Share Name Share Symbol Market Type Share ISIN Share Description
Minds+Mach LSE:MMX London Ordinary Share VGG614091012 ORD NPV (DI)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 6.50p 6.30p 6.70p 6.50p 6.50p 6.50p 84,628 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 10.6 2.8 0.4 15.6 51.78

Minds+Mach Share Discussion Threads

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DateSubjectAuthorDiscuss
10/10/2018
08:43
Seven in ten FTSE 100 companies are not ready for the next major DNS attack 0 By LLB Reporter at 7:36 am October 10, 2018 Business News, Tech ThousandEyes, the company empowering businesses with Network Intelligence, has found that 72% of the Financial Times Stock Exchange (FTSE) 100 companies are not adequately prepared for the next major attack on the domain name system (DNS), according to the results of the 2018 ThousandEyes Global DNS Performance Report. Additionally, the report found similar vulnerability among 68% of the top 50 companies on the Fortune 500 rankings and 44% of the top 25 SaaS providers. The annual ThousandEyes report, released today, is an analysis and global performance comparison of DNS, the Internet infrastructure that acts as the phone book of the Internet, translating domain names, such as www.thousandeyes.com to Internet Protocol addresses. This ThousandEyes DNS research also includes an IT architecture readiness assessment for leading global brands, determining their level of risk should another incident occur like the Dyn attack of 2016. “Because Digital Experience is so central to a brand’s success these days, it’s critical that businesses understand that not all DNS infrastructures are created equal — performance and risk exposure varies widely between providers and geographies, so they need to be aware and base decisions on data relevant to their market,”said Craig Matsumoto, Senior Analyst at 451 Research. “Moreover, very basic DNS architectural decisions matter. In this day and age, not properly architecting for potential attacks is a major risk factor that businesses need to mitigate immediately, if they care at all about their website or services being discoverable on the Internet.”
ariane
09/10/2018
19:38
'In the last two years, imToken has rapidly grown into the world's leading wallet provider with 6 million active monthly users in 150 countries. During the period 1 January 2017 to 30 June 2018 it processed $45 billion in pass-through transactions'.
hjb1
09/10/2018
18:31
Even if only 25% of IMtoken 4m + monthly active users take up the option.......Might need a bigger boat!
waterloo01
09/10/2018
08:33
Mate, are you telling me to buy now and sell at 10p later? Are you providing guarantee that 10p will be breached later today?
jeevsje
09/10/2018
07:17
Get ready for 10p today folks 😍
jamesto2
05/10/2018
09:42
Buy MMX ... RE: SjL yes, 16p will do for me too, though would settle for a little less right now! What we do know is there is value at current sp, just a pity nobody sees it atm. At worst case this must be worth 10/11p as we stand today, just something in this stock that punters are not sure about. Maybe year end figures will persuade a few that this is the real deal and make some sit up and take notice, or maybe even sometime in November when .Luxe surprises to the upside,...hopefully!
jamesto2
04/10/2018
18:09
MMX is the new tech share in town folks - watch n learn it's going be 25p within 3 years 💰💰💰x3
jackson83
04/10/2018
18:06
RE: Slj Like I say I am only speculating about MMX expectations at the time of the SR. My gut tells me and again is only speculation is they may have quite rightly thought they may get 12-13p based on the per TLD break up value but with .VIP being so new and not through more than one renewal cycles and the highish one off premium sales in China my guess is that would-be buyers may not have had the confidence to pay a high price then. .work is now coming along nicely and the other better TLDs in the stable are doing just fine as well. Listen, I would love for .luxe to hit a home run and a resurgence of high value premium one off sales push the 2019 EBITDA well in to double figures and then the 20p would be a reality. I am pretty confident from what I know and have seen that the regular business in the shape it is now together with a nice little bit of organic growth and ongoing cost rationalization that the EBITDA numbers I have postulated are eminently achievable without needing any rabbits pulled out of hats. In terms of timing, I think in truth that any bidders will be able to see an emerging steady , healthy profit stream based on the H2 figures, which while they may not be released to the market until perhaps May 2019 would be available to prospective purchasers as soon as the year ends in draft form. Honestly think we are better served for any bidders not to re-emerge until either a) the share price has got back to double figures or b) until the H2 numbers are achieved. then a bidder can offer/buy with certainty rather than hope value and that will translate into a better multiple. A now bid of even 11-12p soon would present a conundrum for us holders. Take almost double what the share price is now or wait for a more full value of say 16p+ later.?...Would I sell the whole lot for 12p tomorrow? possibly... did I go into this believing that 15p+ would be achievable within 2 years, most definitely , and nothing I have seen or heard so far changes that opinion. Is it me buying now at under 7p? no, I have said I will announce when I buy or sell. As we are now in the .luxe launch period and the members of my old ICM team are key figures in that launch, even though I have no "inside information " from them, or anyone else, at all and wouldn't even dream to ask, I do not wish to give even the slightest smell of any improprietry buy buying during this period. For the record, given the H1 positive growth results, the public information that the ICM acquisition and the writing down of the .London contract, I think the shares present even more value and a safer bet than when I bought my last million shares at over 7p....
jackson83
04/10/2018
05:34
😍 Me thinks that Indian Billionaire Kishore Biyani of Future Group & multi millionaire ex ASOS boss Lord Waheed Alli who now own 50% of Koovs between them are a little bit more switched on than the multi aliased wronguns who post on these threads all day & night.
jamesto2
04/10/2018
05:13
Wed 15:07 Price: 6.50 sjlawley 43 posts RE: SjL I do NOT have any "inside" information of any potential current bids but what I think I am able to say without getting in any trouble is that I know there was an overlap between the bidders for ICM and the parties taking an interest in MMX and the commentary I was getting at THAT moment from some of the parties looking at BOTH companies was as follows, which makes clear sense and that helped inform the ICM holders decision to sell to MMX. 1) that ICM with its super predictable profit stream in an open market without its TLDs being adult in nature would probably command a $60-70MM valuation alone but as a stand alone with just 4 all adult Tlds suffered from what we/they called the "porn discount ", fairly or unfairly... We understood that even , as in reality EVERY ONE of the supposed "rude" names we had under management also was registered in .com/.net/.org and even say .uk but were "hidden" amongst other "regular" registrations. is a bit like when Satellite provider DirecTV got sold here stateside to AT&T, the fact reminded that the 5-8 "adult channels" charging $15 a movie contributed a HUGE amount to the overall profits of the company but were effectively hidden inside the 500 other "regular" channels. 2) that MMX's TLDs in isolation based on the quality of their portfolio and the over 1 million registrations considered on a "break up" or per TLDs basis (assuming an auction) for each TLD was probably considered worth around $80-90MM. not more as a result of the skew towards China and the unavailability of reliable renewal figures for some of the TLDs like.vip. 3) that together,MMX and ICM, with the maturity and increase of renewal revenues as a proportion of overall revenues would make a combined entity a much easier acquisition more so than each company individually. So the ICM holders saw the benefit of taking a majority share based deal with MMX and then to realize the full value by an uplift in the MMX share price in due course as the combined results began to flow. I see that is EXACTLY what is happening now with the excellent integration of ICM and the H1 results showing the .VIP renewals and other performing extremely well. It de-risks the purchase by any acquirer and allows them justifiably to pay a fuller price for the "on stream" combined entities. I have explained the math here before. So I am 100% sure, without any direct knowledge of any existing or imminent approaches that SEVERAL parties will be watching the developments closely and as I espoused a short while ago I am just praying that an opportunistic offer does NOT come in based on the super low current share price As stated any such offer would likely be rejected by the holders in any event. I hope that clarifies some of the rationale. We just need to be patient and give management our full support to deliver , as I believe they are doing , on stable satisfactory results perhaps with a bit of added excitement from say a .luxe launch. The bidders will com Strong Buy Reply to postReport post
jackson83
04/10/2018
05:06
Wed 15:07 Price: 6.50 sjlawley 43 posts RE: SjL I do NOT have any "inside" information of any potential current bids but what I think I am able to say without getting in any trouble is that I know there was an overlap between the bidders for ICM and the parties taking an interest in MMX and the commentary I was getting at THAT moment from some of the parties looking at BOTH companies was as follows, which makes clear sense and that helped inform the ICM holders decision to sell to MMX. 1) that ICM with its super predictable profit stream in an open market without its TLDs being adult in nature would probably command a $60-70MM valuation alone but as a stand alone with just 4 all adult Tlds suffered from what we/they called the "porn discount ", fairly or unfairly... We understood that even , as in reality EVERY ONE of the supposed "rude" names we had under management also was registered in .com/.net/.org and even say .uk but were "hidden" amongst other "regular" registrations. is a bit like when Satellite provider DirecTV got sold here stateside to AT&T, the fact reminded that the 5-8 "adult channels" charging $15 a movie contributed a HUGE amount to the overall profits of the company but were effectively hidden inside the 500 other "regular" channels. 2) that MMX's TLDs in isolation based on the quality of their portfolio and the over 1 million registrations considered on a "break up" or per TLDs basis (assuming an auction) for each TLD was probably considered worth around $80-90MM. not more as a result of the skew towards China and the unavailability of reliable renewal figures for some of the TLDs like.vip. 3) that together,MMX and ICM, with the maturity and increase of renewal revenues as a proportion of overall revenues would make a combined entity a much easier acquisition more so than each company individually. So the ICM holders saw the benefit of taking a majority share based deal with MMX and then to realize the full value by an uplift in the MMX share price in due course as the combined results began to flow. I see that is EXACTLY what is happening now with the excellent integration of ICM and the H1 results showing the .VIP renewals and other performing extremely well. It de-risks the purchase by any acquirer and allows them justifiably to pay a fuller price for the "on stream" combined entities. I have explained the math here before. So I am 100% sure, without any direct knowledge of any existing or imminent approaches that SEVERAL parties will be watching the developments closely and as I espoused a short while ago I am just praying that an opportunistic offer does NOT come in based on the super low current share price As stated any such offer would likely be rejected by the holders in any event. I hope that clarifies some of the rationale. We just need to be patient and give management our full support to deliver , as I believe they are doing , on stable satisfactory results perhaps with a bit of added excitement from say a .luxe launch. The bidders will com Strong Buy Reply to postReport post
jackson83
04/10/2018
05:05
Wed 15:07 Price: 6.50 sjlawley 43 posts RE: SjL I do NOT have any "inside" information of any potential current bids but what I think I am able to say without getting in any trouble is that I know there was an overlap between the bidders for ICM and the parties taking an interest in MMX and the commentary I was getting at THAT moment from some of the parties looking at BOTH companies was as follows, which makes clear sense and that helped inform the ICM holders decision to sell to MMX. 1) that ICM with its super predictable profit stream in an open market without its TLDs being adult in nature would probably command a $60-70MM valuation alone but as a stand alone with just 4 all adult Tlds suffered from what we/they called the "porn discount ", fairly or unfairly... We understood that even , as in reality EVERY ONE of the supposed "rude" names we had under management also was registered in .com/.net/.org and even say .uk but were "hidden" amongst other "regular" registrations. is a bit like when Satellite provider DirecTV got sold here stateside to AT&T, the fact reminded that the 5-8 "adult channels" charging $15 a movie contributed a HUGE amount to the overall profits of the company but were effectively hidden inside the 500 other "regular" channels. 2) that MMX's TLDs in isolation based on the quality of their portfolio and the over 1 million registrations considered on a "break up" or per TLDs basis (assuming an auction) for each TLD was probably considered worth around $80-90MM. not more as a result of the skew towards China and the unavailability of reliable renewal figures for some of the TLDs like.vip. 3) that together,MMX and ICM, with the maturity and increase of renewal revenues as a proportion of overall revenues would make a combined entity a much easier acquisition more so than each company individually. So the ICM holders saw the benefit of taking a majority share based deal with MMX and then to realize the full value by an uplift in the MMX share price in due course as the combined results began to flow. I see that is EXACTLY what is happening now with the excellent integration of ICM and the H1 results showing the .VIP renewals and other performing extremely well. It de-risks the purchase by any acquirer and allows them justifiably to pay a fuller price for the "on stream" combined entities. I have explained the math here before. So I am 100% sure, without any direct knowledge of any existing or imminent approaches that SEVERAL parties will be watching the developments closely and as I espoused a short while ago I am just praying that an opportunistic offer does NOT come in based on the super low current share price As stated any such offer would likely be rejected by the holders in any event. I hope that clarifies some of the rationale. We just need to be patient and give management our full support to deliver , as I believe they are doing , on stable satisfactory results perhaps with a bit of added excitement from say a .luxe launch. The bidders will com Strong Buy Reply to postReport post
jackson83
04/10/2018
05:02
Wed 15:07 Price: 6.50 sjlawley 43 posts RE: SjL I do NOT have any "inside" information of any potential current bids but what I think I am able to say without getting in any trouble is that I know there was an overlap between the bidders for ICM and the parties taking an interest in MMX and the commentary I was getting at THAT moment from some of the parties looking at BOTH companies was as follows, which makes clear sense and that helped inform the ICM holders decision to sell to MMX. 1) that ICM with its super predictable profit stream in an open market without its TLDs being adult in nature would probably command a $60-70MM valuation alone but as a stand alone with just 4 all adult Tlds suffered from what we/they called the "porn discount ", fairly or unfairly... We understood that even , as in reality EVERY ONE of the supposed "rude" names we had under management also was registered in .com/.net/.org and even say .uk but were "hidden" amongst other "regular" registrations. is a bit like when Satellite provider DirecTV got sold here stateside to AT&T, the fact reminded that the 5-8 "adult channels" charging $15 a movie contributed a HUGE amount to the overall profits of the company but were effectively hidden inside the 500 other "regular" channels. 2) that MMX's TLDs in isolation based on the quality of their portfolio and the over 1 million registrations considered on a "break up" or per TLDs basis (assuming an auction) for each TLD was probably considered worth around $80-90MM. not more as a result of the skew towards China and the unavailability of reliable renewal figures for some of the TLDs like.vip. 3) that together,MMX and ICM, with the maturity and increase of renewal revenues as a proportion of overall revenues would make a combined entity a much easier acquisition more so than each company individually. So the ICM holders saw the benefit of taking a majority share based deal with MMX and then to realize the full value by an uplift in the MMX share price in due course as the combined results began to flow. I see that is EXACTLY what is happening now with the excellent integration of ICM and the H1 results showing the .VIP renewals and other performing extremely well. It de-risks the purchase by any acquirer and allows them justifiably to pay a fuller price for the "on stream" combined entities. I have explained the math here before. So I am 100% sure, without any direct knowledge of any existing or imminent approaches that SEVERAL parties will be watching the developments closely and as I espoused a short while ago I am just praying that an opportunistic offer does NOT come in based on the super low current share price As stated any such offer would likely be rejected by the holders in any event. I hope that clarifies some of the rationale. We just need to be patient and give management our full support to deliver , as I believe they are doing , on stable satisfactory results perhaps with a bit of added excitement from say a .luxe launch. The bidders will com Strong Buy Reply to postReport post
jackson83
04/10/2018
05:02
Wed 15:07 Price: 6.50 sjlawley 43 posts RE: SjL I do NOT have any "inside" information of any potential current bids but what I think I am able to say without getting in any trouble is that I know there was an overlap between the bidders for ICM and the parties taking an interest in MMX and the commentary I was getting at THAT moment from some of the parties looking at BOTH companies was as follows, which makes clear sense and that helped inform the ICM holders decision to sell to MMX. 1) that ICM with its super predictable profit stream in an open market without its TLDs being adult in nature would probably command a $60-70MM valuation alone but as a stand alone with just 4 all adult Tlds suffered from what we/they called the "porn discount ", fairly or unfairly... We understood that even , as in reality EVERY ONE of the supposed "rude" names we had under management also was registered in .com/.net/.org and even say .uk but were "hidden" amongst other "regular" registrations. is a bit like when Satellite provider DirecTV got sold here stateside to AT&T, the fact reminded that the 5-8 "adult channels" charging $15 a movie contributed a HUGE amount to the overall profits of the company but were effectively hidden inside the 500 other "regular" channels. 2) that MMX's TLDs in isolation based on the quality of their portfolio and the over 1 million registrations considered on a "break up" or per TLDs basis (assuming an auction) for each TLD was probably considered worth around $80-90MM. not more as a result of the skew towards China and the unavailability of reliable renewal figures for some of the TLDs like.vip. 3) that together,MMX and ICM, with the maturity and increase of renewal revenues as a proportion of overall revenues would make a combined entity a much easier acquisition more so than each company individually. So the ICM holders saw the benefit of taking a majority share based deal with MMX and then to realize the full value by an uplift in the MMX share price in due course as the combined results began to flow. I see that is EXACTLY what is happening now with the excellent integration of ICM and the H1 results showing the .VIP renewals and other performing extremely well. It de-risks the purchase by any acquirer and allows them justifiably to pay a fuller price for the "on stream" combined entities. I have explained the math here before. So I am 100% sure, without any direct knowledge of any existing or imminent approaches that SEVERAL parties will be watching the developments closely and as I espoused a short while ago I am just praying that an opportunistic offer does NOT come in based on the super low current share price As stated any such offer would likely be rejected by the holders in any event. I hope that clarifies some of the rationale. We just need to be patient and give management our full support to deliver , as I believe they are doing , on stable satisfactory results perhaps with a bit of added excitement from say a .luxe launch. The bidders will com Strong Buy Reply to postReport post
jackson83
04/10/2018
05:02
Wed 15:07 Price: 6.50 sjlawley 43 posts RE: SjL I do NOT have any "inside" information of any potential current bids but what I think I am able to say without getting in any trouble is that I know there was an overlap between the bidders for ICM and the parties taking an interest in MMX and the commentary I was getting at THAT moment from some of the parties looking at BOTH companies was as follows, which makes clear sense and that helped inform the ICM holders decision to sell to MMX. 1) that ICM with its super predictable profit stream in an open market without its TLDs being adult in nature would probably command a $60-70MM valuation alone but as a stand alone with just 4 all adult Tlds suffered from what we/they called the "porn discount ", fairly or unfairly... We understood that even , as in reality EVERY ONE of the supposed "rude" names we had under management also was registered in .com/.net/.org and even say .uk but were "hidden" amongst other "regular" registrations. is a bit like when Satellite provider DirecTV got sold here stateside to AT&T, the fact reminded that the 5-8 "adult channels" charging $15 a movie contributed a HUGE amount to the overall profits of the company but were effectively hidden inside the 500 other "regular" channels. 2) that MMX's TLDs in isolation based on the quality of their portfolio and the over 1 million registrations considered on a "break up" or per TLDs basis (assuming an auction) for each TLD was probably considered worth around $80-90MM. not more as a result of the skew towards China and the unavailability of reliable renewal figures for some of the TLDs like.vip. 3) that together,MMX and ICM, with the maturity and increase of renewal revenues as a proportion of overall revenues would make a combined entity a much easier acquisition more so than each company individually. So the ICM holders saw the benefit of taking a majority share based deal with MMX and then to realize the full value by an uplift in the MMX share price in due course as the combined results began to flow. I see that is EXACTLY what is happening now with the excellent integration of ICM and the H1 results showing the .VIP renewals and other performing extremely well. It de-risks the purchase by any acquirer and allows them justifiably to pay a fuller price for the "on stream" combined entities. I have explained the math here before. So I am 100% sure, without any direct knowledge of any existing or imminent approaches that SEVERAL parties will be watching the developments closely and as I espoused a short while ago I am just praying that an opportunistic offer does NOT come in based on the super low current share price As stated any such offer would likely be rejected by the holders in any event. I hope that clarifies some of the rationale. We just need to be patient and give management our full support to deliver , as I believe they are doing , on stable satisfactory results perhaps with a bit of added excitement from say a .luxe launch. The bidders will com Strong Buy Reply to postReport post
jackson83
04/10/2018
05:01
Wed 15:07 Price: 6.50 sjlawley 43 posts RE: SjL I do NOT have any "inside" information of any potential current bids but what I think I am able to say without getting in any trouble is that I know there was an overlap between the bidders for ICM and the parties taking an interest in MMX and the commentary I was getting at THAT moment from some of the parties looking at BOTH companies was as follows, which makes clear sense and that helped inform the ICM holders decision to sell to MMX. 1) that ICM with its super predictable profit stream in an open market without its TLDs being adult in nature would probably command a $60-70MM valuation alone but as a stand alone with just 4 all adult Tlds suffered from what we/they called the "porn discount ", fairly or unfairly... We understood that even , as in reality EVERY ONE of the supposed "rude" names we had under management also was registered in .com/.net/.org and even say .uk but were "hidden" amongst other "regular" registrations. is a bit like when Satellite provider DirecTV got sold here stateside to AT&T, the fact reminded that the 5-8 "adult channels" charging $15 a movie contributed a HUGE amount to the overall profits of the company but were effectively hidden inside the 500 other "regular" channels. 2) that MMX's TLDs in isolation based on the quality of their portfolio and the over 1 million registrations considered on a "break up" or per TLDs basis (assuming an auction) for each TLD was probably considered worth around $80-90MM. not more as a result of the skew towards China and the unavailability of reliable renewal figures for some of the TLDs like.vip. 3) that together,MMX and ICM, with the maturity and increase of renewal revenues as a proportion of overall revenues would make a combined entity a much easier acquisition more so than each company individually. So the ICM holders saw the benefit of taking a majority share based deal with MMX and then to realize the full value by an uplift in the MMX share price in due course as the combined results began to flow. I see that is EXACTLY what is happening now with the excellent integration of ICM and the H1 results showing the .VIP renewals and other performing extremely well. It de-risks the purchase by any acquirer and allows them justifiably to pay a fuller price for the "on stream" combined entities. I have explained the math here before. So I am 100% sure, without any direct knowledge of any existing or imminent approaches that SEVERAL parties will be watching the developments closely and as I espoused a short while ago I am just praying that an opportunistic offer does NOT come in based on the super low current share price As stated any such offer would likely be rejected by the holders in any event. I hope that clarifies some of the rationale. We just need to be patient and give management our full support to deliver , as I believe they are doing , on stable satisfactory results perhaps with a bit of added excitement from say a .luxe launch. The bidders will com Strong Buy Reply to postReport post
jackson83
04/10/2018
05:01
Wed 15:07 Price: 6.50 sjlawley 43 posts RE: SjL I do NOT have any "inside" information of any potential current bids but what I think I am able to say without getting in any trouble is that I know there was an overlap between the bidders for ICM and the parties taking an interest in MMX and the commentary I was getting at THAT moment from some of the parties looking at BOTH companies was as follows, which makes clear sense and that helped inform the ICM holders decision to sell to MMX. 1) that ICM with its super predictable profit stream in an open market without its TLDs being adult in nature would probably command a $60-70MM valuation alone but as a stand alone with just 4 all adult Tlds suffered from what we/they called the "porn discount ", fairly or unfairly... We understood that even , as in reality EVERY ONE of the supposed "rude" names we had under management also was registered in .com/.net/.org and even say .uk but were "hidden" amongst other "regular" registrations. is a bit like when Satellite provider DirecTV got sold here stateside to AT&T, the fact reminded that the 5-8 "adult channels" charging $15 a movie contributed a HUGE amount to the overall profits of the company but were effectively hidden inside the 500 other "regular" channels. 2) that MMX's TLDs in isolation based on the quality of their portfolio and the over 1 million registrations considered on a "break up" or per TLDs basis (assuming an auction) for each TLD was probably considered worth around $80-90MM. not more as a result of the skew towards China and the unavailability of reliable renewal figures for some of the TLDs like.vip. 3) that together,MMX and ICM, with the maturity and increase of renewal revenues as a proportion of overall revenues would make a combined entity a much easier acquisition more so than each company individually. So the ICM holders saw the benefit of taking a majority share based deal with MMX and then to realize the full value by an uplift in the MMX share price in due course as the combined results began to flow. I see that is EXACTLY what is happening now with the excellent integration of ICM and the H1 results showing the .VIP renewals and other performing extremely well. It de-risks the purchase by any acquirer and allows them justifiably to pay a fuller price for the "on stream" combined entities. I have explained the math here before. So I am 100% sure, without any direct knowledge of any existing or imminent approaches that SEVERAL parties will be watching the developments closely and as I espoused a short while ago I am just praying that an opportunistic offer does NOT come in based on the super low current share price As stated any such offer would likely be rejected by the holders in any event. I hope that clarifies some of the rationale. We just need to be patient and give management our full support to deliver , as I believe they are doing , on stable satisfactory results perhaps with a bit of added excitement from say a .luxe launch. The bidders will com Strong Buy Reply to postReport post
jackson83
04/10/2018
04:41
Wed 15:07 Price: 6.50 sjlawley 43 posts RE: SjL I do NOT have any "inside" information of any potential current bids but what I think I am able to say without getting in any trouble is that I know there was an overlap between the bidders for ICM and the parties taking an interest in MMX and the commentary I was getting at THAT moment from some of the parties looking at BOTH companies was as follows, which makes clear sense and that helped inform the ICM holders decision to sell to MMX. 1) that ICM with its super predictable profit stream in an open market without its TLDs being adult in nature would probably command a $60-70MM valuation alone but as a stand alone with just 4 all adult Tlds suffered from what we/they called the "porn discount ", fairly or unfairly... We understood that even , as in reality EVERY ONE of the supposed "rude" names we had under management also was registered in .com/.net/.org and even say .uk but were "hidden" amongst other "regular" registrations. is a bit like when Satellite provider DirecTV got sold here stateside to AT&T, the fact reminded that the 5-8 "adult channels" charging $15 a movie contributed a HUGE amount to the overall profits of the company but were effectively hidden inside the 500 other "regular" channels. 2) that MMX's TLDs in isolation based on the quality of their portfolio and the over 1 million registrations considered on a "break up" or per TLDs basis (assuming an auction) for each TLD was probably considered worth around $80-90MM. not more as a result of the skew towards China and the unavailability of reliable renewal figures for some of the TLDs like.vip. 3) that together,MMX and ICM, with the maturity and increase of renewal revenues as a proportion of overall revenues would make a combined entity a much easier acquisition more so than each company individually. So the ICM holders saw the benefit of taking a majority share based deal with MMX and then to realize the full value by an uplift in the MMX share price in due course as the combined results began to flow. I see that is EXACTLY what is happening now with the excellent integration of ICM and the H1 results showing the .VIP renewals and other performing extremely well. It de-risks the purchase by any acquirer and allows them justifiably to pay a fuller price for the "on stream" combined entities. I have explained the math here before. So I am 100% sure, without any direct knowledge of any existing or imminent approaches that SEVERAL parties will be watching the developments closely and as I espoused a short while ago I am just praying that an opportunistic offer does NOT come in based on the super low current share price As stated any such offer would likely be rejected by the holders in any event. I hope that clarifies some of the rationale. We just need to be patient and give management our full support to deliver , as I believe they are doing , on stable satisfactory results perhaps with a bit of added excitement from say a .luxe launch. The bidders will com Strong Buy Reply to postReport post
jackson83
04/10/2018
04:40
Wed 15:07 Price: 6.50 sjlawley 43 posts RE: SjL I do NOT have any "inside" information of any potential current bids but what I think I am able to say without getting in any trouble is that I know there was an overlap between the bidders for ICM and the parties taking an interest in MMX and the commentary I was getting at THAT moment from some of the parties looking at BOTH companies was as follows, which makes clear sense and that helped inform the ICM holders decision to sell to MMX. 1) that ICM with its super predictable profit stream in an open market without its TLDs being adult in nature would probably command a $60-70MM valuation alone but as a stand alone with just 4 all adult Tlds suffered from what we/they called the "porn discount ", fairly or unfairly... We understood that even , as in reality EVERY ONE of the supposed "rude" names we had under management also was registered in .com/.net/.org and even say .uk but were "hidden" amongst other "regular" registrations. is a bit like when Satellite provider DirecTV got sold here stateside to AT&T, the fact reminded that the 5-8 "adult channels" charging $15 a movie contributed a HUGE amount to the overall profits of the company but were effectively hidden inside the 500 other "regular" channels. 2) that MMX's TLDs in isolation based on the quality of their portfolio and the over 1 million registrations considered on a "break up" or per TLDs basis (assuming an auction) for each TLD was probably considered worth around $80-90MM. not more as a result of the skew towards China and the unavailability of reliable renewal figures for some of the TLDs like.vip. 3) that together,MMX and ICM, with the maturity and increase of renewal revenues as a proportion of overall revenues would make a combined entity a much easier acquisition more so than each company individually. So the ICM holders saw the benefit of taking a majority share based deal with MMX and then to realize the full value by an uplift in the MMX share price in due course as the combined results began to flow. I see that is EXACTLY what is happening now with the excellent integration of ICM and the H1 results showing the .VIP renewals and other performing extremely well. It de-risks the purchase by any acquirer and allows them justifiably to pay a fuller price for the "on stream" combined entities. I have explained the math here before. So I am 100% sure, without any direct knowledge of any existing or imminent approaches that SEVERAL parties will be watching the developments closely and as I espoused a short while ago I am just praying that an opportunistic offer does NOT come in based on the super low current share price As stated any such offer would likely be rejected by the holders in any event. I hope that clarifies some of the rationale. We just need to be patient and give management our full support to deliver , as I believe they are doing , on stable satisfactory results perhaps with a bit of added excitement from say a .luxe launch. The bidders will com Strong Buy Reply to postReport post
jackson83
04/10/2018
04:36
Wed 15:07 Price: 6.50 sjlawley 43 posts RE: SjL I do NOT have any "inside" information of any potential current bids but what I think I am able to say without getting in any trouble is that I know there was an overlap between the bidders for ICM and the parties taking an interest in MMX and the commentary I was getting at THAT moment from some of the parties looking at BOTH companies was as follows, which makes clear sense and that helped inform the ICM holders decision to sell to MMX. 1) that ICM with its super predictable profit stream in an open market without its TLDs being adult in nature would probably command a $60-70MM valuation alone but as a stand alone with just 4 all adult Tlds suffered from what we/they called the "porn discount ", fairly or unfairly... We understood that even , as in reality EVERY ONE of the supposed "rude" names we had under management also was registered in .com/.net/.org and even say .uk but were "hidden" amongst other "regular" registrations. is a bit like when Satellite provider DirecTV got sold here stateside to AT&T, the fact reminded that the 5-8 "adult channels" charging $15 a movie contributed a HUGE amount to the overall profits of the company but were effectively hidden inside the 500 other "regular" channels. 2) that MMX's TLDs in isolation based on the quality of their portfolio and the over 1 million registrations considered on a "break up" or per TLDs basis (assuming an auction) for each TLD was probably considered worth around $80-90MM. not more as a result of the skew towards China and the unavailability of reliable renewal figures for some of the TLDs like.vip. 3) that together,MMX and ICM, with the maturity and increase of renewal revenues as a proportion of overall revenues would make a combined entity a much easier acquisition more so than each company individually. So the ICM holders saw the benefit of taking a majority share based deal with MMX and then to realize the full value by an uplift in the MMX share price in due course as the combined results began to flow. I see that is EXACTLY what is happening now with the excellent integration of ICM and the H1 results showing the .VIP renewals and other performing extremely well. It de-risks the purchase by any acquirer and allows them justifiably to pay a fuller price for the "on stream" combined entities. I have explained the math here before. So I am 100% sure, without any direct knowledge of any existing or imminent approaches that SEVERAL parties will be watching the developments closely and as I espoused a short while ago I am just praying that an opportunistic offer does NOT come in based on the super low current share price As stated any such offer would likely be rejected by the holders in any event. I hope that clarifies some of the rationale. We just need to be patient and give management our full support to deliver , as I believe they are doing , on stable satisfactory results perhaps with a bit of added excitement from say a .luxe launch. The bidders will com Strong Buy Reply to postReport post
jackson83
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