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Monitise Share Price - MONI

Share Name Share Symbol Market Type Share ISIN Share Description
Monitise LSE:MONI London Ordinary Share GB00B1YMRB82 ORD 1P
  Price Change Price Change % Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.06 +2.00% 3.06 3.06 3.10 3.06 2.99 2.99 513,868 10:10:17
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m) RN NRN
Mobile Telecommunications 89.7 -227.4 -10.8 - 67.33

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Date Time Title Posts
26/11/201510:162014 onwards: Monitise-mobile banking technology 17,546
09/11/201517:15Monitise-mobile banking technology6,738
08/10/201513:52MONI - 1p by end of September78
20/9/201520:16TipTV: Monitise: Heading to 35p30
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t-trader: From Doug Kass Monitise Update Jul 9, 2014 | 101 AM EDT Stock quotes in this article: MONI.L, MONIF Day one of my research has yielded the following updated analysis and investment strategy. After Monitise's (MONI.L/MONIF) sharp share price advance in 2013 and in the early part of this year, I have suggested while the intermediate- to longer-term outlook for the company's shares provide a uniquely attractive reward vs. risk ratio, there are few near-term catalysts for the shares. I went on to write that the transition from a licensing- to a subscription-based model could lead to lumpy results and some loss in business momentum that would pick up as customers adopted the change in pricing policy. Traders, I opined, should not be in the stock, but investors with a longer time frame would likely be rewarded.(The shares have been on my Best Ideas list since March 2013). I didn't (nor did the sell side), however, expect quite the speed bump announced this week, when the company lowered (for the second time in 2014) its revenue growth and cash flow/profit expectations. New Forecast Monitise now expects that 2014 revenue growth will be about 30% compared to previous estimates of 40%-plus. (In March, the company's projection for sales growth was 50%.) Earnings before interest, tax, depreciation and amortization loss is being forecast at 32 million British pounds to 36 million British pounds in 2014, higher than the analyst consensus of 28 million British pounds. It also expects revenue growth to be at least 25% next year and not to turn a profit until 2016. Monitise further said that it expects to hit its target of increasing its registered user base from 28 million to 200 million by June 2018. Business Shift Monitise announced a shift from a license-based business model, which required customers to pay a large upfront fee, to a subscription-based model, with a long tail of revenue to Monitise. I and others interpreted the pricing strategy as a sign of confidence within the company. I and others interpreted the recent private placement of stock (at a price that was 50% above yesterday's closing price) to key institutional investors and corporate partners as a sign of confidence as well. The June recruitment of former Visa Europe executive Elizabeth Buse was also seen as a positive signpost. And the exercise and sale of Visa Europe's stake in Monitise was rationalized as a tax-motivated move. What Caused the Shortfall in First-Half Results? The slower pace of profitable customer additions was the principal reason for the first-half shortfall. I remain concerned that the 2014 sales downgrade was made even in light of the company's recent acquisition spree -- the most recent being the June acquisition of Marko Media for 55 million British pounds. This should buoy second-half calendar 2014 top line. On one hand, management's explanation that the miss was due to taking less front-end economics and more back-end economics, if correct, is clearly the right thing for the company over the long term and should be applauded. On the other hand, investors are led to believe management's explanation that a shift and migration happened sooner than expected, coming reasonably close to a private placement and previously more optimistic company projections. Time will tell. This will require close monitoring by all investors. If management's explanation is correct and the demand for the new model is better than expected, this is encouraging, and it should show up in results over the next 12 to 18 months. In terms of customer additions, the company now believes that there should be about 1 million adds per month through 2015, but this is lower than the 4 million per quarter add projected by Monitise a few weeks ago. Monitise had 30 million users at June's end vs. 28 million in February and 23 million in June 2013 Again, I remain hopeful that Monitise will be more open in communicating important customer relationships -- how much and how money is made. This will be important in gauging the company's business momentum and the quality of customer additions. That said, there is little question that Monitise has done a horrible job in investor relations over the past month. Below are some possible explanations for this unfortunately poor performance area: 1.The company is new to the game and, for some reason, failed to accurately update its subscriber add-ons on a real-time basis. 2.Monitise employs poor executors. 3.Investor relations is stupid. 4.Investor relations is uninformed. 5.Management lied. For now, I choose No. 1 and will give the company the benefit of the doubt. Where I Stand on Monitise's Stock While I remain optimistic regarding the intermediate-term business and share price outlook, after this week's business downgrade, Monitise is even more of a show-me stock than it was previously. The company's credibility is now being seriously tested. It is fortunate that, operationally (with cash at 144 million British pounds), the company has more than enough capital on the balance sheet to execute its growth plan. It is also promising that Monitise is holding on to its 2018 customer add-on projection of 200 million registered customers, 2.50 British pounds ARPU and over 30% EBITDA margin, but, again, it is reasonable to expect that shareholders will be more skeptical than before in embracing the company's forecasts. To this observer, the key to the share price over the balance of this year will be the ability of Monitise to engage new customers and partners, providing investors with confidence in a more dependable and more profitable (and higher-margin) longer-tail business. I suspect that, after this week's issues, the company will be far more forthcoming in updating these new relationships and alliances -- both in quantity and quality of their engagements. Bottom line: The shortfall in results appears to have likely been discounted in Monitise's share price decline. I admit to be taking a leap of faith that the company's relationship in communicating with investors is a one-time hiccup and will not be repeated. Young, rapidly growing and potentially disruptive companies often make these sorts of mistakes. Monitise's opportunity to capture share in the mobile payments/banking industry is enormous and, I believe, still ahead of them. The reward vs. risk remains attractive for investors with a time frame beyond 2014 to 2015. Shorter-term, the principal catalyst to a rising stock price will be the quality and quantity of customer and relationship add-ons, which I hope will be communicated with more transparency and with more accuracy in the future than in the past. I am maintaining Monitise on my Best Ideas list. Position: Long MONI.L and MONIF
j777j: What we do know is the recent bid interests were at much higher levels and were rejected by the bod. Over 20p in the next 12 months highly likely. The moni share price cycle has occurred on a number of previous occasion,going from deeply unpopular to " must have." Shares imitate the fashion industry in a number of ways.The main being that both go in cycles.What was once "hot"can suddenly be "not" and vice versa. The massive difference for Monitise this time is, it is the first time they are talking about profitability in the next 12 months. Over a decade of work and massive investment has taken Monitise to where it is today. This represents an extraordinary risk/reward profile.
arnietwo: i have made a few bucks from riding Moni share Price from 37 to 72 but glad i got out. I really believed in this company and thought it was at the Forefront of mobile banking but seemingly not ??? I had a quick look at some recent comments about Moni and they were not too positive !! Can someone enlighten me why I should buy back in ??
wskill: As long as the new C/E has followed her plan below as per July 6th MONIs share price will start to move upwards. TIDMMONI RNS Number : 2016S Monitise PLC 06 July 2015 Monitise plc Trading update CEO strategy update FY 2015 revenue expected to be between GBP88-90m H2 EBITDA(1) loss expected to show material improvement on H1 FY 2016 EBITDA(1) profitability target reiterated; gross cash of GBP88.6m provides balance sheet strength to break-even and beyond LONDON - 6 July 2015 - Monitise plc (LSE: MONI, "Monitise" or the "Company") announces an unaudited trading update for its financial year ended 30 June 2015. Financial update -- Full-year 2015 revenue is expected to be between GBP88-90m. -- As guided on 25 March 2015, Monitise expects H2 2015 operating and capital expenses to be materially lower than H1, with a further improvement in FY 2016. Accordingly, we expect an improved position in H2 EBITDA(1) loss compared to H1. -- Monitise reiterates its FY 2016 EBITDA(1) profitability target. -- Gross cash at 30 June 2015 of GBP88.6m shows a material reduction in H2 cash outflows over H1 and provides balance sheet strength to see Monitise through to break-even and beyond. (1) EBITDA is defined as operating loss before exceptional items, depreciation, amortisation, impairments and share-based payments charge. Strategy update Under CEO Elizabeth Buse, who was appointed as sole CEO of the Company in March 2015, Monitise continues to drive towards EBITDA profitability in FY 2016 and profitable growth thereafter. While our review of the business remains ongoing, and good progress is being made with projects to optimise costs and improve profitability, it has become increasingly clear that there are two distinct types of business within Monitise that have different characteristics and need to be managed accordingly: -- Standardised platforms - The new business leveraging standardised deployments of cloud-based API and on-premise products and platforms. This business is expected to be the key driver of our future growth and profitability and is supported by our digital agency and content teams. It has faster deployment times, lower up-front costs and can be more easily adopted by customers. Client support for this model is evidenced in our Santander fintech joint venture as announced on 1 July 2015 and a major regional US financial institution recently contracting to access the new cloud-based platform. -- Customised platforms - This business line supports many of Monitise's existing clients with customised platforms, mainly in Europe. Monitise will work with its clients and partners to improve and optimise the financial performance of this business line, including enabling existing clients to benefit from the new cloud-based platform for their own innovation roadmaps. A further update will be provided with Monitise's 2015 financial year results, which are scheduled to be published on 9 September 2015. Monitise CEO Elizabeth Buse said: "We have delivered a solid revenue performance in what has been a difficult year. Across the business, our cost disciplines have improved, we are taking the necessary tough decisions and our path to profitability is on track. Central to our growth plans is our new API-based platform launched in April, we have been delighted with its technical capability and the reception it has received from clients, which gives us confidence for the future
hamidahamida: Monitise plc follows share price and results disappointment with... cut-price share option awards!?!By Steve Moore | Thursday 8 October 2015With its shares having crashed from 80p in early 2014 to 2.68p at the start of this month and having announced a self-declared "disappointing" financial performance last month, Monitise plc (MONI) has this month responded by... 'awarding' options "to directors and employees of the company in respect of the Monitise Performance Share Plan"!?! ...This includes CEO Lee Cameron receiving 9,750,000 options and CFO Brad Petzer 4,500,000, exercisable at 1p each and vesting on 5th December 2018 on a sliding scale in relation to "performance conditions relating to revenue and EBITDA targets... for the financial year ended 30 June 2018".The new options also follow the cancellation of options "amended on 25 May 2015", with these amended then from conditions of share price targets of 55p+ as the shares tanked and the company's Remuneration Committee saw "the need for appropriate incentives to safeguard the retention and motivation of key personnel".The recent results statement noted that Cameron "has been on the Monitise board since 2008, held a number of senior executive roles within the company", while Petzer joined as CFO in 2013. Therefore, they have had key roles as the company has failed to deliver, but apparently their salaries a basic £325k for Cameron last year and £233k for Petzer are insufficient to now retain and motivate them to try to deliver shareholders some value back. They additionally seemingly need cut-price options with performance details not bothered to be disclosed in the announcement!This is an absolutely disgraceful turn of events. I previously concluded that the cash burn in conjunction with a not yet demonstrated viable business model sees me continue to view Monitise as a bargepole stock - see HERE. It is not one I would want to own now in any case there remain some companies benefitting shareholders, not a failing and yet still greedy management.
bbricar: This from doug Kass 42I would prefer not to have JMOR (Pierre) to misrepresent or twist my views on Monitise. Here was my post from RealMoneyPro/TheStreet yesterday. It is straight forward. My view is that the intermediate to longer term outlook remains bright but Monitise shares will be range bound for the balance of 2014 as investors need to be shown that the co. can succeed in building subs. This is my view based on my own analysis and channel checks with current and prospective customers. MONITISE Aug 28, 2014 | 10:29 AM EDT Stock quotes in this article: MONIF •My reasoning. Over the next few days, I intend to describe my specific price expectations (for the balance of the year) of each of my long positions on my Best Ideas list. The forecasts that I make are within the context of a cautious/negative market view nd are based on the expectation that stocks will move lower over the remainder of the year. I would warn that these price expectations are guesstimates and are not meant to be precise. That is the reason I will not give a price target, but rather upside/downside for each equity. First up is Monitise (MONIF). Monitise's shares have been a roller coaster in 2014. There is no need to explain the reasons, as I have done enough in chronicling the company's two recent guides down. The share price free-fall ended yesterday, with the announcement of an extention of an important alliance between the company and IBM (IBM), which could give Monitise the global scale (and opportunties) it has been looking for, as well as depth of technology application, sales and service available from IBM. From BTIG: IBM and Monitise have announced a resourcing alliance involving the transfer of over 20% of Monitise's employees to IBM and IBM delivering services back to Monitise. This announcement follows Monitise and IBM's expanded, multi-year global alliance announced in July to enable clients to deploy new mobile banking, payments and commerce solutions via the cloud. The July alliance brought together the IBM MobileFirst portfolio and its financial services and retail industry expertise with Monitise's mobile banking and payments capabilities. Monitise also moved its production hosting and cloud requirements to IBM. Monitise's shares rose by 15% on Wednesday, and so far look to have some more follow- (+8%) through today. With a cumulative gain of more than 25% this week (from $0.67 to $0.86) on this heavily-shorted stock could continue to prosper over the next few days, but a lot of the positive news that I had expected in the company's Sept.15 report has now likely been released and is in the process of being discounted. In my view, the near-term price behavior could be importantly impacted by how short sellers interpret yesterday's news as a potential growth driver for Monitise . This could lead to some short lived covering, something that I would not characterize as organic (new longs) or good buying
celeritas: Monitise Is On Message Sep 17, 2014 | 10:24 AM EDT Stock quotes in this article: MONI.L MONIF •Monday's update was solid. Monday's Monitise (MONI.L/MONIF) update was solid, with the right messages on strategy and the timing of its implementation. Management was upbeat and, on three separate occasions, emphasized its expectation that it can achieve more than 200 million subscribers in the next few years. The company also reiterated its previous financial goals. Among the more important data points was a statement by co-CEO Elizabeth Buse, who said that if MONIF had not switched in March from a business model based on front-end, enterprise IT spending to a subscription model based on sharing of ARPU on the back end, "I would not be here." (Let's go to the tape!) That said, a healthy skepticism must be maintained as an outgrowth of the two operating and financial guide-downs earlier this year. Though the aforementioned forecasts were confidently re-emphasized, there was (not surprisingly) much in the way of specifics in the presentation, which indicated a re-acceleration of subscriber growth. (It's simply too early to see). Management's credentials are superior and its body of current banking relationships and corporate alliances represent the best in the business, I (and no doubt they) recognize that heavy lifting lies ahead. It is now time to perform (and add subs) through the process of blocking and tackling. As I have repeatedly written, Monitise's stock will be a "show me" stock until the company can demonstrate rapid and sustainable subscriber growth. I say this because the market cap (because of share raises and acquisitions for stock) is already more than $1.5 billion, so a lot is expected of the company. Over the past decade, Monitise has established itself as a leading player in a disruptive sector that serves one of the most rapidly growing and sizeable business opportunities (mobile banking and business payments). It has a lead, first-adopter advantage that has to be actualized before competitors catch up. Looking forward, the share price will likely correlate directly with Monitise's ability to meet subscriber milestones that confirm the company's ability to reach registered-user and profit/cash-flow expectations. We won't likely find out about sub growth until the first half of 2015, so I see the stock range-bound between $0.65 (U.S.) to perhaps $0.85 over the rest of the year. (Precision implied in this specific forecast is not intended!) At today's price, Monitise's shares are trading at only 5x EV/sales (based on my 2016 forecast). I am, again, a buyer at current levels. Separately, BTIG chimed in on Monitise and its possible London Stock Exchange listing this morning: Monitise: What Would MONIF Need to Do to Move to the LSE Main Market from AIM, and What Would It Mean? Comments from Buy-rated Monitise (AIM: MONI; OTC: MONIF) Co-CEO Alistair Lukies about
dt1010: Vodafone are being left behind in the UK with BT and EE in merger talks and now 3 in talks with 02, VODAFONE shareholders are looking for daddy to invest as mobile revenues are declining especially in Europe. Arpu is not increasing. Vodafone have a massive customer base worldwide 100 million plus. Additionally let's not forget Google paid several billion for Motorola and Microsoft paid a few billion for Skype both were non profit making,, people need to stop banging on about profit it is all smoke and mirrors it's about ecosystems forget about monis poor management for a moment this is irrelevant at this point, you can bet your last dollar this was planned months ago . Monitise will be fought over we are a global player don't forget that can you imagine starting from scratch again good luck all. Published December 17th Mobile payment solutions provider Monitise (LSE: MONI) (NASDAQOTH: MONIF.US) has today announced a new contract win with a leading Business Process Outsourcing (BPO) provider to launch Mobile Money services. Although there are few details included in the release, the relationship is set to last for five years and will see the two companies launch the offering during the course of the next year, with it having a value of several £millions for Monitise. A Viable Business? Clearly, the award of the contract is yet more good news for Monitise and for its shareholders, as it seeks to turn a vast amount of potential into a highly profitable business. This is due to take place in 2016 and, with shares in the company having been relatively weak in recent months, progress towards this target is likely to be the catalyst that investors are waiting for. As such, news of the contract win has only increased the company’s share price by around 1% at the time of writing, with investors only likely to generously reward bottom line, rather than top line, progress moving forward. Potential Combination? While Monitise does undoubtedly have considerable potential, with it having an attractive product operating in a fast-growing space, it does come with a considerable amount of risk. Part of that risk is with regard to its loss-making status and whether it can become a viable and hugely profitable business, so linking it up with a more established peer in Foolish portfolios could prove to be a smart move. Among its mobile telecoms sector peers is Vodafone (LSE: VOD) (NASDAQ: VOD.US). It is enduring a challenging period at the present time but, like Monitise, has considerable future potential. For example, its operations are now centred on Europe and, looking ahead to next year, the region could surprise on the upside as a result of the ECB’s planned asset repurchase programme. This would clearly be great news for investors in Vodafone and could help to stimulate the company’s bottom line. Of course, where Vodafone could add value when paired with Monitise is in terms of its relative stability and consistency. As a telecoms major, Vodafone offers diversity and a relatively certain earnings profile – neither of which are available to investors in Monitise at the moment. Similarly, Monitise appears to offer more growth potential and the scope to become a dominant player in a relatively new market. In this sense, then, the two could prove to be a good match. Http://www.fool.co.uk/investing/2014/12/17/is-monitise-plc-the-perfect-partner-for-vodafone-group-plc-after-latest-contract-win/
leeson31: 26 June 2014 Monitise announces acquisition of Markco Media businesses Markco Media's leading retailer offers, content and discount network to further enhance Monitise's mobile commerce capabilities June 26, 2014 - Monitise plc ("Monitise" or the "Company") (LSE: MONI), the global Mobile Money technology provider, today announces the acquisition of the business and assets of Markco Media Limited, along with the entire issued share capital of Last Second Ticketing Limited (together the "Acquisition"), which will instantly enhance Monitise's international mobile commerce network. As part of this transaction, Monitise has acquired the MyVoucherCodes.co.uk and Last Second Tickets brands. The Acquisition supports Monitise's strategic focus on becoming the enabling partner of choice amid the biggest shift in financial services and shopping in a generation, as brands turn to mobile. The Acquisition augments Monitise's Buy Anything mobile commerce product offerings by connecting to a global network of 60,000 brands and retailers, and accelerates Monitise's capabilities in line with the platform investment announced in March. MyVoucherCodes.co.uk is a leading voucher, coupon and discount deals site that works with 80% of the UK's leading online retailers and counts Marks & Spencer, John Lewis, Debenhams, Thomson Holidays, Argos, Currys, Sky, B&Q, Tesco, Walmart, Target, Amazon, The Home Depot, and Carrefour among the merchant brands it works with. Last Second Tickets works directly with promoters, producers and venues to secure discounts for live music, entertainment events and leisure experiences. Monitise will make this content available via its large targetable end-consumer base via the mobile applications of partners and clients the Group works with. Most of the assets are presently B2C-based, and include a growing number of B2B white-label initiatives including UK mobile network operator EE and MasterCard. While the majority of revenues are UK based, the acquired business has operations in markets including the US, France, Germany and Brazil. The initial consideration for the Acquisition is to be satisfied by the issue of 43,729,676 new ordinary shares of 1p each in the Company ("Ordinary Shares"), valued at GBP24.5 million, based on the closing share price of 56.0p on 25 June 2014, a further GBP2.5 million of consideration held back for two years, payable in Ordinary Shares, and an earn-out consideration of up to an additional GBP28 million payable in Ordinary Shares on the basis of retention and achievement of aggressive earn-out targets over two years. The business, which is expected to be EBITDA profitable in 2015 on a standalone basis, recorded EBITDA losses on a pro forma basis of approximately GBP0.4 million in the financial year to 31 July 2013. Application has been made for 43,729,676 new Ordinary Shares to be admitted to trading on AIM. It is expected that admission of the Ordinary Shares will take place at 8.00 a.m. on 27 June 2014 ("Admission"). Following Admission, and based on the Company's current issued share capital, Monitise will have 1,931,699,697 Ordinary Shares in issue. This figure may be used by shareholders as the denominator for the calculations by which they will determine if they are required to notify their interest in, or a change to their interest in, the Company under the FCA's Disclosure and Transparency Rules. Commenting on today's announcement, Monitise Chief Commercial Officer Lee Cameron said: "Markco Media has established itself as a leading player in creating digital solutions that link consumers to retailers via innovation, marketing and technology. Buying rather than building these assets brings Monitise a marketing content delivery platform that has been developed over almost eight years, an instant network of marketing content partners, and a platform scalable across geographies." Cameron added: "This transaction marks another step in our mobile commerce journey to make it easier for financial institutions, payment companies, mobile operators, network partners and retailers to connect with consumers in our increasingly mobile lives." Markco Media founder Mark Pearson said: "Mobile is driving a fundamental shift in consumer behaviour and increasingly playing a leading role in the buying decisions of consumers as they use their smartphones and tablets to research and buy. Brands are realising just how important it is to adopt a mobile-first approach to getting in front of existing and new customers. Given this, we are incredibly excited about becoming part of the growing Mobile Money ecosystem that Monitise is building across financial services, payment processors, mobile network operators and retailers."
davemake: Motley Fool web site........... http://www.fool.co.uk/investing/2014/11/03/3-shares-falling-today-monitise-plc-dart-group-plc-and-aveva-group-plc/# Monitise 2014 has been terribly up and down for investors in Monitise (LSE: MONI). While there have been continued rumours surrounding the potential for a bid approach from IBM, Monitise has had to contend with the uncertainty surrounding a major shareholder (and customer), Visa. As a result, shares in the mobile payments company are down 51% this year (and 2% today). Clearly, Monitise has considerable future potential. The company’s technology has been embraced by numerous banks and it is set to deliver a profit in 2016, which could be the catalyst that the market is waiting for. Until then, Monitise’s share price remains highly dependent upon sentiment, with further news surrounding IBM and Visa likely to have a major impact on its share price. Risk-seeking investors may wish to buy in now, since the market could begin looking ahead to 2016 as soon as next year and, with bid potential on offer, Monitise could turn the tables on its disappointing share price performance in future months.

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