Mobile Streams Share Discussion Threads

[carbon man] 03/7/2017 15:11

Kaka,

You are a prairie hat. Your scare tactics will not work on this stock.
Don't bother to answer back - your filtered and suggest the rest of this board follows.

[kmann] 03/7/2017 15:10

Apple pushing in india too. Big clue there to where the action is. GROWTH

[montyhedge] 03/7/2017 14:58

CEO gone to India from New York, surely not just for a holiday.

[keya5000] 03/7/2017 14:55

Findley you are utter scum sometimes APF, post the link and extract that states a fund raising is needed.

[phil1969] 03/7/2017 14:52

apfidler, its well reported by MOS in many updates that the fundraise in Dec 2016 leaves them fully funded until end of 2018

hxxp://www.mobilestreams.com/investor_center/pdf/168431_Project_Pangolin_circular.pdf

[martyturner] 03/7/2017 14:49

Definitely a numbers game Phil, but I don't trust or have any faith in the management.

[phil1969] 03/7/2017 14:22

Marty, you're probably right, MOS may not go back to its peak of 85p but its mcap back then was approaching £40m

Theres no reason why £40m isn't achievable again if the Argentinian model can be repeated and sustained in India.

Mcap has fallen 90%, this gives massive scope for recovery as the model is shown to work. To some investors, this represents an opportunity with lots of upside as the 90% fall is now overdone if the figures out of India start to look like they are moving forward. You obviously don't seem to see the possibility of a recovery. In you eyes, this business can't be turned around on on the road to growth and recovery?

Granted, the company has taken a hit in its main market but they have seen a huge opportunity to repeat previous successes if they get in first with the top mobile operators. It took a couple of years to build the Argentinian arm of the business up to £40m+ turnover and it came very quick once established. The Indian project is lined up to do the same.

I made a mistake earlier in quoting 300m mobile users on the big 3 networks MOS have agreements with.
Its actually 600m users with 16% (96m) of them smartphone users. The 300m users where the extra subscribers MOS are targeting at the smaller local mobile operators.

To put that into perspective with the Argentinian paying subscribers at MOS.
42m population
25m smartphone users
4.5m active subscribers of MOS services (Paying user in last 60 days)

Thats 18% of smartphone users paying for MOS services.

Its documented there are 96m smartphone users in the top 3 mobile providers in India and growing every day. MOS would only need 4.6% of them to be back up to 4.5m paying subscribers. Thats just 0.75% of mobile users.

MOS could be up to a possible reach of 900m users if they sign up the more regional mobile operators too.

As I've said before, its a numbers game, there will be a tipping point and if you're holding shares in MOS when this tipping point is reported, there will be massive upside.

The last 6 days trading of MOS shares suggests to me someone knows MOS has possibly reached or isn't far off this tipping point hence the heavy buying for 6 sessions.

No harm in trying to piggy back someone elses work.

[qs99] 03/7/2017 14:21

Yup, looking good for further material rises IMO gla

[timw3] 03/7/2017 14:08

breaking out now. Big background buyer.

[timw3] 03/7/2017 13:55

full ask being paid now. can see 6-7p prior to update.

[montyhedge] 03/7/2017 13:29

Mobile streams was at 2.5p for 3 years, then bang 80p in a couple of weeks.

You never know martyturner could those days come back, if India comes good.

Do you remember?

[martyturner] 03/7/2017 13:10

Phil, you may be right, it may hit 20p, then slide downwards back to 4p when the hype and bullsh*t wears off. Like you say, historically it has been shown and I have called out for the last 2 years.

Again, I'd love a pound a share, but not in my lifetime.

With ref to the fundraising, they had cash, lots of it a couple of years ago, they spent it VERY quickly.

They NEEDED to fund-raise, in my opinion, because they could see that ANY progress, ANYWHERE, was still way over a year away and they simply didn't have the money to carry on with the current cash burn.

I'd be interested to see quarterly spend on PROJECT costs, i.e. India, I bet that's not where the extra cash is being spent.

Just remember, it was this bunch of "management" that lost a SHEDLOAD of money repatriating cash. (an educated monkey could've cut that bill in half)

[phil1969] 03/7/2017 12:29

I did have to have a chuckle at 250p but in the dotcom/tech arena stranger things have happened. :-)

Either way, something is brewing. There is definitely appetite for MOS stock at all levels.
Nice to see MMs widening the spread even further but leaving the offer up at 5.5p. Trying to trigger stop losses but don't want to sell any to you. Big indicator they are buyers of stock.

Marty, you make the fundraise sound like it was out of desperation. The funds were raised to allow expansion into India. To break into a new market of that size take time and money.
We are 12months into the project and looking at current share price action and delay in the normal 2 monthly trading update, I'd say we're on the verge of a transformation update as has happened many times with MOS when they have landed the big one.

[keya5000] 03/7/2017 12:26

I with Monty......lol.....

[traidemark] 03/7/2017 12:20

250. Lol. Idiot.

[martyturner] 03/7/2017 12:19

Monty, shut up. I remember people saying 150p regarding Argies, that went well didn't it.

You are GUESSING and throwing numbers without even considering whether they're realistic.

You might as well say "15,000p if the world comes right!". It didn't go right in Argies, it died a death. And so far, it's not gone far in India...In fact, so good, that they needed to fund raise!

So please stop with the ridiculous predictions.

[montyhedge] 03/7/2017 12:10

If India comes right, then 250p a shares in a couple of years.

[qs99] 03/7/2017 11:55

looks that way IMO

[kmann] 03/7/2017 11:51

Another order filled, someone wants more before the news flows imo

[qs99] 03/7/2017 11:34

picked up again after MMs dropped to pick up stock IMO...GLA but some decent momentum here...as you say, maybe news soon? DYOR

[traidemark] 03/7/2017 11:30

News coming.

[martyturner] 03/7/2017 10:47

Phil, my gp was JUST on the figures of India you posted, not any other business.