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tonyeg

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  • Amarin: The Silence Of The Lamb [View article]
    I appreciate your perspective. Thank you for your service.
    Dec 2, 2014. 01:22 PM | Likes Like |Link to Comment
  • Amarin: The Silence Of The Lamb [View article]
    me too!
    Dec 2, 2014. 01:15 PM | 1 Like Like |Link to Comment
  • 8 Major Reasons Why The Current Low Oil Price Is Not Here To Stay [View article]
    Bingo!

    http://bloom.bg/1Fr63Bj

    Looks like Brent at $80 for a while. At least 7 months unless Iran negotiates an acceptable arms deal sooner. Israel, no need to attack Iran right now. I will keep my bet at $80 until November 2016. Let's see where Russia's economy is by then.
    Nov 26, 2014. 12:51 PM | 2 Likes Like |Link to Comment
  • 8 Major Reasons Why The Current Low Oil Price Is Not Here To Stay [View article]
    So Mr. Professional Gambler, what is your bet on oil? You can show us your prowess by placing your bet before Nov. 27. Please share what it is and why? I'm listening.
    Fyi, Putin is now concerned about west trying to force regime change in Moscow and Wikipedia. Sounds like another paranoid Russian leader, remember Stalin?. By the way how did the financing by Obama of iron dome work out for Israel?
    Nov 24, 2014. 01:22 AM | 1 Like Like |Link to Comment
  • 8 Major Reasons Why The Current Low Oil Price Is Not Here To Stay [View article]
    I will bet you that the price of Brent oil will remain at $80 for at least two years and that this will cause the Russian economy to break. It worked during the Reagan administration which broke up the soviet union and it will work again. How many bullets were fired by the west to bring down the Berlin wall? You probably don't remember, you were obviously too young. This time the strategy is being completely driven by the Saudi's.
    The top Russian intelligence officer said he would eliminate all Sunni Wasabi's,.....will see. Israel will take care of itself and will attack Iran when and if needed. Obama controls the leash. Yes my son went to school with Russians. They said before all the recent BS, Putin is the best we have right now. Are you an oil investor?
    Nov 17, 2014. 11:44 PM | 1 Like Like |Link to Comment
  • 8 Major Reasons Why The Current Low Oil Price Is Not Here To Stay [View article]
    The big political picture which is, the USA aligned with Saudi Arabia against Russia aligned with Iran is what is going to determine the short term price of a barrel of oil as long as Obama remains in power. That is why I believe prices will stay low (Brent $80.00) for at least two years. Obama has wisely said no war with Russia, instead he wants to punish them economically. Remember all the natural gas contracts with Russia are tied to the price of oil. This is how Obama is getting support from Europe for his sanctions against Russia. Merkel has recently threatened more sanctions against Russia. Why not, energy prices are going down for Germany due to Obama's strategy while Ukraine and Russia have completed their natural gas agreement (tied to price of oil). The only war I see happening is war between Russia and the Ukraine. Ukraine will fight a very long drawn out war with Russia more like guerilla warfare. They were recently almost successful in almost assassinating the Russian supported rebel leader. Remember Ukraine has 40 million people and they will enjoy sending caskets back to Russia if necessary. Iran will not start a war. If they do Israel will deliver a blow that will cause them to stagger and reconsider. Iran's oil wells, minimal refinery capacity, and nuclear power plant are very vulnerable should a middle east war break out. Obama extracted some concessions in the nuclear arm talks with Iran before he agreed to take on ISSL who was sitting just outside of Bagdad. The world has been awash in oil for the last two years from a supply and demand perspective. This price as manipulated by Saudi Arabia stayed between $100-110 for Brent. It was a goldilocks price for them. Their sovereign funds are wisely invested abroad in countries who will benefit from lower energy prices. Now it is important politically for Saudi Arabia to lower the price alongside the US. The current price of oil is the biggest lever to take down the leadership of two countries Russia and Iran with out having to fight a real war.
    I want also want to thank the author of a very well written article. I followed your recommendation on price of natural gas and bought DGAZ.
    Your call beat some very large well informed hedge funds that were betting higher natural gas prices.
    Nov 17, 2014. 12:26 PM | 4 Likes Like |Link to Comment
  • 8 Major Reasons Why The Current Low Oil Price Is Not Here To Stay [View article]
    I concur with you completely. I would add, what is going to prolong the lower price on Brent will be how long will it take the leadership in Russia (Putin) and the leadership in Iran (Ayatollah Ali Khamenei to change their position on Ukraine invasion (Russia), Support of Assad (Russia & Iran), and Nuclear ambitions of Iran. I believe we are going to be here (Brent $80) for at least two years. There is a saying in psychology "You are what you were when", apply this to Putin and Ayatollah Ali Khamenei, look at their personal behavior and biography you will better understand why they are trying to hold on to their positions of power. They both have an absolute conviction of being right. Only when the economies of both countries totally break will new leadership be brought into both countries. After his happens the price of Brent will back to the Saudi manipulated price of $100-110. In the meantime the economies of Europe, India, China and US will benefit from lower price oil.
    Nov 15, 2014. 05:13 PM | Likes Like |Link to Comment
  • Oil Is A Safer Bet Than Gold [View article]
    I agree with your assessment. The world has been awash in oil for quite a while, especially the last two years. The only thing that has kept it around $100 per barrel is the price manipulation of the Saudi's. To them this is the Goldilocks' price for maximizing profit and keeping the world economy out of recession and keeping the global warming alarmists happy. Now the gloves have come off with putting pressure on Putin and Iran. The U.S. fortunately is in a position with it's export of distillates to assist the Saudi's. Putin will cry uncle eventually. Then watch Brent go back to back to between $100-110. I believe the real price without Saudi manipulation should be around $70 if it were truly a system based on supply and demand.
    Oct 9, 2014. 02:17 PM | Likes Like |Link to Comment
  • NQ Mobile Could Be The Latest Company To Be Acquired Or Taken Private: But At What Price? [View article]
    @xlaffx
    Music Radar is not a security tool it is a "music platform", here is previous Sprint press release:

    NQ Mobile's NQ Live™ and NQ Music Radar™ to Provide Innovative Music Experience and Audio Search, Discovery and Recognition on HTC One (M8) Harman Kardon edition, exclusively from Sprint

    BEIJING and DALLAS, May 5, 2014 /PRNewswire/ -- NQ Mobile™ (NYSE: NQ) a leading global provider of mobile Internet services, today announced that NQ Live will provide the default music user experience on Sprint's new HTC One® (M8) Harman Kardon® edition. Sprint also has extended its strategic collaboration with NQ Mobile and selected NQ Music Radar as the music search, discovery and recognition technology for the device. This deal augments the previously announced strategic collaboration between the companies for NQ Live to power Sprint Live, a new content and experience platform for Sprint Android devices.

    NQ Mobile Inc.

    Under terms of the deal, Sprint will deliver the NQ Live-powered music user experience, called Music Live, along with Music Radar fully integrated with Sprint Music Plus on the HTC One M8 Harman Kardon edition, shipping this month.

    NQ Live deepens user engagement, delivering personalized content and functionality directly to the mobile desktop in real time.

    Music Live allows Sprint customers to discover new music, read industry news, and purchase or stream their favorite songs. It also features 'live' interactive wallpaper, plus instant music recognition and discovery. Music Live showcases best-in-class music products and services via a live, interactive home screen experience with easily accessible and corresponding full screen overlay.

    "NQ Mobile has proved to be a strong technology partner for Sprint as we bring to market new innovative experiences like Music Live," said David Owens, senior vice president-Product Development, Sprint. "As mobile takes over as consumers' primary access point to entertainment and information, we look forward to working with NQ Mobile to design seamless, consistent and enjoyable mobile device experiences."

    Launched in October 2013, Music Radar currently services more than 7 million daily unique searches. With advanced audio recognition, including the ability to discover matching audio files from input that is sung or hummed, Music Radar has gained rapid organic user acquisition while attracting high-profile partners.

    "Mobile devices are becoming even more essential to our everyday lives, and, as they evolve, so must the experiences they support," said Gavin Kim, president - International and chief commercial officer, NQ Mobile. "The future of mobile isn't about apps as much as it is about interactivity, immersion and effortlessly personalized content delivery. We're elated to be working with Sprint to produce the next generation of mobile experiences."

    Now repeat "Sprint has approximately 60 million subscribers"

    China Unicom Integrates NQ Mobile (NYSE:TM) Music Radar Technology into Services for the Chinese Market

    BEIJING and DALLAS, Aug. 7, 2014 /PRNewswire/ -- NQ Mobile (NYSE: NQ), a leading global provider of mobile Internet services, today announced a deal with China Unicom, the second largest telecommunications company in China, to integrate NQ Mobile's Music Radar technology into the native music client offered by the carrier. The agreement represents the strengthening of the relationship between the two companies beyond the application distribution partnership in place since November 2013.

    Available for both Android and iOS platforms, Music Radar is an innovative, content-based music information retrieval (MIR) application that gives users the ability to discover matching audio files from a variety of input, including the singing or humming of a tune. Since launch in October 2013, Music Radar has experienced rapid organic user growth and attracted high-profile partners in China and the US for its streamlined user experience and increased accuracy, which enables partners to simultaneously increase customer satisfaction and revenue.

    The deal with China Unicom is an important step in NQ Mobile's aggressive expansion plans for Music Radar as part of the company's mobile platform strategy.

    Repeat "China Unicom has 280 million subscribers". How is this not materially significant in terms of future revenue for NQ Mobile. How can you just ignore the facts of the business partnerships continuing normally in spite of the fraud allegations.

    Remember DT forensic auditors determined that fraud allegations by MW about NQs revenue and cash were not true.
    Aug 13, 2014. 08:47 PM | 2 Likes Like |Link to Comment
  • NQ Mobile Could Be The Latest Company To Be Acquired Or Taken Private: But At What Price? [View article]
    Since that comment by Mr. Zhou how many US partnerships have been announced by Qihoo versus NQ mobile? Still a very relevant perspective. Mr. Zhou noted NQ's success in the U.S. NQ's performance in the US has only increased with Sprint, Verizon, HTC, device insurance partners, number of Google downloads. His perspective was right then and it is more right today as NQ continues to operate it's business in the US normally. Clearly the partnership with Sprint was not affected by allegations of fraud.
    Aug 12, 2014. 02:00 PM | 3 Likes Like |Link to Comment
  • NQ Mobile Could Be The Latest Company To Be Acquired Or Taken Private: But At What Price? [View article]
    Here you go "AH".

    "China's firms have gained prominence on the global technology stage, but some companies, typically telecom equipment makers Huawei Technologies Co Ltd and ZTE Corp <000063.SZ> <0763.HK> have had problems in western markets due to concerns over cyber security. But Zhou said he did not foresee a problem with Qihoo 360 and pointed out that Chinese mobile security provider NQ Mobile Inc as an example of having some success in overseas market, such as the United States."

    Read more at: http://bit.ly/1sNOuoe
    Aug 12, 2014. 12:29 PM | 2 Likes Like |Link to Comment
  • NQ Mobile Could Be The Latest Company To Be Acquired Or Taken Private: But At What Price? [View article]
    As more time passes NQ Mobile continues to operate it's business normally which is the most important indicator of the company not being a fraud. The recent announced partnership with the second largest mobile operator in China, Unicom is materially significant. Unicom has more mobile subscribers than ATT at more than 280 million. The announced partnership is based on NQ's product Music Radar. Go to company website to better understand this product and why other partners like Sprint and HTC have also anointed "Music Radar" as an important offering. Unlike Apple I-tunes, Music radar is a music platform which is revenue sharing for the major wireless operators as well as NQ mobile. Music Radar is integrated into NQ live. HTC adopted Music Radar for it's high end phone Harmond Kardon phone M8 offered by Sprint. Sprint has 55 million wireless subscribers. HTC sells over 20 million smartphones a year in China. Since the Sprint NQ partnership was announced it was only a matter of time that a another major wireless operator in China would also partner with NQ on Music radar. The endorsement by HTC keeps "Music Radar" relevant in China.
    http://bit.ly/1r71FEc .China's largest mobile operator China mobile has already licensed Music Radar with NQ Mobile. What about the NQ gaming platform FL mobile? FL mobile has achieved 10% market share in gaming while continuing to being a publishing platform for Tencent and others, So business continues to grow with major global wireless operators and their customers. The games business is continuing to capture a larger portion of the Chinese market. It is clear why Bison capital would try and buy out the company at a 50% discount at a negotiated price of $12-15, but there is no motivation for the company to go private where the business continues to grow not only YOY, but more importantly though key strategic partnerships. Fl mobile continues to be the top gaming platform in China on Apple Ios. The recent agreement with between China Mobile and Apple will cause I phone sales to soar expanding Fl mobile's platform. Fl mobile's agreement in Japan to bring "Chain 11" which features the world's best real time multi player soccer gaming platform and includes 2000 real soccer players is being launched in China with localized custom features. This model for " Chain 11" is being duplicated globally.
    Fl mobile continued success will assure a successful IPO when this asset is spun out of NQ mobile. The plan to spin of Fl mobile is less than 9 months from now. Subtract the time to finish the 20 F filing and there is little time left to realize a significant enhancement the total valuation of the company. So again no reason to sell this company right now. Fast forward a year from now, many company's would be interested in trying to buy out the company. Qihoo 360's CEO Mr. Zhou continues to be impressed witn NQ's business success outside of China. Again I am not sure Dr. Lin is ready to sell right now.
    Aug 12, 2014. 11:27 AM | 4 Likes Like |Link to Comment
  • NQ Mobile Offer: Fact Or Fiction? [View article]
    Don't forget the relationship he has with New Enterprise Associates. They alone can fund this buyout. Mr. Xu has Bachelors in Electrical Engineering and Computer Science, Bachelors in Business and Masters in Business Administration from CEIBS (top 30 business schools in the world). Mr. Xu is the real deal. Very successful entrepreneur, very well connected. He already has his investors lined up and who are going to be his strategic partners/investors going forward. He already knows his exit strategy.
    Aug 4, 2014. 11:38 PM | 2 Likes Like |Link to Comment
  • NQ Mobile Offer: Fact Or Fiction? [View article]
    Bison Capital obviously wants to acquire at the current valuation. It is sufficiently confident in NQ's business strategy that it does not want to wait until the 20 F is filed before making it's offer. NQ's stock has already jumped to over 240 % over a short period of time, from $3.45 to $8.44 in 8 trading days. It recently pulled back a little while market is digesting the offer. Bison Capital is fearing that this stock could more than double again if it waits till after the filing of the 20 F. Bison Capital could make a binding offer for a smaller portion of the company with out the 20F to include an option to purchase more equity at a higher price post the 20 F filing. If Bison Capital would post phone making an offer of over 50% of the company's outstanding equity till after the 20 F filing then the company would avoid any lawsuits associated with selling the company too cheap. Not sure if Dr. Lin is ready to sell out, but taking in some level of equity investment is not a bad idea. If done at fair value, I do not believe shareholders would object.
    Aug 4, 2014. 02:21 AM | 5 Likes Like |Link to Comment
  • If You Bought NQ Mobile Over $9.80, You Could Get Hosed [View article]
    Yes.
    Jul 31, 2014. 01:34 PM | Likes Like |Link to Comment
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