A couple points on the technology aspect:
I said I would provide some analysis of the technology itself from an IT and mobile perspective, so here it is.
Timeline:
1. Patents for intellectual property typically take about a year to be approved. Take the date the patent was applied for and a year from then is when you can expect to find out whether it was approved or denied.
2. Technologies do not succeed or fail based on their merit. They succeed or fail based on user adoption. Thus, if the mobile device owners do not use it, they do not have support. If they do have the support, they spread like wildfire, especially with information services.
3. User adoption typically takes a few years. It looks like GoIP Global knows this and addresses it in their issuer report: "Since we expect to continue incurring net losses, we may not be able to implement our business strategy and the price of our stock may decline."
4. The text messages aren't all that important. Ultimately, it will be forced to evolve into other mediums such as one click on a website or within an application on a device. This means that billboards and commercials aren't the only place they can bring value. Businesses that commonly have long wait times for inbound calls will benefit most. This is already a strategy being implemented by businesses, so Go800 is not the first.
Two years is usually a good timeline to use for acceptance of any technology, especially in the mobile space because of two-year contracts. The time it takes to become profitable from that point varies. So you're talking, at a minimum, two years before widespread adoption is even considered. The exception is YouTube which was less than 9 months, but YouTube is a money pit and Google has been considering dropping it altogether.
Aquisition:
1. Acquisition by companies such as Google are great scenarios for exit strategies. You don't always have to prove you are profitable, you just have to show that the competitor could benefit from it. This is where the patent comes in, because your IP is now protected. Thus, if if it is threatening, Google could come in and buy simply to make sure it isn't used against them. Other potential buyers are Clear Channel, Verizon, Microsoft, etc.
2. If the technology is strong, another company with deeper pockets might tread on the patent and then simply wear you down with legal time and fees until you submit to a compromise. This isn't always bad though. It can still fit into a profitable acquisition scenario because there is proof that the service is effective.
Conclusion
From strictly a technology perspective, I would say GoIP Global has a good start with Go800. I would be weary of expectations for the timeline. As with most other technologies, adoption is much longer than development. I believe 3-5 years is much more realistic. Also, the service will no doubt evolve from just keywords and text messages to functions ingrained into mobile content such as one-click connections. What you are invested in now, will not be the same in 2015.
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