Normally I'm not concerned with share price falls - in fact I prefer the price of the stocks I'm interested in to be falling rather than rising, so I can buy them more cheaply. In OMN's case however, it makes me uncomfortable because they're still reliant on equity funding, and a low share price means more dilution to my holding when they raise capital. It's real value destruction wrought purely by a falling share price. I'd prefer management in this particular case to at least make a decent effort at getting the OMN story out there as much as possible in order to avoid a potential mispricing of their stock due to a lack of awareness of the company.
I have to admit, I'm still not quite convinced by the OMN concept. I'm not sure having more data on shopping habits will translate into squeezing more sales out of consumers. And if OMN's services won't increase sales, it's of no use to their retailer customers. I bought into OMN originally as an asset play, drawn to it by its large discount to net cash and acquired software businesses. But if they manage to pull off significant product sales, I'd be happy to take that outcome too.
