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[roleybirkin] 10/4/2023 17:46

Hi blueskyaim. I would agree with you in that this piece of work is a 'foot in the door'.

Not sure it is anything else at this time but a positive...

Patt has already stated that "all the other packages have sold out" so let's see how well Heroes get on.

[roleybirkin] 10/4/2023 17:43

Patt states "It seems MOS are now just a reseller of other people tickets. Maybe they will get 15% commission like everybody else"

Then Patt goes on to state "Please refer me to the RNS that shows a partnership with Active Entertainment"...
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You seem to contradict yourself Patt?

Firstly you state they are JUST a reseller at maybe 15% commission and then you state Please refer me to the RNS... Odd

Surely you are fully aware that an RNS would only be issued if the announcement was price sensitive, but you are the one effectively stating IT IS NOT price sensitive by almost mocking the reselling of other people's tickets?

What is it to be Patt - an RNS or a nothing piece of work?

And get it correct Patt - The relationship is with Alive Entertainment who are a significant Agent in Mexico...

[purchaseatthetop] 10/4/2023 17:30

Blueskyaim.
Please refer me to the RNS that shows a partnership with Active Entertainment.
Check out the internet. All the other packages have sold out. What on earth is going on with this one? The race is in less than four weeks!
Nothing MOS do is straight forward.

[blueskyaim] 10/4/2023 16:21

Roley I reckon it's more about getting noticed and a foot in the door and what better event than F1, who knows where it could lead to ?Seems to me that too many people are happy to pull down everything the company is doing even if it is positive which this certainly looks to be and from I can gather they are not a reseller they are actually a partner of the agent.

[mark0419] 10/4/2023 14:32

It's too hard for PATT to comprehend....its too NEW these NFTs and the 100 percent to MOS. HE ONLY LIKES TALKING OF PASSED EVENTS.

[mark0419] 10/4/2023 14:29

The sad case PATT returns on a bank holiday. He's being spreading his vile over on the ENET thread all weekend and he's claiming to be at his villa in Italy. He's either a lonely old goat or desperate not to loose more of his money in ENET......like he did in AGL and the rest of the bad shares he bailed out of.Such a sad nut job.......

[purchaseatthetop] 10/4/2023 13:24

Don’t really understand what this Miami thing is. There are any number of 3 day Paddock pass hospitality packages going. It seems MOS are now just a reseller of other people tickets. Maybe they will get 15% commission like everybody else.

*yawns*

[roleybirkin] 10/4/2023 11:34

What is the thinking on price per ticket for F1 Miami?
And how many tickets do Heroes have?

[amtech1] 10/4/2023 10:14

How are the F1 big money sales going Mark, anything else to add to your lie?

[mark0419] 08/4/2023 10:26

PATT How do you remain solvent ? Every company you buy into ..you loose most of your capital .... Or do you make on the short side ? As your long picks are a capital disaster .......

[purchaseatthetop] 08/4/2023 10:21

And rest assured you will have my view on the figures.

Interesting that the two agencies (that nobody had ever heard of) were given £500k of shares (see 11/7/22 RNS) for bringing an additional 30 partnership deals to an advanced stage. I would love to see what they have actually done and whether they simply ignored the lock-in and sold their shares. Nobody would ever know!

[roleybirkin] 08/4/2023 10:04

Thx Patt for coming back

2) I think it is higher than your estimates but we can agree to differ as it is not in the public domain.
Not being disclosed does not mean it is good or bad, it simply means that it is a contract where one or both parties do not wish to disclose and that is not unusual.
3) Not sure how MOS got to future revenue opportunity and not sure why they disclosed those numbers within there RNS's but they did and they have to live with the scrutiny.
I am hopeful that the margin even at 40% can be held going forward and driving revenues is the only way the business will be successful... not unlike any business in reality.

Let's see what the coming quarter can deliver?

[mark0419] 08/4/2023 10:02

PATT How do you remain solvent ? Every company you buy into ..you loose most of your capital .... Or do you make on the short side ? As your long picks are a capital disaster .......

[mark0419] 08/4/2023 09:59

Poster off AGL wrote this about PATT:PURCHASEATTHETOP allegedly sold out some time ago. He said the same when BUSHVELD and ITX went belly up after ramping them for over a year. HE'S now over selling his vile on ENET while having his feet up at the Villa ha ha.

[purchaseatthetop] 08/4/2023 09:57

Roleybirkin.
1) good we agree.
2) the contract details in all the RNSs call the upfront payment a “fee”. Not an advance. The split will be whatever it agreed in the contract. I estimate 30% of lower. MOS are not in a strong negotiating position. The fact it is not disclosed means it is not good.
3) all or most of those costs will be below the gross margin line. Admin costs went sky high which may be explained by fees and design costs being expensed. But I was only interested in the gross margin. I have posted from the getgo that the RNSs endlessly about revenue were irrelevant. Only gross margin counts. MOS gross margin has fallen from 75% six months to 31/12/21 to 40% six months to 31/12/22. That tells me things are not good.

[mark0419] 08/4/2023 09:51

Make sure you screen shot this fact has by May senile dementia will have kicked in more by then.......PATT won't even remember his log in details. Pmsl

[roleybirkin] 08/4/2023 09:45

Thanks Patt and thanks also snowman...
I think we are talking about subtly different things, but both are valid.

1- Patt I see what you have detailed as history and your analysis looks correct as you have used the latest numbers announced for 1H to end December to deliver a gross margin. We agree...

2- I was focusing purely on the NFT project and feel that the share kept by Heroes will be greater than the 20 to 30% you have stated. It has already been noted (by a number of posters) that the revenue share as written in the RNS's (could be clearer I agree) looks like heroes could keep 100% of the initial sales until any up front fee was recouped? The split of revenue after that point is obviously confidential. We likely disagree on this but I have taken middle ground as I cannot see how a Heroes could take 100% as one or two posters have suggested.

3- My final point is the 1H to end Dec is history and I am looking forward (rightly or wrongly) as it is clear and understood that the 6 months to end December were loaded with a set of once of costs. Such as-
- The design, coding, testing and delivery of the NFT platform
- The pre payments to a number of sports clubs/individuals
- The setting up of the Mexican operation and costs associated with hiring and partnerships

In summary, I am not disputing the analysis of the historic numbers but I feel going forward one should expect operational costs to be managed lower.

We shall see...

[purchaseatthetop] 08/4/2023 07:06

I certainly have evidence.

Half year report RNS 27/3/23

Revenue six months to 31/12/22 £1,069k. Gross margin £440k
The legacy income and costs still are included in these figures so we can take off:
Revenue six months to 31/12/21 £281k. Gross margin £205k
Therefore net extra revenue and gross margin is
Revenue £787k Gross margin £235k
Then take off the IGS revenue and gross margin. The 30/12/22 RNS says this was £564k and £140k
Therefore after IGS removed is revenue and gross margin are
Revenue £223k. Gross margin £95k
Gross margin % is 42% per this calc of all non legacy and non IGS income. That will include NFTs. It shows how little extra income has been added since the six months to 31/12/21 despite all these deals and all these advances.

Glad to help.

[roleybirkin] 07/4/2023 21:26

PATT I’m not being funny but I like facts - do you know that for fact and if so how ?
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Blue, PATT has absolutely no evidence to suggest that MOS get 20 to 30% of all revenue...

At best it is plucked out of the air and at worst it is a lowball guess to scare holders into selling...

The simple fact is the agreements are confidential and not known in the public domain.

For what it's worth, I disagree with PATT's guess.

[roleybirkin] 07/4/2023 21:14

Patt has stated and with gusto the following-
"Another placing due in the next six weeks"

There we have it - 6 weeks - 42 days and...
Friday 19th May

Guess we can monitor your brilliance and accuracy by that date...