Mobile Streams Share Discussion Threads

[timw3] 26/7/2017 07:33

250k Subsribers growing at 50k a month in india. Market cap is only £1.7m once you strip away CASH of £2.3m. No debt!. rerate time imo

[keya5000] 26/7/2017 07:29

50000+ subscribers added since 30/6.thats impressive.

[timw3] 26/7/2017 07:18

they seem to be adding 50k a month, thats serious growth!

[timw3] 26/7/2017 07:18

v nice. 250k subsribers and growing plus now have direct billing connections with the top three operators in india

MYSQ £30m cap vs MOS £4M CAP WITH £2.3M IN CASH!!

MOS needs to rerate now

[acefromspace] 26/7/2017 07:17

200,000 subscribers. What's the population of india? Billions.

[qs99] 26/7/2017 07:16

does that make 50,000 new subscribers in July alone from that statement?

[apfindley] 26/7/2017 07:13

LolEbitda loss, but no mention of how much of a loss. Why not state it? As they mention the previous year loss. Anyway, good that numbers are growing steadily.

[phil1969] 25/7/2017 22:37

Which of these rerates can be repeated?

[timw3] 25/7/2017 21:58

Should any of the above transpire this will multibag in a flash just like MYSQ recently has done

[keya5000] 25/7/2017 21:53

Very interesting posts.

[timw3] 25/7/2017 21:23

apps
Posts: 1,064
Observation
Opinion: Strong Buy
Price: 4.75
hxxp://in.mobilegaming.com/in/item-6014-880047117-angry-birds-2?rel=search&search=Angry&title=Angry+Birds+2

Been checking out one of the Indian MOS app stores.
Looks like they offer unlimited free downloads for a membership costing 5 Rupee per day (1.2p) approx 35p per month.

MOS should be over 200,000 paying users based on March update. (Hopefully more like 300,000)

This equates to £72,000 per month.

Not to say all of these paying users have registered to pay the full membership but this is just one revenue stream. MOS earn from advertising and licensing the apps out to other app stores also.

All this is pointless if the users and traffic aren't growing.

Take a look at the mobilegaming.com statistics on semrush. Traffic to the site in the last month has grown exponentially by 2700% to over 1,100 per day. And thats just visitors to the site via organic searches on non mobile. The mobile stats aren't yet working on semrush but the numbers could be huge if the desktop stats are right.

This could be an explosive update!!!

[timw3] 25/7/2017 21:22

apps
Posts: 1,064
Observation
Opinion: Strong Buy
Price: 4.75
As with Argentina or any other business in a growth cycle. If there is a sniff of this being a success and growth figures heading for profitability, the mcap will reflect this today, not when profitability arrives but month if not years before it lands. As long as the analysts see the growth continuing and no other threats to the business in the meantime.

With the average smartphone bill in India costing around £12 per month. 35p per month for the apps seems reasonable.

Articles on smartphone use and a price war in India as mobile operators are slashing prices and increasing data allowances to convert standard users onto smartphones. It's all good for MOS.

[timw3] 25/7/2017 21:20

apps 1,075 posts
stats
hxxps://www.similarweb.com/website/in.mobilegaming.com … hxxps://www.semrush.com/in/info/in.mobilegaming.com+(by+organic) … I don't think you need to register to see the stats but the uplift in visitors since the last update is easy to see. To have picked up 175,000 paying subscribers with barely any visitors registering on the popular website ranking tools, I'd imagine the sudden uplift in organic and referal traffic being recorded will smash the 1,000 new users per day. I was beginning to worry the delay in the update was due to poor subscriber numbers but playing the numbers game, these tools tell a story of an extremely busy hxxp://mobilesreaming.com Last month the percentage of all traffic to mobilegaming in India (16%) has overtaken Argentina (14%) . Another interesting stat is how hxxp://mobilegaming.com is moving up Indias website rankings. June, ranked number 6775, last 28 days ranked 3529. The site is really motoring and receiving phenomenal traffic. Compare that to its ranking in Argentina at 156,000

[mrphiljones] 25/7/2017 11:00

Hmmm Nothing online now.....

[phil1969] 24/7/2017 09:03

Just a couple one months ago at 2.75/3p it was priced to fail. Since then the clever money has been deposited here. Some days having no choice but to buy and push the price up looking for sellers. Now sitting at £4m mcap (4.75p) no longer priced for failure but still priced with uncertainty in mind. If MOS can deliver a trading update to remove the uncertainty and show the numbers have accelerated past the 1,000 new paying subscribers per day, this will show that the move into India has been a success albeit in its infancy. It's growth figures were waiting for. The revenue will follow but as with any subscriber based business, it's a numbers game and it's these figures the market will invest in if it looks like MOS have broken into India like they did in Argentina when mcap was 12 times current levels with a fraction of the potential mobile users. Can MOS get back to levels seen just a few years ago? They have the product as do many failed businesses. A winning business need partnerships and exposure to paying consumers. Over the last 12 months this is what MOS has delivered. Many partnerships with the top mobile providers. We just need to see if this is starting to deliver the users to MOS services.

[montyhedge] 24/7/2017 08:35

I don't know if they will, but India if it's comes good is ten times bigger mobile than Argentina, that's when share price hit 85p, when Argentina profits flowed in.You never know boys, it's option money at 4.5p.

[mrphiljones] 24/7/2017 08:16

And the idontownstockbuthave20pagesofpostsonhere goes to weirdo ACE.....:-)

[phil1969] 24/7/2017 07:23

Yay. What a nice surprise, I never win anything. Thanks. Always good to see you up early. Normally a good sign.

[bigego] 23/7/2017 17:00

Big big week coming up here

Hearing they have smashed it along with a couple of nice surprises

BWTFDIK?

[phil1969] 19/7/2017 10:38

As suggested in my last post. 50,000 buy pushed buy to 4.5Delayed report on 200,000 buy had to pay over offer to get quantity. 4.7 when bid offer was 4.25/4.5Someone is willing to keep paying over offer to get stock and I can offload in huge quantities. Share price still priced at failure levels. So upside is massive if even so much as a half decent RNS lands. It won't need to be a mind blowing RNS to lift share price over double figures. Just continued success in India. If the numbers are picking up it will prove the model is repeatable and a valuation getting back to levels when Argentina was starting to show proven success. £30-£40m mcap. 30-40p with current shares in circulation.