Neo Energy Metals Share Discussion Threads

[guidfarr] 31/12/2009 16:49

why do you think Monitise has potential? first time i've ever heard about it (not good) - looks like a mobile money payment system?

[supersturrock] 31/12/2009 11:31

I am thinking of switching into Monitise to hopefully recoup my loss here. Anyone else having similar thoughts ?

[guidfarr] 29/12/2009 19:39

"restassured - 21 Dec'09 - 08:45 - 802 of 810


Certainly,look at the business it is in,internet payments.
Then look at the continued acceleration of internet commerce.
Take a look at the number of new businesses signing up to their payment system.
The wild bonus card could be if the USA legalises online gaming as it would be simple for Neovia to re enter that market.

Up again.

Woozle1 - 22 Dec'09 - 12:42 - 805 of 810


I'm going to side with restassured. Internet business is accelerating and Neo are gaining market share but as with all businesses it takes time.

The egaming business appears to have reached an inflection (see Party) and with many countries liberalising online gaming, Neo will benefit. Then there is the US; which looks like it might be moving in the right direction."

FROM SOMEONE WHO WORKS IN THE INDUSTRY AND FOLLOWS GAMING STOCKS (I TRADED NEO AT ONE POINT): THIS IS JUST PLAIN WRONG.

If the countries (EU and USA) legalise gambling (i.e. make it legal to gamble) then NEO will suffer! Why? Because banks won't have to block gambling transactions and there would then be no point for anyone to use Neteller. Case in point: the United Kingdom -> no one signs to Neteller here as they don't need to use it for gambling (transactions don't get rejected by banks!)

If the countries make gambling clearly illegal Neteller will also suffer because it will have to disallow sign-ups from these countries (as it has done in some key markets (I think Turkey, Israel, Canada to mention a few not sure if it has added more countries to the blacklist or removed some)

Neteller works best in a grey area....

As for gaming market share Neteller has been losing this to moneybookers, clickandbuy.com, entropay and other more dynamic companies.

Neteller is doing well to diversify away from gambling, but it is HARD to diversify away from the gambling industry as the transaction amounts in gambling are typically bigger and bring in good revenue.

What I expect? Erm hard to say but wouldn't be surprised to see more downward pressure at least until Neteller come up with a revamped e-walled. Their current one is too old to remain competitive.

[guidfarr] 29/12/2009 19:30

"restassured - 21 Dec'09 - 08:45 - 802 of 810


Certainly,look at the business it is in,internet payments.
Then look at the continued acceleration of internet commerce.
Take a look at the number of new businesses signing up to their payment system.
The wild bonus card could be if the USA legalises online gaming as it would be simple for Neovia to re enter that market.

Up again.

Woozle1 - 22 Dec'09 - 12:42 - 805 of 810


I'm going to side with restassured. Internet business is accelerating and Neo are gaining market share but as with all businesses it takes time.

The egaming business appears to have reached an inflection (see Party) and with many countries liberalising online gaming, Neo will benefit. Then there is the US; which looks like it might be moving in the right direction."

FROM SOMEONE WHO WORKS IN THE INDUSTRY AND FOLLOWS GAMING STOCKS (I TRADED NEO AT ONE POINT): THIS IS JUST PLAIN WRONG

[restassured] 27/12/2009 11:33

Yadda Yadda Yadda

[restassured] 27/12/2009 08:14

A simple response from a clearly simple mind.

Did you atttend the Gordon Brown school of investing?



"Today, we operate the world's largest online independent money transfer business that is trusted by consumers and merchants to process payments for billions of dollars each year. Our NETBANX, NETELLER and Net+ financial services span 36 languages and 160 countries across a broad spectrum of industries and businesses."




"Being independent has allowed NEOVIA to support thousands of retailers and merchants in many geographies and across multiple industries."


"Performance H1 in Europe impacted by 25% depreciation of dollar versus sterling."

nb That has changed.

[woozle1] 22/12/2009 12:42

I'm going to side with restassured. Internet business is accelerating and Neo are gaining market share but as with all businesses it takes time.

The egaming business appears to have reached an inflection (see Party) and with many countries liberalising online gaming, Neo will benefit. Then there is the US; which looks like it might be moving in the right direction.

I would also add that they should benefit from rising interest rates, should inflation rear its ugly head and seems most likely looking at historical precedents. One of the main reasons that earnings have fallen off a cliff is the almost zero interest rate environment and so there is no carry for Neo.

Then there is the issue of the valuation. With so much cash on the b/s the stock has plenty of option value.

One concern I have is that 888 are moving into the payments business through Dragonfish and they recently announced a contract with Neo's virtual world customer. With more revenue streams than Neo, they have the potential to steal market share.

As with all investment, patience is a wonderful thing.

Happy Xmas

Woozle

[restassured] 21/12/2009 08:45

Certainly,look at the business it is in,internet payments.
Then look at the continued acceleration of internet commerce.
Take a look at the number of new businesses signing up to their payment system.
The wild bonus card could be if the USA legalises online gaming as it would be simple for Neovia to re enter that market.

Up again.

[kramch] 20/12/2009 19:57

Dear Restassured,

since you are a far more intelligent being than those of us who live on this wretched little island, please could you enlighten us as to why you think the share price will be a multiple of the current price, and indeed whether this multiple will be above or below 1? In anticipation, K.

[restassured] 20/12/2009 18:46

I always find these bitter brits most amusing.So many chips on your shoulders,so much anger.So little intelligence clearly.

Neo is in an incredibly exciting industry.18 months down the road the shares could be at a multiple to current price.

[monosodiumg3] 19/12/2009 09:37

If they bring out an RNS with 8 small to medium contract wins every week I will be happy. Each one is a little pot of money and a reliable ongoing stream. This is their bread and butter. It shows they are winning clients in a competitive market.

Seems to have been a good month. Hopefully the win rate is picking up.

[restassured] 18/12/2009 08:16

But the price is rising

[grbaker] 17/12/2009 21:56

They got to be kidding with today's RNS: a bunch of merchants signing up... is that news?

Here's the news we want: 'we're back processing gambling transactions and making sh*t loads of money again.'

Sorry to be so negative, but like targatarga says I'm fed up!

Actually I'm thinking of selling out and using the loss to ofset my tax...

[targatarga] 17/12/2009 17:03

abbeys - everyones fed up with neo.....

[abbey8] 17/12/2009 16:56

very quiet here WHY??

[restassured] 16/12/2009 12:50

Seems to be an awful lot of manipulation via CFDS 14% of the company via CFD's

This is further evidence of the corrupt and highly opaque market



The statement should be in plain english...



RNS Number : 2006E
Neovia Financial PLC
16 December 2009

?


+-------------------------------------------------------+
| Substantial Shareholding Notification under Rule 17 |
| AIM Rules |
| 16 December 2009 |
+-------------------------------------------------------+




TR-1: NOTIFICATION OF MAJOR INTERESTS IN SHARES
1. Identity of the issuer or the underlying issuer of existing shares to which
voting rights are attached:
NEOVIA Financial Plc
2. Reason for the notification (please place an X inside the appropriate
bracket/s):
An acquisition or disposal of voting rights: ( )
An acquisition or disposal of financial instruments which may result in the
acquisition of shares already issued to which voting rights are attached: ( X
)
An event changing the breakdown of voting rights: ( )
Other (please specify): ( ) Disclosure and Transparency Rules (Disclosure of
Contracts for Differences) Instrument 2009
3. Full name of person(s) subject to the notification obligation:
QVT Financial LP
4. Full name of shareholder(s) (if different from 3.):
QVT Fund LP
Quintessence Fund L.P.
Deutsche Bank AG London
5. Date of the transaction (and date on which the threshold is crossed or
reached if different):
2 December 2009
6. Date on which issuer notified:
4 December 2009
7. Threshold(s) that is/are crossed or reached:
12%
8. Notified details:
A: Voting rights attached to shares
+--------------------------------+--------------+-----------+
| Class/type of shares | Situation previous to |
| | the Triggering |
| | transaction |
+--------------------------------+--------------------------+
| if possible using the ISIN | Number of | Number |
| CODE | shares | of |
| | | voting |
| | | rights |
+--------------------------------+--------------+-----------+
| GB0034264548 | 3,337,472 | 3,337,472 |
+--------------------------------+--------------+-----------+
Resulting situation after the triggering transaction
+--------------------------------+-------------+--------+-----------+--------+-----------+
| Class/type of shares | Number of | Number of voting | % of voting |
| | shares | rights | rights |
+--------------------------------+-------------+--------------------+--------------------+
| if possible using the ISIN | Direct | Direct | Indirect | Direct | Indirect |
| CODE | | | | | |
+--------------------------------+-------------+--------+-----------+--------+-----------+
| GB0034264548 | 3,337,472 | 0 | 3,337,472 | 0 | Below 3% |
+--------------------------------+-------------+--------+-----------+--------+-----------+
B: Qualifying Financial Instruments
Resulting situation after the triggering transaction
+------------+------------+---------------------+------------+----------+
| Type of | Expiration | Exercise/Conversion | Number | % of |
| financial | Date | Period/ Date | of | voting |
| instrument | | | voting | rights |
| | | | rights | |
| | | | that may | |
| | | | be | |
| | | | acquired | |
| | | | if the | |
| | | | instrument | |
| | | | is | |
| | | | exercised/ | |
| | | | converted. | |
+------------+------------+---------------------+------------+----------+
| | | | | |
+------------+------------+---------------------+------------+----------+
C: Financial Instruments with similar economic effect to Qualifying Financial
Instruments
Resulting situation after the triggering transaction
+------------+----------+------------+---------------------+------------------+---------+-------+
| Type of | Exercise | Expiration | Exercise/Conversion | Number of voting | % of voting |
| financial | Price | Date | period | rights | rights |
| instrument | | | | instrument | |
| | | | | refers to | |
+------------+----------+------------+---------------------+------------------+-----------------+
| | | | | | Nominal | Delta |
+------------+----------+------------+---------------------+------------------+---------+-------+
| CFD | | | | 10,576,242 | 8.82% | |
+------------+----------+------------+---------------------+------------------+---------+-------+
Total (A+B+C)
+------------+----------+
| Number | % of |
| of | voting |
| voting | rights |
| rights | |
+------------+----------+
| 13,913,714 | 11.6% |
+------------+----------+
9. Chain of controlled undertakings through which the voting rights and/or the
financial instruments are effectively held, if applicable :
N/A
Proxy Voting:
10. Name of the proxy holder:
N/A
11. Number of voting rights proxy holder will cease to hold:
N/A.
12. Date on which proxy holder will cease to hold voting rights:
N/A
13. Additional information:
N/A
14. Contact name:
Meg Nowicki
15. Contact telephone number:
[phone]

This information is provided by RNS
The company news service from the London Stock Exchange
END

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