Mobile Streams Share Discussion Threads

[purchaseatthetop] 04/8/2022 11:49

Dougy. Businesses accrue for revenue earned and not invoiced. Whether it is paid or not does not matter.

You must accept that the market is completely unimpressed and the extra revenue generated is low value. Remember that Quanta Media Group Holdings is 10% of it and that was MOS money given to them and recirculated.

But good luck in the future. Shame I am so uneducated but called this so right. What does that make you?

[dougy1] 04/8/2022 11:09

To reiterate, as confirmed by ME in his investor presentation, the IGS contract is back end loaded and it is suspected the final payment was to be made in July so would not have been included in the H2 reports.By your own uneducated arguments earlier PATT, you were also speculating that a very high percentage of the IGS contract was start up costs or was to be paid back to IGS.You can't have it both ways bud. Pick one and stick with it.These results today are really quite good. Look at the continual growth, look at the big names we've signed up with while still keeping the back burners going and generating recurring, sustainable income.I think we'll see profit this financial year and I'm optimisticnwell get more deals like PUMAS over the line. Not to mention whatever comes from Fanzine, IGS, Huawei, JIO, Vodafone and others.A year ago, I can see why you would be doubtful but this is proof beyond doubt that things have changed and that the ball is well and truly rolling.

[purchaseatthetop] 04/8/2022 10:38

Dubois. I have not posted here for weeks I think. I was waiting for an RNS. Therefore stop making things up. My analysis on the gross margin is new today not a repeat.

And it is all ok is it because you have an answer from Epstein? Maybe he should put that data in an RNS or else it just does not count. You would be happy if he burned your house down.

[dubois] 04/8/2022 10:19

I have queried the contents of todays RNS with Mark Epstien and have received a more than satisfactory answer. I suggest anyone else not happy with its contents should ask them. That includes you purchaseatthetop

[purchaseatthetop] 04/8/2022 09:49

Dubois. If you want to live quietly in your Oasis of Stupidity then that is up to you. Filter me. The facts are that everything I said would happen has happened. Unless something changes really fast then the remaining value here will evaporate. The figures of today tell you that if the existing revenue has had its gross margin increased by the purchase of Krunchdata then the new marginal revenue has a gross margin far less than 39%. Maybe 25%.

The BoD needs to answer a lot of questions.

I tear RNSs apart and try to find inconsistencies within. I ignore what the RNSs say as that is what the author wants us to read. I look for what they would prefer us not to notice. All along the story has not made sense. I get it wrong sometimes and put my hands up on that. But at least I try to see what is really happening.

[toppy007] 04/8/2022 09:37

Have we smashed 0.5p yet? 😁

[tommyknockers1] 04/8/2022 09:06

Tell Tesco’s gross margin of 3% or less means nothing Patt.

I’ll take 40% (as would most companies) on growing revenues.

[purchaseatthetop] 04/8/2022 08:50

Look. You must be able to criticise your BoD. They have made mugs out of you. That RNS was the aforementioned "smoke and mirrors". Headline high figures but tiny in the vast market and utterly irrelevant. The insiders have extracted millions on the promise of an increasing share of revenues going to MOS but that has not happened. Next you will find the £500k given to Quanta is gone. Also, with these losses another placing is coming up before you know it.

Defend your share all you like but you must admit that I have called this share spot on.

[purchaseatthetop] 04/8/2022 08:25

The drop in gross margin is even more relevant given that MOS paid £1.5m for Krunchdata and paid £250k to Tim Scoffham to eliminate third party rights to revenue. The gross margin should have risen not fallen from 56% in 2021 to 39% in marginal 2022 revenue. This is EXACTLY what I warned you all about. Insiders skimming huge sums for zero value to MOS.

[purchaseatthetop] 04/8/2022 08:10

Saint. I am simply pointing out that gross revenues mean very little if gross margin is falling like a stone. EBITDA is missing huge costs so also means little.

The RNS is highlighting gross revenues. I always look at gross margin. Not desperate. Just realistic.

[thesaint5] 04/8/2022 08:06

That's a bit desperate PaTT, increased costs come with expansion besides weren't directors paid shares rather then salary during 2021 and bank rolled 2022?

"n addition, for the year ended 30 June 2022, Gross Profit is expected to be GBP498k and EBITDA -GBP490k (FY21 -GBP1,032k)." is excellent progress IMO

[purchaseatthetop] 04/8/2022 07:59

Gross profit for 12 months to 30/6/22 was £498k on revenue of £1.1m. Gross margin 45%
Gross profit for 12 months to 30/6/21 was £222k on revenue of £395k. Gross margin 56%
Therefore extra £276k gross profit earned on extra revenues of £705k. GM 39%

You can see the actual level of contribution for all this increasing revenue. It is getting lower and lower. MOS get less than 40p in every pound.

[letmepass] 04/8/2022 07:55

Should smash 0.5 today. Great news

[hazelst] 04/8/2022 07:40

Don't trust the charity thief!

[parsons4] 04/8/2022 07:39

The company expects revenue to continue to grow strongly for the rest of 2022 and they achieved £181000 in June. That suggests at least a doubling of revenue for the next financial year. Well if they are not all crooks !!! the shares seem very undervalued. Good Luck to the few believers still left including myself of course !!

[purchaseatthetop] 04/8/2022 07:37

Actually it is pretty awful.
£1.1m ($1.35m) and per the Jan 22 IGS RNS of that $720k is gross income on this alone. So over half is where we do not know what MOS share is.
That’s the trouble with reporting gross revenues. Who knows what the net income is for MOS.

[thesaint5] 04/8/2022 07:33

As I tweeted this morning, that's a really good update from Mobile Streams.. Well done holders.

[2350220] 04/8/2022 07:31

Nice update this morning.
A bit surprised we haven't got the usual suspects telling us that it's just smoke & mirrors!
Everyone must be having a lay-in 😊
John 😊

[whatsthepoint] 03/8/2022 16:26

FAB market makers must be caught short of 100,s of thousands of shares due to the buying pressure of the past two weeks. They are ripe for squeezing big time. Great company great new CEO great potential upside over next 6 months. Chance of an AIM success story.

[terminator101] 02/8/2022 16:02

Plop plop plop for this sack of overvalued fluff.

[paulscb] 02/8/2022 11:32

7 million sell. It's a sinking ship me hearties.