RE:RE:RE:RE:RE:RE:Just a matter of time before NeuLion gets bought;Canoutchie wrote: charm7 wrote: What do you mean "NeuLion can not afford to be eaten market pieces by these new mergers" ? Are you kidding me? .....
I think he means that Neulion risks having these bigger players move in and steal their thunder. Neulion has no special moat around its business. Any organization with enough bucks can replicate Neulion's business model.
Everyone thinks Neulion will get bought out, but if an acquirer approaches Neulion for a takeover, and the Li family gets greedy and asks something like $10/share, then the potential acquirer might say "forget it, we can afford to build this platform ourselves, and put the small potato Neulion out of business". In fact, this just might be happening, and it's a risk one takes with Neulion, when over 50% of the company is in the control of just a handful of executives at Neulion (who are not known for being shareholder friendly, as witnessed by their lack of timely communication in the past).
Howcome, everytime the US media talks about OTT and streaming services - they mention BAMTech, Hulu, SlingTV and a couple of others... but Neulion never gets mentioned?
Personally - I think OTT and streaming is something that big will continue to grow exponentially; but I don't trust Neulion management to be able to navigate its way to the top of this heap. Maybe they can... but I'm not willing to risk 100% of this segment of my portfolio on just one company (Neulion), so have spread investment to other players in this area (not just Neulion).
One or two companies will win big... just don't be so sure it will be Neulion - that's not a certainty, and one shouldn't play their investment portfolio as if it were.
I fully agree. That so many big players are looking for a piece of the pie is not necessarily good for Neulion. It could be, if one player acquires Neulion, but if nobody does, then it may not bode well unless revenues improve significantly.
I'm looking forward to Q4, but if it disappoints, I think I'll close my position and reassess Neulion's potential. Q2 and Q3, to me, were very disappointing.
I'm very hopeful that Neulion can do great and be acquired at a significant premium, and this SP right now is very cheap, but the feeling I get from these past couple months is not positive. I'm liking the possibility of Neulion being the one big player in 4k virtual reality sports, but that's pure speculation. We haven't had ANY news in too long for my own liking.
I can however easily conceive why the media doesn't ever refer to Neulion. It's a back end player. It will never be known like Netflix, Hulu, Slingtv. Still, I've been following this play for 3 years, and though it has gone up, it's not nearly as much as I had pictured.