Mobile Tornado Share Discussion Threads

[lebiche] 16/4/2015 08:03

The premium is a bonus, even if the dilution is galling.

And the outlook, given the detail provided, is a definite positive.

A slow burner, obviously, but still a viable one, IMO.

[fozzie] 07/4/2015 17:14

Only 6 million shares traded today then ;o)

Anyone hazard a guess as to what is going on here?

We have over a year of very small sells taking the price down from c30p to a low of 1.8 last Monday and then all hell broke loose, slightly pre empted by Mr Fenn moving 5 Million shares into his SIPP. Loads of sells today and some of them over 300,000 in size and yet the share price goes up? 48%? I don't understand how that happens. Could it be a large buy order being worked in the background? Why would the owners of all these shares decide to sell now having watched the share fall so far over the last year?

[fillipe] 02/4/2015 09:14

A few left at 3.25p on the ask and then the next mm offer price is 3.5p.

3.1p paid this morning but it isn't being shown as one of the risers due to the low bid price.

Defo some action going on here.

f

[fozzie] 31/3/2015 08:43

So just Mr Fenn moving 5M shares into his SIPP and not two buys as I thought yesterday. Let's hope he is doing this because he anticipates some appreciation.

[fozzie] 30/3/2015 17:17

Somebody agrees with you lebiche two lots of 5M shares through at 2.5p

[lebiche] 19/3/2015 12:47

Suspect MBT will need to raise cash. But at these levels, it does look very interesting.

[fillipe] 19/3/2015 12:13

Punt time at MBT? Shares can be had for about 2.5p and possibly a little less for medium sized deals. Only 225m shrs in total here and much of that held by dirs.

Investec 6-3-15 BUY.

Finals for 2014 should be out end-April and they may well show a real deck clearing. A small, much reduced loss expected for 2015, but what else would you expect at this price....and the opportunity to be in for some future recovery.

f

[fozzie] 03/2/2015 09:41

Agreed it is looking terrible. Too late for me to sell now just got to hold on and hope that Messrs Wilkinson and Fenn can come up with the goods. Bottom drawer for these.

[chesty1] 03/2/2015 09:29

This is looking terrible....what a chart.

[oregano] 05/12/2014 14:35

is it not push to talk, which has been here for many moons. replicable with an app I should imagine.

no external shareholders over 3%. one for Peter Wilkinson to take private I imagine.

[lebiche] 05/12/2014 14:17

Mkt cap is a bit less now!

The technology is leading edge, from what I hear.

Still, it will need a cash injection sooner or later. The Chairman has ample funds, but it will mean dilution for shareholders who don't participate.

[oregano] 05/12/2014 14:07

still unsure why the market cap is £20m. is this technology not old hat by now?

[lebiche] 05/9/2014 11:19

Well, ITO remains the majority shareholder in MBT. But ITO recently sold the core of its business for £64m, retaining only some peripheral (though interesting) niche businesses.

Which means that ITO no longer has the reserves to support MBT should it need funding.

It's basically sink or swim time for MBT. And any cash injections to support growth will have to come from the market.

Interesting times.

[contact2fsnetcouk] 29/8/2014 01:18

Lebiche,

Can you expand on your comment please. Thank you.

[lebiche] 20/8/2014 12:14

It's pretty obvious what the market is doing. It's pricing in the risk now that ITO's financial backstop has gone.

MBT needs to show it can stand on its on two feet.

[fozzie] 15/8/2014 07:32

Just a succession of small trades over the last few months as peeps get tired of waiting for news. I mean really how can 10k worth of sales knock 5% off the value of the company. A friend bought 10k worth last week and the price didn't budge.

I rang Mr Fenn two months ago and asked your very question with the share price at 18p. He said the opportunities were still before them and that they were trying hard to get deals over the line any one of which could be transformational to the company and it's share price

On paper I am almost 40% down and that doesn't look good but I hope the deals start to come through and lift the price again. I cannot sell my stake so I am in it for the long haul.

[lplp] 01/8/2014 09:45

Nearly at 10p whats going on!?

[fozzie] 23/4/2014 13:52

Dewtrader is there a share you actually ever buy?

[dewtrader] 23/4/2014 13:19

chart says hello 10p. Hello

[fozzie] 23/4/2014 08:50

"The scale of the opportunity for the Group continues to expand and we have engaged with four more MNOs across Africa, Europe and Asia. Whilst we have not yet concluded commercial agreements with these potential customers, we expect to be able to update investors on progress during 2014"

"We have prepared the Company to deliver on further growth and remain confident that we will deliver significant shareholder value from our pipeline of opportunities"

Upbeat imo. Hopefully a recovering share price as these contracts and trial results are announced.

[fozzie] 23/4/2014 08:39

A decent statement this morning, certainly not a precursor to further falls in the share price. Perhaps it was just sheep selling blindly, the herd mentality.

[fozzie] 26/3/2014 07:54

It's always been a punt on Peter Wilkinsons track record for me. Decent statement this morning re Israel. It would be nice if there more regular news flow such as how the Telus roll out in Canada is going. The share price has just been allowed to drift. I assume the appointment of Investec was done to increase institutional interest, it hasn't worked. Investec don't normally represent companies this small.

[el1te] 25/3/2014 10:11

I agree with that - it all comes down to getting a valuable contract. I remain to be convinced about the actual product though. I would have expected much faster take-up of the technology

2014 broker forecasts are for a narrowed £1.4m loss and -0.62p EPS. The balance sheet is not particularly strong either

That said, you're spot on and it all comes down to getting a lucrative deal. At a market cap of over £40m, its definitely not cheap!

Best of luck - I hope it turns out well
El1te

[lebiche] 25/3/2014 10:09

Incidentally, ITO is paying a special dividend of 37p a share to shareholders. I know that because I hold 60K.

[lebiche] 25/3/2014 10:07

But the business model is pretty compelling, El1te. I know news is in short supply, but a roll out of PTT from one of the majors in Europe or North America (or both) would transform the company's prospects. 200,000 subscribers at $2 a month would generate cash that would fall straight on the bottom line. Longer term, MBT is targetting at least a million.

But I agree, it's a punt at this stage. An intelligent punt, but a punt all the same.