases that explain what they think we should all know but they aren’t telling untruths and never have from what I have seen and I’ve been following them for a while. More news will come and I think shortly. HYSR is ascendant today but in reality their tech alone makes worth north of .10 and has for a long time.
Lastly, we have been following and have taken a small position in a company called Aethlon Medical (ticker : AEMD) which is based in San Diego. They have come to prominence during the current Ebola Epidemic chiefly because their medical invention, a device called the Hemopurifier, is being used to treat a Dr. in Frankfurt, Germany at University Hospital there. Essentially, what the device does is clean the blood of infected patients and make the immune system stronger so that it has the opportunity, coupled with medication, to fight the underlying disease. The important thing here however is that this device, far from being a one trick pony, may be used on dozens of the most complicated diseases the world faces. The doctor in Frankfurt, Dr. Mawanda, entered the hospital on October 3rd. Eighteen days later he is still alive so there are many who believe he is getting better and may well be on his way to being Ebola free. At a current share price of about .20 we think Dr. Mawanda walking out of the hospital puts AEMD in .60-1.00 territory. The tech should have it there now because of what it can do and what it has already done on HIV patients but Dr. Mawanda’s case is the push it needs in our view. The CEO Jim Joyce has been featured on KUSI-TV in San Diego in the past few days and the Hemopurifier may be seen in an Outfront report from yesterday by Erin Burnett-about 1:45 into the clip. We think this is just the start for this little company which already has a contract with the Department of Defense.
As always, please do your own due diligence and do not rely on us for your investment decisions. Instead consult a trusted financial advisor.