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I appreciate it too , krays
Everyone has their own contributions. Some enjoy Googling and copy/pasting everything they can find however remotely related. Some get heads ups from the company on particular items. Some enjoy speculating that everything NeoMedia or one blogger or another says means that something good will actually happen, in spite of past history indicating otherwise. Next time an SEC filing comes out I'll discuss relevant portions and provide some number-crunching and analysis of same, particularly as relates to our continued loss of ownership of the company to YAGI.
Knowing about this particular trial already was about 5% of my post. I was simply inquiring to be sure that this was the one we already knew about, hope that my asking wasn't a problem.
Any comments on the possible thinking behind the cumbersome trial steps?
jonesie
So, that's the one we already knew about, right?
Nice to finally see a PR on it.
Nothing wrong with having a trial with a big name like Papa John's for sure ... but just reading that PR does make it sound like THE most cumbersome and unwieldy way of having such a campaign that I could possibly imagine.
-- receive a mailer
-- read it and wonder what a 2D barcode is
-- text in the word PIZZA
-- receive instructions on how to install the NeoReader
-- download the NeoReader and install it.
-- hope it works on your phone/carrier combo, if not, get frustrated
-- if it works, scan the 2D barcode on the mailer
-- get linked to Papa John's mobile ordering site
-- log in if an existing user.
-- if NOT an existing user, create a new account .. via your mobile phone. Yikes.
Wow, that was some work to get a free pizza.
Was the thinking here that it would be an educational thing to get people to think about 2D barcodes?
Could it have been any more difficult? Perhaps they could have inserted a step where you called an 800 number and follow the prompts to get to a secret code to type in once arriving at the mobile website?
Anyway, here's to more work with PJ's ... and some revenues. Maybe a nickel a click and each transaction will require 4 clicks.
jonesie
He's not happy is he.
I suppose brand managers and advertisers will always have choices. If direct suits their needs, they can go open source Datamatrix. If they think the needs of a particular campaign would be better served with using the resolution server method, they can opt for that. Why shouldn't they have that choice?
He says:
"I'm disappointed however that they feel the need to monetize the process beyond the added SMS, call and data traffic it would naturally generate."
Really? Is he really surprised that capitalism still works? lol Does he really not think that normal competitive forces will eventually distill out cost-effective options for consumers to pick and choose from according to their needs and willingness to pay more or less? Does he want Socialism to be applied to mobile advertising? Does he want the 'free-est' ride he can get? lol
"I suspect that the layered architecture will also introduce unnecessary latency into the process compared with the direct access model used in Japan."
Who cares what he 'suspects' lol. If we had a tenth of a penny added to our share price for every time someone 'here' suspected that something good was about to happen, we'd all be rich lol. I 'suspect' that what he 'suspects' is probably a non-issue lol.
"There are also the obvious privacy issues associated with sharing so much demographic information with bar code campaigns."
Uh, I suppose folks can only provide the demographic info they are comfy with providing. Oooooh, I'm scared, someone might hack in to the system and find out that I'm male, approx. how old I am, what city I live in, my household income range, what day it is and what kind of phone I have. Geez, that would be awful. lol Or, I could just leave out whatever I might not want 'out there'.
JMO
jonesie
There were two .05 trades ....
.... for 50K shares and 150K shares.
Don't you know that guy about choked lol
But Fidelity is showing those as corrected trades now , so he caught a break. I suppose IHUB's quotes feed will sort it out as well , sooner or later.
Hopefully he said it the other way around.
I think 3G is faster than EDGE. That's what a lot of the complaints were about on iPhone v1.0 , how slow the EDGE network is. I know my phone is faster on the web when it's on the 3G network than it is when on the EDGE network.
jonesie
LOL , Nice catch personalizit
Bingo!
Haven't time to read all the posts , did we get a LOI or a Strategic Parnership or at least a MOU with somebody we never heard of before? How's Jeff Mould doing?
Notes for hackneyed phrase list for run-ups:
runways
ecosystems
step up to the plate
equity partner
why can't I get filled?
launch
jonesie
Is there still a cease ....(edited)
.... and deSist order in place?
It's desist , not decist , thanks.
Anyway , is it still in place? Is that cute sounding treble damages thing still active? I haven't heard that said in a while.
Haven't heard anybody roll out the P&G mantra yet either , but I guess it won't be long?
Next thing you know we'll be hearing that it's hard to get fills.
We need to compile a list of all the hackneyed phrases we've heard around NEOM for lo these many years , and somebody can just copy/paste the entire list a couple times a day whenever we're in the middle of one of these orchestrated run-ups which allow YAGI to dump more shares at higher prices. It would be much easier and time efficient.
jonesie
Nice quotes from CH's own words lol
'radioactive' 'we will never know'.
I read that same email , but it doesn't make them true lol.
He got way more than he was owed. Way more. At .006 we must be standing on a really tiny giant who traveled non stop while putting us deeper into debt , deeper into dilution , and while the share price dropped another 90%. Yeah , thanks CH.
Nice to come back and see over a half penny. We must have signed another strategic partnership with somebody or other?
jonesie
p.s. courts? plumbing? let's pick a metaphor and stick with it lol
SHORT INTEREST AS OF TRADE DATE 8/26/08
Short Interest for TIV as of Trade Date 8/26/08:
3,471,407 shares
Short interest was down 107,055 shares during the most recent reporting period. This period covers trading from 8/13 through 8/26 , during which time TIV saw an intraday low of $6.61 (on 8/26) and an intraday high of $7.49 (on 8/20).
Month-----ShrsShort---- % Change
---------------------------------
Aug 2008 - 3,471,407 ----- (-2.99%)
Aug 2008 - 3,578,462 ----- (-8.41%)
Jul 2008 - 3,907,211 ----- (-4.45%)
Jul 2008 - 4,089,234 ----- +59.96%
Jun 2008 - 2,556,428 ------ +9.99%
Jun 2008 - 2,324,030 ------ +1.21%
May 2008 - 2,296,132 ----- (-1.90%)
May 2008 - 2,340,630 ------ +0.86%
Apr 2008 - 2,320,625 ----- (-1.61%)
Apr 2008 - 2,358,507 ----- (-1.16%)
Mar 2008 - 2,386,251 ----- (-0.30%)
Mar 2008 - 2,393,494 ----- (-0.37%)
Feb 2008 - 2,402,283 ----- (-0.43%)
Feb 2008 - 2,412,708 ----- (-0.17%)
Jan 2008 - 2,416,782 ------ +1.88%
Jan 2008 - 2,372,266 ----- (-0.40%)
Dec 2007 - 2,381,745 ------ +0.02%
Dec 2007 - 2,381,262 ----- (-0.02%)
Nov 2007 - 2,381,837 ----- (-0.83%)
Nov 2007 - 2,401,841 ----- (-3.97%)
Oct 2007 - 2,501,137 ------ +0.71%
Oct 2007 - 2,483,500 ----- (-0.30%)
Sep 2007 - 2,490,932 ----- (-0.84%)
Sep 2007 - 2,511,943 ----- (-0.56%)
Aug 2007 - 2,526,079 ----- (-3.35%)
Jul 2007 - 2,613,736 ----- (-4.92%)
Jun 2007 - 2,749,037 ----- (-0.42%)
May 2007 - 2,760,565 ----- (-0.39%)
Apr 2007 - 2,771,400 ------ +1.82%
Mar 2007 - 2,721,853 ----- (-0.57%)
Feb 2007 - 2,737,463 ------ +1.64%
Jan 2007 - 2,693,334 ----- (-2.77%)
Dec 2006 - 2,770,185 ----- (-1.5%)
Nov 2006 - 2,811,009 ---- (-11.9%)
Oct 2006 - 3,192,293 ---- (-2.27%)
Sep 2006 - 3,266,297 ----- +0.09%
Aug 2006 - 3,263,093 ---- (-5.04%)
Jul 2006 -- 3,436,104 ---- (-17.3%)
Jun 2006 - 4,156,544 ---- +13.87%
May 2006- 3,650,143 ------ +1.83%
Apr 2006 - 3,584,379 ----- (-5.41%)
Mar 2006 - 3,789,445 ----- (-4.23%)
Feb 2006 - 3,956,897 ----- (-3.56%)
Jan 2006 - 4,102,837 ------ +3.86%
Dec 2005 - 3,950,446 ----- (-1.88%)
Nov 2005 - 4,025,937 ------ +5.01%
Oct 2005 - 3,833,789 ------ +1.39%
Sep 2005 - 3,781,376 ------ +9.56%
Aug 2005 - 3,451,421 ----- +24.25%
Jul 2005 - 2,777,900 ----- +39.66%
Jun 2005 - 1,989,039 ----- +20.65%
May 2005 - 1,648,631 ----- +40.68%
Apr 2005 - 1,171,931 ---- +113.52%
Mar 2005 --- 548,854 ----- +86.95%
Feb 2005 --- 293,590 ---- +327.46%
Jan 2005 ---- 68,682 ----- +96.67%
Dec 2004 ---- 34,923 ----- +37.38%
Nov 2004 ---- 25,421 ----- +10.40%
Oct 2004 ---- 23,027 ---- +408.66%
Sep 2004 ----- 4,527 ---- (-59.68%)
Aug 2004 ---- 11,227 ---- +132.59%
Jul 2004 ----- 4,827 ---- (-31.31%)
Jun 2004 ----- 7,027 ----- +55.22%
May 2004 ----- 4,527 ------ TWBFTS-
Apr 2004 ----- 4,527 ---- (-94.73%)
Mar 2004 ---- 85,881 ---- (-13.21%)
Feb 2004 ---- 98,951 ---- (-00.88%)
Jan 2004 ---- 99,833 ----- +00.89%
Dec 2003 ---- 98,951 ---- (-18.30%)
I certainly agree.
"Why don't they just put out a Letter to Shareholders and end the drama."
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=31998970
LOL , fair enough.
I agree with whoever said something like , if it's 75 minutes it will be 70 minutes of boilerplate CYA and 5 minutes of 'we want, we need, we envision, our goal....'
Hoping to be surprised pleasantly for the first time in years.
jonesie
"One would think ....
.... that what ever they have to say must be substantial"
"I'm thinking that what ever it is, it has to be something big"
Duly noted. We won't have long to wait to find out.
jonesie
glh1047 , nice summation.
Thank you.
jonesie
"what good news could they tell us"
Maybe something about more trials? Wait, they'd have to tell us about the first one first, I suppose.
Maybe something to support why anyone there is even getting paid?
After a couple of years of lots of salaries and bonuses and benefits ... I would think they could tell us something.
If not ... then they shouldn't be getting paid. Isn't that how it works in real life any more?
JMO
jonesie
I didn't even catch that.
The original PR: " the third quarter shareholders' conference call has been scheduled for September 17, 2008."
Maybe the 19th is just a typo? Hard to imagine they wouldn't point out a date change.
Good catch. Y'all have a good day, I won't be around much.
jonesie
Thanks krays.
How about that. Why don't they just put out a Letter to Shareholders and end the drama.
I suppose the statement "we are scheduling a shareholder meeting before the end of the year" is probably one of those "forward-looking statements" and as such involves "risk and uncertainties" too.
"Actual results could differ materially"
lol, these guys are unfreakingbelievable.
jonesie
It's too bad that NeoMedia ....
.... couldn't have provided enough professional input to make this trial a more user-friendly experience.
Do we even have people who can act as 'sales engineers' and help a customer design better campaigns/trials?
Or maybe NeoMedia had no input , with Papa John's marketing department running the show.
Anybody read about any ticked off Ralph Lauren 2D-based campaign users?
I'm glad to see the trial being done , and kudos to Papa John's for trying out something relatively 'cutting edge' here in the states.
jonesie
"Please share your thoughts"
Hi N E O M , not being a patent lawyer I guess I don't have anything to add. Glad you agree with my parsing of the comments.
I hope we luck out.
Thanks for making the effort at the USPTO office , and the feedback.
jonesie
Recent Form 4's for Mssrs. Gamble & Blystone
Mr. Blystone converted some fifty cent options, donated some shares, gifted some shares, all told disposed of 9600 shares which probably had a cost basis of around $4800 and are/worth between $60,000-$80,000 depending on which PPS's you look at in the relevant time frame.
http://www.sec.gov/Archives/edgar/data/22551/000002255108000020/xslF345/primary_doc.xml
Mr. Gamble bought 34,483 shares @ $7.25 per share.
http://www.sec.gov/Archives/edgar/data/22551/000002255108000019/xslF345/primary_doc.xml
Fun with numbers:
The Tri-Valley operation as of June 30, 2008 has an Accumulated Deficit of $33,207,578 and lost $5,448,553 in the first half of 2008.
On June 30, 2000 the Accumulated Deficit was $6,535,228.
Since June 30, 2000 the outstanding share count has increased 38%.
From 2000 to now the cumulative inflation rate has been ~25%.
To keep up with inflation and dilution over the last 8 years the TIV share price would have needed to rise from $2.19 to $3.57.
Beyond keeping up with inflation and dilution over the last 8 years the TIV PPS has risen an additional ~81% representing an approximate 14.5% compounded gain per year.
Just FYI and FWIW
jonesie
EDWY: It will be easy enough to track ....
.... and see if it's "a win win for all involved"
EDWY Down 47.5% on 'heavy' volume since the time of that PR
Date Open High Low Close
2008/09/04 0.0043 0.0049 0.0021 0.0021
2008/09/03 0.0040 0.0045 0.0040 0.0040
Do we not see the examiner ....
... directly contradicting some of the statements of the patent owner's representative in this Continuation Sheet?
Patent owner states something is NOT disclosed, and examiner states that it IS disclosed?
Could be clearer, but that's what I get when parsing it.
Patent owner is left with submitting amendments for further consideration by examiner.
jonesie
"a standard part of the form template"
That's what I think it is. I guess we'll see , but I think you're right about it being a 'form letter' and the recipient can pick out which case he thinks applies to him.
JMO
jonesie
Yepper
Isn't that what I said? My 'motivated' addition was simply to offer the psychological rationale underpinning the mechanics of those tables.
And back on May 29:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=29650057
jonesie
Lynn Blystone has a Form 4 filed also
I've gotta run and I'll post the link later, but it looks like all kinds of things over the last few months:
1. On June 10, 2008, Mr. Blystone donated 1,000 shares to a private university.
2. On June 18, 2008, Mr. Blystone donated 2,000 shares to a private university and 1,000 to a charitable trust.
3. On July 11, 2008, Mr. Blystone donated 1,000 shares to a charitable organization.
4. Mr. Blystone exercised 500 of his stock options. All the resulting shares were given as a gift to a family member.
5. Mr. Blystone exercised 500 of his stock options. All the resulting shares were given as a gift to a family member.
6. Mr. Blystone exercised 1,500 of his stock options. All the resulting shares were given as gifts to three family members.
7. Mr. Blystone exercised 500 of his stock options. All the resulting shares were given as a gift to a family member.
8. Mr. Blystone exercised 1,600 of his stock options. All the resulting shares were given as a gift to a family member.
Form 4 out for G. Thomas Gamble
Bought some more shares mid-August
8/15/08 acquired 34,483 shares at $7.25, now has a total of 2,173,650 shares.
That's pretty good , as he still has 80K options at a strike price lower than that.
JMO
jonesie
Exactly clawmann ....
.... and I meant to put that 'pressure' word in my post , you nailed it.
jonesie
I think the way something like that 'trades' graphic ....
.... differentiates between a 'sell' and a 'buy' is simply whether the executed trade was closer to the bid or the ask.
If the trade was closer to or at the bid, then it would seem that the seller was more 'motivated' and flexible about the price , and if closer to the ask it would seem the buyer was more motivated and willing to pay more.
Of course I keep hearing that in these otcbb stocks , particularly the real cheapies like we are now , all trades at the bid are 'retails' selling to the MM's (who must be 'buying lol) , and all trades at the ask are 'retails' buying from the MM's.
jonesie
Two weeks from today
I would think that those on the inside ....
.... would be in the best position to know , conclusively , how much upside there is or isn't.
Certainly they would know better than any message board poster here.
There is NO way to say anyone on this board , aside from any who might have actually worked there before , has a better idea of NEOM's potential than an employee , particularly one with a 'C' in front of his title.
jonesie
B.E., thank you for confirming ....
.... what was a rather simple exercise in logic. Having your 'connected' confirmation nails it shut.
Have any idea why?
jonesie
lol ... as the one Tremor Brother said ....
.... "that's how we do!"
Could be , who knows. Is he entitled to 'final pay'?
Logic would say Mr. Womble made the choice ...
... with all that needs to be happening , quickly , at NeoMedia budget-wise and money-management-wise ... NeoMedia would be shooting themselves in the foot to tell Mr. Womble to leave without having a replacement CFO lined up.
And NeoMedia said they don't have one lined up.
Shoot , with the budget-cutting that needs to be going on , even changing horses in mid-stream would seem to be very counter-productive , IF NeoMedia had a replacement lined up.
Just my take on the most logical probability.
Meanwhile NEOM the stock is getting slammed , at one point 9MM shares dumped in one trade below the best bid.
I guess the market isn't enthused about the continued shakiness NeoMedia continues to exhibit , trial notwithstanding.
JMO
jonesie
Somehow , NEOM doesn't look like ....
.... a company which was just 'endorsed' by Apple and 'sponsored' by AT&T.
Usually when little companies actually have those kinds of things happen to them courtesy of big companies ... the little companies' stock prices go up.
I'm thinking maybe 'endorsed' and 'sponsored' might not be the most accurate words. Heck , if I was CFO at a company which had actually just been endorsed and sponsored by some biggies , I'd be hanging around for the fun part , as opposed to exiting stage left.
jonesie
LOL krays , well sorry , didn't mean to ....
.... I sure wish something good would happen , and soon , even if it was something as obscure as a possible change in filing verbiage which might portend something good.
We've been provided evidence by a poster (thanks N E O M) of a papajohns trial which is now over , but nothing from NEOM HQ on it.
We've seen blog posts saying things like 'NeoMedia is proud to announce .....' something , when in fact NeoMedia didn't announce anything at all.
We see NeoReader in the iTunes app store , along with other readers which got there first.
We just saw the CFO quit. No replacement in the wings most likely means 'quit' ... perhaps abruptly. Why does that happen? Were the YAGI-required steps in the latest financing (do lots and lots of stuff but reduce the budget at the same time) logically impossible to complete? It seemed so after reading those financing terms. Will we get tranche #2?
We've seen a link from a blogger (Bena) to a Chinese website from which , as best as I can tell , nobody can decipher anything related to NeoMedia although Bena says that somebody else says it is related.
And we're waiting on a USPTO resolution as well as an already-delayed Conference Call first mentioned to shareholders via a blogger.
Are up-front shareholder communications as bad as they have ever been?
Is there as much non-FD behind-the-scenes chatter between the company and 'special others' as there ever was?
Just musings on a slow Wednesday lol , while seeing the stock struggle to get back to a half penny , possibly because the entity with the most shares and the most accurate info is doing the most selling.
JMO
jonesie
N E O M , it started here
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=31833901
re: Shorting _ hedging
"but I do not believe that it did"
It did. Over and over. So , this particular rule of 'the game' doesn't appear to have changed , ergo there may not be a turning point in the PPS related to this subject.
From the 2005 SEDA agreement:
Neither the Investor nor its affiliates has an open short
position in the Common Stock of the Company, the Investor agrees that it shall
not, and that it will cause its affiliates not to, engage in any short sales of
or hedging transactions with respect to the Common Stock, provided that the
Company acknowledges and agrees that upon receipt of an Advance Notice the
Investor is permitted to sell the shares to be issued to the Investor pursuant
to the Advance Notice during the applicable Pricing Period.
http://www.sec.gov/Archives/edgar/data/1022701/000114420405010205/v015309_ex16-1.txt
From a 2006 financing where NeoMedia sold YAGI Convertible Debentures, issued Warrants, and re-priced (downwards) a lot of previous warrants:
Neither the Buyer(s) nor any of its affiliates have an open short position in the Common Stock of the Company, and the Buyer(s) agrees that it shall not, and that it will cause its affiliates not to, engage in any short sales of or hedging transactions with respect to the Common Stock as long as any Convertible Debentures shall remain outstanding.
http://www.sec.gov/Archives/edgar/data/1022701/000114420406036417/v051592_ex10-1.htm
From another 2006 financing where NeoMedia sold YAGI Convertible Debentures, issued Warrants, and re-priced (downwards) previous warrants:
Neither the Buyer(s) nor any of its affiliates have an open short position in the Common Stock of the Company, and the Buyer(s) agrees that it shall not, and that it will cause its affiliates not to, engage in any short sales of or hedging transactions with respect to the Common Stock as long as any Convertible Debentures shall remain outstanding.
http://www.sec.gov/Archives/edgar/data/1022701/000114420407000775/v061658_ex10-1.htm
From a 2007 financing where NeoMedia sold YAGI Convertible Debentures and issued Warrants:
Neither the Buyer(s) nor any of its affiliates have an open short position in the Common Stock of the Company, and the Buyer(s) agrees that it shall not, and that it will cause its affiliates not to, engage in any short sales of or hedging transactions with respect to the Common Stock as long as any Convertible Debentures shall remain outstanding.
http://www.sec.gov/Archives/edgar/data/1022701/000114420407016721/v070332_ex10-1.htm
From another 2007 financing where NeoMedia sold YAGI Convertible Debentures, issued Warrants, and re-priced warrants downwards again:
No Open Short Position. Neither the Buyer(s) nor any of its affiliates have an open short position in the Common Stock of the Company, and the Buyer(s) agrees that it shall not, and that it will cause its affiliates not to, engage in any short sales of or hedging transactions with respect to the Common Stock as long as any Convertible Debentures shall remain outstanding.
http://www.sec.gov/Archives/edgar/data/1022701/000114420407047253/v086628_ex10-1.htm
Yorkville / Cornell Tracking Board #board-9964
"I can think of no more valuable commodity than information"
"I suspect that YA is holding their 57 mil shares at any given time"
Obviously I agree with that:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=31562485
As we saw in the last 10-Q the number of Series C Convertible Preferred shares that were converted and sold recently , they certainly do the former. With 1.2 Billion shares outstanding and a 4.9% limit on how many shares YAGI can convert and sell at any one time ... if the trading volume supported it they could convert-at-discount and sell 58.8 Million shares every day.
"I believe that the latest financing contains some language prohibiting shorting of the stock but have not had time to research that one yet"
That 'research' has already been done:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=31209367
"(l) Neither the Buyer(s) nor any of its affiliates have an open short position in the Common Stock of the Company, and the Buyer(s) agrees that it shall not, and that it will cause its affiliates not to, engage in any short sales of or hedging transactions with respect to the Common Stock as long as any Convertible Debentures shall remain outstanding."
http://www.sec.gov/Archives/edgar/data/1022701/000114420408043681/v121767_ex10-1.htm
jonesie
"that they just did not pay attention to the fine print or consider the possible negative consequnces of their actions"
I have maintained that due to Chas Fritz' involvement with USBusinessFinance , a company which provides capital to and seeks alternative financing for start-ups etc , that he knew exactly what they were doing , fully understood all of the ramifications and fine print , and simply took a roll of the dice gamble with shareholders' stakes in what was a publicly owned company.
If there was such a thing as corporate malfeasance in this matter and it ended up in a courtroom , one would be hard pressed to successfully argue ignorance or blindness , as the facts would clearly support well-educated knowledge.
No-lose dice throw:
If the dice came up "You Built the SuperCompany and they are coming" and the share price magically moved skyward or some big-name 'equity partner' actually bought in (lol) or one of the oft-mentioned '800 lb gorillas' bought the entire thing (lol) .... great , everybody wins.
If the dice came up "You knew better than that because there are no revenues to be had in the industry with our business 'model' anytime in the near future" .... that's great too since I'm cashing out millions and heading north before everybody else figures it out.
There were no 'bad decisions' IMO , there were simply risky gambles with our stakes in the company and planned rewards for the prime orchestrator.
Good morning by the way!
jonesie
Hahahahahaha hahahahahaha hahahahaha
snerk choke snort snkkkkkkkk hahahahahahahaHahahahahahahahahahahahaha
Dang I hate it when somebody makes me snort milk out my nose lol
Heh heh heh heh
Yorkville / Cornell Tracking Board #board-9964
"I can think of no more valuable commodity than information"
"amicably resigned"
I bet I know why.