Monitise Share Price - MONI
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|Monitise||LSE:MONI||London||Ordinary Share||GB00B1YMRB82||ORD 1P|
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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 ??|
|go_twimp: Got sent a newsletter from Fool.com titled : The Future Of Money: 4 Shares To Ride The Next $1 TRILLION ‘Mega-Trend’ MONI is one of the 4 shares mentioned, other 3 are Bango, Paypal (Ebay) and Mastercard. Here is the MONI section: Monitise Logo Future Of Money: Power Player #4 By Nathan Parmelee (TMFDoraemon) Monitise Share Price 5-year Chart Monitise (LSE: MONI) Recent Price: 72p 52 Week: 31.5p – 82.75p (low – high) Market Cap: £1.2 billion P/E: N/A Cash/Debt: £87 million / £1 million When the topic of mobile money and payments comes up most people think of near field communications (NFC) readers, credit card dongles for phones, and mobile wallet apps. Monitise (LSE: MONI) does all of these things, but as a part of a broader mobile money platform that offers so much more. What makes Monitise unique and a particularly attractive investment opportunity is the back-end mobile money software it has developed for banks, and the ready-made apps it provides to allow their mobile customers to use their bank accounts to transact over the existing ATM and credit card networks. This is exactly I bought Monitise in our PRO portfolio originally. And as the company has kept delivering I’ve kept buying – taking out a second and third position in just a few months. Monitise’s enterprise offering connects directly with a bank’s core system and gives banks the ability to offer their customers secure mobile banking, mobile payments, and mobile shopping capabilities. Everything from checking your bank balance and paying your bills to peer-to-peer payments and shopping can be done from your mobile phone with Monitise’s solution. Building for the long-term We like to complain about banks. But when it comes down to it, we still trust them to keep our money safe and they’re still at the center of our financial lives. Monitise set out to partner with the banks from the beginning for these reasons. It’s a smart strategy, but it’s also the longer, slower path to growth. The truth is banks aren’t in a rush to embrace a new technology if they can’t immediately see its benefits. For Monitise that means it can take a few months to make a sale and then a few more months to implement its solution and get a bank up and running. Along the way Monitise makes some money from selling and configuring the software to work with a bank’s core system, but it earns a larger, recurring revenue stream once the bank’s customers start making transactions. Rapid growth phase It takes a little more work for Monitise to get its mobile money solution into the hands of a bank’s customers, but once it does it has apps and solutions for the regular retail consumers of the bank and its business customers. The ability to reach consumers and businesses gives Monitise a greater growth opportunity and multiple opportunities to capture revenue on each transaction. As banks adopt the Monitise platform, growth is taking off. Registered customers have gone from 3 million in 2010 to more than 24 million in 2013, and turnover has more than doubled in each of the past four years, with more and more of that growth coming from processing transactions. The right partners seal the deal Monitise has a great solution and a growing business, but it also has a great set of partners. At the top of the list is Visa and Visa Europe. Monitise has partnered with both on mobile money solutions and the credit card giant also recommends Monitise’s platform to its member banks. On the technical side Monitise has IBM helping it to bring its solution to even more banks, because Monitise can only handle so many customers at once on its own. With a profitable business at home in the UK, greater partners, rapid growth taking hold abroad, and an offering that’s difficult to displace I see Monitise as very well positioned in the future world of mobile money. Coming Soon… This report is your primer for the head-to-head battle we’ll conduct later this week where portfolio manager Nathan Parmelee and the rest of the PRO team will dive a bit deeper into each of these shares and present you with the one they like best for new money now! Only 1 share will advance … and could be named PRO’s ultimate real-money BUY, to be announced in March. Stay tuned!|
|speedsgh: I think it's difficult to argue against the notion that a Nasdaq listing will be proportionately far more beneficial to MONI + its shareholders than a pure FTSE listing. Imo it is inevitable that Nasdaq would overnight become the lead market for MONI upon listing on it. Think Leon Cooperman, think Douglas Kass (just this weekend). It would not surprise me if the US was largely driving the MONI share price even now whilst it is still listed on AIM. I am expecting MONI to opt for a dual listing rather than a pure Nasdaq listing as I suspect that AL will be under considerable political pressure to maintain some kind of listing in the UK following the support + publicity that MONI have received from Cameron/the govt. It's interesting to view the change in emphasis in the two most recent statements when they are viewed alongside each other: 5/9/13 (preliminary results) - A move to the London Stock Exchange's main market is targeted in calendar 2014." 19/1/14 (interim results) - "A move to the London Stock Exchange's main market in calendar 2014 continues to be considered." I may be trying to read too much between the lines but the first statement (Sept 2013) appears to basically be saying that 'a move to the FTSE main market in 2014 is our stated objective' i.e. we have decided that this is the route we want to take. The second statement (from last week) sounds more like 'a move to the FTSE main market is no longer definite + we are reconsidering our previous chosen course of action'. I have to admit that I am intrigued by the implications (if any) in the distinct change in tone between the above 2 statements. All will be revealed in due course no doubt.|
|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/TheStre|
|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.
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.
|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...........
Monitise Most Recent Trade
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|O||40,000||5.82||28 Aug 2015||08:10:59||GBX|