Minds + Machines Share Discussion Threads

[jackson83] 04/10/2018 04:19

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
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[jackson83] 04/10/2018 04:18

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
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[jackson83] 04/10/2018 04:18

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
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[jackson83] 04/10/2018 03:48

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
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[jackson83] 04/10/2018 03:46

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
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[jackson83] 04/10/2018 03:41

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 03:39

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
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[jamesto2] 04/10/2018 02:27

Waterloo you are probably one of the lucky few who bought in around 4.5p many moons ago before porno . xxx Toby Hall crashed the share price with a profits warning ⏰.. RNS clearly says warnings & slow down & cash running low 🎖

[jamesto2] 04/10/2018 02:24

In 2 more years VIP & China will be game over & Toby thinks PORN is the new money lol .. Why has he got bought any MMX shares 🚩

[jamesto2] 04/10/2018 02:22

Waterloo this was 14p last August & its 6p now 😍....

[waterloo01] 03/10/2018 16:10

Very insightful comment from our largest holder on III.

[florenceorbis] 03/10/2018 10:23

Nick Johnson
Oct 2
Introducing .luxe on ENS

Minds & Machines, the owner of the .luxe TLD (top-level domain) recently announced that they will be opening registrations for .luxe with built-in integration with ENS. This is the culmination of a partnership between myself and Minds & Machines that we’ve been working on behind the scenes for nearly a year now, and we’re delighted to be able to launch it. Integrating directly with ENS means that .luxe is the first top-leveldomain that is natively “ENS enabled”.
What does it mean to be “ENS Enabled”?

Direct integration with ENS means that any owner of a .luxe domain can instantly associate it with an Ethereum account via their registrar. That accounnt then fully controls the name inside ENS.

Once configured, the name can be used like any other ENS name (which until recently meant only .eth names) — you can associate names with wallets and contracts, use it to reference distributed content on IPFS and Swarm, and even use it to name your cryptokitties. You can also create subdomains, with all the same capabilities as the main domain.

In addition to all of that, you can use the .luxe name like you would any other DNS domain — use it for email, a website, and so forth.
How is this different from ENS’s support for other top-level domains?

ENS recently launched initial support for importing DNS domains into ENS via DNSSEC, with .xyz as the first trial TLD.

Unlike the integration with .luxe, the DNSSEC integration is “permissionless”. This means that it operates entirely using public mechanisms such as DNSSEC, and uses smart contracts to prove ownership of the DNS domain before letting the user claim it in ENS.

This means that the process is somewhat more manual: Users have to configure DNSSEC on their domain, create a specially formatted TXT record, and go through a proof process to claim the domain. EasyDNS has lead the way in making this simpler by automating the process, but this is only possible if you both register and host your DNS services with them, which will not be practical for everyone.
When can I register a .luxe domain?

Minds & Machines have announced a launch schedule, which includes a special early-access period for owners of .eth domains on ENS. If you own a .eth domain, you will have a priority registration opportunity for the corresponding .luxe domain during a special pre-registration period before anyone else can register domains. The period is from the 9th to the 25th of October at 4:00PM UTC, and applies to all ENS domains registered before the 28th of September 2018. General availability, for any name still available in .luxe, starts on November 6, after which anyone can register the previously reserved names.

A list of supporting registrars is available here.

[jamesto2] 03/10/2018 07:50

Wait till sjlawley starts dumping where he gets fed up with this ?? He going sell millions of shares ?? The question is when as he is the only one that has stopped this from tanking to 4/5p . I tryed to dummy sell 500k shares and no takers ? The will let you sell as much as you like .. Kind of tells you nobody wants this stock at the price today & declined sales .. China VIP slowdown & Toby won't buy any shares 🚩

[jackson83] 03/10/2018 07:31

Why would Toby Waste his wages on this failed business with 2 X profit warning & mass dilution on the way !!!! ITS DISTURBING THAT HE BOUGHT A PORNO SITE & HE WILL NO BE BUYIN ANY SHARES IN THIS RUBBISH 🚩...

[jamesto2] 02/10/2018 23:35

Toby Hall needs more porn names bought

[jamesto2] 02/10/2018 23:29

Grupo if MMX is good value at 6.4p why is nobody buying today ??? Have a read of the LSE posts 30 posts & yet no body wants to risk buying now !!! Toby Hall does not see value in buying any shares ??? Maybe he is watching Debbie does USA .... The company have had 2 profits warnings in the latest RNS ... 5p soon as its way overpriced now as VIP and China is old news now - Porno .xxx premium names are not selling & shares in issue to be diluted 16% .. Shocking more shares & dilution again

[grupo] 02/10/2018 11:07

02 October 2018

For release: 07:00, 2 October 2018

Minds + Machines Group Limited

("MMX", the "Group")

Director/PDMR Shareholding

Minds + Machines Group Limited (AIM: MMX), the top-level domain registry company, was on 1 October 2018 notified of the following transactions in its ordinary shares of no par value in the Company ("Ordinary Shares") by Guy Elliott, Non-Executive Chairman of the Company. Following the Sales and Purchases reported below Mr Elliott's total beneficial interest in the Company increased to 20,750,000 Ordinary Shares, representing approximately 2.6 per cent. of the Company's issued share capital.

On 28 September 2018, Mr Elliott sold 249,998 Ordinary Shares at a price of 6.5 pence per Ordinary Share and on 1 October 2018, Mr Elliott sold 250,002 Ordinary Shares at a price of 6.25 pence per Ordinary Share (together, the "Sales"). The Sales were made by the Elliott Family Trust.

On 28 September 2018, Mr Elliot purchased 250,000 Ordinary Shares at a price of 6.5 pence per Ordinary Share and 500,000 Ordinary Shares at a price of 6.63 pence per Ordinary Share and on 1 October 2018 Mr Elliott purchased 250,000 Ordinary Shares at a price of 6.5 pence per Ordinary Share (together, the "Purchases"). The Purchases were all made in Mr Elliott's own name.

[waterloo01] 02/10/2018 09:37

Good to see .work comfortably over 500k names. Another 20k and it will be in the top 10 new gTLD

[jamesto2] 02/10/2018 09:03

We are lucky it's not in the 5p zone yet & us lucky few mugged off investors left are the only ones that know MMX exists .. It's under the radar still & to think Toby said he thinks of MMX as an tech company now lol .. Some tech valuation we are now...live ask is 6.4p & you can buy shed loads & the ask is 6.1113p & unable to sell 200k only 10k now

[hotaimstocks] 02/10/2018 08:47

I've just read the RNS & we have had 2 profits warnings ?? One PORNO BOY TOBY warns on revenue fall & the other slowdown in premium sales ( VIP ) and China slowdown ... Even the .luxe and thought of blockchain millions of sales seems to be a flop !!! Cheers Toby & share price is 6.1113p on the bid now live & that's only on a very small volume sale .. Tryed to sell 100k and no chance 🚩

[hotaimstocks] 02/10/2018 07:30

Pointless RNS & Toby the porno King needs to go as over 102,000 upcoming deletes now and growing .... Why would Toby buy any shares ?? He will wait for 5p lol & RNS us then .. WE HAVE MORE CHANCE OF A BLIND MAN ON A ONE LEGED HORSE WITH NO EARS SWIMMING THE UK CHANNEL AND BACK THAN TOBY BUYING ANY SHARES 👀

[hotaimstocks] 02/10/2018 07:21

MMX have been trying sell its old name for many months at www.mmx.com WHATMUG WILL WANT IT ???? ... It's worth $5

[jamesto2] 02/10/2018 07:16

News just in www.mmx.com is up for sale minimum offer of 50,000 USD .., no bids yet lol & Toby hall has not bought a single share even at 6p 🤔🚩

[jeevsje] 01/10/2018 22:28

Let's see how long before SJL loses patience with Toby. Share price at three years low, yet no director buys.