WIN Plc Share Discussion Threads

[rivaldo] 21/8/2009 12:45

News out not RNS'd:



"WIN Plc Partners with Digital Chocolate to deliver Mobile Games to Puzzle Magazine Readers
Posted by Bena Roberts on Jul 22, 2009 22:43

Tags: digital chocolate, mobile gaemes, win

London, High Wycombe, UK – July 22, 2009 – WIN plc, a leading provider of interactive mobile entertainment and information services, today announced a partnership with Digital Chocolate, the world's largest mobile game and application provider with locations in Santa Mateo, Helsinki, Barcelona, and Bangalore, to deliver high quality mobile games in the UK using a simple text shortcode.

During July and August the shortcode will feature in an advertising campaign in six different gaming and puzzle magazines and will allow readers to quickly download high quality mobile games, such as Sudoku and Pictoplay, by simply texting the shortcode number.

"We are delighted to work with a strong mobile partner such as WIN plc to deliver our fantastic high quality mobile games to our customers," said Rob Stevenson, Sales Director UK and ROI, Digital Chocolate. "WIN plc's content management platform has allowed us to utilise new mobile distribution channels to help sell mobile games to consumers via a variety of different gaming magazines."

"Partnering with Digital Chocolate, a world leading games provider, is an important move which strengthens WIN's position in the mobile entertainment industry," said Graham Rivers, CEO WIN plc. "This campaign is the first of what we believe will be a series of campaigns with Digital Chocolate to deliver mobile games across various regions and penetrate new pioneering distribution channels."

The campaign will be running in magazines such as Puzzle Corner Special, Sudoku Puzzles, Sodoku Puzzles Collection, Sudoku Easy, Killer Sudoku, Fundoku, and Kriss Kross."

[wjccghcc] 21/8/2009 12:29

I've held a few for a while but should point out to any newcomers that these are serial underperformers - I don't think they've ever met expectations for more than 2 periods in a row, management don't really care about shareholders and they're laggards in the move to mobile services. They really ought to be put out of their misery as I hoped would happen with the MBO talks but those fell through after prolonged talks due to financing problems. They're also extremely illiquid.

[value viper] 21/8/2009 11:42

fair point, IF they are up to something?!!

[someuwin] 21/8/2009 11:41

Cheers Rivaldo - I've been in this one before, and it certainly looks cheap at this bombed out level.

[she-ra] 21/8/2009 11:38

Value Viper - Maybe they dont want the share to rocket?

[value viper] 21/8/2009 11:35

just cannot fully understand why directors have not bought a single share down at these prices.

[the big fella] 21/8/2009 11:33

Rivaldo - cheers, I hadn't seen your post.

[the big fella] 21/8/2009 11:31

I haven't looked at this stock for ages but on the face of it it does look good:
EPS on retained business 11p last full year. From reading announcements this could be slightly better this year - so at 60p the PE hardly demanding.
Market cap under 6 mil and at the last count had 3.3mil cash.
They are yielding over 3%.
They still have a fair few intangibles on the balance sheet, which I don't like, but that apart these look good value at these levels.

[rivaldo] 21/8/2009 11:26

I'd assume subscribers have seen the article now, so here's the conclusion. I bought just a few as it does look cheap, and just a little interest here could see the price quickly up to 75p-80p imho given the lack of available shares:

"With its shares at 49p, WIN is capitalised at just £4.98 million. Strip out the cash and the business is being valued at £1.62 million or just 16p per share. This is less than 2x trough year earnings. Even accounting for the current difficulties with New Media and valuing the company on a lowly 5x forecast 2010 earnings + net cash suggests a share price of 95.5p – 95% upside from current levels. The shares are also supported by a dividend yield in excess of 4% at the current share price and I personally see even the earnings multiple I use as too conservative. However, the upside is clear. At 49p and at up to 60p with an initial price target of 95.5p, WIN is a "buy"."

[value viper] 21/8/2009 10:49

nice to see some interest here !

[she-ra] 21/8/2009 10:43

To be honest im not interested in what TW had to say.I know he has his fans but im not a fan of tipsters at all.What I do know is that at the last set of results Win had over £3 million net cash and is showing signs of a recovery.Mobile content is the future and Win is only going to become more of an attractive investment proposition as more and more consumers switch to smartphones.

[the big fella] 21/8/2009 10:38

Anyone like to summarise what Winni said.

[spooky] 21/8/2009 09:36

she-ra - If you were looking to buy the company you wouldn't really need any outside funding at any price below 80p.

[howdlep] 21/8/2009 09:23

Even a weekly close at this point will see new traders appear next week, as we will have broken through recent resistance.
Someone is clearly buying a line of stock, which is why it is difficult for the pi to acquire even tiny amounts of stock. Perhaps we will get a holding RNS in due course?
At some point the mm's are going to have to raise the bid to attract one or two sellers.

[she-ra] 21/8/2009 09:21

spooky - What's with the "up to about 80p" comment.Is that a guess or do you know something we dont?

[spooky] 21/8/2009 09:17

The deal would be self funding up to about 80p but i'd be surprised if it was an MBO.The seller is finished and the people at Tips were probably given the nod,fairly safe recommending a beaten up stock after a big seller completes an order.

[someuwin] 21/8/2009 09:12

Are we looking at a buyout here?

[she-ra] 21/8/2009 09:10

mjcrockett - That doesnt explain why the share price has held when 9% of the company's shares were sold over 2 days.Someones mopping them up.

[mjcrockett] 21/8/2009 09:08

The recent buying is because WIN was tipped on T1ps.com yesterday afternoon.

Michael

[8trade] 21/8/2009 09:06

I tried to buy the NMS of 1000 at 57p but refused, i've already waited
15 mins on the phone with selftrade for something else and i cant be bothered
to do it again, would need a 10p rise to cover the costs on that spread so
i will leave it for somebody else to take out.

[howdlep] 21/8/2009 09:01

This is a growth story with a tiny market cap. It has three divisions, all of which are profitable and with the June 09 update stating that "overall trading in the first five months of the current year has progressed well" and that the company was "confident for the remainder of 2009", this is one stock worthy of consideration right now.
Additionally if takeover approaches re appear, then the share price will move sharply. Currently it is difficult to buy online as mm's are keeping a very tight hold on stock.

[8trade] 21/8/2009 08:45

Should have learned by now and bought at 48p mid price when nobody
else was interested, now you cant get anything except the 1k nms,
see the premium the 1758 buyer paid, ah well good news if you are
in as it look like it will have a good run.