Mobile Streams Share Discussion Threads

[dodge_city] 13/8/2021 18:34

That podcast was hosted by an idiot, any self respecting CEO would not enterain talking to an idiot like that. Clearly the company is desperate.

[volsung] 13/8/2021 17:08

I lost a few quid on this share hazl so feel entitled to pop in and state my views.
Some of my stocks are not great sometimes and its good to hear other views.

[hazl] 13/8/2021 16:41

But you keep coming back here like a bad penny Volsung.
It would be so easy for any of us to talk down a few of the stocks you are in.
I'm not usually tempted.....

[hazl] 13/8/2021 16:35

Well you make money talking stocks down I prefer to find interesting stocks by doing the research.
Most small companies have to start somewhere.

[volsung] 13/8/2021 15:04

Tbf QFI aren't doing too bad now hazl
MOS seems to be drifting down despite any news

[hazl] 13/8/2021 14:53

In QFI volsung?
That rise didn't seem to last long, whereas MOS has made big strides this year.

[volsung] 13/8/2021 14:28

Where have I heard that before?

[aimbagger] 13/8/2021 14:15

Brilliant write up Simon, cheers for sharing. Enormous value on offer. Multibagger in time.

[thesaint5] 13/8/2021 13:44

Research note posted on Twitter, I have a PDF version if anyone wants I can send via DM or email.

[thesaint5] 13/8/2021 12:09

Mergers and Acquisitions

An industry with such huge growth is bound to attract a lot of M&A and as you would expect it is already happening, one company has just been bought for €320 million based on revenues of €25 million and net profits of €10 million, putting that another way around 13 times revenues. The business isn’t a direct comparison between the two businesses, it does however highlight the activity within this sector. (2)

Further M&A: -

The wild spate of mergers and acquisitions in the gambling industry continued Monday as DraftKings agreed to acquire Golden Nugget Online Gaming for $1.56 billion in stock.(13)
$1.56 billion valuation on est. revenues of $130-$145 million(14)

Cash Balance – Going Concern

Clearly I am unable to say with precision expenditure and costs however an educated look over past history and taking recent communications I have noted the following:-

Cash balances and notable expenditure 2021

- Cash ballance of £0.9 million at 12th March 2021
- Capital Raise of £2.2 million 22nd March 2021
- Loan of £250k to Quanta 31st March 2021
- Purchase 49% KrunchData Limited £500k 25th March 2021

Income notified 2021
- Monthly Streams revenue circa £35,000 per month
- Legacy Business revenue circa £200,000 per annum £16k pm
- I-gaming revenues Mexica circa £100,000 per annum £8k pm (not included in cash flow forecast)

Summary 2021

- Total Expenditure Capital costs £750,000
- Estimated cash balance March £3 million
- Estimated monthly cash burn rate £80,000 pm
- Estimated monthly income £50,000 pm

End of July cash balance forecast - £2.1 million

Should be noted this is an estimate only, however based on this model the Mobile Streams has sufficient funding for many years without increasing revenues, if we include revenues from Mexico annual cash burn rate is circa £264,000 giving enough funds for a further 8 years.

Streams Platform

A further update including above will follow shortly.

[thesaint5] 13/8/2021 12:08

3 – Brazil

Although there’s nothing confirming entry into this market it appears an obvious choice, the newly launched website into Mexico demonstrating live scores app is written in many languages, English, Spanish, Portuguese and Brazilian. hxxps://futbol365.mx/en/soccer

Legacy business secured deals with all four major Brazilian mobile carriers as noted below

“The Company has continued to deliver its strategy of launching Mobile Internet services in emerging markets. We have continued to make progress in Brazil where services can now be billed and marketed to consumers on all four major Brazilian mobile carriers and active subscribers have now exceeded 35,000(11)”

“Experts state that, should iGaming in Brazil become entirely legal, the country could see gross profits of $101bn by 2024(5)”

A launch into Brazil and taking a 1% share of a staggering market place would truly be transformational, although I personally believe what has already been achieved is transformational and certainly not reflected in share price.




4 – India & Africa

Again contracts with mobile carriers from legacy business, notably India as confirmed in trading update:-

“The Company is currently working with some of the largest carriers in the India market: Vodafone-Idea, Jio and BSNL.”(12)

India’s i-gaming business is growing exponentially as you’d expect, again it would appear a logical stride with contracts already in place with mobile carriers.

Watch this space!

[thesaint5] 13/8/2021 12:08

1 – Live Scores, Mexico

Launched and already generating revenues according to last Podcast promoted via our existing contract with mobile giants Telcel, below from RNS :-

“Revenue is generated for MOS through a mixture of revenue share with Quanta and subscription payments via the current MOS billing contract with Mexican phone network Telcel”(7)

A quick google search and we see our Mobile Gaming is live on the shop portal from Telcel hxxps://portal.shop/index.php/suscripcion-aplicaciones.html?t_ok=4886119347084

Who are Telcel?

“In the fourth quarter of 2020, Telcel, owned by América Móvil, held a 64 percent share of wireless subscribers in Mexico. In 2019, there were approximately 121.4 million mobile subscriptions in the North American country.”(8)

That’s an incredible audience to have available for our initial launch, over half the population of Mexico, not many companies with such a small market cap can promote as easily with existing contracts.

The app is also ready for download from Mexican Google Play and soon, perhaps already, Mexico Apple app as well as via www.mobilegaming.com (owned by Mobile Streams).

Revenue estimate in RNS was $140,000 within the first year and grow significantly thereafter, this considering the popularity of i-gaming within Mexico and our marketing via the largest mobile company I expect these to be highly conservative.

We are likely to see an expansion of offerings into Mexico in my personal opinion, however Football is clearly big business as stated here:-

“Mexico, where nearly all kinds of gambling are explicitly regulated, is widely considered to be fertile ground for new and expanding online casino and sportsbook operators. Like the rest of Latin America, games of chance are popular throughout the country, with bettors showing an added level of enthusiasm when it comes to betting on football.”(9)


2 – Launch first of 3 Direct to Customer Mobile Content sites – Netherlands

Netherlands i-gaming regulated industry goes live 1st October 2021, Mobile Streams together with partner Quanta Media Group are launching 3 websites aimed directly at end consumers helping them navigate where and how to play online casino, betting games.

One of a few first to market in the newly regulated market, online revenues are forecast to exceed €1 billion. If we assume Mobile Streams can obtain 1% of that market it would generate gross revenues in excess of €10 million per annum!

[thesaint5] 13/8/2021 12:06

Few notes here: -

Mobile Streams – Investor Note August 2021
Share Price – 0.22p
Market Cap - £5.3 million
Est. Cash in bank – £2.1 million

What they do -

There are two main income generators of the business namely the Streams platform that provides data, marketing, business and content insight and the i-gaming legacy business.

Legacy business was mobile content including ring tones, backgrounds etc a market place worth around $4 billion per annum(15), this is now being revived by new our new management team into the highly lucrative i-gaming business worth an estimated $92 billion by 2023.

i-gaming

What is i-gaming? I-gaming is one of the fastest growing industries on the planet, online betting on the outcome of sports and events, online casino, poker, cards etc.

Brief overview of i-gaming market place -
- Global online betting market expected to reach $92 billion by 2023 a 40% increase(3)
- By contrast Music Industry is worth around $60 billion(6)
- Over 40% of $92 billion revenue is expected to be Sports betting(3)
- Mexico’s online betting market is currently worth $450 million per annum increasing
at 25% per annum(4)
- Dutch online betting industry to exceed €1.27 billion by 2025(10)
- Experts state that, should iGaming in Brazil become entirely legal, the country could
see gross profits of $101bn by 2024(5)


Mobile Streams have two entries into the i-gaming space announced so far this year.

[jfreshfield] 10/8/2021 12:32

Not even Tildie in the telegram pump group can work this out. He's so thick

[aimbagger] 09/8/2021 07:26

Another supremely bullish and confident podcast from Mark yesterday.


- Potential revenue from current products into £M’s
- Doing exceptionally well building a co. for mid-long term
- With revenue now, enough cash to last beyond end ‘22
- Close to breakeven already


Very happy to wait for liftoff here which will only be a matter of time IMO

[oil be there] 08/8/2021 10:28

Great listenhttps://twitter.com/ldpodcasts/status/1424264331223502849?s=21

[hazl] 06/8/2021 22:35

This share goes up and down in a perfectly normal trajectory.

[aimbagger] 05/8/2021 11:11

Yeah constant 5M blocks being sold for a while now, none popped up as yet today, hopefully they're done or very nearly if not.

[oil be there] 05/8/2021 10:20

Let's hope so just wish the seller that's been dumping for a few weeks has finished

[aimbagger] 05/8/2021 10:15

Friday would be a good day for release, hopefully means we finish the week strongly and tee up a good one next week.

[oil be there] 05/8/2021 10:07

I think it may be tomorrow for release but anyway should be a positive listen

[aimbagger] 05/8/2021 09:41

Podcast to be released today by the looks.https://twitter.com/ldpodcasts/status/1423195747000934403?s=21