Replies to post #234571 on NeoMedia Technologies, Inc (NEOM)

[afandor]

agreed - the fact that the o/s roughly tripled while the rev was only doing a bit better than doubling cannot be left out of the equation - nor can the continued trips to the well for more water to float on -

but i tend to see Neomedia as the tortoise in this race and as the use of qr codes expands i expect to see a q where rev increases to the point of keeping them afloat on their own and eventually i expect their rev will enable them to reduce their debt in a meaningful way...

i realize the power that past practices and cycles can have on one's outlook - but i'll simply offer again that the game field is changing in ways that should overcome these cycles and i believe that the q2 results are the first glimpses of this...

afandor

[Poptech]

codes: The doors close if YA stops lending which is a near-term concern.

From the 10-Q: "We currently do not have sufficient cash or commitments for financing, to sustain our operations for the next twelve months..."

Finding alternative lending will be near impossible so they need to hit breakeven soon. If they maintian last quarter's growth rate in the 2 subsequent quarters, they will be at breakeven this month, and be able to service debt by the end of Q4. The run rate on growth would put them at $18M run rate in Q4 - which is probably outside reasonable expectations, but those are the numbers.

I am still not sure investors will care about fundamentals. NeoMedia needs PRs or perish.