Mobile Streams Share Discussion Threads

[theron1] 12/4/2018 09:15

Roger Parry and Tim Maunder (both left last Fall) cost £50k combined. Simon told me new director is £35k cheaper. I take that to mean he's on a £15k fee or thereabouts but need to check. The operating cost run-rate will continue to come down as cost saving initiated last year normalizes in the P&L and one-offs (eg severance) fall away.

In January I told Simon to refresh the website and he did. Simple as that.

Reduced marketing obviously a defensive move and not good (they blew it last Fall and Simon admits that). On other hand Airtel is marketing Mobilegaming for free on the Airtel Live portal. The zero balance subs get access and then MOS has 60 days to bill them after they've topped up their mobiles. They can make 12 attempts.

We need to see some conversion from this swelling zero-balance "customer renewal base". That's what we need to watch. Frankly 210k active payers seems disappointing but we'll see.

[montyhedge] 12/4/2018 08:05

TestPoint being new well connected director joined a couple of months ago, ok only bought 1m, but probably all he could get from the mm, have you ever tried to buy more than 1 million in the market, quite hard.1.2 million cash in bank, no debt, the director who bought must have seen something he liked.But that's why shares are a 1p not the 80p they use to be.Lol I think priced in.

[test4500] 11/4/2018 14:43

why do you recon that??? the 10k pump did not work well enough ....how much will he buy this time?

SB gets £300k + expenses ...so a reasonable amount to put in a 1p is?????

[montyhedge] 11/4/2018 11:32

I reckon that director will come back shares for more, still hard to buy 1m shares only £9000 have to buy them when on offer.

[test4500] 10/4/2018 14:43

Monty I hear you ...and for a trade worth a small punt ....but what look what happened to the guys who backed the 4p placing..... whens next news...

tidy2:

-- Our primary focus during the period was to REDUCE losses with our key accounts in India through a process of marketing and customer churn optimisation

--As announced on 2 February 2018, the Indian mobile industry saw a number of changes, in the form of aggressive marketing strategies from certain market participants, consolidation and increased regulation

-- the Company has sought to refocus and reduce its marketing spend to approximately 20% of the levels in June 2017 with a view to protecting EBITDA and cash

-- Placing statement £1.6m at 4p "The gross proceeds of the Offer will be up to approximately £1.6 million and it is proposed that the net proceeds will be used:
· to finance the rapid growth in working capital required by the Company's plans; and
· to enable the Company to commit to its proposed marketing spend in India through to the end of the next financial year in 2018."

what happened to that cash???? SB costs the business bset part of 600k a year in salary and benefits!!!

[tidy 2] 10/4/2018 12:25

1m buy. 1.45p paid 12:06

[montyhedge] 10/4/2018 10:56

test
Mobile have always had cash in bank over £1.2 million, never any debt, Argentina steady now, India massive potential. Of course thats why they are a 1p not the 80p they use to be. This new guy, seems a well connected, looks like he is based in Mumbai. Just have to wait and see what happens.

[test4500] 10/4/2018 10:40

yes Monty ......butttt.....what value argentina and india?

India losing money and cut marketing spend by 80% to conserve cash
No improvement expected 2H according to company
Argentina in terminal decline

How much did this director buy? whats his salary? whats the burn rate of the cash?

[montyhedge] 10/4/2018 08:40

Market cap now 1 million, no debt, cash in bank 1.2 million. Other businesses in for free, does seem strange. Perhaps the new director who joined in January will buy more. Still hard to buy in quantity only small amounts.

[barnes4] 10/4/2018 07:46

When is the placing kirky off corrie?

[kirk 6] 10/4/2018 06:46

Exciting day ahead here could hit 3p

[hippo] 10/4/2018 06:06

Smells like they are coming to the market for cash.....relaunch website for the 3rd time in as many years ....Director buy to pump the price......I bet he claimed it back on expenses.....Nothing to see here, move along......just smoke and mirrors.

[carbon man] 09/4/2018 23:44

Which is more than APF is. He is the freeloader

[tidy 2] 09/4/2018 20:21

Findlay wtf you talkin about I'm a full paying advfn user I'm no freeloading scrotum sack.

[kirk 6] 09/4/2018 17:08

Apfindley are you not in jail

[kirk 6] 09/4/2018 17:06

Nope I'm not tidy 2

[apfindley] 09/4/2018 16:42

Haha. Kirk 6Switched to.... Tidy 2Why do these "serial" rampers use multiple id's and expect we can't see through it...

[kirk 6] 09/4/2018 16:42

Can see these well in excess of 2p tomorrow

[montyhedge] 09/4/2018 16:15

test4500
Yes we know all that, thats why the share are 1.2p not the 80p they use to be, lol.

[tidy 2] 09/4/2018 16:14

New director buys at premium says it all.

[austria123] 09/4/2018 16:11

Good to see management are doing something good to share value.Brand new website which is also live.moving slowly onwards,upwards.

[tidy 2] 09/4/2018 15:54

Director buying at 2p spells confidence the market likes.