Neo Energy Metals Share Discussion Threads

[welsheagle] 06/12/2008 20:44

From November's 'Company Refs', when price was 50.5p:-
a/ Prospective PE ratio of 8.88 (based on four broker forecasts, three recommending 'buy', and one recommending 'underweight').
b/ Forecast growth in eps of 170%.
c/ Dividend yield of 2.41%.
d/ Net asset value per share of 48.6p.
e/ Net cash per share of 38.5p.
f/ Two Directors buying recently.

[aioannou] 03/12/2008 17:31

Think long term dan1man - in 3-4years, this company will be trading at more realistic multiples, if it isn't taken out sooner. The fundamentals are solid and whilst this means didley in these chaotic financial climes, it won't always be this way.

[aspex] 02/12/2008 18:26

SmallCapShares FWIW add to their earlier "buy" tip

[man1cminer] 01/12/2008 18:32

The IDT card is on sale at the corner shop at the end of my road. Neos one is sold only online and its chip and pin. don't see any chip on the IDT one. You can do a lot more with chip and pin and its more secure so there must be some cost saving there that will make them more competitive. They could take the best of both and be onto a real winner. Bound to be some savings by merging the 2.

$5m sounds very cheap for a bank. Guess it means they can keep everything inhouse.

[kooba] 01/12/2008 16:34

that would be the synergistic cost savings of integrating the operations i would expect.

[supersturrock] 01/12/2008 15:36

Have I missed something here ? Acquired co is lossmaking but due to be earnings accretive in 2009.

[philjeans] 01/12/2008 15:19

Should be a good fit, providing x selling opps.

Still leaves bags of cash for other complementary buys, divi and share buy back in due course.

Profitable and with no debt.

Strong buy.

[kooba] 01/12/2008 14:15

more info.looks like a opportunistic deal to me,picking the part they want from a large troubled us company operating in a number of diverse areas.

[dan1man] 01/12/2008 13:48

Aquisition - any thoughts?

[dan1man] 25/11/2008 12:06

The stream of new products/improvements coming from this company seems to be never-ending.

[whatgoesupcomesdown] 25/11/2008 10:06

Upgrade to Payments Service (Neovia Financial)

RNS Number : 8382I
Neovia Financial PLC
25 November 2008



Major Upgrade to Payments Service by NEOVIA Financial Expands Merchants' Access to
International Markets

New Release Integrates Company's Product Lines into Single Service for First Time

Tuesday 25 November 2008 - NEOVIA Financial Plc (LSE: NEO), the independent global online
payments business, has deployed a major
upgrade to its leading payment suite. This new release is an important strategic milestone for
the company as it offers all its merchant
payment capabilities through a single offering for the first time.

Highlights include:
* Expanded global reach: Additional local payment types, languages, counties, and 13
new currencies allow merchants to expand their
revenue opportunities out of the box.
* Simpler to implement: A single integration point for merchants to make it quicker and
simpler for new merchants to deploy the payment
service.
* Easier to own: An all new Web payment channel for merchants, using new Unified-PayPage*
technology, allows additional payment types to
be activated on merchant checkout pages in seconds via a mouse click rather than code.
NEOVIA Financial Plc recently changed its corporate identity from NETELLER Plc to better
reflect the strength and breadth of these
individual product brands. The NEOVIA Payment Suite includes the NETBANX® international
payments gateway, the NETELLER® e-wallet, and Net+*
cards. NETBANX permits merchants to accept card and non-card payments through multiple
channels including online, contact centres, mail
order and via automated phone systems. The NETELLER e-wallet enables consumers to spend
securely online as well as increasing customer
lifetime value for merchants, while Net+ cards allow merchants to extend customer loyalty and
lifetimes.

The new version of the NEOVIA Payment Suite is designed to expand the reach of merchants
into the global market place and to make it
easier for their customers to pay, allowing them to focus on running their core businesses.
Compared to simply accepting card payments
online, the payment suite is a superior solution for merchants, reducing fraud, lowering
transaction costs and improving customer loyalty.

The major service upgrade includes the following significant enhancements:

· All new flexible Web payment channel: The upgraded service replaces the current
NETBANX 4 Web checkout channel with the new
Unified-PayPage*. This new secure hosted checkout page service is PCI DSS compliant and
delivers more flexibility for merchants in terms of
user-experience, brand, payment workflow, language selection and payment options. These
options can be customised *on the fly* to provide a
specific payment experiences for each customer transaction in real-time.


· New single integration for online payments: With the upgrade of the Payment Suite,
merchants can now access all Web payment types
through a single integration, including all card and non-card payments, NETELLER e-wallet,
POLi* service and all local payment types. A
separate integration was previously required for each payment type. This revised, quick and
simple integration process means that merchants
can now turn on payments on their websites more rapidly.

· More ways for merchants to take revenue: The new version allows merchants to accept
payment via the NETELLER e-wallet, Paperless
Direct Debit, POLi* system, Carte Bleue, Carta Si, DIRECTebanking/DirectPay24, and Ukash. All
existing payment types are also supported,
including VISA, MasterCard, Maestro, American Express, JCB, Diners, iDeal, Giropay and ELV.
With the service upgrade merchants can also
automatically open NETELLER e-wallets for customers who buy at their websites. Payments via
the NETELLER e-wallet provides better security,
privacy and convenience than credit and debit cards and offers merchants 100% indemnified
payments, as well as offering merchants the most
convenient and cost effective way to make consumer payouts.

· Expanded global marketplace: Dynamic Currency Conversion and additional languages are
now integrated into the heart of the new
NETBANX gateway service. For the NETELLER e-wallet a range of new currencies have been added
including AUD (Australia), BGN (Bulgaria), DKK
(Denmark), EEK (Estonia), INR (India), LTL (Lithuania), LVL (Latvia), NOK (Norway), MXN
(Mexico), HUF (Hungary), PLN (Poland), RON
(Romania), JPY (Japan). Combined with the existing e-wallet currencies of USD, GBP, EUR, SEK,
RMB and CAD, merchants can now easily accept
payments from almost anywhere in the world in virtually any currency. These currencies are
already accepted by the NETBANX gateway.

· Out of the box PCI-DSS compliance: Every year merchants are required to do more and
more to satisfy card schemes and regulators.
Enhanced technology in the NETBANX gateway means that merchants never see or store customers*
card data, even for repeat billing. This,
coupled with NETBANX*s recent PCI DSS certification, renewal at the most stringent level 1
classification means merchants get peace of mind
and security out of the box.

"Our goal is to provide a service to merchants that enables them to leverage payments as a
strategic driver for their businesses", said
Dan Starr, Executive Vice President of the Merchant Services Division at NEOVIA Financial.
"With this significant service upgrade we have
made it easier and quicker for merchants to leverage what we believe is the broadest and best
global payment suite on the market. It's the
new way to pay and get paid."

The upgraded NEOVIA Payment Suite service is available immediately. Existing merchants do
not need to do anything, as all previous
integrations to NETBANX hosted check pages and NETBANX and NETELLER e-wallet APIs are
honoured. To access new features, existing merchants
may need to upgrade their integration and are invited to contact their account managers.

[restassured] 24/11/2008 17:53

Commerce over the internet is still growing rapidly.NEO are very well placed to make rapid headway in the years ahead.Exceptionally strong balance sheet puts a floor on the share price.Innovative management will underpin the prospects.

[philjeans] 24/11/2008 17:01

Dan1 - totally agree.

Name change was to get away from the problems surrounding the "old" NLR - all that is behind us and won't be coming back. Period.

Fact is the business is highly focussed, profitable and fast growing WITHOUT the Yanks!

All that potential, profits aND APPROACHING DIVIDEND for NOTHING. Cash on the balance sheet is massive and equal to Market cap!

[philjeans] 24/11/2008 17:01

Nice rise.

[dan1man] 24/11/2008 15:24

I don't pin any hopes at all on the reversal of UIGEA, I don't think there's a political will to see that happen at all. Maybe some sympathetic Democrat will sneak it through undebated on the back of another bill (which is the way it came in) but I dont see any realistic prospet for a change there.

The name change has little impact also - The main product is still marketed as Neteller, its just the name of the holding company thats changed.

Growth in Asia has been disappointingly slow, but geographical growth isn't the be all and end all IMO. The company is doing incredibly well at diversifying it's product offering and we can expect to see revenue streams growing regardless of what happens geographically. I see penetration into Asia as something that would send this share price into the stratosphere, but even without it, we can expect to see reasoanble growth as the company continues to build its suite of products.

[bogg1e] 24/11/2008 14:27

dani, the only thing that can make a difference atm from an investment perspective is a reversal of the UIGEA (which could take years) and/or figures to show growth in countries rapidly developing an online gambling presence, although there is no guarantee that Asian companies for example, will choose Neovia (I thought netteller was better btw, at least it means what they do! Neovia sounds like a new brand of washing powder). It must be said though, NEO are very well positioned to exploit those growing markets. Best wishes all.

[dan1man] 24/11/2008 13:31

Nice to see a decent rise today.

Not that it means much....so often we have a spike up prior to drifting back down to around 50p. Really need to break free above 70p to set a new trading range.

I see this as a medium term hold until we get above £1. Woud feel more confident about this coming sooner rather than later if we saw some director buys.

Will be interesting to see what level they set the divdend at....with all that spare cash they could easily afford a nice sweetener for us long-suffering shareholders.

[philjeans] 24/11/2008 13:11

YOU JUST CAN'T FAIL WITH THIS ONE - NO DEBT; NO CREDIT ISSUES; NO RETAIL ISSUES; NO MORTGAGE ISSUES; just cash and profits!

[kooba] 24/11/2008 12:55

some of the cash is needed as working capital to be fair,but i can see that if someone wants a fully developed up and running proven payment system,there is still £1 upside especially if there is a competition just to cover the developement cost savings.

[philjeans] 24/11/2008 12:50

Would fit in very well,but I think PayPal will pounce first.

The business - highly profitable, fast growing and niche - is currently valued a precisely NIL - m/c IS ONLY REFLECTING PURE CASH IN THE BANK!

[kooba] 24/11/2008 12:37

think the market must think that man financial as beneficial owner has more than just an investment in mind...would a payment system fit with their business?

[philjeans] 21/11/2008 14:26

Superb business; great prospects and very high margins producing excellent profits; but valued only at CASH THEY HOLD IN THE BUSINESS!

Value buy here for an easy doubler within six months.

Dividend next time, too.