Mobile Tornado Share Discussion Threads

[big dog5] 20/5/2008 18:38

I am led to believe mbt shares are in great demand! Have more than a wiff!!
Reverend - can see you promoted to arch bishop in near future - nice little cathederal next to the old post office!

[pbracken] 20/5/2008 17:42

Youra Titt - didn't know he worked for you, too.

[ivor whopper] 20/5/2008 17:22

i know hes resigned, but hes still resigned from a dog of a company

[horsepower] 20/5/2008 16:33

Thanx PB.

Presumably we will see some delayed trades posted shortly to explain this rise?

[pbracken] 20/5/2008 16:08

SOGP: trading update due. It also wants to refinance the debt, which is a bit of a millstone. But it is an interesting company, performing well apart from a subsidiary within the drilling division. If it can reduce the debt and rejig the remainder on decent terms we'll be off to the races.

Definitely one to watch.

[horsepower] 20/5/2008 15:59

Very.

Any news re: SOGP PB? Kept it on my watch list since I first heard you mention it but haven't invested as yet...

[thereverend] 17/5/2008 09:38

Any reports from the AGM yesterday? Did it actually take place? Weren't the Annual Reports due out yesterday too? These have both been moved 3 times already!

[peterblok] 14/5/2008 18:26

Thanks for that update Pb. In your opinion, have we sufficient funds to take us thru to profitability?

[teifi] 14/5/2008 09:23

Good post Pb. Lets hope that any housekeeping issues are now sorted and we can move on.

[pbracken] 13/5/2008 06:27

The shares at 5p were Fishler's stock; put through the market, but all sold to other investors - not the mm.

ITO has transformed the business model of MBT, and what we await now is the trickle of connections to turn into an avalanche. These connections will be founded upon the following:

"For this reason we have invested heavily in the development of a managed service proposition in conjunction with InTechnology plc, our exclusive UK partner and major shareholder, which allows our mobile applications to be sold directly to enterprises worldwide. The rationale for this is very clear. We are confident that enterprises would use a PTT (Push to Talk) managed service if it was available. This has been borne out in recent months through trials of the managed PTT service with a number of UK enterprises operating in sectors such as transport and logistics, security and construction. Following the success of these trials, InTechnology plc announced the commercial launch of these services on 27 March 2008 and I am pleased to report that this has already generated significant interest and sales activity.

I believe the future success of the Company will be determined by our ability to deliver our applications directly into the hands of Enterprises. Enterprise mobility is transforming the way that business is done. The spend across mobile managed services is expected to double by 2009, growing at a cumulative average growth rate of 25% from $2.1bn in 2006 to $4.1bn in 2009 (Gartner 2007). Mobile technology now has the ability to extend core IT processes into the field. It is this trend which has driven the partnership we announced on 21st February with Intermec, a major US manufacturer of handheld computers.


The investment in our core IPRS technology platform continued during the period and I'm pleased to say that having launched Version 3 in January 2008, we have largely completed the heavy investment phase of the Company's development. The platform that has been created is a significant asset which sits at the heart of the Company's future strategy. It is our intention to develop and launch many applications from this platform, with Push to Talk being the first of the 'Push to Xperience' suite of applications.

The next application to launch commercially may well be 'Push to Video'."

[peterblok] 12/5/2008 21:46

I'm still here teifi. Hope you've diarised your next post for 31st May ;-(

[teifi] 30/4/2008 08:36

Come on, some one must have some news or feedback of some sort? What happened to all these projects in progress?

[teifi] 31/3/2008 11:37

I presume that the link with Intermec is the basis for much of this development? Just a matter of time before we start to see some revenue. Q2/3?

[pbracken] 31/3/2008 11:23

Indeed, teifi. The GPS angle is very intersting. Apparently, MBT has an application that, in real time, plots the location of a mobile with a GPS chip. It's generating huge interest - an example of the spin-off from the core technology.

[teifi] 31/3/2008 11:13

Pb, I presume we are talking moving towards handheld devices to cover applications such as GPS, door or parcel delivery applications with proof of delivery, data management, perhaps linked to accounting capability etc etc on top of the PTT?

[pbracken] 31/3/2008 10:50

A number of positives, not least the continued support of ITO and this comment:

"By combining voice communication and data management in one handheld device, users avoid the expense of carrying a separate PDA for data as well as a mobile phone. Additionally, by using the global GSM mobile phone network instead of a local RF transmitter, a device with PTT will have coverage virtually everywhere. At the same time, costly mobile phone tariffs are avoided as the service is web hosted and there is just one small monthly charge per device. As a result of this partnership, we have already entered discussions with many large organisations in the transportation, logistics and field services sectors and expect over the coming months to announce some significant deals."

And this:

"The next application to launch commercially may well be 'Push to Video'. This was showcased at the CTIA show in April 2007 and through our partnership with Nortel Networks in the United States, entered initial trials with two 'tier one' (greater than 2 million subscribers) operators towards the end of last year. These trials have progressed well and I can confirm that we will be proceeding to a full market trial with one of the operators this year. Assuming that this is successful we could be looking at commercial deployment in early 2009."

I maintain this is an excellent space to be invested in. And I expect the news flow to support this assertion.

[teifi] 22/3/2008 07:57

Prelims demonstrating big R & D costs, Annual report full of exciting prospects.
Not sure what the revenue figures are going to look like though. I think thats the big question. We all agree theres plenty gonig on, but when will it start to impact back on the revenue. Still think theres some internal issues to sort out as well. Just my opinion of course.

[thereverend] 20/3/2008 21:17

Getting close to the results now, so it will probably be moving a little more in the next couple of weeks. Anyone here have any opinions they can share before the prelims on the 31st?

[pbracken] 18/3/2008 14:25

teifi - the suggestion in your last post is certainly possible. I'm not sure why MBT might want to keep a lid on things, but others have also speculated that the present share price level suits MBT.

[the gulpster] 18/3/2008 13:59

one hundred and forty four!

[teifi] 18/3/2008 13:31

Pb. Most of the people i know with shares here are holding tight,and will continue to add in the dips. However, I am just a little suspicious that the good tidings are being withheld until they do a little more 'housekeeping'.

[pbracken] 18/3/2008 13:11

Even so teifi, I think it's a tad eccentric that a pull back of this nature should cause anyone to think 'bad news around the corner'. There are many more obvious explanations staring us in the face. Not least that those who bought at 5p recently were tempted to cash in their 30% profit - which in this market is nothing to sneeze at.

[teifi] 18/3/2008 13:02

You are of course correct Pb, I just hope you refer to fall not free-fall ahead of bad news. They cannot continue to hide much longer though. Fingers crossed.

[pbracken] 18/3/2008 12:55

teifi - hardly anything to worry about, is it? Perhaps I should have added to the thread the warning: 'Please note: shares neither rise nor fall in straight lines'!