Mobile Streams Share Discussion Threads

[kmann] 03/7/2017 10:40

This just adds to the growth potential for MOS imo. India the place to be, and MOS are right there at the right time. BUY

[montyhedge] 03/7/2017 10:32

Seems a bit more to this, normally back down by now. Perhaps this is the turning point, back to 85p ?

[phil1969] 03/7/2017 10:31

Marty,Not being funny but are you getting your gross profit confused with revenue. If MOS had a gross profit of £5.7m per annum as you suggest in the very conservative 2% estimate, the mcap using a pe of any where between 5 & 10 would be £28m-£57m (28p-57p SP)

[martyturner] 03/7/2017 10:15

Phil, valid points, however, it wasn't just the potato that caused MOS's failure in the Argies. Did their subscriber numbers stay up? Nope.

Plus lets just say you hit 2% of your target audience (mass mail numbers), and the gross profit they generate is say 50p a month. That's gross revenue stream of only 2% of 48m (your figures) * 50p = £480k / month or £5.7m a year.

I don't think that'll do much to the shareprice.

It's all in the numbers, and unfortunately, by seeing the historic failure of the management in Argies, it's not going to work.

We may see a spike, but certainly nowhere near the peaks of 90p. (I'll be happy if they do, I might see blue for a change)

This is a moneyback share for me, on the off-chance that something really does happen.

[phil1969] 03/7/2017 09:49

Look what happened in China, they are a few years ahead of India but back in 2014 when this report was written, this is a good comparison where India is now. Google play will always be up there but money conscious users will look for alternative APK stores for their apps. https://www.techinasia.com/10-android-app-stores-china-2014-editionMOS had signed up the big 3 mobile phone operators who will be preloading their own APK stores onto the new smartphones. These stores and large amount of content will be licensed from MOS. It's a low overhead revenue generating business model. He hard part is getting into bed with the top mobile operators. MOS have completed this part of the operation. Now let the users do the rest. The internet is a numbers game. 300m users from this top 3, 48m (16%) estimated to be using a smartphone and increasing fast. I've run a similar business model for a price comparison/voucher code site. The money just came rolling in once you get the exposure. That's the hard bit, exposure. My average earnings per visit worked out at 10p. During its peak it was silly money. You just have to make sure you get traffic directed to your product. MOS have the exposure and therefore the traffic through the top 3 mobile operators. And there are lots of smaller ones they can aim for once they've rolled out the top 3. Argentina proves MOS content will bring revenue. It hasn't worked in other counties because MOS hasn't put the resources into getting into bed with the big Mobile operators or these operators are already signed up with someone else. They've got in first in India and this is where the doubters are missing the point. MOS are one of the first independent APK stores with agreements in place with the mobile phone operators with the kind of licensed content users will want to download.

[telbap] 03/7/2017 09:39

When are results due?

[kaka47] 03/7/2017 09:36

They are trying to replicate declining business model in another far worse corrupt bureaucratic system. Writing is on the wall they will fail in their share price will collapse after the results

[timw3] 03/7/2017 09:34

Jeez this idiot isn't worth my air space

kaka473 Jul '17 - 09:29 - 20359 of 20361 0 0 (Filtered)

[keya5000] 03/7/2017 09:33

Kaka

How old are you about six? Do people actually talk like this?

"FACT:- India is far worse bcoz established well connected players will kill these guys once threatened....

Fact:- India has the most corrupt beurocrocy system..."

[keya5000] 03/7/2017 09:31

Learn to spell beurrokraci you thick chump, then we may be even bothered to read your posts for the entertainment value rather than the insightful input?

[kaka47] 03/7/2017 09:29

timw3 - 03 Jul 2017 - 09:13 - 20354 of 20355 - 0different economy you pillock.. Also it wasnt the buisness model that was flowed it was the argentian beurocrocy system...FACT:- India is far worse bcoz established well connected players will kill these guys once threatened....Fact:- India has the most corrupt beurocrocy system...

[kaka47] 03/7/2017 09:24

timw3 - 03 Jul 2017 - 09:13 - 20354 of 20355 - 0different economy you pillock.. Also it wasnt the buisness model that was flowed it was the argentian beurocrocy system.FACT:- India is far worse bcoz established well connected players will kill these guys once threatened....

[keya5000] 03/7/2017 09:20

Kaka are you really that thick?

[apfindley] 03/7/2017 09:16

Pumpy Pumpy

[timw3] 03/7/2017 09:13

different economy you pillock.. Also it wasnt the buisness model that was flowed it was the argentian beurocrocy system.

[kaka47] 03/7/2017 09:06

You guys living in cloud cuckoo landDeclining business model in South America can't see how they are going to make money in India with same business model.....

[fillipe] 03/7/2017 09:01

Now 5.25p the lowest ask showing.....make that now 5.50p.

f

[phil1969] 03/7/2017 08:21

Should be an interesting week as investors see the breakout and the imminent update. There has been steady buying for a week as someone is taking a position. Someone I'm sure has a better insight as to how the numbers are stacking up.

[acefromspace] 03/7/2017 08:20

I'm with you Marty. But these guys won't listen.

[qs99] 03/7/2017 08:07

out of the blocks again