Mobile Streams Share Discussion Threads

[hazl] 01/8/2021 15:21

Recent News

26/07/2021 09:47 UKREG Mobile Streams plc Launch of LiveScores service in Mexico

12/07/2021 15:34 ALNC Mobile Streams wins GBP480,000 contract for Streams data platform
12/07/2021 07:00 UKREG Mobile Streams plc Major Contract win for Streams data platform

[hazl] 01/8/2021 15:19

Back in April.


Mobile Streams partnership with Quanta Media Group enters new market

Mobile Streams plc, the AIM quoted mobile content and data intelligence company, is pleased to announce that by utilising both the Streams content platform and the previously announced investment by MOS, Quanta Media Group ("QMG") is preparing to launch its first three, direct to consumer, mobile content sites. These sites will be targeted at customers wishing to place sports bets and play online casino games in the Dutch language in The Netherlands once the regulated Dutch i-Gaming market opens on 1 October.

The purpose of each of Quanta's Dutch language sites is to help Dutch consumers make informed decisions about where and how to play online casino games, find free bet offers from Dutch sportsbook operators, and help potential sports bettors/punters make informed choices about which legal and regulated companies they can safely and reliably place their wagers with.

QMG believes that the Streams content platform provides the necessary tools and data to give QMG a significant competitive advantage in content identification and creation whilst the underlying data intelligence capability will support customer conversion which is QMG's primary source of revenue.

The Netherlands launch represents a major milestone in the MOS/QMG partnership and opens up opportunities for additional revenue for MOS. We are also continuing to work with QMG to identify opportunities to deliver new revenue sources for the MOS legacy business as well as assessing other opportunities for collaboration.

[hazl] 01/8/2021 13:45

I don't believe so.

It masks the fact that it was doing very well but made the mistake of placing a number of shares on the market when they weren't really needed.
The share price would have continued on up if it hadn't done so, as it had good results.
Whether it was their idea or some poor advice they were given, I don't know but as somebody said at the time it delayed things.

However,this company is still doing well and providing regular examples of contracts coming in, so I feel that it is going in the right direction.

There are plenty of examples of companies not bringing in financial contracts but this one does and that ought to count,eventually.

[volsung] 01/8/2021 11:13

The chart says it all really

[knigel] 01/8/2021 10:35

Let’s put it another way - it seems that we have reached the share price floor as MOS keeps bouncing off the 0.21-0.22p level. The share also has a history of rising 100% or falling 50% in a short space of time - so I don’t mind having a small holding here for the time being. GL holders.

[terminator101] 01/8/2021 10:00

I can point you to any number of overvalued fluff companies with outstanding warrants at more than double their current share price. Over promising on warrants is a standard technique that bucket shop brokers use to persuade gullible PIs that there is some kind of massive upside.

[thesaint5] 01/8/2021 09:49

Terminator, your statement is clearly untrue, anyone who has researched this will realise there's more chance of share price rising substantially from here as the penny begins to drop, revenues are growing substantially in the background and legacy assets are being monetised.

It will not take many more orders before a rerate commences, there are warrants from last placing with an expiry date of March next year and an exercise price of 0.5p. One would assume they are confident of price being above that to entice those holders to convert.

I will leave the last word for you, I have a life to lead and plan on enjoying it, have a good day all.

[terminator101] 01/8/2021 09:25

Hardly the deep financial analysis that supports that hypothesis. The sad fact is this overvalued fluff has consistently underperformed under old and new management. Its still valued at over 10 times revenue and the ONLY certainty with admin costs of DOUBLE their revenue is that a further fundraising will be necessary. The only question about another placing and further dilution is WHEN not if.

[aimbagger] 01/8/2021 08:47

Very selective points you're looking at, the new management team only took over in 2019 and have delivered substantial growth during their tenure thus far. The snowball effect suggests this is about to pick up quite dramatically now and with more strings to the bow now with further revenue streams, I personally see this as a spectacular turnaround play and very low risk v reward from £5M Mcap.

[knigel] 31/7/2021 08:09

The statement is correct re their new ventures/business model and regular new contracts - agree it still needs to realise the potential of the high growth data stream sector and it isn’t going to happen overnight

[hazl] 30/7/2021 11:56

Yes he has held BOOM as well which I have done, and made some gains,whereas MOS is at the start of it's journey, rather than perhaps a peak.

Let's hope that it does well too here!

[oil be there] 30/7/2021 11:51

Yes Myles McNulty is a TR1 holder who increased his holding in the last March placing.

[hazl] 30/7/2021 11:45

I still have a lot of hope for these.

An interesting list here including us.

[rowley36] 29/7/2021 21:30

Not a question mark...was supposed to be the the "perfect" emoji ?

[rowley36] 29/7/2021 21:30

Great write up ?

[tigletpiglet] 29/7/2021 19:26

My notes from today’s excellent podcast.


29th July 2021 - Vox Markets Podcast: Mark Epstein, CEO Mobile Streams

Zak Mir talks to Mark Epstein, CEO Mobile Streams (MOS) in the wake of the mobile content and data intelligence company's announcement of a streams and quanta Livescores service in Mexico. Epstein also discusses the turnaround at Mobile Streams since 2019 and the perception of the company in the market, especially the difference between US and UK investors.

MOS provides content for telco platforms and also content intelligence and insights as business intelligence for our streams data platform.

3 Revenue streams for MOS:
1. Legacy business = content bit they inherited
2. Entry Level Platform – online SAAS £10-150 per month (with bolt-ons) marketed to SMEs
3. Enterprise platform intelligence product

Have a number of Enterprise level clients: Tappit Technologies; Formula 1; American Football; Live Nation; and Quanta.

Huge amount of value creation we can achieve.
• Got the intelligence data built up over years of content delivery [legacy business]; and
• Then we’ve got the platform to monetise content and data insights
This combination of DATA HARVEST + DATA ACTION is what ME believes drives serious profitability for companies in this sector.
‘we can harvest the data then provide the platform that can drive monetizable action from that’

Got various deals at various stages and are looking to make announcements as soon as we can. Refers to announcements made in last month or so

Have other clients not yet announces + Entry level SAAS platform revenue is growing nicely. This is creating a build up of recurring revenues which people can start to see.

They are now looking to rebuild the legacy business. Deliver Sports and other services with Quanta in Mexico.

T just announced in Mexico should have significant revenue over the next few years. 1st year forecast of $140k is really at the low end. ME’s usual expectation of the Quanta team delivering this from past experience should be revenue in $millions over a 3-4 year period.

Remember they only took over the company and legacy business in 2019 and only took control in reality in March/April 2020. The share price is not currently being recognised for the achievements to date.

Currently investing to build significant long term revenue

Got plenty of cash. Can assure people [investors] that even if we never win another customer we have funds to easily get past end of 2023. We have excellent control over our spending.

Every customer who joins at entry level is an opportunity to upsell to enterprise level

+ significant contract wins can be used as ‘shop window’ announcements - to maintain presence and momentum

We are very close to break even and are growing.

Loads more to come – especially from Quanta deal.

• We have new clients not yet announced
• We have a good product delivery roadmap

People will see over the coming months and into next year a business that is building towards becoming a mid/long-term great company with new contract wins on an ongoing basis.

LOTS MORE TO COME!

[oil be there] 29/7/2021 12:34

https://twitter.com/simonsaint3/status/1420704822202884100?s=21

[justanothergoodinvestor] 29/7/2021 12:20

That's a big statement and great news for shareholders

[oil be there] 29/7/2021 11:53

Apparently it's been done and will be available to listen between 1 & 2 todaySo..... on the podcast he has said they have cash until past the end of next year even if they won no more contracts ! - he says they have total control of cash burn !

[aimbagger] 29/7/2021 11:28

Vox podcast today, the last one was very bullish, company won a few contracts since and strongly moving in the right direction, should be another great listen.

[garth] 28/7/2021 08:54

dodge_city27 Jul '21 - 22:17 - 25106 of 25106
0 1 0
So MOS loan 250k to Quanta Media and Quanta pay it back in installments.

Smoke. Mirrors. Related party transactions.

They did indeed rescue the company - doing a save for existing shareholders. But they bought a massive golden egg for themselves for a song - using shareholder money. You've got to have open eyes and know what you are buying here and who it appears to be being run for.

The flip side of that is that they could make a decent business - if they don't keep expanding senior leadership like they are and in so doing consistently moving cash-flow positive further into touch.

Just a view - but a consistent one from me.

G.

[dodge_city] 27/7/2021 22:17

So MOS loan 250k to Quanta Media and Quanta pay it back in installments.

[oil be there] 27/7/2021 19:28

Mark Epstein is doing Vox interview on Thursday. Would be amazed if it's anything other than very positive