Mirada Share Discussion Threads

[noli] 07/12/2013 15:06

Hi Scotty, the more i read into it the more i like it.

This is a great link, it shows providers and market share, if i was a betting man then telefonica would be the guess for the big contract looking at this site, however i dont think it is. These guys are losing market share though.

Its really hard work looking around this sector, talk about consolidation in the area, everyone has or is buying another. lol

[scotty1] 07/12/2013 13:37

Been busy noli ;)) all good info :).

[noli] 07/12/2013 12:45

Following on from the above post, this is the reason why MIRA have tied up with GVT. Its all about (new)growth and taking market share from cable companies with DTH (direct to home).

Cable television was found to be the dominant technology platform for the delivery of pay-TV services in Central America. As of the end of 2012, 81.3 per cent of all legal pay-TV accounts in the region belonged to cable operators (down from 94.3 per cent in 2008). While Dataxis expects cable operators to continue to be the largest group of pay-TV service providers in Central America in the medium term, DTH platforms are poised to gain further market share at their expense. Satellite operators, which in 2008 controlled only 5.6 per cent of total pay-TV subscriptions in the region, had increased such market share to 18.5 per cent in 2012. By 2018, DTH companies are forecast to serve 28.4 per cent of customers, pushing down the share of cable companies to 70.7 per cent of the market.

[noli] 07/12/2013 11:30

Vivendi's results numbers on GVT.

GVT's pay-TV service continues to perform well and generated revenues of €125 million during the first nine months of 2013. The number of subscribers reached about 567,000 as of September 30, 2013 (+81.7% year-on-year), representing a 22.6% penetration rate among GVT's broadband customer base.

From what i have read, the GVT deal with MIRA is for the following.

NexTV LatAm daily news reports that Brazilian operator Global Village Telecom (GVT) plans to start selling direct-to-home (DTH) services separately from its hybrid DTH-IPTV offer, which it is currently offering on a commercial basis in the country. It is understood that the carrier's new DTH product will be 'simpler and cheaper', although it concedes that users will not be able to take advantage of interactive applications such as video-on-demand (VoD), YouTube, or its catch-up service 'Outra Chance'. The basic package costs USD29.4 per month, including internet access and voice telephony, while the premium Ultra HD DTH plan costs USD42. GVT says that it is not dropping the hybrid offer totally, which will still be offered – albeit with the restriction that it will be limited to subscribers with a greater than 25Mbps connection. Hybrid packages cost between USD42.0 and USD56.7 per month.

[noli] 07/12/2013 10:21

You can see the world cup causing a big spike for pay tv on all platforms, from what i have seen up to now Latin America are really powering ahead trying to get the infrastructure in place before the event.

These customer numbers MIRA will be tapping into are vast, i also read that casinos and hotels are getting IPTV services installed.

[noli] 07/12/2013 10:10

A little more on the GVT/EchoStar JV, GVT will certainly provide a solid base of operations and more than 500,000 households that already subscribe to its IPTV service. The company operates in 146 Brazilian cities nationwide with pay TV services that use hybrid technology to combine satellite TV signals with interactive services via a terrestrial network.

[noli] 06/12/2013 18:23

Huge Pay-TV increase in Latin America (IP&TV News)

15/10/2013

September 27th, 2013 - IP&TV News

It's Pay-TV boom time in Latin America. According to the regional advertising council LAMAC more than half of Latin Americans can currently access one or more Pay-TV platforms. That's up from 36.3% since 2008 (the actual present-day statistic is 56.3%) – a significant advance that advertisers, the LAMAC stresses, are reportedly remaining a little slow to take advantage of, with over 85% of advertising campaign efforts targeting free channels, and only 10% of investment directed at Pay-TV.

With these impressive statistics is mind, however, and with the World Cup and Olympics just around the corner, interactive TV services in the region are surely set to increase even further in the coming years (along with advertising investment). TV Connect run the only Latin American event for the connected entertainment ecosystem, providing an exclusive opportunity for forward thinking multi-platform connected TV players to join together and discuss how to enhance their services, develop innovations and open new revenue streams in this rapidly growing market. The next TV Connect Latin America is on June 3-4 2014.

[noli] 06/12/2013 18:15

Mexican pay-TV gets one million new subscribers

Juan Fernandez Gonzalez | 13-09-2013

Mexican pay-TV subscriptions increased 16.9% in Q2 compared to 2012, and nearly one million people are now paying for a cable, IPTV or satellite platform, according to the latest figures from COFETEL as reported by the Latin American Multichannel Advertising Council (Lamac).

Similar figures haven't been reported in other Latin American countries, not even Brazil which has seen high pay-TV growth recently. Indeed, the increase in pay-TV customers is slowing down, and the figures were stable in Latin America in the first half of the year. According to Lamac, no other media has grown like Mexico's pay-TV, the figure of which is actually triple of that shown in the Q1 report.

Considering that every subscription gives pay-TV access to 3.5 people, Lamac estimates that over three million Mexicans have decided to change their TV habits. The pay-TV penetration rate in Mexico is 48.68%, and if it keeps growing at the same pace, over half of the country's population may be paying for TV by the end of the year.

"We are pleased about breaking such a record in Latin America, especially because the growth has been mostly capitalised by Lamac's members, which has been reflected in an average ratings growth of 19%," said Federico Baumgartner, Mexico manager at Lamac. He added that pay-TV is essential for advertising and brand investment.


Read more: Mexican pay-TV gets one million new subscribers | Rapid TV News

[noli] 06/12/2013 17:31

I wonder if some of this might come in play.

[cottoner] 06/12/2013 15:24

Was just about to post wrt Interim results date as they have been released in early Nov for the last 2 years.

[scotty1] 06/12/2013 15:20

Right off out,hope to see it close on high of day when I return.Could be interims sometime next week which should show a very positive future outlook I would have thought ;))

[noli] 06/12/2013 15:12

I fully agree with that scotty, i was wondering if they could sneak in another contract before year end, they did say they have been busy on that front.

[scotty1] 06/12/2013 15:07

noli I don't think so this time,of course there will always be pullbacks on the way up,but imo this is only going one way in the future and that's up ;))

[noli] 06/12/2013 15:03

We dont want to go up to quick or we will come straight back down.

[davidlloyd] 06/12/2013 14:56

This is looking very good - like a coiled spring set to be released.....

DL

[noli] 06/12/2013 14:55

I am sure one of those links says very little or no resistance to 20p, i am no chartist so i aint got a clue.

[scotty1] 06/12/2013 14:51

Now paying full ask,could tick up again soon,not much in free-float ;)

[noli] 06/12/2013 14:50

We might just get to 11p today, a few biting at the mo.

[scotty1] 06/12/2013 14:30

Exactly noli and once more with what they could have already ie refer again to the last update

" If the product is rolled out across the customer's existing subscriber base, the licence fees generated over a three year period will far exceed the Group's
existing annual turnover."


People will see the huge potential sooner rather than later and could get in nearly at the bottom ;))

[noli] 06/12/2013 13:40

Everytime MIRA sign a customer it looks like they have the chance to either expand via license fees or another product they can possibly incorporate. This really could grow quite fast indeed as they move forward.

[scotty1] 06/12/2013 13:00

Doesn't take much to move up,just wait until things get really going and MIRA gets on the radar ;))

[scotty1] 06/12/2013 11:40

noli ah ok see what you mean,not sure on that one myself,will do a bit of digging and see what I come up with.Unless of course there may be someone else
on board who can enlighten us ;))

[noli] 06/12/2013 11:24

I am fully with you on that comment and i would expect revenues to climb substancially.

The above post of mine, i was wondering if Ecostar are now working with GVT imho thats an extra revenue for Mira as GVT control the partnership and Mira will provide the browser-based Electronic Programme Guide (EPG) for the service, in partnership with leading conditional access and set-top box vendors in the industry.

I could be talking total rubbish but thats how it reads to me.

[scotty1] 06/12/2013 11:13

noli imo the big change for MIRA which is and will be the game changer for the company is the way in which they now receive a share of the licence fee on a monthly basis which is all going to the bottom line at no extra cost to MIRA.
And just to recap on the last trading update on 7th Nov the potential is huge.

"The rapid growth we have experienced in the Latin American market, with four
major launches of new digital television services incorporating mirada's
technology being made in the last 24 months, has led to a high level of
recognition of mirada's products in the region. This has led to further
substantial opportunities arising, and we expect to be able to make
announcements on the progress of these opportunities in the coming months."

[noli] 06/12/2013 10:29

Scotty, whats your take on this?

This is the bit that interests me. mirada will provide the browser-based Electronic Programme Guide (EPG) for the service, in partnership with leading conditional access and set-top box vendors in the industry.



rns from dec below:

17 December 2012

mirada plc ("mirada" or "the Company")

(AIM: MIRA)

Contract win

mirada plc, the AIM-quoted leading audiovisual content interaction specialist, is pleased to announce a new contract with a leading broadband and telephony operator in Latin America, which is launching a new digital satellite service in the second half of 2013. The contract is expected to be worth in excess of US$2.0 million in revenue over the next two years to the Company.

mirada will provide the browser-based Electronic Programme Guide (EPG) for the service, in partnership with leading conditional access and set-top box vendors in the industry.

The contract is structured so that mirada earn set-up fees plus licence fees dependent on the number of subscribers signing up to the service, in addition there will be annual support and maintenance fees once the service is launched.