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Friday, August 11, 2006 7:28:55 PM
My liquidity concerns: http://www.investorshub.com/boards/read_msg.asp?message_id=12608034 As I believe the owners / management of the acquisition companies understand that they are in this together with Neomedia, I do truly believe that they will find a way to agree on new financing terms that will be in the best interest of the company, and because much of their payoff is in stock, I am hopeful that the new financing terms will be less toxic since it is in their vested interest to do so.
Although the 2Q financial results are less than I predicted ( see http://www.investorshub.com/boards/read_msg.asp?message_id=12493591 ), I still believe and endorse most everything that I reported after the shareholder meeting - http://www.investorshub.com/boards/read_msg.asp?message_id=11808482. In particular, I stand by my final comments in that post which I have copied and pasted below:
22) Final thoughts: I believe we will see a lot of interesting and positive developments during the 2nd half of 2006. Launch of Qode is imminent - Neom has got or will soon have “all their ducks in a row” for a successful launch campaign. The overseas market is ready. This is clearly what we have been all waiting for. The level of outstanding shares is going to no doubt increase as Neomedia fulfills their goal of becoming the Global Leader in Mobile Marketing Solutions. Significant revenue growth is clearly possible over the next 12 months, and must happen in order to offset the increased dilution. I think if you have a relatively long time horizon for this investment, you will do just fine. However, if your investment time horizon is relatively short (say less than 6 months), the risk of pps decline or stagnation for the near-term is potentially an issue as we wait for increased revenues in the face of further dilution. Neom has a great vision, an excellent business plan; they just need to execute well what they have outlined. We should hold Management accountable to launch Qode by the end of this year such that it will substantially build revenues going forward. If they do that - and I personally believe they will - their credibility will remain high with this investor. Overall, I found this to be a very rewarding and worthwhile experience…I would recommend that anyone on this board that hasn’t attended a SHM to consider doing so in the future.
Overall, the acquisition companies have improving financial results, and I believe they are well positioned to take full advantage of what the mobile marketing industry is looking for right now. See my post: http://www.investorshub.com/boards/read_msg.asp?message_id=12562701 .
In addition, don't underestimate Chuck Jensen's words in yesterday's NapleNews article: http://www.investorshub.com/boards/read_msg.asp?message_id=12569593
"What is awesome is 12Snap and Sponge and Gavitec have all had excellent news transactions with a large breadth of companies and that is continuing to help our revenues," Jensen said.
This includes deals with many national and international companies that they aren't allowed to name, he said, like "big soft drink companies or big cell phone manufacturing companies."
And, don't forget about the Mobot / Elle promotion from October through December of this year: http://www.investorshub.com/boards/read_msg.asp?Message_id=11759114&txt2find=elle
I also believe this statement in the 10Q may be a very important development in the near term: http://www.investorshub.com/boards/read_msg.asp?message_id=12549031 and http://www.investorshub.com/boards/replies.asp?msg=12549031
"In June, Sponge also reached agreement to supply marketing solutions to Vodafone for their customers."
Some possible qode launch dates include:
CTIA - September 12 -14 http://www.investorshub.com/boards/read_msg.asp?Message_id=11932648&txt2find=ctia
.mobi registration - September 21
http://www.investorshub.com/boards/read_msg.asp?Message_id=12506507&txt2find=ctia
Mobile Broadband Americas Conference - October 18-20
http://www.investorshub.com/boards/read_msg.asp?message_id=12512177
The great thing about the acquisition companies is that they are developing relationships with some big names which Neomedia can leverage when they launch qode. So if, for example, Neomedia can line up News Corp as a brand partner, Nokia as the phone OEM, and Vodafone as the service provider when they launch qode, I predict we will see a pps of greater than $0.40 again and I am hopeful that such a launch with these or similar big gorilla companies will occur within 12 months.
SS9173
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