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thx just saw it.
Well, that's an exotic Neomedia chart.
That sounds brutal. Can't imagine a company like Kraft making a decent ROI at this level.
Why would Neomedia keep quiet about this? Are they not permitted to disclose details on debt payments?
Do you have a price model or something like that? If we know how much Neomedia makes per Kraft scan we can easily figure out what it takes and get to work :)
Nothing happens. It's great news for the SH, but as long as YA has shares to sell the price won't go up. As soon as Neomedia announces a mathematically sound plan to pay off YA over a certain amount of time (preferably until August 2013) buying will pick up in a big way. Once YA is out we should have a resplit and then it's time to move up.
Certainly looks that way. When will they finally turn that USP into money? I can't believe they're unable to turn such a dominant position into cash.
Well, if MSFT was more heavily involved I wonder why we're still trying to make ends meet.
But sure, maybe MSFT and Neomedia are working on something big backstage. So far positive speculations have never paid off. Whenever Neomedia is hiding something it seems to have a negative reason. I just don't trust them. Unfortunatley I believe in their product.
Thanks for taking the time, appreciate your insight. I certainly dont like #3 on your list :). So a CNTS grants you a foot in the door. Any idea why Kraft stepped inside the house and MSFT didn't?
Sounds pretty clear. Then why is Poptech defending a CNTS deal?
I don't want to restart the discussion but you're obiviously sure the MSFT deal was not a CNTS. Poptech seems to think otherwise. Is your statement solely based on the CC and what Laura said there?
A precise and sad analysis. I'll hold till I die.
If you were talking about flipping I'm sure there will be opportunities. Unfortunately that's not really my game.
The last time it actually spiked was when a certain billionaire bought hundreds of millions of shares in three days. That was the ONLY time. Even YA wasn't able to keep up with that :)
Price action is mathematically impossible as long as YA adds to the market place. It's a law. You can't increase value by increasing quantity.
Sounds a little like blackmail to me. I want to see this company become self-sufficient. Not buying any more before that.
It makes perfect sense. Prices are created by supply and demand. Infinite supply keeps prices low and that's the case with Neomedia and YA. Ghosts of morons past haunting us. Nothing's going to happen until YA stops converting.
So (with Occam's razor placed firmly against YA's neck), would you say it's more than likely Neomedia's making a good deal of money by now?
Just had a Kool-Aid (you guessed it - Kraft stuff). Debt countdown already started.
I don't think Neomedia will need the doctor's help to survive. Soon-shiong is going to make a return on his investment just like the rest of us. Still, I'm sure that wasn't his intention when he got in.
You'll have a precise answer shortly I'm sure :)
As far as I know it's used to update a financial prospectus after a material event.
'The Fund seeks to obtain long-term capital appreciation from hedged equity investments with less risk than a fully invested, unhedged equity portfolio.'
Great. Now all we need to know is what the **** they have to do with Neomedia.
'As sales targets go, Kraft is nearly an infinite, on-going opportunity.'
Exactly what I wanted to hear. :)
Just went over some basic stats of Kraft again. This is truly one big corporation. Neomedia must be a household name by now. What does the industry say, Poptech?
Yes, does anybody have any idea in what range that extra monthly income from Kraft revenue is going to be? I hope it's gonna be a steady flow and not like ketchup out of a Kraft bottle.
uh... no, YA is willing to give them to anyone who wants them very cheap.
No, it wouldn't get that high. Don't watch the PPS as long as YA is in the game.
Been taking it long and hard for a quite a while now, IKE. I strongly believe the pain will subside within the next couple months. Things have never looked better.
Yeah, so what? Unless they're gonna win the lottery and pay YA off in a single (+ penalty) payment there will be dilution. The only way to stop that is to NOT BUY. The fact that so many shares are bought despite Neomedia's more than painful history as well as your FACT should tell us something. Investors know all about YA by now and they can see the light at the end of the tunnel.
Never been further from BK in my opinion. A R/S won't hurt us once YA is gone and is quite desireable unless revenue really should increase exponentially. Neomedia owes its shareholders to not let it happen before that. Shareholders played a huge part in making this company happen (my opinion is that it now has) and deserve to be rewarded.
As far as I read they said something about 'hidden' 8ks or something like that. I think Poptech listened in and I'm pretty sure he'll answer your question :)
Self-sufficiency here means running a break-even/profitable business on a day2day basis withough external financing. Gernal debt is not part of that.
Neomedia's hope is to end the days of 'increasing' debt once and for all by the end of the year. In my opinion they are already there. Next step is paying off YA, which looks very promising by now.
Pretty soon we will be taught a lesson in why a billionaire is a billionaire. You'll see. More and more big names are connected with Neomedia now. The track record for this year is: LA's richest man, Microsoft, Kraft Foods. That's what card players call a "tell", but I'm pretty sure you know that.
I agree with everything but the date. I think it will be 2013.
It's pretty obvious now that it will go down according to plan. Neomedia is going to make it. YA will convert as much as they can. Neomedia will pay off as much as they can.
Since you can expect a hailstorm of deals following the Kraft announcement as well as strongly increasing revenue from now on, shareholders and management will split the bill somewhat evenly, then YA gets out and it's finally payday.
Check out Alfonzy's post on the CC/debt as well as the last 10Q. Neomedia apparently has been paying down YA debt for a while now.
Looks like Ms. Marriott really did it. Wonder if she'll stick with this shop once it's running. Microsoft needs some good people I hear.
Nothing to do about that. Shareholders willing to hold on must take that now. Kraft is a monster though. With companies like that Neomedia might actually be able to pay YA off.
And as Poptech pointed out, it's the real deal. No funny business. Good luck to us.
They might just have the balls to do that. But who's gonna buy the shares?
I don't get this CC. Neomedia can't announce any news this way. What good are words at this point? Show us progress in NUMBERS! Investors are generally smart people and smart people vote with their feet. No way to save the company like this. This 'Target' article again looks like politics if you ask me. Good luck to us!
One of the major problems with QR codes becoming a significant part of 21st century marketing is definitely the 'outing' of the consumer. The scanning of publicly placed QR codes reveals too much about the individual (e.g. the infamous 'bed bug' ad) to become an omnipresent as well as efficient marketing tool in all areas of business. Sooner or later companies will realize that and become more selective.
I hope Ms. Marriott keeps pushing the implementation of non-public QR technology as well as Neomedia's partaking in that. I also wish she would give a hint on what Neomedia's relationship with Dr. Soon-Shiong really is like.
Last but not least I would like Neomedia to come up with a more creative/aesthetic approach to the look of QR codes, but these days that's science-fiction I guess.
Sure... lot's of hope coming right up. Tune in on the 27th and you shall receive. Were you following today's conference on Greece? It's going to be something like that.
You forgot about Neomedia's new strategy, 'downsizing', which might bring the great obstacle self-sufficiency down to 'gas bill' and 'Thai take-out tipping'.