Minds + Machines Share Discussion Threads

[albert arthur] 22/11/2020 17:49

Background :MMX down 76% since Feb, but having a great H1 and H2 should be better 2020. Cap 38m, revenue 12m, Net income 3.2m Net Profit Margin 25%. Toby has Flipped the company from -16m loss a year into revenue of 12m and Net income of 3.5m, H2 should reflect 4m, and they should have 8m cash. They will pay off a loan of 5.1m in full. Looks very undervalued. To also fact in, the net profit margin has had over 1m extracted for loan payments.Ownerless contract of 5.1m settled full in cash, saving in cash terms 3m.2:28 mins in:https://www.proactiveinvestors.co.uk/companies/news/903542/minds--machines-group--now-generating-real-cash--as-business-momentum-continues-903542.htmlOther Domain name companies doing well During covid, but us on a dip due to accounting. Which had been resolved.https://domainnamewire.com/2020/11/05/how-domain-stocks-are-faring-in-2020/Dip due to accounting as per above, and RNS:Minds + Machines Group Limited Statement re: Contract, Investigation & BoardSource: UK Regulatory (RNS & others)TIDMMMXRNS Number : 6964DMinds + Machines Group Limited30 October 2020Minds + Machines Group Limited("MMX" or the "Company")Statement re: Contract, Investigation & Board ChangesFurther to the announcement of 9 October 2020, the Board has concluded its formal investigation to determine whether certain revenue associated with a specific contract had been correctly recognised in the year ended 31 December 2019 ("FY-2019") and the six months to 30 June 2020 ("HY-2020").Increased revenue.Buyback cancellation recently, first mentioned in September 2019 now acted on:"Profits allowing us how best to return profits to shareholders, buyback of 1m" 2:50m inhttps://www.proactiveinvestors.co.uk/companies/news/903542/minds--machines-group--now-generating-real-cash--as-business-momentum-continues-903542.htmlMinds + Machines Group Limited Transaction in Own SharesSource: UK Regulatory (RNS & others)TIDMMMXRNS Number : 6968FMinds + Machines Group Limited18 November 2020TR1s:Last 5 TR1s since Mach all buys: 1 sell or 6 TR1sAdvertising halt, H1 great results and H2 should be better, worth a watch." RegIstrations up 31% cash generation up 19%" 0:45 in"H2 will be ahead of H1 and H1 is up" 2:00 mins in "Covid delayed campaign", 2:20 mins inhttps://www.proactiveinvestors.com/companies/news/930374/minds--machines-reports--very-solid-first-half--for-core-business-with-cash-generation-up-19-930374.htmlPaying debt off in full, one off payment.Looking at buyback and dividends, shareholder interest, talks about the buyback here, effort any accounting issue:"Reality is we made $4m cash in the first year" 1.39 in:"Next year, onwards reality is we will be at a minimum of $4m a year for our normal operations" 2mins in:https://www.proactiveinvestors.co.uk/companies/news/903542/minds--machines-group--now-generating-real-cash--as-business-momentum-continues-903542.htmlFinancial Highlights · Total gross revenue down 5% to $8.4m (H1 2019: $8.9m) primarily reflecting the switch from brokered to channel revenues;· Revenues net of partner payments steady at $7.4m;· Channel based revenues unimpacted by COVID, up 4% to $8.3m (H1 2019: $8.0m)o channel revenues contributing 99% of gross revenue (H1 2019: 90%)o recurring channel revenues contributing 67% of gross revenues;· Operating EBITDA down to $2.3m (H1 2019: $3.3m inclusive of gTLD auction profit, $2.7m net);· Profit after tax commensurately down $0.5m to $1.2m (H1 2019: $1.7m);· Cash generation from operations up 19% to $2.5m (H1 2019: $2.1m);· $1.2m of cash generated used to repurchase 15,936,418 of outstanding shares;· Cash at 30 June 2020 of $7.3m compared to $6.6m at 31 December 2019; and· EPS of 0.13c (H1 2019: 0.19c). Operational Highlights from period · Registrations improved 31% to 2.38m (H1 2019: 1.82)· Channel billings up 20% contributing to a 7% uplift in total H1 billings with brokered sales reduced to 1% of H1 billings

[albert arthur] 22/11/2020 17:47

8p+ By Jan called by Zak:https://twitter.com/share_talk/status/1330554947574894592?s=21

[albert arthur] 22/11/2020 17:45

Background :MMX down 76% since Feb, but having a great H1 and H2 should be better 2020. Cap 38m, revenue 12m, Net income 3.2m Net Profit Margin 25%. Toby has Flipped the company from -16m loss a year into revenue of 12m and Net income of 3.5m, H2 should reflect 4m, and they should have 8m cash. They will pay off a loan of 5.1m in full. Looks very undervalued. To also fact in, the net profit margin has had over 1m extracted for loan payments.Ownerless contract of 5.1m settled full in cash, saving in cash terms 3m.2:28 mins in:https://www.proactiveinvestors.co.uk/companies/news/903542/minds--machines-group--now-generating-real-cash--as-business-momentum-continues-903542.htmlOther Domain name companies doing well During covid, but us on a dip due to accounting. Which had been resolved.https://domainnamewire.com/2020/11/05/how-domain-stocks-are-faring-in-2020/Dip due to accounting as per above, and RNS:Minds + Machines Group Limited Statement re: Contract, Investigation & BoardSource: UK Regulatory (RNS & others)TIDMMMXRNS Number : 6964DMinds + Machines Group Limited30 October 2020Minds + Machines Group Limited("MMX" or the "Company")Statement re: Contract, Investigation & Board ChangesFurther to the announcement of 9 October 2020, the Board has concluded its formal investigation to determine whether certain revenue associated with a specific contract had been correctly recognised in the year ended 31 December 2019 ("FY-2019") and the six months to 30 June 2020 ("HY-2020").Increased revenue.Buyback cancellation recently, first mentioned in September 2019 now acted on:"Profits allowing us how best to return profits to shareholders, buyback of 1m" 2:50m inhttps://www.proactiveinvestors.co.uk/companies/news/903542/minds--machines-group--now-generating-real-cash--as-business-momentum-continues-903542.htmlMinds + Machines Group Limited Transaction in Own SharesSource: UK Regulatory (RNS & others)TIDMMMXRNS Number : 6968FMinds + Machines Group Limited18 November 2020TR1s:Last 5 TR1s since Mach all buys: 1 sell or 6 TR1sAdvertising halt, H1 great results and H2 should be better, worth a watch." RegIstrations up 31% cash generation up 19%" 0:45 in"H2 will be ahead of H1 and H1 is up" 2:00 mins in "Covid delayed campaign", 2:20 mins inhttps://www.proactiveinvestors.com/companies/news/930374/minds--machines-reports--very-solid-first-half--for-core-business-with-cash-generation-up-19-930374.htmlPaying debt off in full, one off payment.Looking at buyback and dividends, shareholder interest, talks about the buyback here, effort any accounting issue:"Reality is we made $4m cash in the first year" 1.39 in:"Next year, onwards reality is we will be at a minimum of $4m a year for our normal operations" 2mins in:https://www.proactiveinvestors.co.uk/companies/news/903542/minds--machines-group--now-generating-real-cash--as-business-momentum-continues-903542.htmlFinancial Highlights · Total gross revenue down 5% to $8.4m (H1 2019: $8.9m) primarily reflecting the switch from brokered to channel revenues;· Revenues net of partner payments steady at $7.4m;· Channel based revenues unimpacted by COVID, up 4% to $8.3m (H1 2019: $8.0m)o channel revenues contributing 99% of gross revenue (H1 2019: 90%)o recurring channel revenues contributing 67% of gross revenues;· Operating EBITDA down to $2.3m (H1 2019: $3.3m inclusive of gTLD auction profit, $2.7m net);· Profit after tax commensurately down $0.5m to $1.2m (H1 2019: $1.7m);· Cash generation from operations up 19% to $2.5m (H1 2019: $2.1m);· $1.2m of cash generated used to repurchase 15,936,418 of outstanding shares;· Cash at 30 June 2020 of $7.3m compared to $6.6m at 31 December 2019; and· EPS of 0.13c (H1 2019: 0.19c). Operational Highlights from period · Registrations improved 31% to 2.38m (H1 2019: 1.82)· Channel billings up 20% contributing to a 7% uplift in total H1 billings with brokered sales reduced to 1% of H1 billings

[albert arthur] 21/11/2020 13:12

I think in the current climate, as with domain assets booming before COVID, how the business is booming during lockdown, also the margins, net profit margin of 25% cap of 38.34m GBP revenue 12.20m. Net income 3.23m 25% Net profit Margin this will do very well, it's under the radar and very rare margins for an AIM stock, only issues for me are liquidity, and incorrect figures... Other than that I think this a a fantastic recovery play.

[hotaimstocks] 21/11/2020 09:38

ALWAYS BUY THE DIPS AND SELL ON THE SPIKES as you can see sellers have cashed in this week with a 25% profit .... the share price is being artificially held up due to the share buy back plan .. expect the usual drop to 4p or lower at some point.

[jackson83] 21/11/2020 07:13

will be another 4 years before we return to above 13p's

[albert arthur] 19/11/2020 11:29

I've taken some of this, great Great Net Profit margins, way undervalued and under the radar.

[georgeo1] 18/11/2020 16:47

TR-1About AfiliasAfilias is the world's second largest Internet domain name registry, with more than 20 million names under management. Afilias powers a wide variety of top-level domains, and will soon support hundreds of new TLDs (top level domains) now preparing for launch, including TLDs for cities, brands, communities and generic terms. Afilias' specialized technology makes Internet addresses more accessible and useful through a wide range of applications, including Internet domain registry services, Managed DNS and Mobile & Web services like DeviceAtlas® and DeviceAssure.Afilias DomainsAfilias is the ICANN Designated Registry Operator for a wide range of gTLDs, including the following:.INFO, .MOBI, .PRO, .PINK, .BLUE, .BLACK, .RED, .KIM, .SHIKSHA, .ORGANIC, .dotCHINESEMobile, .LGBT, .VOTE, .VOTO, .GREEN .POKER, .PROMO, .BET, .PET, .BIO, .SKI, .ARCHI, .LLC, .GLOBAL

[effortless cool] 18/11/2020 14:23

I like the share buyback strategy. There are far too many shares in issue for the size of company and dividends are best delayed until the number of shares is reduced, particularly as the current market valuation is below the proper valuation (based on my model, anyway)!

20m shares at 4.375 was great start and, I assume, gave a seller, who might otherwise have depressed the price, an exit. I expect future transactions will involve lower volumes but should at least soak up selling pressure for a period.

The forfeiture of options and the buyback below my valuation have increased my valuation to 5.62p per share (based on an adjusted EPS of 0.69c for 2021 and assuming that the balance of the buyback is at 5p per share). Hence, I added another 500k earlier today

[georgeo1] 18/11/2020 11:56

SP should increase once buyback is complete and a reduction in share issued.

[georgeo1] 18/11/2020 07:08

Roughly MMX have to buyback around 75 million shares at current share price

[georgeo1] 18/11/2020 06:15

Even .luxe is through Gandi.netUse their search tool and prices..eu is going to be huge.

[georgeo1] 18/11/2020 05:49

https://comlaude.com/newsflash-launch-of-dot-forum/https://www.101domain.com/forum.htm.FORUM prices start at $699

[georgeo1] 18/11/2020 05:40

https://www.gandi.net/en-GB/domain/tld/vip

[georgeo1] 15/11/2020 20:58

https://domainnamewire.com/2020/11/05/how-domain-stocks-are-faring-in-2020/

[georgeo1] 15/11/2020 20:55

https://domainnamewire.com/2020/10/28/mmx-to-launch-pricey-forum-top-level-domain-name/

[georgeo1] 15/11/2020 07:45

Interesting this company with domains for blockchain. Could be huge in time to come.

[the grumpy old men] 14/11/2020 17:16

I do believe that those with an ordinary pc or lap top do not have the same connwctions as with smart fones

[georgeo1] 14/11/2020 17:12

I copied and paste from url.

[georgeo1] 14/11/2020 16:32

I listened on android device.

[georgeo1] 14/11/2020 16:30

Try listening podcast from link in post 3111

[the grumpy old men] 14/11/2020 15:09

geoegeo.

Depending on your device, capital letter at the being of link might make it directly assessible HTTP


georgeo1
14 Nov '20 - 15:02 - 3113 of 3113
0 0 0


Listen to the podcast around 8 mins plus into.

[georgeo1] 14/11/2020 15:05

Sorry from 6 mins into podcast. Talk about .luxe

[georgeo1] 14/11/2020 15:02

https://domainnamewire.com/2019/02/18/blockchain-and-domain-names-dnw-podcast-224/Listen to the podcast around 8 mins plus into.