$黑莓(BB)$ Thoughts on BB progress-
-Loved seeing 2 quarters in a row of positive revenue growth for Cyber security.
-Beating expectations in IOT was huge in my opinion due to chip shortage. Continuing to see awesome design wins. Ready for 25/25!
-Patent update is good! Either way in my opinion. JC draws a line in sand and says let’s get it done or I’ll open it up for a bidding war. Scenario 1, gets done and we have influx of cash soon for more R&D. Scenario 2 he pulls plug and we have a bidding war. My bet would be we pick up more than the 200 million lost in revenue from 2021.
-Not sure what to think about Tom. My opinion is JC is done with lack of results. It’s game time. Hoping it’s not anything else.
-Ivy, is a game changer! Loved seeing it on track and can’t wait to see how this develops.
All in all, it’s a good day to be a long shareholder of BB.
Buy, hold and be rewarded.
GL
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