Mirada Share Discussion Threads

[rambutan2] 10/12/2013 00:34

noli, the Perpetual fund just holds a tiny amount, a left over from the merger with Yoo no who. It has never added since.

scotty, pm? = Oh, I see, sorry i never look! Thanks for those. I can't reply as not a premium user.

[scotty1] 09/12/2013 19:29

El1te
9 Dec'13 - 18:29 - 235 of 235 0 0
scotty1 - All important point is that we know the revenues will be down.

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Yes Elite we do know that from the 14th Nov rns
" The focus on this trial means that first half revenues are likely to be slightly
down year-on-year but, if successful, the trial would lead to a major
commercial launch in the first half of the next financial year and a step
change in group revenues."
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And as you say and for me the most important bit is the Outlook statement

gl

[el1te] 09/12/2013 18:29

scotty1 - All important point is that we know the revenues will be down.

HOWEVER, profits should be up as the revenue from subscriptions bears little in the way of costs. The loss in revenue I suspect is from the setting up side. Would be very disappointing if it is not, but it makes sense that it is since the company noted that it was down to a focus on the large contract - subscription revenues aren't affected by that

Outlook will also be important.

Good Luck all - quietly confident.
El1te

[ryan83] 09/12/2013 16:48

well I have been waiting to buy after the interims so.....I hope they dont lol

[scotty1] 09/12/2013 16:42

Will the few who sold today regret it,we will see.interims in the morn.

[noli] 09/12/2013 15:57

Perpetual Income and Growth, owns some. There is a pfd around from march as well.

[scotty1] 09/12/2013 15:48

Hi rambutan at that time 13th nov I do not believe PW was selling,As far as I am aware The latest change of hands with the 2mil shares would be from the 2nd placing which was announced on the 14th Nov.Did you receive the pm saying he was now done?

[rambutan2] 09/12/2013 15:27

I'm fairly sure that it's the newly launched Nano-Cap fund that has bought into MIRA. Guy Feld has a good eye for AIM tech opps...




And I see it had to soft close after pulling in £90m in just two weeks...

[rambutan2] 09/12/2013 15:19

Hi scotty1, good news that HH are on board, but you seem to have had a change of heart over Mr Webb's actions?

scotty1 9 Dec'13 - 14:09 - 227 of 228 0 0(premium)

There's the rns confirming HARGREAVE HALE LIMITED took the 2mil straight off
Webb Capitals hands.


scotty1 13 Nov'13 - 15:16 - 133 of 228 0 0(premium)


rambutan2
13 Nov'13 - 09:05 - 129 of 132 0 0


Hi scotty, yes i did thanks. Though i wouldnt be surprised if Mr Webb wasnt an offloader of a few. His fund is top heavy in mira. The alternative is one of the Spaniards, although not Barings.

--------------------------------------------------------------

I can tell you it's not PW

[scotty1] 09/12/2013 14:13

Looks like someone sold their 30k @ at cheap 9.875p,obviously not read the rns correct lol.

[scotty1] 09/12/2013 14:09

There's the rns confirming HARGREAVE HALE LIMITED took the 2mil straight off
Webb Capitals hands.

[scotty1] 09/12/2013 12:52

Well I did say I thought it would alter during the course of the day,just didn't expect it to be down lol.Wont take much to push back up,just a couple of pi taking their profit,reckon i'll hold out for the bigger gains.I suppose looking at the short term chart a slight pull back here was expected before the next push up ;))

Edit
having said that most shares on my moniter are having a bit of a red day,must be watching all the wrong stocks :)

[noli] 09/12/2013 11:04

From Altice 2012 pdf. Re - HOT

while we continue to promote a rapid take up of our premium triple-play services, which combines premium television services including, VOD functionality, HD technology and recording capabilities, very high-speed Internet and fixed-line telephony, using a single set-top box in several of our geographies including Portugal, Belgium and Luxembourg (and which we plan to roll out in Israel in 2014),

[scotty1] 09/12/2013 08:58

Running a bit late this morn,just logged on for a quick check round,no trades in Mira yet I see,pretty sure that will alter during the course of the day ;))
Right i'm off out for a few hours cya later.

[noli] 08/12/2013 18:19

Some numbers to work off and the possible NEW customer if you want to call it that. So Cabovisão has been taken over by Altice VII, but Altice VII already has investments in cable operators in Belgium, France, Luxembourg and Portugal.
So if this is a deal for MIRA then its a very large one which would explain the comment by the ceo .(it will significantly increase the Group's turnover over the coming years)
Cabovisão had a 7.8 per cent share of the pay-TV market subscribers


Portugal's Competition Authority has given its green light to the takeover of cable TV operator Cabovisão by Altice VII – a holding company that invests in telecommunications in Europe.

In a statement, the regulator said it decided not to oppose the proposed merger "since the same is not likely to cause significant harm to effective competition in the relevant markets identified".

The merger, which had been notified a month before, took place through the indirect acquisition of control of the entire shareholding capital of Cabovisão by Altice VII through direct acquisition, from Codilink, of the remaining shares that permit exclusive control of Altice Portugal – a company jointly controlled by Altice VII and Codilink and which owns 100 per cent of Cabovisão.

Altice VII already has investments in cable operators in Belgium, France, Luxembourg and Portugal.

Earlier last year, Canada's Cogeco Cable, which owned Cabovisão, announced the sale of its shareholding in the cable operator to Altice Group for €45 million.

According to data from Portugal's National Communications Authority (Anacom) from the 4Q 2012, Cabovisão had a 7.8 per cent share of the pay-TV market subscribers, making it the third largest player.

[noli] 08/12/2013 18:00

Ok i think i am getting closer, here is the rns from 13/10/2009

It states: The successful completion of the project will trigger ongoing
maintenance services by the Company to Cabovisão and the prospect for
additional significant projects and revenues. Cabovisão was mentioned in the interview in feb, so imho something was going on.

Contract Win

Video-on-Demand services for major Portuguese TV operator

mirada plc ("mirada" or "the Company"), the AIM-quoted audiovisual interaction
specialist, is pleased to announce a new customer contract win in Europe, one
of its target growth markets, providing its enhanced interactive
Video-on-Demand ("VoD") product for digital Television platforms in Portugal.

The Company has entered into a multi-year agreement with Cabovisão S.A.
("Cabovisão"), a leading TV, internet and telephony operator in Portugal. As
part of this agreement, mirada will develop and integrate across Cabovisão's TV
platform an enhanced VoD application and in due course an Electronic Programme
Guide ("EPG").

The project has just commenced and the total net value to the Company, subject
to technical validation of the overall solution, is estimated to exceed EUR
700,000. The successful completion of the project will trigger ongoing
maintenance services by the Company to Cabovisão and the prospect for
additional significant projects and revenues.

mirada was selected in recognition of its expertise, leadership in navigation
and on-demand services, and for its unique capability to integrate its
solutions with the proprietary technology used by Cabovisão. The Company
expects that its relationship with Cabovisão will lead to a heightened profile
- as a leader in interactive consumer technology and products - within the very
competitive and dynamic market for digital TV in Portugal.

============================================

Now this from 25 Nov 2013

Cabovisao introduces TV Everywhere service
Monday 25 November 2013 | 09:45 CET | News

Portuguese cable TV operator Cabovisao has introduced Cabovisao On, a TV Everywhere service via smartphone or tablet. Customers can now watch a selection of live TV channels inside and outside the home, with the possibility of connecting up to five devices simultaneously per session. Free access to the service is provided, regardless of the internet network to which the user is connected. The app can be downloaded from Google Play and is compatible with Android 4.0 or newer version devices. The service is free to customers equipped with the OneBox.

===============================
15 Jan 2013

Portuguese operator Cabovisão has deployed Nagra content protection solutions as part of its next generation TV offer.



So all 3/4 companies have worked together or are working together, however as MIRA talk of a NEW customer it cant be Cabovisão, so they look to be very busy with deals lined up unless i am mistaken.

[scotty1] 08/12/2013 16:40

noli,not 100% sure myself but you could have hit on something re post 216.
Maybe some of MIRAs technology is being used somewhere in the deal after all they do have a partnership with nagra.

[noli] 08/12/2013 15:19

nagra & SmarDTV

[scotty1] 08/12/2013 14:35

One for the chartists.

[noli] 08/12/2013 14:11

I think i may have found the deal that Mira have for Q1 2014:(Nagravision) see below. Mirada teamed up with SmarDTV in 2009 for Nagravision. Unotel Telecom have now done a deal with Nagra which rolls out in Q1 2014.

mirada the audiovisual interaction specialist, has teamed up with SmarDTV, a manufacturer of pay-TV technologies, to port Nagravision's Nagra Media Guide, onto a SmarDTV CI Plus module. The Nagra Media Guide is a fully integrated turnkey solution, which delivers an HD user experience enhanced with innovative features based on personalisation and recommendation. The partnership demonstrates for the first time that operators can integrate their own branded Electronic Programme Guide (EPG) onto a CI Plus module.





Unotel, Media Networks, Nagra launch pay-TV service

Unotel Telecom, Media Networks Latin America and Nagra have confirmed an agreement for the launch of a new pay-TV offering in the first quarter of 2014. The new service will be initially offered to the four million broadband subscriber base of the shareholders and partners of Unotel, with an aggressive growth plan taking advantage of the main sport events that will be hosted in Brazil in the next few years – the FIFA World Cup in 2014 and the Summer Olympics in 2016.

"We are very glad to materialise the dream of many small and medium regional operators with this agreement," says Orlando Ferreira Neto, President of Unotel. "Our partners will now be able to offer triple play – broadband, voice and video – to their existing broadband customers, allow us to be more competitive and rapidly grow our subscriber base thanks to a complete pay-TV solution."

The new offering will feature a hybrid digital set-top box enabling the delivery of IP, satellite and digital terrestrial services with content secured by Nagra's content protection technology (Nagra MediaAccess). It will also be the first commercial deployment of Nagra's OpenTV 5 middleware over the Media Networks platform in Brazil, with, in future, the possibility of supporting GINGA applications to enable broadcaster interactivity with Unotel subscribers through its free-to-air TV signals. What's more, with the connection of an external hard disk, the device will automatically convert into a digital recorder. Additional services and products will also be offered through the Internet.

"We are excited to help Unotel transform the pay-TV market with unique and innovative products using our robust content protection solutions and latest generation of set-top box software," says Thierry Martin, Nagra's Vice President for South America.

"The infrastructure of Media Networks is prepared to support the aggressive proposal for HD channels that Unotel is planning for its program packages. Moreover, this agreement consolidates the leadership of Media Networks as the principal white label wholesaler of PayTV in Brazil and Latin America." says Leandro Gaunszer, Commercial Director for Media Networks Latin America.

Another link to the Nagra deal


Edit: the company said its: (existing digital television service) so i am not 100% it may be.

Our team has been very active post year end in securing a contract with a large new customer. This deal involves a paid trial for our iris multi-screen product to test mirada's capability to deploy our iris solution commercially on the client's existing digital television service.

[noli] 07/12/2013 16:56

Yeah i have noticed that, its too early yet imho. I have been having a look at Axtel's numbers again, but struggling trying to work out what's what.

I'E

FTTH subscriber net additions continue to grow, reaching 15 thousand in this quarter compared to 12 thousand in the second quarter. Moreover, video subscribers reached 47 thousand, representing a penetration of 34% within FTTH subscriber base, compared to 25% in the second quarter.

Internet & Video. Quarterly revenues amounted to Ps. 274 million, compared to Ps. 205 million in the same period in 2012, a 34% or Ps. 69 million increase driven by the new video or pay-TV service and the increase in mass-market, or, "on-demand" internet services revenues, which increased 20% year-over-year. During the twelve month period ended on September 30, 2013, internet and video services revenues totaled Ps. 978 million from Ps. 735 million registered in 2012, an increase of Ps. 242 million, or 33%

Video subscribers. Axtel launched its pay-television service, AXTEL TV, on January 30th, 2013, and as of September 30, 2013, video subscribers reached 47 thousand. Video subscribers totaled 31 thousand at the beginning of this quarter.

video subscribers reached 47 thousand: Jan 30th to Sept 30th
Video subscribers totaled 31 thousand at the beginning of this quarter.

So if i am reading the above correctly and they continue at 31000 per qtr, thats a massive increase from jan to sept numbers. And this is a new product for them.

Any thoughts?


=====================
2012 GVT Numbers

During the year mirada earned set-up fees and guaranteed licences for up to 110,000 subscribers from GVT in Brazil. Post the year end, GVT acquired additional advance licences over 400,000 subscribers, and since March 2012 they have been deploying new services at a rate exceeding 30,000 subscribers a month.

The latest numbers i saw on GVT customer base was 560k ish, as vivendi own them this is where the cross selling will come in, 400k subscribers in 2012 and they had about 500k customers, if the numbers are correct that i have seen in 2012 and 2013.

[scotty1] 07/12/2013 16:24

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

That's actually not out of the question for MIRA see last paragraph of link
which reads :-

"With reference to how value can be extracted here,the CEO offered up two scenarios in an interview,continued financial improvement or if the company is acquired by a larger competitor.Either of these methods is likely to lead to a higher share price in the medium to long-term in my opinion."