Morning Folks!
I guess it is time to get off my butt and start contributing to this thread again.
Over the past several months, I have made a total of 11 separate purchases of Net Shepherd shares. Only once since I started purchasing shares have I have sold any. I made a conscious decision to not actively day trade my holdings despite the great temptation and opportunity to do so.
To a large degree, my decision to not day trade has been due to the possible (and hopefully impending) dramatic impact that a news release from the company could have on the share price.
So, what is the "BIG" news that I think could be coming?
Well, I have gone to the company's Web site to pull a collection of some of the more recent additions to their Newsroom section of their site. Now I will be the first to admit that these news headings are of the "We are gunna, or we are ready to" variety. What I am anticipating are some follow up releases that are of the "We signed a deal, and its contributing to the bottom line" variety.
Net Shepherd announces strategy to commercialize answers.com.
When NSI and idealab! announced this deal, I got very excited about the possibilities that this presented. What intrigued me was that idealab! took shares in NSI in exchange for Answers.Com. This way, they still had a stake in seeing it, and NSI, succeed. Now with idealab! behind some of the most sucessful IPO's in NASDAQ's history, I felt that there was a pretty good chance that idealab! would be involved and supportive of NSI's efforts to make Answers.com fly. Taking it to an IPO was a definite possibility. Now the only real competition Answers.com has is AskJeeves.com. AskJeeves.com has since come out with an IPO that soared over 400% on their first day of trading on NASDAQ. So, I feel that if Answer.Com was brought to an IPO, with some of the idealab! companies supporting it (along with some of NSI's other Blue Chip line of partners supporting it too) then it stands a very good chance of being a great IPO success as well.
In my opinion, the first mention that they are taking Answers.com to an IPO, and this company's shares will take off like a bat out of hell!
Net Shepherd announces the roll out of its patent pending Internet Community Management System 2.0.
This system has the potential to open up a huge new market and revenue stream for this company. If NSI were to announce that they have signed with one, two, or more groups/business interests to do this for them, then I am confident that it would lend huge credibility to NSI's capabilities. It would make the job of their sales team much easier as prospective clients would start coming to them rather than having to be pursued.
I believe that the next announcement relating to this community Management System will be very good for the stock.
Net Shepherd announces Market Representation Agreement with Vanenburg Group BV of the Netherlands to bring to market, sell and distribute NSI's new scalable Internet Community Platform technology around the world.
When I last talked with Ric Charron (NSI's CFO), he mentioned that they currently have 4 or 5 proposals before clients in Europe. Some of these contracts (like the Brazilli mall example I wrote about in an earlier post), have the potential to be models that could easily be rolled out world wide. The shopping mall example could be applicable for every shopping mall in the world who sees the value in linking their tenants closer to their customers. It truly would bridge gap between the Internet and the Bricks and Mortar retail environment. I see this as a win win arrangement. No longer will the smaller retail stores/chains have to lose market share to the growing Internet only retailers who are growing more savvy every day.
A signed deal with a shopping mall would attract the retail trade magazine coverage from around the world. I speak from experience in that this is a huge, make that HUGE, market! I think the stock would take off when people recognized the potential market and spin offs for NSI.
Net Shepherd announces that Vanenburg Group of the Netherlands has agreed to exercise approximately 1.6 million warrants at $.50/warrant before the July 31, 1999 expiry date.
This firm has decide to virtually double its stake in NSI. They have contacts throughout Europe that could provide a strong revenue base for NSI. Remember, Europe is still in the developmental stages of the commercialization of the Internet.
A few well placed contracts would/should attract European investors and potential customers to NSI. Once again, I believe that any upcoming announcement will legitimize NSI in the eyes of the institutional investment community. Everyone knows the impact that institutional buying can have on a company's share price.
Now, all of that said - if you also take into consideration NSI's stated desire to soon move to the NASDAQ market, and the several important promises that were made to shareholders at the AGM, then I believe that we are sitting on the stock of a company that is posed to move strongly higher in the near term.
Now, I recognize that everyone's definition of "near term" is different. Mine is measured in months rather than days, or weeks.
All I can say is that I do not want to be playing with day trading this stock for pennies, and risk the possibility of being out of the stock when any of the news does hit. I believe that any news could propel this stock much higher in value.
So in summary, those are some of my reasons for maintaining, or adding to my long position when the opportunity arises. I feel confident that I (make that we) will be rewarded for our actions.
But what the heck do I know <ggg>, cause I'm just a . . .
Crazy Canuk |
