Mirada Share Discussion Threads

[scotty1] 19/9/2014 10:01

I made my bit paleje simple as that :)

[paleje] 19/9/2014 09:54

Thanks Scotty but what made you ditch MIRA when the news is yet to come, other 2 more compelling?

[stewy_18] 18/9/2014 15:59

Yes both interviews not giving something we didn't already know. I am happy to wait until more announcements are made. Anyone going to the AGM next week?

[paleje] 18/9/2014 13:18

Cheers stewy, she clarified the '2 separate contracts' with same customer but didn't ask him about other contracts with new customers unless I missed it, hadn't done her homework. Never mind, can't understand the sellers.

[stewy_18] 18/9/2014 12:44

This referendum is not helping either.

[pj 1] 18/9/2014 12:23

Thanks stewy

So currently they have 4 to 5 Tier 1 (5 million + subscribers) and upto 2000 (??) Tier 2 (1 to 2 million subscribers) to target. However, if customers are not in growth then they charge more upfront fees?

I suspect the Market nerves are about the Customers and their growth prospects rather than Mira themselves?

[stewy_18] 18/9/2014 12:16

Eastern Europe I believe.

[pj 1] 18/9/2014 12:10

I struggled to get all his words but I clearly heard him target Africa and did he also say Europe as well?

[stewy_18] 18/9/2014 11:56

And the proactive investor interview

[stewy_18] 18/9/2014 10:22

hxxp://www.valuethemarkets.com/index.php/2014/09/18/mirada/

[stewy_18] 18/9/2014 09:00

I think the market is scepticle after that fund raising. I think the potential is huge here and have switch a few positions out accordingly to make this my 3rd largest holding. I will be gobsmacked if it is anywhere near this price in 2 years time. Thanks for posting Chesire man, I did not know Vázquez was on twitter.

[cheshire man] 18/9/2014 08:23

José Luis Vázquez
‏@jlvazquez
@DDS_Doc_Holiday This is is big news for us. OTT has a huge potential, and this win puts mirada in the radar for nice new opportunities

[pj 1] 18/9/2014 08:21

Looks like Doc Holiday has got him on the dog and bone. Could be an interesting conversation :-)

[paleje] 18/9/2014 07:48

Their RNS's never the clearest, but I read it same as Magabear, only the new OTT contract will start rolling out April ish, not the original contract.

And this isn't, imo, the news we're waiting for. It's a bonus, nice one too and further raises the company's profile not to mention future earnings.

[stewy_18] 18/9/2014 07:40

Yes, good spot Graham1TY. I can't see how Vazquez can be accountable for customer delays though. We expected the majority of revenue to be accrued in 2015 anyway. Just means this years figures will probably be a little light. You look at this on a 2 year timescale, it will do very well IMO.

Edit: Sorry, I think Megabear has got this one spot on. Judging by the share price movement (or lack of it), I think the market may have also read it that way Graham1TY. Re-reading, I can't see anything negative either.

[megabear] 18/9/2014 07:33

Graham - I think you are confusing the contracts. It is the new OTT (TV Everywhere) platform which will be rolled out at the start of the next financial year. That's the contract just won so will obviously take a while to deliver. I can see nothing in this morning's announcement that mentions anything which could be interpreted as a delay to the larger contract already announced prior with the a Tier One customer.

[graham1ty] 18/9/2014 07:25

Stewy you say Vazquez delivers what he says....but roll out was promised for end this year. Now saying beginning their next financial year. They have sneaked into this announcement that the start is delayed by 3 or 4 months....

[rhiannon] 18/9/2014 07:03

STILL playing his cards close to his chest, master at it.

[stewy_18] 18/9/2014 06:50

Indeed paleje. I like the fact it is an incremental revenue stream also.

[davidlloyd] 18/9/2014 06:47

Nice-looked cheap,and now looks even cheaper :-)
DL

[paleje] 18/9/2014 06:45

That nice little earner is with the existing Tier 1 customer, their pre-holiday statement said they expected to announce deals with 'new' customers so presumably more to come:)

[stewy_18] 18/9/2014 06:42

I am really warming to Vazquez. He tells us what is going to happen and it happens. Apart from the fundraising blip I think he has been very honest in his appraisal of what is happening with the company. I don't think it will stop there either.

"The Company continues to explore a number of exciting opportunities within the
OTT market with a view to building on today's success. We look forward to
providing further updates in due course."

I think the shareprice reaction will be muted because of the referendum vote. But I think this is now starting to look too cheap. I was hoping to reallocate some funds, but it might be too late.

Asturius101, you dump this dog!

Best

Stuart

[playful] 18/9/2014 06:19

Loved the title of this RNS "Over-The-Top Contract Win"

[battlebus2] 18/9/2014 06:12

Contract news!!