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You know, sometimes I read the posts here from my cell phone instead of checkng the stock price, and from the gloom and doom I start thinking we've dropped precipitously- then i get home and check the pps, and we're down .001 on no volume? Guys, take a look at the year we've had. We're up about 100 percent (way better than any mutual fund i've got in my portfolio, how about you?), and all the rises in pps were on huge volume, the drift on miniscule volume. What does that tell you? We're in a great position. Yes, I'd like to hear some news, I'd love a big pr before the SHM, but i don't reall expect one. If I were Neom i'd probably wait until after the new year, because i'd fully expect a sell-off on any jump pre dec 31, both for tax purposes for those who bought in at .75, and for solid gains for those hoping to get out before the end of the year. Neom is putting together a massive play to be part of a technological revolution, they aren't thinking like a penny stock, which is good for the long term but bad for those who want in and out in the short term.
As for the LOIs and the 10q, first ont he Virgin settlement, I always said I fully expected neom to accept a settlement for little or no money, simply to be able to say they settled with virgin and for the word registry, and for the 'partnership' involving the barcode readers in the virgin superstore. This wasn't a cash flow issue, it was a patent issue, and the fact that virgin settled rather than attempting to win in court is a huge deal, whether it is yet reflected in the pps or not. As for BSDS, I've also always maintained that it is not worth the trouble, but now that we've come so far of course I'd like to see it come through. A 10 million or more revenue stream would certainly make the 10qs look better. But obviously this has taken way longer than neom expected, and i'm hoping it comes through soon so we can get some real news out. As for Mobot, heck, give it time, it's a huge deal as well since their tech is very important in this new arena.
Whether we are at .31 or .35, is of little import, unless you are attempting to day trade, which is kind of pointless in a stock with volumes in the 1 million range IMO. We're looking to double or triple when any real news hits, and that's a huge deal, so it's well worth the wait, even if the wait is through the holidays.
best,
Joe
OT: Cloud, yes, thanks, that's me. Glad you heard me on Rome. Was a fun interview. If you liked BDTH you will like Busting Vegas as well. And yes, I'm "one of us". Never mentioned it before because I know it's way off topic and I'm not here to sell anything, i'm here for the same reason we all are, because I believe in Neom and the potential for the stock. Actually, penny stocks and blackjack are very similar, and i have indeed thought about writing something about this world as well. If Neom works out the way we hope it will, there would definitely be a story in it, at least an article.
Anyway, thanks for the compliments, and enjoy the new one.
best
Joe (i'm sticking with the alias)
OT: Best wishes all, happy thanksgiving, and I hope nobody is worried about the pps right now; we've had negligable sliding after the 10q which is great, on meaningless volume. We are set for a nice quarter, and i fully expect some exceptional news before the New Year. I base this on the fact that the things we have in the works should have results before the year is out, such as the two mergers and the word registry launch, if only in some sort of end of year recap.
Anyway, if anyone is bored with watching the pps, you can check out my new book, which is out and about, called Busting Vegas (a follow up to my book Bringing Down The House, about the MIT kids who beat blackjack, i'm sure a few of you gamblers out there have read it, heck, we're all gamblers if we're on this board, aren't we?). I'll be signing copies when we meet in Vegas after this stock finally goes where it should.
Best of luck all, and have a great thanksgiving.
Joe
Lesnshawn, my understanding is that it would be in neom's best interest to report any substantial and real news they could, since a higher pps would result in a better situation for them re the bsds merger. They wouldn't hold back news they could legally report during the qp, only that which the sec would perceive as breaking the rules of the qp. I believe alexandre is correct, that if there had been deals signed they would have been reported, as to not report them would be a violation of sec rules. And if a deal was close to being signed, neom would rather rush it through and get it signed before the end of the merger, not the other way around. Neom wants a higher pps, not a lower one. The reason we are trading at this price is because there has been no significant news since the launch of the word registry, and as it appears from the sec filing re the late 10q, there has not yet been any substantial revenue streams generated from the registry or paperclick. The assumption, then, is that there is most likely some new dilution to cover operating costs, as revenue did not increase significantly and costs continued. We who believe in the potential of neom believe it should be valued at more than 150 million market cap, but there is no reason, at the moment, for the larger market to agree with us. Until word registry proves a revenue stream or some deal is brokered with a major player like microsoft or yahoo or google, we will probably stay in this price range. The very idea that this could be a billion dollar company, meaing a pps of 1.50 or so, hinges on it bringing in hundreds of millions in revenue, something that simply hasn't been shown yet.
Personally, i think the qp is less significant in terms of pps than many have suggested. Real news has been, and will be reported, and if there was news to raise the pps available, it would have been pr'd. That would be in neom's best interest.
Best, and still holding long and strong,
Joe
i believe in paperclick and the word registry. and my average price is around .12. But i'm not selling, which is the same as essentially lending them my money in return for my shares. i just don't believe that the paint company adds anything to the bottom line.
best,
joe
Yes. From the very beginning I've questioned the paint company; it seemed a very strange purchase, and though i respect the posters who made intellectual connections via dupont to paperclick, i still don't see it. And the idea that it's supposed to be a revenue generator to "support" a billion dollar idea seems simply wrong. Billion dollar ideas don't need revenue support; that's what investors are for. Cornell is here becuase of paperclick. We are here, with our dollras, because of paperclick. I'm "lending" neom over a million dollars at this moment through my stock purchases to support paperclick's development; they don't need the profits from the paint company to sustain them, as long as they have the patents for the bridge and the potential of the word registry. They should sell it if they can, as fast as they can.
That being said, i am not complaining about the pps. we are way up this past week, we are moving in the right direction, we are making money. I don't sweat a few cents down after ten cents up; but i want to see them continue to move forward re paperclick and the word registry, without the distractions of other business. I've always felt that neom's weakest link is their pr department. I simply don't think they have a great handle on pr. They've never been good at it, in the two years i've been here. That's not to say they aren't good people, with great ideas; they just don't seem to be able to put together a truly powerful pr campaign. Right now, this stock should be above a dollar. Everyone in the country should know about the word registry. This is a huge development. Instead of spending millions on a paint company, they should have put those millions into a pr campaign for word registry.
Anyway, i think the fall is going to be great for us longs, and sooner or later. I have zero doubt in my mind that this will be over a dollar within the next six months. I won't sell a share before then.
best
Joe
The pps seems to be holding up nicely, a very good base from which we can rise as more word registry buyers are announced (IMO there are a bunch that could be pr'd any time now). Personally, I think the dip today can be attributed to regular profit taking, and also to the paint registry pr; nearly every time neom pr's their paint company accomplishements, the pps dips. I truly believe they should dump nmpr. It has nothing to do with their core business (despite what others with more vivid imaginations than me can concoct), and seems very "otcb" to me. Paperclick and word registry are such huge ideas; the paint company labels neom as another otcb company trying to survive by any means necessary. I don't think the nmpr revenues will have anything to do with paperclick launching; even if nmpr brought in ten million in profit, it would stil have nothing to do with neom's market cap reaching the billion dollar mark, which is what we need. They don't need nmpr's revenues to continue, with the 100 million dollar credit line from cornell, and it just makes it harder for big investors to get behind paperclick when they see that the company seems to be hedging its survival with a small-time paint endeavor. I know that when i try and sell neom to my wealthy friends, the first thing they make cracks about is that why is some paint company valued at over 200 million dollars? We know, of course, that neom is much more than a paint company; but there's no value to having neom associated with paint. If paperclick and the word regsitry are truly billion dollar ideas, then there's no rational reason to keep the paint company in the mix. I see no value in it. And every time they pr the paint company, the new money that's come into neom gets nervous, because they bought in on the promise of a revolutionary new cell phone application, not some paint scheme. It's just so damn otcb to pr something as spurious as paint distributors in mexico when we're waiting for info on paperclick. JMO, but come on now, let's stick to what this compan is about. Nobody is betting billions on paint.
Anyway, happy with the pps, but I simply don't think management is thinking clearly when it comes to the paint situation. Was never sure why they bought that company in the first place, and would love to see them sell it off as soon as possible.
Best
Joe
OT: Beacon, as it happens, I own 1.5 million shares of fonix. But it hasn't exactly been performing, and my average price is much higher! It aint' no neom, that's for sure.
best
joe
Koko, good call. I'd love to see them announce godiva or mcdonalds or something like that. Get people realizing that this word registry is going to be a huge revenue generator. And I also believe, like others here, that we are going to see a service provider or major partner announcement very soon; word registry only works if millions of people have it on their phones; nobody will buy words if it isn't something that millions are going to use. So i think we wouldn't have this launch, with virgin, if we didn't have a partner lined up already! JMO, but i think we're in for some whammy of a pr very soon. Not that today's pr isn't a whammy; this is a multi billion dollar company endorsing the word registry- not because they had to (the virgin settlement had to do with paperclick on the kiosks, not the word registry!), but because they saw the value in it!
best
Joe
Koko, i don't think you need permission to use google as an adjective; it's actually in the newer versions of the dictionary as a verb. Hopefully one day paperclick will be a verb too, as in, I like your shirt, i'm going to paperclick it and see how much it costs.
best
Joe
Here we go. I love the comparison to SMS messaging and the description of the go window as google-like. Right from the get-go, we're taking aim at the big boys. This is the beginning of something beautiful!
best
Joe
JP, hah, glad to see your DD goes beyond neom and cypt. Maybe a few of my buddies will be there with us in Vegas to show us how to really multiply our Neom winnings...
Thanks for the concise answer. I have always thought that RFID is the future of everything; i can't even begin to imagine what the revenue stream could be like in five, or ten years. However, i doubt i'd have the balls to hold the shares I have now that long. The fact that the bridge includes Words and phrases is all I need to know right now to be confident that the word registry is going to put this company over the top; and i still maintain they will launch with a big partner, and a service provider right behind (if not ahead). I feel like we are on the verge of something truly spectacular. I'm not even going to think about letting a single share go below a dollar.
best
Joe
koko, a word counts as the physical world? That's cool. Either way, i'm pretty certain there's a big player about to be involved here so that neom can sell these words. And we're worth well more than .45 cents.
Best
Joe
Do neom's patents cover going from a word to the internet? If so I stand completely corrected. I thought they covered barcodes to the internet. I hope i'm completely wrong in this and the word registry is totally protected.
best
Joe
Well, the thing is, personally i think the value of the word registry far outweighs (at the moment) the value of paperclick itself. In the future, i think it will be the other way around; people will surf the real world with their phones. But for now, the word registry seems to me to be the money shot for neom. And i can't believe that others won't see the value in a word registry for cell phones. Neom needs a big partner to capture this opportunity, or a head start via a provider with reason to promote their word registry. Eventually, PC will be the killer app to make neom's word registry the way to go, but initially, PC is a hard cell since it hasn't been proven (and in fact most phones don't work with it).
best
Joe
Why I Believe (IMHO, of course) Neom is About to Announce either the F-100 partner or Service Provider...
First, another word of thanks to JP and the rest who have done phenomenal research, keeping this board hot and worth reading every day, if not every few hours...
Now here's my feeling, and those more knowledgeable can correct where i'm wrong. While paperclick itself, and the bridge from bar codes to the internet, is patent protected and, as evidenced by the virgin settlement, certainly proprietary tech, the word registry itself seems to me to be less protected or "owned" by neom. Why can't google or microsoft or whoever launch a keyword registry for cell phones of their own? If I were a major company and neom approached me (even with silcone space) trying to sell me words for the word registry, i'd be hesitant to buy one because i'd be afraid that six months down the line, google or microsoft comes out with their word registry and my neom word is worthless. Sooo, neom really can't launch a word registry without a partner (like google or microsoft) or a ready to go service provider (to beat the others who come along six months down the line). Am I wrong in this? Is there any reason google can't launch a word registry? (i hope i'm just missing something simple here).
So neom would not launch word registry, or hope to sell any real words to major players, without a partner who can show the buyers that this is THE word registry for cell phones, not just one word registry by a little company on the otc.
Best of luck to all, am back in the millionaire club, and happy about it!
best
Joe
I like the cryptic messages.
What i'd like to see is five days for five pr's that lead us to five dollars.
Hah
Best
Joe
IMO, if you don't believe that TS has an immense effect on neom's pps, you haven't been watching the relationship between his newsletter and neom's pps. Pure and simple, his initial buy suggestion on neom basically carried us from .2 to .75. He caused subsequent runs of as much as 100 percent multiple times. He held us above .4 two or three times, and now has held us above .3. Listen, it doesn't take that much to move this stock. 2 million shares can move it 10 to 20 percent; TS has an enormous following, commanding tons of money. He can't continue to raise neom's price forever, but he certainly can bounce us 10 to 20 percent at will. He believes in this stock, and that's good news for us, because he's going to continue to prop it up until it reaches his goals.
Personally, I put far more weight in a man with 10's of millions of dollars in followers and a newsletter, than in charts, on the otcb. The otcb moves on rumor, news, and money; with TS, it's as if a 10 to 100 million dollar fund is interested in little ol' neom. That's the sort of power he has. He also has the ability to push rumors and news to a huge audience. Charts are fun to look at, and more power to those who follow them and make money off them; but on the otcb, IMO, news and rumor trumps charts, and TS holds the keys to news and rumor.
Best
Joe
Agreed. I do think TS does to some extent guide our pps; not so much on what he says, but on what he doesn't say. Some people (me included) fear his losing interest in neom, which would certainly hurt the pps. I don'[t think he could say buy and have the pps skyrocket again like he once did; but he could say sell, and have the pps plummet. However, he truly believes that this is a 1.25 to 1.50 pop potential, and that's great news to me. Because that would be a wonderful reward to all of us who've been here from the beginning.
I think TS is as surprised as the rest of us that this hasn't happened yet, but when you think about it, what are a few months when you're talking about 1000 percent rewards?
best
Joe
Today looking good so far. TS's newsletter has helped us a bit. As posted earlier, basically he said we're in waiting mode, he's working on getting more info on paperclick launch and word registry, he recommends that anyone who too profits off the table before should be getting back in now at these depressed prices, and that if (or sort of when) neom makes a partnership with a fortune 100 company to launch word registry/paperclick, we will see this stock at 1.25 to 1.5 in a DAY.
He hasn't backed away from any of his earlier positions, he still believes and that's good news.
Again, i think we're waiting til after labor day for any real fireworks, because august is a useless time to pr anything substantial. However, i'd expect to see a steady climb in pps until then. IMO, you'd be crazy to get out of this stock before word registry launches. And I'm quite proud of my 130,000 share buy yesterday at .31, but i'd have still been happy if it had dipped again because i am absolutely confident that this stock will make it to a dollar at some point. Will I sell then, that's the question, i really don't know. I have enough shares to be relatively rich if i sell at a dollar, but i also believe that if neom pulls off what it hopes to pull off, this is truly a billion dollar company, a true technological shift much like google or text messaging. But i don't know if i have the guts to hold all the way to where i see this going.
However, that's all a discussion for another time. Hopefully not too far in the future.
Best
Joe
Here's how i got filled, so you can see what went on. Looks like i got about 60,000 at .31, the rest lower down to .305. Interesting to note that 40 thousand dollars can raise the pps between half a cent and a penny:
08/23/2005 2:39pm $0.304 2,500.000 $760.00
08/23/2005 2:39pm $0.305 5,000.000 $1,525.00
08/23/2005 2:40pm $0.305 5,000.000 $1,525.00
08/23/2005 2:41pm $0.305 5,000.000 $1,525.00
08/23/2005 2:41pm $0.305 10,000.000 $3,050.00
08/23/2005 2:41pm $0.309 5,000.000 $1,545.00
08/23/2005 2:44pm $0.309 3,000.000 $927.00
08/23/2005 2:44pm $0.309 10,000.000 $3,090.00
08/23/2005 2:45pm $0.309 5,000.000 $1,545.00
08/23/2005 2:45pm $0.309 3,000.000 $927.00
08/23/2005 2:46pm $0.31 10,000.000 $3,100.00
08/23/2005 2:46pm $0.31 5,000.000 $1,550.00
08/23/2005 2:47pm $0.309 5,000.000 $1,545.00
08/23/2005 2:47pm $0.31 56,500.000 $17,515.00
NET TOTAL 130,000.000 $40,129.00
I fully expect that after labor day i will double my money on this current 130,000 shares. My guess is that's what we will be waiting for; no point in making any major announcements or pr's in the dead of august. Just praying the pps can stay afloat through the last licks of summer to make it to when announcements would mean something. I'm guessing we'll see a major word registry announcement first, followed by something re paperclick.
As I've said before, since the virgin settlement I have absolutely no fear about my neom investment. Virgin is paying to cross neom's bridge. Everyone else who wants to reach the internet via bar codes will eventually do the same.
Personally, I am not a huge fan, nor have i ever been a fan of the bsds acquisition; i think this quiet period cost neom 100 million in market cap as they got bogged down waiting for the sec to ratify the acquisition. And i don't think bsds is worth 100 million to the company. but others here who know much more than me feel that triton/bsds is worth the pain we're going through.
Anyway, of course i hate seeing the pps here; and if i'd have sold at .75 I'd have been able to buy 5 million shares here, not 130,000 more. But i'd much rather be holding my 2.3 million shares here than have no shares when this thing hits a buck.
best
Joe
THat might have something to do with the fact that i just put in an order to buy 150,000 shares at limit of .31
Yes, i think you're right, i believe the 600 is a typo, because his math points toward 6000. I find this current report very encouraging; TS, with his obvious connections to sources at Cornell and elsewhere, is standing by Neom and is estimating a massive revenue stream from word registry. Combine that with the fact that we've got some evidence that many words are already read to be turned on- and when word registry launches, we could be looking at a massive and immediate windfall of profits to be announced. That would be impressive.
Best
Joe
TS's microcap letter came out on Neom a few minutes ago. Basically, and I am using my own words here, he says that the SAIC situation is a very positive development. He says SAIC is not moving fast enough for them, and that it is much more valuable now that neom is doing it alone. He values each word in the word registry at 600 bucks a year(don't ask me where he gets that number), so if 100,000 words get turned on- well, you can do the math. He basically says that when neom signed with SAIC they needed SAIC because they had no cash; but bcause of the 100 million dollar cornell deal they no longer need them, and are thus going it alone. He says to keep w neom because there's lots of up still to come!
All in all a very good writeup and it looks like TS is still bigtime on board here.
Best
Joe
Zacked, I'm not sure what you are having a problem with here. Some posters have had concerns and have posted them, others have responded by supporting their own opinions; the only comments that seem to get censured are obvious negative slights that have nothing to do with facts or even reasoned opinons. (by the way, I do think even suggesting, in passing, that what's going on here with neom reminds you of a stock that went bankrupt is both irresponsible and illogical; we're talking about a company with enormous cash drawing power, two acquisitions in the process, a recent settlement with virgin, and a 200 million dollar plus market cap, that has tripled in price in the past year and is on an uptrend!).
Look, nobody here is blind to the price slip of recent weeks. As you can clearly see, the SAIC situation has been brought up here by nearly every poster, not just you and whattheheck. Whether you choose to focus on the negatives or the positives, as long as you have something of interest to post, it's fine here. I just don't understand the continuous anger aimed at people on the board who donate their time and research efforts to help understand and figure out what's going on with our investment in this stock. The moderators are working, for free, for all of our benefits, and if anybody would like to simply bash away, with freedom, go ahead and do so on raging bull.
I've read every post, positive and negative, and enjoy seeiing both sides- and despite what you might think, we have indeed seen both here in the past few days, as we should. I personally think the good in this 10q far outshines the bad, maybe i am incorrect. But i do have my money where my mouth is (2.2 million shares or so) and so do many others here. So i do appreciate the negative opinons as well as the postive.
And yes, a friday afternoon 10q is often done to keep panic out of the marketplace, to allow reasoned thought to overcome impulse. The last 10q, if i remember correctly, was also on a friday afternoon. And we've done just fine since then. Ups, and downs, as we approach the launch of the word registry and paperclick.
BEst
Joe
Personalizit, in terms of the size of virgin, the fee seems nominal; in terms of what they are paying for- the right to cross neom's bridge, i think it's quite impressive. 90,000 to get to the internet from bar codes for virgin. If everyone who wants to get to the internet via bar codes has to pay 90 grand, neom is going to be very very rich. I know this is a simplification, but my point is, the fact that virgin is paying to cross that bridge is the significant thing, not the amount they are paying. Everyone is going to have to pay, pure and simple, to cross that bridge. Some will fight it in court, most won't (because most, as you state, aren't huge companies like virgin and would rather pay a fee than pay lawyers to fight something they know they won't win- because nobody has, or will win that fight). Pure and simple, if you want to access the internet via bar codes, you're going to have to pay neom (90 grand if you're virgin, maybe less if you're smaller, who knows what numbers neom is looking for? Obviiously we don't, because they don't tell us). Bottom line is, there are how many billions of bar codes? And how many companies will one day realize the value of that link to the internet? Again, i can only guess at this. But the one thing we now know, for sure, is that the bridge has a toll, and everyone is going to have to pay it.
best
Joe
I still think some are missing the massive significance of the rise in revenue in the 10q; not the amount, because of course it's still trivial in terms of where most of us believe this company could go (which, whattheheck, despite your current vitriol you assuredly understand is the reason this company is valued over 200 million, not a number related to current revenues but future revenue models), but the fact that Virgin, one of the biggest companies in the world, is paying neom a license fee to access info via a barcode over the internet. The bridge is real. It is valuable. Virgin is paying to use neom's technology. This is the first major company that has now officially, on paper, stated (through its licensing and settlement) that neom OWNs the technology of going to the internet via a barcode.
YEs, as some have pointed out i jumped the gun by proposing that virgin would pay this amount every quarter; it can't be known, from the wording, whether this is the amount that will be paid goiing forward. But the fact is clear; virgin is paying to use neom's tech.
As for the SAIC situation, I am personally pleased that Neom placed this info in the 10q rather than in a pr, at the moment; i don't want to see that pr until the word registry is launched, along with a pr about all the words we now know to be "turned on" explained in terms of the customers who have bought them. Why announce a switch from SAIC to Silicon Space before the word registry launch? I now also believe, as JP has stated, that that launch is weeks, not months away, by the simple fact that this news on saic was put in the 10q and not in a pr. That pr, IMO, is waiting for the word registry launch, to be done in-house, with silicon space as one of the main consulting marketers.
None of this is bad news. If i were running the company, i would do the same. The only thing that i would do differnet, right now, is to put out a pr that says something about the near future, just to keep the pps from sliding on anxiety created by the quiet period. But again, if the bsds merger is nearly complete, or word registry is weeks away, i'd have to wait, wouldn't i?
Anyway, i don't blindly trust managemnt; i do belive that neom's main problems are a lack of ability to properly pr the good things going on, a bad publicity team, and to some extent, a seeming disregard for the current pps. But, IMO, the thing people shoudl be screaming about right now from this last 10q is the virgin payments for the bridge, not the switch from saic to silicon space. The virgin situation is way way way way way bigger in terms of the future of this company and its true worth!
best
Joe
One thing I am curious about. All of the words that seem to be "turned on" in the word registry (a list was posted here earlier); was that work done via Silicon Space, or via SAIC? Since Silicon Space seems to have been brought in a month ago at least, perhaps that work, which seems to be moving forward quickly, has been going on with the new consultancy.
I don't see any real issue between the original SAIC pr and the current snippet of info in the 10q. Originially, neom had an agreement to work with SAIC to create word registry, and now they state that was on a contingency basis; they've decided to launch the word registry in house, with a high profile consultant as a marketing aid. Yes, TS and others did trumpet the SAIC association as a reason to look closely at this stock; but it's the word registry that matters, and if SAIC has gotten us close to launching it, then those feelings and statements by TS and others were justified.
I just can't stress enough how amazing it is that little Neom is getting, at minimum, 90,000 dollars a quarter from one single license, to Virgin. If Virgin is willing to pay that much for the tech, how much money is on the horizon? 100 licenscing companies would be worth 9 million a quarter. That's not that many licences for a tech that can be used just about everywhere, by everyone.
One more point. We might be making a mountain out of a molehole by focusing on this SAIC thing at all. Perhaps what they are saying here, is that Silicon Space is replacing SAIC in running the word registry, since neom is going to be hosting the servers in house. But SAIC still is a partner in terms of the development of word registry; perhaps there's still an association of some sort. we just don't know, this might have been a real non-issue placed in the 10q because the quiet period made it impossible to properly pr?
And if i'm being optimistic, on the other side, if this is more revelatory than i believe, couldn't this already be factored into the share price? We've had a slide, for no real reason, over the past couple of months; this slide might be SAIC related; certainly if this is big news (which i personally doubt) others already know this.
Anyway, in conclusion, my bet is this is a non-issue. SAIC was an associated partner in developing word registry, and may still be. Silicon Space is consulting on the word registry launch, which will be controlled in-house. And virgin is paying a fine licensing fee for the use of neom's bridge! The pps should go up, imo.
best
Joe
On the SAIC pr issue; the one thing that i'm absolutely sure of is that a pr announcing the switch from SAIC to Silicon Space without a very positive spin would, and would have, sent the pps into a tailspin. Is that better than couching the information in a very positive 10q that informs us that we're getting at least 30,000 dollars a month from a single licenscee, that we're earning revenues, that we are moving forward in terms of making paperclick a profitable technology?
I'm hoping that Neom's plan, here, is to now pr something positive about the upcoming word registry launch, either monday or early this week; yes, the SAIC thing needs to be explained, in terms of how this moves us closer to the word registry, which i feel that it does; we may very well be on the verge of launching and thus, as i said earlier, have taken the SAIC relationship as far as we could.
Anyway, my reading of this 10q is still that it is very positive. Paperclick has proven to be a profit generator, and it's just a matter of increasing the number of licenscees. The word registry is moving forward, going to be housed in-house, and neom has brought on a partner with great marketing connections to launch it.
No doubt, neom management needs to put out a pr explaining where word registry is heading, and what's next for the company, but not simply a statement that SAIC has been replaced by Silicon Space. Quiet period or no, there is an obligatin to shareholders to keep the public informed.
best
Joe
Cloud, remember that the licensing increase from the virgin settlement was only for the period after the settlment was agreed upon; we can't be sure what that payment takes into account, but surely not the entire three month period of the 10q. Even if it did, it's about 90 thou for three months, or 30 thou a month, just for a single use of paperclick by one company. This could add up very quickly! Just get 100 companies paying this, we've got 3 million a month, or 360 million a year (just showiing off my math skills). Not bad!
As for SAIC, if indeed a google or a microft were interested, then it makes sense for them to break away from SAIC and instead hire a great company with great conenctions as a marketing partner, rather than have the word registry hosted by someone else. And if they are looking to sell out to a google or microsoft, the same logic applies.
I agree that many of us are here partly beceause neom partnered with the multibillion dollar SAIC to develop word registry; that logic still works fine, they are just now moving to implenet the registry and don't need to do it through SAIC. They aren't looking to sell out like Verisign did, they are looking to host it themselves. And yes, they'd need a pretty big partner to pull that off in a big way.
Look, we're up in revenues and profits and are doing great in terms of costs. And most important, we are earning money on paperclick licenses! From Virgin. This should make the pps go up, IMO.
Best
Joe
I've read and started to digest the 10q, and i think it looks pretty good. Neom is making steady progress in terms of revenues, and the virgin settlement gives them a nice and steady revenue stream, as posted earlier (and we can now figure out the amount of that settlement). This 10q is hugely better than the last, and we are indeed moving forward. Licensing is the first step, when paperclick really launches we'll start to see much more in terms of revenues.
As for SAIC, they were working on a contingency basis to set up the word registry; neom is now looking to host it inhouse, and has thus hired a new partner as a consultant to help market and implement it. They obviously didn't want to share the immense profits they hope to make off the word registry- and perhaps they are readying to partner with someone like google or microsoft, and thus want to hold all the marbles. Not sure, but the compan is looking pretty good to me. Revenues up, profitability on the way, a very nice 10q, IMO.
Best
Joe
Ah, airpocket, you are so entertaining.
So you, in your obvious genius, could emulate neoms' technology and improve on it in three days, but Virgin, a billion dollar company, just couldn't figure out how to do it, so instead opted to license Neom's leading edge technology through 2016. I guess the folks at virgin wish they had a genius like you working for them instead of their own scientists and lawyers, because obviously if they had had you on their side, they would not have needed to license anything, they would have simply had you emulate neom's tech in less than three days.
LOL. Yes, neom probably did not hold out for huge money from virgin, because indeed, the settlement was indeed precedent setting; that is it's value. The precedent has been set, if anyone wants to link a barcode to the internet, they need to go through neom's bridge. Thanks for re-iterating that for us.
best of luck with your short position.
You're going to need it.
Joe
Just want to add to my previous post; this virgin news's significance can not be overstated, IMO. Even though we knew it was coming, to actually have the settlement occur changes the nature of neom. For the first time since I've been an owner of this stock- and that's a very long time, I first bought in at seven cents and as of last week's crazy lows (which let me add 140,000 shares to my position) I now own around 2.2 million shares- For the First Time since i've owned this stock, I no longer feel the need to watch the pps like a hawk. I feel that I could simply turn off my computer and wait, without fear, for the price to reach my goals. I finally feel as though I fully understand what JP was saying back in that post about fate, about his belief in neom, about seeing it on the big ticker one day because this settlement, IMO, makes everything else pretty much inevitable. I don't know when, i don't know how long it will take, but my fear is gone. Virgin would not be licensing neom's technology if there was any way to avoid it. There's just no way that google and microsoft are going to ignore the value of this technology now.
Anyway, my exuberance is getting the better of me, but this is going to be a huge huge summer. And I am not even slightly worried by the "mere" 15 percent gain today. Usually it takes a few days for news like this to push the pps up.
best to all,
Joe
Today's news was exactly what we needed to hear; that the virgin settlement is complete, that virgin will license neom's technology for the next decade, and that Neom does indeed own the bridge that connects the physical world with the internet; meaning, anyone who wants to get across that bridge in the quickest, and most efficient manner, will have to also become a licensee. This opens the door to enormous revenue streams; if virgin, one of the biggest companies in the world, feels a need to licensce neom's tech, then pretty soon we should see many other big name companies jumping on board. i can't imagine that either microsoft or google won't want to either partner with, or buy outright neom at this point. I also can't imagine neom's pps staying anywhere near where it is right now. These big news moments usually take a while to sink in, and we should see a very big rise over the next couple of weeks. And as Wooger and others have said, this opens the door to enormous news items involving the word registry and future licensees. I don't know about a dollar by the end of the week, but i def see a dollar by the end of the month (IMO). Although to some level, the price does reflect the fact that a positive virgin settleemnt was already functioned into the elevated market cap, now that the risk is gone, larger players should be getting involved. The settlement proves that neom's patents can not be ignored; the world is going to have to pay up, or partner up.
You'd have to be nuts, or desperate, to sell anywhere near these levels, IMO.
Best
Joe
Pennyheaven, I understand your frustration at the current price (heck, i've got over 2 million shares so if you're in pain, you can imagine how I and others like me are feeling), but I think your anger toward the board is misplaces. The purpose of this board is to provide information on Neom, and also on the bigger picture- cell phone search, wireles, etc- of which neom is a part. We do want a full picture, both negative and positive; the problem is, you and a few others aren't posting negative elemens of the picture; you're not writing about the finacials or the fundamentals, about dilution or insider selling; you're simply stating that all is not rosy, that others are pumping, that you're afraid it's a sham. These aren't useful comments- not even useful negative comments- they're simply negative statements that have no purpose here. They are fine for RB, why not leave them there? If you have a real concern- such as with a specific news item, perhaps the delay of the virgin settlement, it's fine to comment on that. But just stating that you're afriad the company is a sham? Of course that should be deleted, it's not helpful dd.
Look, I see a lot of problems with Neom, but in the past few days, the only thing that's worth commenting on, negatively, is the fact that the pps has gone down and we haven't heard anything from management. I am upset that management hasn't reacted, and assume that they will, very shortly.
That's my two cents. It will be a shame if management allows the pps to continue to drift without stating something about either the virgin situation, word registry, or paperclick, but i certainly don't blame the board for this situation, nor do i blame any of the optimists here for the amount of shares I own. I bought my shares because i believe this company has enormous promise in terms of future pps, and in terms of what they might do in the next few months.
Best
Joe
Ok, this pps is ugly, and painful to watch. I can't imagine that neom management won't step up and do something to protect the price within the next twenty four hours; there's so much possible news to announce, from the godiva couponing to the fact that a settlement with virgin is near, to the bsd merger, to the word registry getting close to started- anything, guidance, whatever, to try and keep the stock from hemmorraging. And i simply don't buy that a quiet period means you have to allow the pps to drop forever; isn't the concept of the quiet period that you're trying not to have enormous pps swings while the sec goes over the merger?
anyway, at the moment i am not panicking yet; this drop, though understandable considering the settlement postponement, is foolish; nothing's changed, except the timing. so we wait another month? are there really so many better penny stock opportunities out there for the traders? does another month mean the virgin settlement isn't going to happen? is TS going to sell, or is he going to stick with his belief that neom is going to happen, just not by july 4th?
anyway, i'm still here, holding off on panic. this story still has a long way to go. And i don't mind that others panic, but there's no reason to turn panic into anger toward the board. Heck, JP, are you going to have to start a whole new board to get away from the injured and angry over here? :)
let's see neom management put out a pr today or first thing tomorrow, save this thing from itself.
best
Joe
Koko, or anyone else, do you believe that means the quiet period, if indeed we are in such a thing, would go until July 31, or does this filing allow neom to pr other paperclick developments? I'm still unclear on the quiet period, its constraints, etc. I've personally been skeptical that the quiet period is the reason we haven't heard anything; if something grand had developed in the past few weeks, i think there would be some way to report it (if neom can pr paint developments, why not paperclick? both theoretically effect the pps.) Anyway, hopefully this filing, or at least the timing of it, is somewhat significant. It's no fun watching the pps drop while knowing that there's news in the can, in the form of the word registry and the upcooming viring situation.
best
Joe
I'm not an expert at these things, but based on my reading of the filing, this should end the quiet period, and also pretty much states that the merger is in the finishing stages (although no exact date is placed for the merger itself, the filings states that both parties say the merger will take place in "the first half of 2005" which means within the next 8 weeks. Also, the filing states that over 62 percent of shareholders plus the board of directors has voted to approve the merger, which IMO means it is a done deal. The fact that this merger has gone through should raise the pps in the short term, but more importantly, this opens the door for all the news we are hoping for. The fact that this filing came out today, before the court date, seems to me to be more than coincidence, as this allows (IMO) neom to pr the virgin situation if that settlement goes through tomorrow (which i by no means am predicting, i believe it's gonna happen but i don't know if it will be tomorrow).
Basically, this is great, IMO, and we are moving forward now at full speed. I am glad i was able to buy 75,000 more shares this mornign at .43 cents!
I also have been reading with much joy all the posts about word registry words that have links to couponing. My god, each one of these links could be a pr in itself! The NBA? McDonalds? Couponing using neom's word registry! We could be looking at a landslide of pr. And if indeed these words have been "bought" , then we could also be looking at some serious revenue (though this filing makes no mention of increased revenues or value of neom at the moment, and i believe it prob would have had to if there was huge money coming in), and still includes all the legal necessary warnings of a penny stock filing.
Anyway, this is a great step and I personally believe we are now open to real pr's concerning paperclick, at the very least a neom pr about the bsds merger, what it means, and the word registry situation.
Best
Joe
I agree with JP on the July 4th date. July 4th, IMO, was not a specific prediction but rather a speculative target, just as TS speculated that a fortune 100 company was going to take a 20 percent stake "in three weeks" or that microsoft was going to get involved, etc, etc, etc. I believe he is and was hoping (as am I) that the virgin suit would be completed by then, opening us up for partnerships with major companies, and perhaps a microsoft announcement, which would take us above 1 dollar, on our way to 2. Personally, at this point, i am hoping that the virgin settlement gets finished by the end of june putting us close to .75 again, going into the summer. i am actually pretty happy, at the moment, with the price action; there isn't any heavy selling volume at all, and the price has actually held pretty strong considering that none of ts's predictions have come true. his followers are still holding a heavy amount otf shares, which means everyone is waiting for the good news.
best
Joe