Neulion

NLN-T

Analysis and Opinions about NLN-T

Signal
Opinion
Expert
HOLD
HOLD
March 27, 2018

Yesterday there was a takeover announcement of this company. He is disappointed with the price; he had higher hopes for it. And he is definitely hanging on to the stock. He thinks a higher offer could come forth.

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Neulion (NLN-T)
March 27, 2018

Yesterday there was a takeover announcement of this company. He is disappointed with the price; he had higher hopes for it. And he is definitely hanging on to the stock. He thinks a higher offer could come forth.

BUY
BUY
September 25, 2017

The market is looking for them to make some bigger high profile announcements. They have been growing the business at a good clip since losing the NHL last year. He is expecting good things over the next few quarters.

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Neulion (NLN-T)
September 25, 2017

The market is looking for them to make some bigger high profile announcements. They have been growing the business at a good clip since losing the NHL last year. He is expecting good things over the next few quarters.

SPECULATIVE BUY
SPECULATIVE BUY
July 24, 2017

This has major support at around $.50. The thing about penny stocks is that there are less people trading them. It is really retail investors that are trading them, which means that it is going to be thrown around a lot more. It is harder to predict technical trends. This stock seems to have a habit of bouncing off the price of $.50, and at this time, it is probably worth a trade.

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Neulion (NLN-T)
July 24, 2017

This has major support at around $.50. The thing about penny stocks is that there are less people trading them. It is really retail investors that are trading them, which means that it is going to be thrown around a lot more. It is harder to predict technical trends. This stock seems to have a habit of bouncing off the price of $.50, and at this time, it is probably worth a trade.

DON'T BUY
DON'T BUY
June 19, 2017

It is not a viable stock to look into. He owned it at one point. It is an interesting space, but unfortunately it has been a poorly executed story. It is a bit of a ‘show me’ story.

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Neulion (NLN-T)
June 19, 2017

It is not a viable stock to look into. He owned it at one point. It is an interesting space, but unfortunately it has been a poorly executed story. It is a bit of a ‘show me’ story.

DON'T BUY
DON'T BUY
May 30, 2017

Makes technology that allows it to not just stream things online, but also manipulate the data and take a cut of it. They had great contracts with a lot of the sports leagues. Lost their NHL contract, and when you can lose contracts like that, it makes him a little leery. He wouldn’t really consider this at this point.

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Neulion (NLN-T)
May 30, 2017

Makes technology that allows it to not just stream things online, but also manipulate the data and take a cut of it. They had great contracts with a lot of the sports leagues. Lost their NHL contract, and when you can lose contracts like that, it makes him a little leery. He wouldn’t really consider this at this point.

PAST TOP PICK
PAST TOP PICK
May 29, 2017

(A Top Pick April 11/16. Down 44%.) This has been a miserable performer. He got at a higher price than where it is now. They seem to be in the right space having technology and providing backing in technology for video distribution online.

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Neulion (NLN-T)
May 29, 2017

(A Top Pick April 11/16. Down 44%.) This has been a miserable performer. He got at a higher price than where it is now. They seem to be in the right space having technology and providing backing in technology for video distribution online.

COMMENT
COMMENT
April 26, 2017

Has been a little disappointed with some of their conversion to generating cash flow and earnings. Long-term it sounds like it has lots of potential, but the numbers just don’t seem to come through.

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Neulion (NLN-T)
April 26, 2017

Has been a little disappointed with some of their conversion to generating cash flow and earnings. Long-term it sounds like it has lots of potential, but the numbers just don’t seem to come through.

PAST TOP PICK
PAST TOP PICK
December 12, 2016

(Top Pick Dec 17/15, Up 29.87%) He thinks it will be taken out some day. They recently signed up the English football league. They are ramping up. Doing a great job growing. There is a lot more growth potential.

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Neulion (NLN-T)
December 12, 2016

(Top Pick Dec 17/15, Up 29.87%) He thinks it will be taken out some day. They recently signed up the English football league. They are ramping up. Doing a great job growing. There is a lot more growth potential.

DON'T BUY
DON'T BUY
October 4, 2016

Video streaming. Their technology is not particularly sophisticated, and he doesn’t see a lot of barriers to entry. He cut the cord on this a couple of years ago, and now watches BNN on his Internet connections. His experience with this company as a consumer, has not being great. This is not a stock that he would invest in.

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Neulion (NLN-T)
October 4, 2016

Video streaming. Their technology is not particularly sophisticated, and he doesn’t see a lot of barriers to entry. He cut the cord on this a couple of years ago, and now watches BNN on his Internet connections. His experience with this company as a consumer, has not being great. This is not a stock that he would invest in.

COMMENT
COMMENT
August 17, 2016

Recent results have been a bit mixed, a little bit lumpy quarter to quarter. Thinks management is still figuring out how to deal with investor relations, guiding the street, etc. They are very much in the right space. Participating in distribution and the technology that helps deliver over the top video, (TV channels over the Internet). This is not an expensive stock, and it has a lot of cash on their balance sheet. Very large insider ownership, which he likes. 3-4 years from now, the stock is going to be a lot higher or somebody is going to have acquired it. Disney (DIS-N) recently acquired a 33% of BAMtech, a streaming service in technology.

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Neulion (NLN-T)
August 17, 2016

Recent results have been a bit mixed, a little bit lumpy quarter to quarter. Thinks management is still figuring out how to deal with investor relations, guiding the street, etc. They are very much in the right space. Participating in distribution and the technology that helps deliver over the top video, (TV channels over the Internet). This is not an expensive stock, and it has a lot of cash on their balance sheet. Very large insider ownership, which he likes. 3-4 years from now, the stock is going to be a lot higher or somebody is going to have acquired it. Disney (DIS-N) recently acquired a 33% of BAMtech, a streaming service in technology.

COMMENT
COMMENT
June 29, 2016

Had trimmed half his position when it got up to the $1.40 area, and is buying it back now. Very, very cheap and generates a lot of cash. Growing globally. They are signing deals with companies globally for broadcasters of live sports and also other video content. Just completed an acquisition in England. They run pretty lean and mean. He is very confident the company will continue to grow.

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Neulion (NLN-T)
June 29, 2016

Had trimmed half his position when it got up to the $1.40 area, and is buying it back now. Very, very cheap and generates a lot of cash. Growing globally. They are signing deals with companies globally for broadcasters of live sports and also other video content. Just completed an acquisition in England. They run pretty lean and mean. He is very confident the company will continue to grow.

COMMENT
COMMENT
June 8, 2016

A very well-run business. They do a lot of the back-end talk technology for over-the-top broadcasting of sports, etc. As people are watching content on multiple devices, this company is very well positioned. Has a lot of cash on its balance sheet, and is trading at a reasonable valuation. Recently made a small acquisition. Very well capitalized and good growth opportunities. Potentially a takeover target some day.

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Neulion (NLN-T)
June 8, 2016

A very well-run business. They do a lot of the back-end talk technology for over-the-top broadcasting of sports, etc. As people are watching content on multiple devices, this company is very well positioned. Has a lot of cash on its balance sheet, and is trading at a reasonable valuation. Recently made a small acquisition. Very well capitalized and good growth opportunities. Potentially a takeover target some day.

COMMENT
COMMENT
May 24, 2016

A pretty good company. Just renewed their contract. They are doing a pretty good job in providing technology that is needed to generate high-quality content. A good free cash flow generator. Currently trading closer to its fair value, and this could be a potential take out candidate if they continue delivering.

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Neulion (NLN-T)
May 24, 2016

A pretty good company. Just renewed their contract. They are doing a pretty good job in providing technology that is needed to generate high-quality content. A good free cash flow generator. Currently trading closer to its fair value, and this could be a potential take out candidate if they continue delivering.

COMMENT
COMMENT
May 11, 2016

They lost a major contract recently, which hit hard. A problem he has with any of these spaces is how chaotic it is and are there disruptors that can come up behind it and easily disintermediate you from your clients. That has always been his concern with this company. Management and the product seem to be fine.

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Neulion (NLN-T)
May 11, 2016

They lost a major contract recently, which hit hard. A problem he has with any of these spaces is how chaotic it is and are there disruptors that can come up behind it and easily disintermediate you from your clients. That has always been his concern with this company. Management and the product seem to be fine.

COMMENT
COMMENT
April 27, 2016

This has had a good run. Has a technology that allows video on demand to work on the Internet. Have some very impressive clients. They lost NHL to major league baseball, which has its own in-house version. There have been a lot of acquisitions in the space. All the big players like Disney (DIS-N) who have these problems with cord cutting, want to have that technology in-house. There is a good shot these guys may get bought out. Have a massive cash position, something like $60 million.

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Neulion (NLN-T)
April 27, 2016

This has had a good run. Has a technology that allows video on demand to work on the Internet. Have some very impressive clients. They lost NHL to major league baseball, which has its own in-house version. There have been a lot of acquisitions in the space. All the big players like Disney (DIS-N) who have these problems with cord cutting, want to have that technology in-house. There is a good shot these guys may get bought out. Have a massive cash position, something like $60 million.

HOLD
HOLD
April 18, 2016

A nice breakout around $0.90. It is now overbought. It has to take a breather. Ultimately it looks to have target of $1.10

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Neulion (NLN-T)
April 18, 2016

A nice breakout around $0.90. It is now overbought. It has to take a breather. Ultimately it looks to have target of $1.10

TOP PICK
TOP PICK
April 11, 2016

A way to play sports broadcasting. They provide an end to end solution for content owners. Valuation is cheap. Insiders own 60% of it. It is a potential take out target.

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Neulion (NLN-T)
April 11, 2016

A way to play sports broadcasting. They provide an end to end solution for content owners. Valuation is cheap. Insiders own 60% of it. It is a potential take out target.

COMMENT
COMMENT
March 29, 2016

Does the live streaming of sports events. Stock took a big hit last summer when NHL announced they were switching. They are continuing to sign up new clients. Announced a share buyback. Stock has performed quite well in the last couple of months. Thinks it has growth prospects ahead.

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Neulion (NLN-T)
March 29, 2016

Does the live streaming of sports events. Stock took a big hit last summer when NHL announced they were switching. They are continuing to sign up new clients. Announced a share buyback. Stock has performed quite well in the last couple of months. Thinks it has growth prospects ahead.

BUY
BUY
March 22, 2016

A top pick last year. A core position. They have an end to end solution from sports events to any screen available. The NHL was one deal they lost last year to major league baseball. NLN-T has proved they have the best platform out there. They have good margins. They had good results recently. A lot of institutions can’t buy it because it is under a dollar.

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Neulion (NLN-T)
March 22, 2016

A top pick last year. A core position. They have an end to end solution from sports events to any screen available. The NHL was one deal they lost last year to major league baseball. NLN-T has proved they have the best platform out there. They have good margins. They had good results recently. A lot of institutions can’t buy it because it is under a dollar.

WATCH
WATCH
February 24, 2016

Compression technology. They compress video and put it into the data format you need for watching on a mobile device. Was doing fairly well about a year ago and dealing with a lot of sports leagues in North America, outside of major-league baseball. NHL was one of their marquee clients, but switched all their merchandising and video over to Maj. league baseball which made a pretty big knock on the company stock. Have a lot of cash on the balance sheet and are continuing to grow. Getting into soccer now. Super cheap. You can watch this and probably get it at an attractive price.

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Neulion (NLN-T)
February 24, 2016

Compression technology. They compress video and put it into the data format you need for watching on a mobile device. Was doing fairly well about a year ago and dealing with a lot of sports leagues in North America, outside of major-league baseball. NHL was one of their marquee clients, but switched all their merchandising and video over to Maj. league baseball which made a pretty big knock on the company stock. Have a lot of cash on the balance sheet and are continuing to grow. Getting into soccer now. Super cheap. You can watch this and probably get it at an attractive price.

TOP PICK
TOP PICK
December 17, 2015

End to end streaming of HD live content. They are the leaders. They announced they lost the NHL contract and lost half their value. NHL has now come back to NLN-T. It has a PE of 4 times.

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Neulion (NLN-T)
December 17, 2015

End to end streaming of HD live content. They are the leaders. They announced they lost the NHL contract and lost half their value. NHL has now come back to NLN-T. It has a PE of 4 times.

PAST TOP PICK
PAST TOP PICK
October 30, 2015

(A Top Pick Aug 21/14. Down 32.08%.) Helps TV companies with television over the Internet. Lost a contract that was probably 25% of their revenues. They are talented and will hopefully win new contracts.

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Neulion (NLN-T)
October 30, 2015

(A Top Pick Aug 21/14. Down 32.08%.) Helps TV companies with television over the Internet. Lost a contract that was probably 25% of their revenues. They are talented and will hopefully win new contracts.

COMMENT
COMMENT
September 23, 2015

This takes different video feeds, compresses it and puts it into all different formats so that you can watch it on an iPad, Blackberry, etc. Their specialty in the past has been the NHL and some of the sports leagues. They also work with TV manufacturers and distributors. Recently lost their NHL contract which created a huge hit in the stock price. Thinks they will still grow and have nice numbers going forward. The stock price is probably going to take a little while until people have a real sense of where the business is going. Long-term this is going to be a business that continues to grow as more people are watching TV on mobile devices. So far they are only in North America and have no content in Europe. That and Asia would be a huge expansion.

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Neulion (NLN-T)
September 23, 2015

This takes different video feeds, compresses it and puts it into all different formats so that you can watch it on an iPad, Blackberry, etc. Their specialty in the past has been the NHL and some of the sports leagues. They also work with TV manufacturers and distributors. Recently lost their NHL contract which created a huge hit in the stock price. Thinks they will still grow and have nice numbers going forward. The stock price is probably going to take a little while until people have a real sense of where the business is going. Long-term this is going to be a business that continues to grow as more people are watching TV on mobile devices. So far they are only in North America and have no content in Europe. That and Asia would be a huge expansion.

BUY
BUY
August 31, 2015

There has been a pretty good run in the stock, but last March he sold because of the Rogers deal. There was some insider buying recently. He likes the company still. Losing one contract does not kill the company.

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Neulion (NLN-T)
August 31, 2015

There has been a pretty good run in the stock, but last March he sold because of the Rogers deal. There was some insider buying recently. He likes the company still. Losing one contract does not kill the company.

PAST TOP PICK
PAST TOP PICK
August 26, 2015

(A Top Pick Aug 21/14. Down 27.36%.) Announced a loss of their NHL contract, which was less than 20% of their business. They still have big clients like Rogers, NBA, USC and are growing internationally. He would be an aggressive buyer down at these levels.

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Neulion (NLN-T)
August 26, 2015

(A Top Pick Aug 21/14. Down 27.36%.) Announced a loss of their NHL contract, which was less than 20% of their business. They still have big clients like Rogers, NBA, USC and are growing internationally. He would be an aggressive buyer down at these levels.

HOLD
HOLD
August 25, 2015

Got rocked recently by the loss of the NHL contract, and thinks it was a bit overdone. Wants to see a few more quarters to make sure the rest of the business is evolving and that the profitability comes back. Has seen enough good signs from management that he is going to ride this out.

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Neulion (NLN-T)
August 25, 2015

Got rocked recently by the loss of the NHL contract, and thinks it was a bit overdone. Wants to see a few more quarters to make sure the rest of the business is evolving and that the profitability comes back. Has seen enough good signs from management that he is going to ride this out.

COMMENT
COMMENT
August 19, 2015

What happened to the stock is what happens in a bad market when you have a surprise announcement. He likes to look at technical indicators and quite often they lead the news. With this company, that wasn’t it at all. If anything the charts were actually turning up and improving. The news of losing the NHL contract came out and the stock went down. The outlook is fairly strong. NHL represented about 10% of their revenue and 25% of their EBITDA. However, they are still negotiating with the NHL in ways they can continue to work forward. Also, growing in a number of other areas. This has been penalized a little too much.

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Neulion (NLN-T)
August 19, 2015

What happened to the stock is what happens in a bad market when you have a surprise announcement. He likes to look at technical indicators and quite often they lead the news. With this company, that wasn’t it at all. If anything the charts were actually turning up and improving. The news of losing the NHL contract came out and the stock went down. The outlook is fairly strong. NHL represented about 10% of their revenue and 25% of their EBITDA. However, they are still negotiating with the NHL in ways they can continue to work forward. Also, growing in a number of other areas. This has been penalized a little too much.

BUY
BUY
August 7, 2015

Volatility was partly because the contract with the NHL had moved over to the baseball league. The baseball guys have a pretty good method of keeping on top of all the digital rights for their own crew of baseball players, and the hockey players are asking for this on a totally integrated basis. He still thinks the “over-the-top” trend continues. This company will continue to benefit as people will want to continue to track their team. Earnings estimates have been shaved from $.05 to $.03 over the last short period because of the loss of the contract. A good opportunity to get the stock on weakness.

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Neulion (NLN-T)
August 7, 2015

Volatility was partly because the contract with the NHL had moved over to the baseball league. The baseball guys have a pretty good method of keeping on top of all the digital rights for their own crew of baseball players, and the hockey players are asking for this on a totally integrated basis. He still thinks the “over-the-top” trend continues. This company will continue to benefit as people will want to continue to track their team. Earnings estimates have been shaved from $.05 to $.03 over the last short period because of the loss of the contract. A good opportunity to get the stock on weakness.

PAST TOP PICK
PAST TOP PICK
August 5, 2015

(A Top Pick Aug 21/14. Down 30.19%.) Yesterday there were stunning declines in the stock when it was announced they had lost the NHL contract. That was 20% of their revenues roughly speaking. There is some rumbling about negotiating still going on and they might still have a connection. They claim that the numbers, on the business they are going to lose, is something like a 7% annual growth patent, whereas in the rest of their businesses they are up about 17%-19%.

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Neulion (NLN-T)
August 5, 2015

(A Top Pick Aug 21/14. Down 30.19%.) Yesterday there were stunning declines in the stock when it was announced they had lost the NHL contract. That was 20% of their revenues roughly speaking. There is some rumbling about negotiating still going on and they might still have a connection. They claim that the numbers, on the business they are going to lose, is something like a 7% annual growth patent, whereas in the rest of their businesses they are up about 17%-19%.

COMMENT
COMMENT
August 4, 2015

It was a horrible showing all around. The stock was plummeting and then at 3 o’clock, they halted the stock and announced they had lost the NHL contract, which was about 20% of revenue. He doesn’t know where it is going to go tomorrow. This is an example of poor communication. It won’t kill the company. They are talking about new initiatives.

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Neulion (NLN-T)
August 4, 2015

It was a horrible showing all around. The stock was plummeting and then at 3 o’clock, they halted the stock and announced they had lost the NHL contract, which was about 20% of revenue. He doesn’t know where it is going to go tomorrow. This is an example of poor communication. It won’t kill the company. They are talking about new initiatives.

COMMENT
COMMENT
July 3, 2015

This is considered as a good growth stock. They take the video from a lot of the sports leagues such as the NHL. They take all the data from the games, compress it and then send it into different formats so that we can watch it on our mobile devices. There is a lot of growth in this area, not only from sports, but from the TV Everywhere. Most cable companies are now rolling out some sort of TV Anywhere package. At this point the company is a North American story, but he thinks it will grow into a global one as they discover and work with more broadcasters. Recently acquired DivX, which adds to their platform. Feels they have a very strong future ahead of them. Wouldn’t be surprised if they got acquired at some time.

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Neulion (NLN-T)
July 3, 2015

This is considered as a good growth stock. They take the video from a lot of the sports leagues such as the NHL. They take all the data from the games, compress it and then send it into different formats so that we can watch it on our mobile devices. There is a lot of growth in this area, not only from sports, but from the TV Everywhere. Most cable companies are now rolling out some sort of TV Anywhere package. At this point the company is a North American story, but he thinks it will grow into a global one as they discover and work with more broadcasters. Recently acquired DivX, which adds to their platform. Feels they have a very strong future ahead of them. Wouldn’t be surprised if they got acquired at some time.

COMMENT
COMMENT
June 19, 2015

Video streaming for the NHL. This has done well. Had a big run up last year, but has come off a bit. Likes the product, but not enamoured with the valuation. Also, not his type of company to invest in.

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Neulion (NLN-T)
June 19, 2015

Video streaming for the NHL. This has done well. Had a big run up last year, but has come off a bit. Likes the product, but not enamoured with the valuation. Also, not his type of company to invest in.

COMMENT
COMMENT
May 15, 2015

The current ranking is in the bottom 3rd of his database, in part because the PE multiple is based on earnings estimates for 2015 of 30X earnings, but if it turns out the company is successful in meeting analyst forecasts for 2016, the PE drops down to 12X against 27% earnings growth giving a PE to growth multiple of about 0.5. Anything below 1 is viewed as attractive. ROE is attractive at 17%. They provide college basketball and football games, and he thinks there is pretty good growth opportunity for them. Pretty good opportunity over the coming year.

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Neulion (NLN-T)
May 15, 2015

The current ranking is in the bottom 3rd of his database, in part because the PE multiple is based on earnings estimates for 2015 of 30X earnings, but if it turns out the company is successful in meeting analyst forecasts for 2016, the PE drops down to 12X against 27% earnings growth giving a PE to growth multiple of about 0.5. Anything below 1 is viewed as attractive. ROE is attractive at 17%. They provide college basketball and football games, and he thinks there is pretty good growth opportunity for them. Pretty good opportunity over the coming year.

BUY
BUY
April 27, 2015

An American company listed on Toronto. They did a reverse takeover of a company in a similar space. Mostly US$ revenue. Also, an arrangement with Rogers. Loves the company. It is the backbone for live sports streaming. They have a huge international market to go after. A great hedge to a traditional broadcaster. It could be a takeover candidate over the next few years.

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Neulion (NLN-T)
April 27, 2015

An American company listed on Toronto. They did a reverse takeover of a company in a similar space. Mostly US$ revenue. Also, an arrangement with Rogers. Loves the company. It is the backbone for live sports streaming. They have a huge international market to go after. A great hedge to a traditional broadcaster. It could be a takeover candidate over the next few years.

SELL
SELL
March 25, 2015

They are the back end for video streaming services. The big story has been hockey streaming with Rogers. They recently reported and it was a disappointment on the Rogers side. He is out of the stock now. He likes to see continued earnings momentum.

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Neulion (NLN-T)
March 25, 2015

They are the back end for video streaming services. The big story has been hockey streaming with Rogers. They recently reported and it was a disappointment on the Rogers side. He is out of the stock now. He likes to see continued earnings momentum.

WATCH
WATCH
March 19, 2015

University and college basketball games in the US primarily. Thinks it will continue to do well. It pulled back but now it is moving back to recent highs. Thinks there is an opportunity for them to do better. He is following it and will possibly establish a position.

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Neulion (NLN-T)
March 19, 2015