Mobilityone Share Discussion Threads

[hirschnathan] 12/4/2013 12:22

interesting

[orm5] 11/4/2013 11:16

Ticking up again

[orm5] 28/3/2013 13:27

News should see this head north

[orm5] 28/3/2013 13:26

Few sells being moped up by a 100k buyer

[divinausa1] 28/3/2013 09:37

100k buyer could not resist this am...

[poombear] 13/3/2013 23:53

£20m for first six months, I'm expecting around £44m FY. Profit approx £500k.
Finger in the air!

[barnsey] 13/3/2013 23:52

If they can maintain growth at 41% in second half we should be around £45m.
They just need to develop higher margin business to improve bottom line.

The lower gross margin mobile top-up business continues to dominate the revenue mix, however, as the areas of Mob1's business outside the core Malaysian aggregation business grow, the relative contribution of the low gross margin Malaysian business will fall, which should result in increased gross margins.


Track record of revenue growth. Since 2005 Mob1 has consistently grown its revenues with the exception of 2008 and 2009 due to the dramatic global economic slow down. This trend has been maintained, with H12012 revenue of £20.3m, 41% higher than £14.4m in H12011 and 17% higher than 17.4m in the second half of 2011.. With proven management and a solid expansion strategy in growth markets we see no reason for this not to continue.

[barnsey] 13/3/2013 23:27

Hi hirscnathan,

Yes i am just reading the allenbycapital research and they do indeed quote
250k profit.They also quote revenue of £36m which is looking to be out.

The £741 was taken from the figures given re Stockopedia which quoted allenby
so slightly misleading for a newbie like me,someone is out so hoping for a
figure between the two.

You could do with informing Stockopedia if they are indeed wrong.

[hirschnathan] 13/3/2013 23:14

allenby forecast 250k profit

[barnsey] 13/3/2013 22:53

Allenby Capital forecast year end 2012 at £36.5m revenue Pre Tax £741k.

First Half 2012 £20.0m so expect £45.0m revenue full year. Pre Tax Profits ?.



Allenby Capital the house broker in a research note prepared for institutional investors following the interims, estimate that the full year ending 31 December 2011 revenue will come in at £30.60m, showing a pre tax profit of £40k, with current year 2012 revenue estimated at £36.5m producing a pre tax profit of £741k. [2]

Broker Forecast

Allenby Capital who act as a nomad and joint broker to MobilityOne, in their recent institutional investor research note forecasted a forward P/E ratio for 2012 of 5.4 for MobilityOne, commenting "considering the track record of growth demonstrated by Mob1, its established position in growth markets and the cautious levels of our forecasts, we believe the company is trading considerably below fair value." With Allenby Capital forecasting a profit before tax figure of £741k for the current 2012 financial year and with a market capitalisation of around £3m, MobilityOne's story could be one to follow. [6]

[divinausa1] 13/3/2013 22:06

got to be one of the cheapest stocks on the AIM market
on a PE of 3 in a high growth sector Sp should be around 12p

start of the overdue re-rate, 100k buyer seems to think so too

[hirschnathan] 13/3/2013 17:19

not sure why the rise.

[cheeky13] 13/3/2013 14:50

4 trades today, that`s 4 more than usual.

[hirschnathan] 28/2/2013 20:18

problem with mbo, they are so conservative about spending money, they don't want to pay brokers in the uk to push them.

I imagine that with time, if they keep performing it will sell itself.

[hirschnathan] 28/2/2013 19:49

problem with mbo, they are so conservative about spending money, they don't want to pay brokers in the uk to push them.

I imagine that with time, if they keep performing it will sell itself.

[knigel] 03/2/2013 14:45

Should be news soon - so I better get in quick!

[hirschnathan] 17/1/2013 15:40

i dont think enough has happened to question why its gone up.

It should be 4 x the price it is now, its just taking time

[cheeky13] 17/1/2013 15:24

something up?

[divinausa1] 14/12/2012 01:09

got be the cheapest techie on the AIM market with a PE of just 2 in a high growth sector...

[divinausa1] 14/10/2012 04:31

nice one cheeky can stay this low for ever...looking to sell north of 7p whenever...

[cheeky13] 10/10/2012 15:49

I couldn`t resist a small top of 24500 today.

[orm5] 24/9/2012 19:39

Nearly a tick up today, but looks like it closed flat on the day

[orm5] 23/9/2012 12:52

Looks like previous loans have been converted to shares - all good

[orm5] 16/9/2012 14:41

Another mention here:http://www.ifamagazine.com/news/small-caps-round-up-associated-british-engineering-angel-bio-mobilityone/24131/

[orm5] 16/9/2012 14:28

Yes, could do with more regular updates from the company. Broker note or upgrade would also help