Vonage Holdings Corp. (VG)

I dicovered Vonage a few months ago and I am very happy with it and the ability to call Europe. I think everyone should consider switching to this phone. It is great.

Low Price with High Professional Opinion

Rounded bottom breakout... stop below the 50. See what happens in about a week
http://stockcharts.com/h-sc/ui?s=vg&p=D&b=5&g=0&id=0

I believe the bad news is behind them.

HT TMFBreakerCharly

Still think this one will go down the drain. Free calling is not a winning business model. Unfortunately, my timing is a little off.

Yay, it's back again!

Accuracy farming is so fun...

"I love a good dogpile!

While I have used their service when I was living overseas a few yrs. ago, and was relatively happy with it, I have to agree with most around here that their time has come and past. The filled a small niche for a while, cheap VoIP (Voice over Internet Provider); however, Skype is now equally as good and is entirely free for anyone with an internet connection. Thus, I don't see how Vonage can compete with that. They would have to completely switch their mode of operations, and I don't see that happeneing. This was a good idea, eventhough it was a short lived run."

You mean this stock is ratable again? To borrow from their jingle: Woohoo!

p/e of ~25, google announces that it is entering the VoIP domain with google voice, first quarter of profitability last quarter could be close to the end for VG, bankrupt before the end of this pick

My brokeridge won't let me short stocks under 3 bucks so I'm taking out my frustration here. Very little chance of outperformance here.

Vonage provides telephone service via a broadband connection.

ITS CORE BUSINESS IS DEAD.
Since its inception the company could not generate a positive net income for a single year. Its equity is negative since 2007 and continue deteriorating each year.

The rate of change of the customers for Vonage is negative since at least 2006 and for the 6 month of 2009 it lost 465,000 customers (in contrast to getting 370,000 new customers). Its direct competitors are closing their business. During the last year AT&T shut CallVantage Internet based cell service, and Verizon shut down its IP voice service VoiceWing.

The company recorded a positive total income for the first 6 month of 2009, while the total income for the first 6 month of 2009 was negative. The shareholders did not like the way the company made statements in the past (see section in SEC filings about low suits). Why is it so difficult for Vonage to be more accurate (especially that the errors turn out to be always on the bright side)?

A recent spike in price is explained by two news:

1) A company improved the value of its offer (by including free international calls),
2) Vonage obtained application approval for iTunes App Store.

Including free international calls will have a limited effect on the earnings of the company as their competitors, like Skype, already offer a similar service for a very competitive price.

There are many speculations concerning 2) as the company provided no details. However even if the application is worth something (which is doubtful in view of failed promises in the past), would a company like Vonage, with its record, be able to leave its dead core business, move to a new area, and compete with such established companies as Google that spend billions of dollars on research and development?

Insiders are selling, why should outsiders buy?

I copied some statements of the company and included numbers in a blog post.

This stock is a Tumbs up over the next 3-4months. Been holding on to this guy for quite some time also at the 0.49 range with real cash.

The Vonage Iphone app will help boost its revenue. This about even is 25% of the installed base of Iphone customers decide to download and use Vonage in the US what a revenue boost it would be.
Then factor in the global markets.

Down boy! Back to the 0.50 where you belong!!

I don't know who in their right mind would pay $25 a month for their service. Their customers will start to drop like flies when they realize that there are much better and cheaper options out there. Look at the ooma device; you get the same service and don't pay a monthly fee at all.

I think that they will gain significant market share away from the phone card companies and do very well with their unlimited
world $24.00 Option.

negative equity + credit crunch = big rollover trouble ... they'll be buried in the next 3-6 months, it's just a question of brankruptcy vs a bigger VoIP operator snatching up their subscribers for some change; too bad, they looked like they were only a couple of quarters away from turning the corner ...

This one could go to zero. Best case scenario for Vonage would be a buy-out.