Blue Star Mobile Share Discussion Threads

[washbrook] 21/10/2008 17:50

OWEN GREEN -BTR
-------------------------------------
The departure of its founding genius, Sir Owen Green, was like the opening of Pandora's Box:

troubles flew out in uncontrollable profusion.

The same thing happened to another British star, General Electric, after Lord Weinstock departed;

in a few short years, the stage was set for a 90% decline in the value of the renamed Marconi.

[shankly6784] 26/8/2008 19:14

whats happeneng here ? i bought £1000.00 pounds worth over a year ago and must admit ive not looked atem since?

[shankly6784] 26/8/2008 19:08

Game over what do you mean game over?

[shankly6784] 26/8/2008 19:08

Game over what do you mean game over?

[still waiting] 07/4/2008 12:38

GAME OVER here, they couldn't even get the year end correct in the RNS..

[still waiting] 01/2/2008 15:54

Looks like motorola are trying to screw the co.

Can it survive?

Not a holder by the way.

[rivaldo] 01/2/2008 15:44

Hmmm....glad i got out here, even if only eventually. Funnily enough with a £0.66m m/cap I'm tempted to bung a few pounds back in given the turnover. but cash flow is the key now - do BTR have the resources to survive? There's the legal claim to fund too...interesting to see if the directors buy some shares at this price.

[still waiting] 29/11/2007 16:27

They keep missing targets and increasing costs, the market doesn't like that.

Until they can show profitable growth they'll be given a lowly rating.

Some big holders are dumping and who can blame them.

[still waiting] 29/11/2007 11:29

re-rating continues. 4p target.

[rivaldo] 26/11/2007 14:22

No, the results were just fine imo - an improved PBT of £63k has been skewed by the one-off provision.

SW was right about the selling though. Probably people fed up with waiting or worried by the known negatives in the narrative, and I for one can't blame them.

BTR is profitable and now has a £2.2m m/cap, against £4.25m annualised sales with a client list to die for. It's only a matter of time imo on those ratios before BTR is snapped up - hopefully sooner rather than later, as I suppose it'll be another 6 months and the finals before sowething happens here.

[still waiting] 23/11/2007 20:37

Pretty good, I don't hold but they were sh*t.

Another loss and a bed debt provision, they'll be struggling to match this years performance.

Results on a Friday after the close is bad, share price should get punished on monday.

[rivaldo] 23/11/2007 20:00

Yep, peculiar really as the result was pretty good considering the adverse factors such as the one-off World Cup effect last year, the phone-in furore and the lack of progress in the USA - plus presumably time spent on the legal case (philjeans, the provision was £125k).

A PBT of £63k is therefore not bad at all, and the outlook is confident re the pipeline etc, along with the move to higher margin work and the gaining of new customers.

Not enough for a major re-rating I'm sure, but no reasons to sell for those with patience given BTR's attractiveness as a takeover target, its blue chip client base and its potential.

[someuwin] 23/11/2007 17:18

Releasing results after market close on a friday!

Unforgivable.

[philjeans] 23/11/2007 17:07

Figures released after the bell showing a mixed picture; good increases in the main brand area and declines elsewhere - but a provision of £63k for a dispute with a client.

Confident about the next six months and prospects look good.

[philjeans] 01/11/2007 12:45

Just topped up whilst the share price is still on the floor - results next week should be very pleasing.

Plus the new Pepsi contract will boost earnings again in the next half and the presentations will all help profile and sentiment.

Looking good for 15p in short order.

[rivaldo] 29/10/2007 07:55

This all sounds good, especially "the success of Bluestar's existing specialist divisions"...

I wonder how BTR got access to "one of the largest and certainly most unique music libraries in the world"? I know they commissioned a few one-offs previously, but this sounds of a different order of magnitude?



"Bluestar Mobile Group plc
Expansion into Music and Promotions

Bluestar Mobile Group plc ('Bluestar'), the AIM listed specialist marketing
company focusing on the mobile, sport and entertainment sectors, have extended
their client offering with the launch of two new divisions; Bluestar Music and
Bluestar Promotions.

The expansion follows the success of Bluestar's existing specialist divisions
Bluestar Mobile and Bluestar Sport and will be headed up by Bluestar CEO Steve
Clarke.

Bluestar Music will offer a range of business solutions that will enable
existing and new clients to promote and market music to their consumers. It has
access to one of the largest and certainly most unique music libraries in the
world and also has the necessary rights in place to utilise it.

Bluestar Promotions will specialise in developing compelling promotional
concepts in the areas of Music, Film, Sport, Travel and Entertainment and has
dedicated in-house resource to deliver complete integrated marketing solutions.

Steve Clarke, Bluestar CEO, said, 'As technology develops, clients are
approaching us with increasingly diverse needs and briefs. With the launch of
the Music and Promotions divisions we can create tailored campaigns which fulfil client requirements on all levels.'

This progression now sees Bluestar providing its expert full service solutions
across a wide range of marketing sectors including sponsorship, mobile
marketing, retail consumer promotions and licensing."

[rivaldo] 18/10/2007 07:30

Nice appointment - straight from Motorola. It loks like BTR's ties with Motorola are pretty strong.

Nice to hear of the new contract. Personally I think Fall out Boy are rubbish, but they're massively popular so what do I know? At least BTR will be raking it in:



"Senior Management Appointment

Bluestar Mobile Group plc, the AIM listed specialist marketing company focusing
on the mobile, sport and entertainment sectors, has appointed Giancarlo Fasolo
as President of the Group's wholly owned US subsidiary Bluestar Mobile Inc.

This follows on from the recent announcement that Company Director David
MacLachlan, who had spent the last 12 months managing Bluestar Mobile Inc., had
stood down as Executive International Director to take up a new role as
Non-Executive Director.

Giancarlo joins Bluestar from Motorola and will be using his wealth of knowledge and expertise gleaned through 10 years at the mobile giant in order to drive Bluestar's development across the Atlantic.

Steve Clarke, Bluestar CEO, said, 'We are delighted to have Giancarlo to lead
and direct our North American business. His entrepreneurial spirit and
experience will also be a valuable asset across the Group and further
demonstrates our commitment to growing our business in major markets around the
world.'

Bluestar Mobile Inc's first major project under the management of Fasolo will be an interactive on tour promotion for rock band Fall Out Boy."

[rivaldo] 17/10/2007 21:05

Good to hear philjeans. I forgot one extra thing - the results should apparently be out in the second week of November, which if so would be earlier than both of the last two years.

They say good news gets announced quicker - let's hope so!

[philjeans] 17/10/2007 12:20

Thanks Riv; good news allround it seems and I'm happy to hold as well.

Will add as I can - upside is considerable.

[rivaldo] 17/10/2007 10:53

Hi chaps. I just had a chat with the CEO.

The US move is exactly the opposite to your comments above (well, according to him anyway!). MacLachlan has stepped down because he was put in last year as a temporary measure to establish the US office because of immediate demand for BTR's services.

The US office has apparently attracted new business and developed well, and the staff now recruited can take the business on - MacLachlan as a major shareholder is happy to now return to the UK and advise as a non-exec.

The Beijing office is now up and running and BTR are leveraging their blue chip client base, since most of those clients have or are setting up offices tehre.

The general tenor of the CEO was extremely optimistic and pretty bullish in terms of winning new business. In particular, the Olympics next summer should bring in good business, but he was at pains to point out that BTR should grow quarter on quarter, irrespective of one-off events. I took this as good news given the World Cup's contribution to last H1.

I'm also intrigued that apparently there's going to be a 3 month PR campaign starting in November to get BTR's name known in the investment community. I assume this means new broker notes from the likes of Edison/Hardman, media interviews etc etc...and I'd hope this is because the H1 results are going to be worth getting more widely known.

Finally, Pepsi have become a new client in the last 3 months!

Pepsi's logo appears on the BTR% web site now. I don't suppose anyone out there realises Pepsi are a client yet because again there hasn't been an RNS, presumably because of client confidentiality (which is the reason for the PR black out on the RNS front recently).

The CEO talks a good game, so I'm happy to hold here. The current price at a £3m m/cap looks good to me with decent profitability beckoning and BTR's terrific client list.

[still waiting] 16/10/2007 13:21

Yep, looks like a cost saving measure.

[philjeans] 16/10/2007 13:17

Hmmm; US director shunted off to a non exec position - not going well stateside?