Minds + Machines Share Discussion Threads

[hjb1] 14/2/2017 22:37

treble; as I mentioned they are looking to put extra effort into marketing so hopefully more awareness in the near future should help.With over 80% of their premium names still to sell they should be very active with that too.A few more of those Chinese auctions will do the trick.

[treble in 1999] 14/2/2017 21:40

Davemake

Depends on the pricing.
.Law doing well
.wedding growing
.yoga steady
.london, miami, bayern etc will grow , at premium prices in time.

Like we say, overheads well covered, cash in the bank, Chinese shareholder 13%, still got our other big Chinese names to come out, etc

This has disappointed somewhat, I certainly expected a larger take up of names overall, especially as google joined in with alphabet, but its just not happened yet. Believe it will, but not this year.

[hjb1] 14/2/2017 21:37

as stated in the last update with .work don't always read too much into renewal figures, as it doesn't always tell the true picture, it's all about billings, renewals can go down but billings actually go up.

"It is worth noting that a year-on-year drop in top-line registration numbers in a domain, as reported by sites such as ntldstats.org, does not necessarily signify a decline in billings. For example, in 2016 .work generated $392,000 off 81,000 registrations compared to $206,000 off 102,000 registrations in 2015 reflecting the use of a promotional initiative to drive registrations that year. In 2017, MMX's focus will be to continue developing gross billings, as well as domains under management, from each of the regions through its growing network of registrar and distribution partners".

[davemake] 14/2/2017 20:47

The links are useful hjb1 but its difficult to identify upwards/downwards trends etc.

for example .London:- 4k+ less than than the total on 8th Jan 2016 (I haven't been updating this spreadsheet for some time) - so renewals are not encouraging?

[hjb1] 14/2/2017 20:31

just click on the links I provided, simple it's all done for you.

[davemake] 14/2/2017 20:15

milesy - haven't updated for 12+ months but happy to assist.

.gop / .bradesco / .broadway / .kiwi have gone missing from the web site data.

Here's the latest data

[hjb1] 14/2/2017 17:04

what's wrong with or

[milesy] 14/2/2017 16:55

davemake used to publish a great tracker of total MMX domain registrations.

Dave are you about and can repost?

[waterloo01] 14/2/2017 14:09

hjb1, I'm sure they should be profitable, but I don't see which domains are going to deliver anything like .vip? If you know, which one/s?

Without growth, I find it hard to justify the market cap.

Best of luck.

[hjb1] 14/2/2017 14:08

also bod will now be on the front foot regards marketing, they will certainly be getting their name out there this year.Don't forget you don't have the same worries as with most other AIM stocks like placing/funding/dilution. There is plenty millions in the bank so NO worries.We have a bod determined to cut costs even more and will return spare cash back to investors with divis.

[hjb1] 14/2/2017 13:41

spud, why are you getting excited it's only 350k ..point is,who is buying them?? do you actually hold any shares in MMX or just deramping to get in lower?
David Weill seems to think there is a buyer @ 9.5p

[hjb1] 14/2/2017 13:39

they still have OVER 80% of their premium names still on the books, that's where a lot of the growth will come from, do you remember how much they made when they put a few .VIP names up for auction in China??, new launches coming up, a new guy onboard to drive sales and churn rates well above industry standard...all looks good to me, oh! and with the ceo saying it's now a GROWING PROFITABLE business going forward then I'm not sure where you are coming from.

[waterloo01] 14/2/2017 13:21

I did point out some time ago that VIP registrations had slowed to a trickle, so going forward this will be about churn rates. They don't have anything anywhere close to VIP in terms of highly profitable domains. As such can't see where the growth drivers will come from.

The one big hope however is that they get consolidated into one of the other companies. All IMO.

[hjb1] 14/2/2017 13:18

so the odd million or two is hardly a big sell of is it? people sell shares, it's how it works or didn't you know that either?
Simon probably got it right the other day, it could well be a large holder divesting over a period of time, no big deal!

[hjb1] 14/2/2017 13:07

they are NOT all sells..!! and a spit in the ocean...and obviously being snapped up..DO SOME RESEARCH before you make a bigger clown of yourself.Do you actually know what MMX do or just read IC?? lmao!!

[hjb1] 14/2/2017 12:58

how on earth can we be expecting poor results.Turnaround from a $12m+ loss into a $3.5m+ ebitda profit in a year..and also growing, what planet are you on? You need to do a bit of research pal!
Have you even bothered to read the last updates??
Large sell off, ha ha! there are 700m shares in this stock and barely a couple of million traded at most.get real!!

[hjb1] 13/2/2017 19:54

"29 tlds on books $40.3m ...who says?? As I have said .vip alone could be worth that.How upto date are IC anyway, they were going on figures from some time ago if I'm not mistaken.
You have to look at the whole portfolio not just single out the poorer performing names, and anyway they have recently employed someone to hopefully put that right.
It's obvious you are not an investor who looks at the medium/long term as you comment about being locked in for "many months" which to be fair is laughable!
If you knew much about new tlds you would know that industry standard is about 65% for renewables at best and so far MMX is well above 70%.
As ALL .vip names were purchased and not "freemium" (given away) they expect renewals to be high, but obviously there will be some that don't bother, either way if .vip manages over 70/75% that will be very good news.

[hjb1] 13/2/2017 18:21

hey spud, as nobody knows what Nav is, how on earth can you say we are already above it?? so what is nav in your opinion, remembering .vip is prob above $30m on it's own and rising!