Sytner Group Share Discussion Threads

[griff2711] 14/11/2016 06:43

Just to add SYT on their quarter results only had c.$400k in cash costs this quarter so something's changed!

[griff2711] 14/11/2016 06:41

Have to see what it's for until we make judgement of the capital raise. If it's to fund expansion into LA or china then I'd be more than happy. Something's cropped up or changed since August anyway.

[yes yes] 14/11/2016 05:23

trading halt in Oz,a possible cr?
not sure what to make of this news,unexpected to say the least but could explain the recent weakness in the share price?

[griff2711] 13/11/2016 16:53

Thanks LOTM. Great stuff!!

[last of the mohicans] 12/11/2016 17:14

I don't think the table's will show up well in ADVFN page format.

So I'd ask you to take a look at these posts of mine in HC, you might find them informative & maybe even illuminating !!

The performance of other apps in India, to give a good guide to our downloads Nos


Latest Table position of Freeway in SEA


A method of trying to value Syntonic going forward


If you have problems viewing them please let me know.

LOTM

[last of the mohicans] 12/11/2016 16:58

Another possible development found by another HC user earlier today, relating to the link with Billaway that Syntonic signed up with in early October so they can provide content for the CSP



LOTM

[last of the mohicans] 09/11/2016 14:28

griff2711

Someone on HC found all these sites promoting the refer & earn !










The offer seems to have changed with the new overnight version of Freeway 2.0.14

It's impossible to even go near predicting that currently, you don't know what new country the product is going to be released in etc.

I'll maybe give it a go after the Q&A !!!

Until then, lets see if we can increase the download rate up through the low thousands per day, ie from 3,000 a day to constant 4,000's, then constant 5,000 etc

LOTM

[griff2711] 09/11/2016 09:12

Good to see the webinar, lots to update investors on since the last one - Hopefully get a steer on Tata and IOS. Come on then LOTM lets have your review no. prediction for breaking the 500,000 download mark :)

[last of the mohicans] 09/11/2016 07:10

griff2711

Next Q&A is 23rd November

Yes it takes a lot of 5 star reviews to counter 1 star reviews & keep you're rating close to 4.0

They did another software upgrade overnight, clearly didn't test the product as well as they should have.

Provisionally showing 49th for today in India, which would be our best position thus far.

A lot of reviews still going through, which is a good sign for table positions going forward.

LOTM

[griff2711] 08/11/2016 20:48

Thanks LOTM. Just been looking at reviews of Freeway and seems some of the competition is posting negative one star reviews - rather annoying...Let's hope we get another positive day; I'm still waiting for another webinar to land.

[last of the mohicans] 08/11/2016 20:25

More news story's on the BYOD survey



Interestingly it touches on "Security Lagging In Expanding BYOD World" in this story (not Syntonic directly) which is one of the points I was making yesterday with Samsung Knox compatibility etc

Some interesting views in those articles
--------------------------------------------------------
Second Story



LOTM

[last of the mohicans] 08/11/2016 08:35

griff2711

The Dataflex pilots (or maybe I should say some of them rather than all of them) have been going for roundabout a year now !!

To me, it was a strange time to release the BYOD news, so I am expecting more news on that front fairly soon.

hmm iOS version 2.0 and OTT as it is !!!

Early signs are that people in India are liking the new Freeway release !!

LOTM

[griff2711] 07/11/2016 20:15

Thanks LOTM. I'd like to see some further news on Dataflex in the near term- it really is a great idea. I presume the pilot projects will but fully assessed before a newly refined version is released.

IOS version of Freeway can't be too far away, Latin America deals shortly after?? :)

[last of the mohicans] 05/11/2016 00:13

griff2711

Updated news article with the company responses included :)


Slide 17 of the July presentation shows where Jana & Aquto were compared to Syntonic


Since then "use based rewards" has been added to the product, which seems to be something Sponsors really like. So a significant advantage. Once iOS version 2.0 is out, even more of an advantage.

Yes Jana raised a lot of cash, Aquto I'm sure had a cash raise as well, as did Billaway.

However, we are listed as only needing A$450,000 of expenditure in this quarter !!

Given the amount of programming etc they already knew was needed this quarter & A$2.7M in the bank, our business model is clearly completely different to the possible competitors in the sector.

That A$450,000 outgoing takes no account of the sales revenue coming into the company this quarter!

Right now we have 100,000 SEA users capable of earning cash for Syntonic for the best part of the next 2 months. With that number of users growing by around 2,500 - 3,000 a day at the moment.

I see no reason why we won't be making an overall profit for the current quarter, given the gross margins we get.

LOTM

[griff2711] 04/11/2016 21:23

Been looking at Jana tonight LOTM. They have a decent market share with 10m to 50m downloads. Had a big raise $56m at the start of the year so imagine they must have a decent rev stream established. Could be our biggest competitor in the ongoing land grab.

[griff2711] 04/11/2016 14:47

Wow, thats an impressive debut to India.

I have emailed investor relations asking for an updated webinar given all the recent (major) news. Haven't heard anything back - definitely a part of the business which needs to improve.

I'm most certainly of the opinion that this could become a multi billion dollar company. The ideas work and the technology seems sound. My only worry is getting enough content providers on board short term to keep consumers interested.. I suppose thats where Tata won't have any trouble given their stature.

[last of the mohicans] 04/11/2016 10:16

Freeway just passed the 100,000 downloads via the Google store.

Provisionally inside the top 75 Lifestyle for India now.

LOTM

[last of the mohicans] 03/11/2016 15:30

Another interesting Article with sceenshots, so you can see how it works etc



Freeway is already showing up in the India lifestyle category, 305th ! way ahead of expectations so soon after launch.

LOTM

[last of the mohicans] 02/11/2016 23:13

New news article



LOTM

[horneblower] 02/11/2016 21:33

LOTM,
I would ask you keep me informed...but I shall be asleep in my bed.

[last of the mohicans] 02/11/2016 19:24

I've taken ASX Level 2 on trial for a month !

Since November is just going to be full of news.

It will be interesting to see the market order book.

LOTM

[horneblower] 02/11/2016 08:48

One can understand the reasons for laws that potentially could prevent free or sponsored data.
It will be interesting to see how this develops in the future.

[last of the mohicans] 02/11/2016 01:36

Article that might help with your understanding



Hence the pivot back to the USA because this is where the action is.

Not sure how Sprint & T-Mobile (especially) are going to compete, they need to get a move on that's for sure.

-----------------------------------

Old stuff

FCC adopts Title II regulation for broadband

The Federal Communications Commission voted today to reclassify broadband as a utility, saying that both fixed and mobile broadband access should be regulated as telecommunications services. The agency is reclassifying broadband under Title II of the Telecommunications Act.
The FCC’s order includes three key new rules. First, broadband providers cannot block access to any lawful content or device. Second, they may not impair or degrade connectivity on the basis of content or paid prioritization. And finally, they may not establish “fast lanes” that offer higher speeds to some providers in exchange for consideration of any kind. These new rules and their specific implementations will almost certainly be challenged in the courts.
The FCC pointed out that its new rules do not subject Internet service providers or mobile operators to unbundling or to new tariffs, taxes or fees. Not all the commissioners agree on this point.
“Read my lips. More new taxes are coming,” said Republican Commissioner Ajit Pai.
Pai argued that the new rule will mean higher prices, slower speeds and fewer broadband deployments. “Consumers should expect their bills to go up and they should expect that broadband will be slower going forward,” he told the audience.
The agency said today that service providers have “a duty to make necessary traffic arrangements that allow consumers to use the Internet as they wish.” This includes mobile network operators.
“Users of mobile devices should not be relegated to second-class Internet service,” said Democrat Commissioner Mignon Clyburn. “Many low-income Americans rely heavily on mobile devices and some rely on those mobile devices as their only access to the Internet. They deserve an experience on par with their wired peers.”
Mobile operator impact

For mobile operators, the new regulation will bring several significant changes to data pricing options. Sponsored data plans and so-called “zero-rate” data plans will both be called into question.
Sponsored data is a pricing strategy introduced last year by AT&T, which allows companies to pick up the tab when users consume their data on mobile devices. So, for example, a movie studio could in theory offer lengthy trailers on AT&T Mobility’s network, and subscribers would not pay for the data consumed while watching.
Before today’s vote, the FCC had said that sponsored data constitutes paid prioritization, meaning that it would not be allowed under the new net neutrality rules. However, some of those who have the most to lose remain hopeful.
Syntonic is a company that has stepped up to serve as the “middleman” between AT&T and its sponsored data partners. Syntonic CEO Gary Greenbaum told RCR Wireless News that “there is optimism for sponsored data in the U.S. and … this optimism is also echoed by several operators whom I’ve spoken to. I do suspect there will be a few specific areas of caution, however, that don’t apply to our business, e.g. edge-provider exclusivity.”
The FCC does not want corporate control of the consumer Internet experience, whether it is wired or wireless. However, it does want to keep access prices under control and sponsored data could help.
“In my opinion, FCC is actually more concerned with creating ‘universal (basic) broadband access’ for everyone under Title II and is likely to take a dim view of restrictions that increase costs of consumer access by cutting off sponsors,” said analyst Sue Rudd of Strategy Analytics.
Zero-rated data is like sponsored data from the user’s perspective, because there is no charge. The mobile operator or its content partner picks up the tab. Like sponsored data, zero-rated data is threatened.
Regulation is also likely to impact some of the network optimization policies that mobile operators use to prevent the heaviest data users from slowing down the network for others. Several service providers have experimented with rules that slow data speeds for users who surpass a data cap or use their mobile device for peering or tethering. These actions have been labeled “throttling” by critics and may be deemed illegal under net neutrality laws.