Dji Holdings Share Discussion Threads

[fafa48] 09/6/2016 19:10

Thank you Thewhite..trader for your reply. That is very comforting info. Thank you for make effort to obtain a copy of the "BUY" note that you put some essential info here to benefit me and others.

Very appreciated indeed.

[mertles] 09/6/2016 09:45

Here's a link to the Mirabaud research report:

[thewhiteknighttrader] 09/6/2016 08:58

Fafa - I can confirm that your understanding of the existing revenue streams is correct according to the broker's "BUY" note.The Broker and Company has also confirmed that DJI commenced to trade on the exclusive management and promotion of scratch card sales on an exclusive basis throughout the Heilongjiang province. This business had a turnover of £70m in 2015 and is expected to grow as a result of DJI's involvement.With regard to the payment platform, as well as it being on the Xinhua App (with 150m+ active users already), it is apparently also available on Tabao's websites and apps, as well as those of a number of China's other most popular websites and apps.I had to subscribe to Mirabaud's research to obtain a copy of the "BUY" note so there isn't a weblink I'm afraid.The analyst named on the Mirabaud note is Alan Howard who can be contacted on 020 7878 3375. He might be willing to send you a copy.

[fafa48] 08/6/2016 18:32

Thewhiteknighttrader

Your post 9:10 today is really I want to know. I just wonder "Is/are the real trade DJI is doing?" Thank you for this post.

Correct me if I miss something.

DJI is already:

1) trade in Heilongjiang since Sep15,...

2) trade in Shandong province since October 2015, first officially approved mobile lottery app

3) Income from the Xinhua app utility bills ,…all kinds of payment, also Taobao (I don’t know how significant of Taobao)

BTW "With regard to DJI's revenues, according to the recent broker "BUY" note from Mirabaud ..." Could you kind provide me a link related the sentence above?

fafa

[snowyflake] 08/6/2016 10:08

You are perfectly right and thank you for pointing out my error. I transposed a 5 and 7 and so my post should have read $751 Million of in sterling approximately £520 million. Your further post emphasises the point that I was making. I have amended my original post.

[thewhiteknighttrader] 08/6/2016 09:10

According to my ADVFN screen the market capitalisation of 500.com was circa $712m at close last night. I assume this is up to date and correct?With regard to DJI's revenues, according to the recent broker "BUY" note from Mirabaud, the Company's JV in Heilongjiang has been trading since Sep15, operating the exclusive online booking system for sporting venues, which had £0.5bn of sales in 2015, and, according to the broker, the JV's revenues are proceeding "in line with expectations". The JV was also awarded two additional contracts in March 2016, including exclusivity to operate sports lottery scratch cards in the province, a product which generated £70m of sales in 2015.DJI also has the JV in the Shandong province which commenced to trade in October 2015, and following a successful trial in the capital city, Qingdao, now operates the first officially approved mobile lottery app. The broker has forecast revenues of £193m for 2016 from this app alone, rising to £510m in 2017. In addition to the above is the Xinhua app where DJI receives a commission on all payments of utility bills, motoring fines and mobile telephone top-ups made through the platform. The broker states that the existing spend in the first wave of provinces that DJI has already contracted was more than £150bn in 2015, and it believes that DJI can migrate a percentage of this spend onto its platform, which features on the Xinhua app and also on Taobao and is being promoted by a number of other blue-chip partners. All of the above is why I am starting to get excited about this stock. Of course, I may be wrong.

[snowyflake] 07/6/2016 21:41

500.com closed this evening with a market cap of $751 million or approx £520 million. DJI is capitalised this evening at £186 million. Whilst 500.com has no or little income because of the suspension of the online lotteries, we cannot expect great income from DJI until revenues from the recent deals kick in. Either, both or neither of the two companies will benefit should the suspension be lifted depending on who is granted permission to operate. DJI has the benefit of other revenues through the latest deals.

We await the 2015 interims. The 2014 interims were announced on 16.6.15. One must assume that the audit has been completed or is close to completion. Also awaited is the announcement of the appointment of the FCO. If the application to list on Nasdaq is successful it would be too optimistic to expect the listing any earlier than towards the end of July in my opinion.

[thewhiteknighttrader] 07/6/2016 13:45

You will see within the recent placing announcement that the Company advised it was aiming to complete its listing on NASDAQ during early part of Q3. I personally interpret his as July, or possible the first few weeks of August. The market cap of 500.com on NASDAQ, with zero trading revenues and complete reliance on Sports Lottery online sales, potentially bodes well for DJI's future share price performance :-)

[quazie12] 07/6/2016 10:35

ChrisfillyWhat exactly is your basis for that post ? Do you even know what 200p share price means for DJI's market cap. I agree no need for ramping nonsense on here

[jefftracey] 07/6/2016 10:04

Last I read listing was due around September time, not sure where people are getting info saying any earlier.

[redhill9] 07/6/2016 09:57

Nasdaq listing not due this month, or perhaps even next. How do you know the MMs are looking for shares, other than wishful thinking that there is a conspiracy to get the price down ahead of a rise?

DJI looks exciting enough, no need to ramp.

[kkrriiss2] 04/6/2016 22:06

Sorry wrong bb..kk

[ripplevale] 04/6/2016 18:25

Has this been posted? If not, useful read.

hxxp://asia.nikkei.com/Business/Trends/Lingering-online-sales-ban-weighs-on-China-lottery

[javea] 03/6/2016 12:13

30k buy at 1.20 paid

[squiresquire] 03/6/2016 11:06

Daren Mercer will now be getting really close to the most elite of Chinese businessmen. Looking at his last statement its easy to see the State linked tie up he has forged, thus getting entree to the frenetic numbers the quote below shows. We have a potential load of RNSs from now lasting for several months as he ties up this and other agreements. Then the lottery, but even now he must be meeting up with the cream of Chinese businessmen who have always got the 'American Eye' for a smart buck. I see that its often warned how difficult to understand business in China can be, and fair enough its a very different psyche and culture. But when they see a bargain they can move like lightning. No announcement of any size would surprise me here, i think that mobile payment platforms are it for a good while longer.

Xinhua is the official news agency of the Chinese government. Xinhua launched its mobile news app in June 2015 and is reported to have already registered 120 million by February 2016. It is expected that the recent average growth of 10 million users per month will continue into the foreseeable future as the app develops additional functionality and the partners believe that the app will reach 300 million registered users during 2017. Xinhua's stated intent is for the Xinhua News Mobile App to become a leading mobile unified information platform for all Chinese citizens.

The partnership between Xinhua, Xinhuatong and NewNet is intended to facilitate mobile payments via the Xinhua News App across China. Xinhua News operates through provincial agencies, each responsible for gathering and disseminating news locally. To date, seven provinces, with a combined utility spend of more than RMB 1 trillion in 2014, have agreed to launch this mobile payment facility through the Xinhua News App and a further five are targeted for launch in the coming months.

[topazfrenzy] 03/6/2016 09:22

Lottery news could be very close, even before the Euro 2016 games

[markie225] 03/6/2016 08:18

Agreed Patmike

[patmike] 03/6/2016 08:17

There`s a big buyer in the background here.

[markie225] 03/6/2016 08:17

Must be a stock shortage to go up 5.5p on only circa 5500 buys

[fafa48] 02/6/2016 18:15

Happy every one? Great today 15% up after last 2 days big drop.

Remember, if big drop, never sell! It bounce back if the company is in good shape.