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Share Name Share Symbol Market Type Share ISIN Share Description
Mobile Streams Plc LSE:MOS London Ordinary Share GB00B0WJ3L68 ORD 0.01P
  Price Change % Change Share Price Shares Traded Last Trade
  -0.0025 -1.89% 0.13 21,717,078 16:14:12
Bid Price Offer Price High Price Low Price Open Price
0.125 0.135 0.1325 0.125 0.1325
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mobile Telecommunications 0.40 -1.03 -0.07 5
Last Trade Time Trade Type Trade Size Trade Price Currency
16:23:36 O 77,272 0.132 GBX

Mobile Streams (MOS) Latest News

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Date Time Title Posts
06/12/202216:11Mobile Streams with Charts & News30,244
24/11/202209:07Financial update1
06/9/202214:36mobilestreams6
09/8/202211:10Mobile Streams will earn $millions from I-gaming business197
18/3/202212:17MOS (Most Obvious Sell)272

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Mobile Streams (MOS) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type
2022-12-06 16:23:380.1377,272102.00O
2022-12-06 16:14:060.131,147,6921,519.54O
2022-12-06 15:56:520.131,000,0001,300.00O
2022-12-06 15:55:450.13500,000647.50O
2022-12-06 15:55:180.132,222,2222,886.67O
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Mobile Streams (MOS) Top Chat Posts

Top Posts
Posted at 06/12/2022 08:20 by Mobile Streams Daily Update
Mobile Streams Plc is listed in the Mobile Telecommunications sector of the London Stock Exchange with ticker MOS. The last closing price for Mobile Streams was 0.13p.
Mobile Streams Plc has a 4 week average price of 0.12p and a 12 week average price of 0.12p.
The 1 year high share price is 0.56p while the 1 year low share price is currently 0.12p.
There are currently 3,463,438,699 shares in issue and the average daily traded volume is 64,409,167 shares. The market capitalisation of Mobile Streams Plc is £4,502,470.31.
Posted at 06/12/2022 13:08 by dodge_city
This will track down until news after which the share price will rise after which traders will sell and the share price will then fall back again.

This process will repeat ad nauseum. That's AIM.

Posted at 04/12/2022 12:05 by purchaseatthetop
Lets remind everybody why you should not believe a word said by the rampers on here....

18/3/21 RNS: "Mobile Streams plc, the AIM quoted mobile content and data intelligence company, is delighted to announce it has signed a major contract with Quanta Media Group Holdings (QMGH) for the use of its Streams data platform. The deal is worth up to £480,000 over 4 years, with a minimum £10,000 per month for at least a year. It will increase monthly Streams revenue from April to an estimated £25,000 per month, an increase of 178% since December."

Share price rises fast...

22/3/21 RNS: "Mobile Streams plc, the AIM quoted mobile content and data intelligence company, is pleased to announce the successful completion of a placing (the "Placing"), arranged by the Company's Broker Peterhouse Capital Limited ("Peterhouse"), to raise £2,000,000 before expenses to support the continuing growth of the Group."

To fund the growth of the group...good....

25/3/21 RNS: "Mobile Streams plc, the AIM quoted mobile content and data intelligence company, is pleased to announce that it has reached agreement to acquire a 49% interest in KrunchData Limited ("Krunch") for £735,000, comprising £500,000 cash and 90,384,615 Ordinary Shares issued at 0.26p each (being the closing market price on 24 March), with an option to acquire the remaining 51% at any time in the next two years for £765,000 (together the "Transaction")"

Hold on a second. That is owned by the BoD and insiders. 19/4/22 filed accounts to 30/6/21 show it has net assets of £794:
hTTps://find-and-update.company-information.service.gov.uk/company/11716543/filing-history
So..the insider paid themselves £1.5m for almost nothing.

31/3/21 RNS: "n order to accelerate development of these opportunities and advance Quanta's business plans, Mobile Streams is providing QMGH a Convertible Loan Note of £250,0000 (the "Loan"), with a further £250,000 to be made available subject to achieving various agreed milestones, centred around its entrance to key markets."

So...MOS is lending £500k to Quantas that is "Quanta is a developer of high-quality sports and iGaming related product, content and destinations which it expects to launch in the next quarter. The company was founded by industry veteran, Andrew Deeks, in 2019 and is headquartered in London, UK. Edward Simons serves as Non-Executive Chairman and Tim Scoffham as Chief Revenue Officer. Quanta is an early stage business which for the period ended 30 September 2020 incurred losses of £155,551 on revenues of £376,851 and as at that date had net assets of £125,829."

But it is not...it was dormant on 28/2/21: see accounts filed on 25/11/21:
hTTps://find-and-update.company-information.service.gov.uk/company/12489763/filing-history

Happily it must all have gone well as:

15/9/21 RNS: "As a result of the excellent progress made by Quanta, the Company has agreed to make the second £250,000 available to Quanta, on the same terms as announced in March, in four tranches from now until December, subject to achieving various agreed milestones centred around technical and commercial progress in the Dutch market. Quanta is an early stage business which for the period 1 October 2020 to 31 August 2021 achieved a turnover of £50,000 and a loss of £257,000. Net assets, including those of two businesses acquired during the period, were £1.9m as at 31 August."

Well, must be brilliant as that is the full £500k lent.

But 19/10/22 filed accounts to 28/2/22 show losses of £705,823 in the year to 28/2/22 and that all the £500k has gone save £4k with net deficit of over £700k and not net assets of £1.9m:
hTTps://find-and-update.company-information.service.gov.uk/company/12489763/filing-history

But never mind. Time to give another £200k to Tim Scoffham for his share of these losses:

11/2/22 RNS: "The consideration for the acquisition is £125,000 to be paid in shares, which are subject to a minimum 12 month lockup, and up to £75,000 in shares in three equal further tranches based on revenue derived from specific existing contracts over the next 12 months."

Hold on. This £200k was given just three week before we know Quanta had lost £705k in the previous year.

So...that whole exercise transferred £2.2m from PIs to insiders for absolutely nothing.

Stay completely clear of this horrible organisation and Happy Xmas.

Posted at 08/11/2022 12:55 by purchaseatthetop
Only seven weeks till we find out what will happen to Quanta Media Group Holdings Ltd. Remember MOS gave them £500k for amazing deals. None of which have been delivered. But QMGHs have spent every penny of that money by 28/2/22. But don’t worry. MOS will get a 4% holding in this limited company for their £500k. I wonder who QMGH funnelled most of that cash to? Probably the same people that the £500k given in shares to the NFT agencies paid most of their money to. MOS do love giving away £500k at a time for nothing. Sometimes they do even better and give £1.5m to themselves such as buying Krunchdata from three Directors. A company with net assets of £594. I could go on

But that is where all your placing cash has been going, and will go in future.

Posted at 28/10/2022 17:38 by purchaseatthetop
6/10/22 RNS: Mark Epstein:
"We are now well-funded, and the business is in the strongest position it has been in for years."

15/3/22 RNS: Mark Epstein:
"We are now extremely well-funded, and the business is in the strongest position it has been in for years."

Share price 14/3/22 0.395p
Share price 5/10/22 0.27p

Share price today....0.17p

If they were "extremely well-funded" on 15/3/22 why did they need more funding at less than half the price just six months later?

Posted at 24/10/2022 19:07 by purchaseatthetop
My post 29904 I analysed the £500k Quanta loan and how it is all lost:

Do you remember the £500k lent to Quanta Media Group Holdings from the 31/3/21 RNS:
"In order to accelerate development of these opportunities and advance Quanta's business plans, Mobile Streams is providing QMGH a Convertible Loan Note of £250,0000 (the "Loan"), with a further £250,000 to be made available subject to achieving various agreed milestones, centred around its entrance to key markets. The Loan, which accrues interest at 5% per annum until repayment or conversion, and which is redeemable on 31 December 2022"

It was supposed to increase revenue by £10k per month for four years.

Well, QMGH has just filed accounts to 28/2/22:
hTTps://find-and-update.company-information.service.gov.uk/company/12489763/filing-history

Current Assets £31,133 with £4,679 cash in bank. Losses for the year £705,823. Net current liabilities £703,812.

So, MOS gave £500k to this company and will get absolutely nothing back as it is all gone. Completely.

Actually it is worse than this. Lets see.....

Remember the 11/2/22 RNS:

Mobile Streams plc is pleased to announce that it has taken sole ownership of the LiveScores services that it had previously been operating under a revenue share agreement with Quanta Media Group ('Quanta'). LiveScores was developed by Tim Scoffham in association with Quanta with its first launch in Mexico as per the MOS announcement of 26 July 2021. MOS has agreed to acquire LiveScores (the 'Acquisition') and cancel the revenue share agreement with Quanta, thereby removing any revenue share and giving MOS total control of not only the services previously announced but also the underlying platform engine, domains and IP that support LiveScores. LiveScores has subsequently launched in Argentina and Brazil. The Company is also pleased to announce four B2B contracts to deliver its LiveScores services platform in various territories including Italy, India, Turkey and Africa.

The consideration for the acquisition is £125,000 to be paid in shares, which are subject to a minimum 12 month lockup, and up to £75,000 in shares in three equal further tranches based on revenue derived from specific existing contracts over the next 12 months.

So...MOS paid Tim Scoffham £200k to remove the Quanta revenue share from Livescores therefore reducing Quanta incomes but nothing has ever been repaid to MOS.

Even more terrible, this £200k was given away on 11/2/22 when the Quanta accounts to 28/2/22 show they had already spent all the £500k lent to them by MOS plus another £210k from somewhere else. Let’s hope that was not another MOS loan!

So, the cost of the Quanta deal to MOS has actually been £700k.

Brilliant leadership by the Board of MOS. They have given away £700k and will never ever get a penny back.

Posted at 24/10/2022 10:28 by spudyoulike
You are right, we can't so Gross Margins in real time. But let me tell you what we can see in real time. Revenue. The split will be minimum 50/50 more likely 60/40 70/30 in favour of MOS as they take all risk with upfront contracts and supply all platforms. Then we deduct outsourced $ from MOS %. It's also worth noting that once concept of brand and platform are fully recognised and engagement and numbers grow MOS will be in an even better position for contracts and contract terms. That takes me on to my next point. We get to see community sentiment and growth in real time and let me tell you that this was the area that worried me the most about MOS. They smashed it out the park so far. The PR team are real pros in this area. Discord servers are buzzing and community insensitive schemes are creative and engaging. This is just the beginning. You talk about Krunch.ai like it's not important to MOS and just a way of funnelling insiders cash. Let me tell you as a developer I have been monitoring everything on the backend and everything is developed using Krunch.ai - all the testing, all the servers etc and the most importantly amassing the data through Krunch.ai AI system to source the best strategies to make this NFT venture work. All drops have sold out so far and that is a hard task, especially for a brand new company. Shows us how valuable Krunch.ai is to this company.
Posted at 26/8/2022 19:26 by spudyoulike
I take you are talking about the 'details of the agreement' from the pumas RNS? Ok this is how I'm reading this. Under the terms of the Agreement, the parties have agreed a target revenue figure over the 5 years of the contract, of which MOS's share is approximately USD 14.5 million. This net figure is the estimated revenue MOS will receive after any rev-share payments have been made.'So they have a figure they expect to receive from the sales of NFTs and after all parties are payed off MOS % share is $14.5 million. Could be more could be less dependent on NFT success. The Agreement also requires MOS to make an initial cash payment to Pumas, which is well covered by the Group's existing cash and cash equivalents of GBP1.8m, and if certain revenue targets in a year are met then a minimum revenue guarantee would exist for the next year.'So MOS will have to pay an upfront payment before the contract goes live and if a certain Rev target is met then they will have to pay pumas a minimum Rev guarantee the following year'However, in the context of the revenue that MOS would receive for this to be activated, the Board considers these would be modest and achievable from within the next year's revenue that MOS expects to receive from the contract. The Board further believes that, noting the expected recurring nature of NFT revenues, it estimates that its maximum net exposure, under all but the most extreme worst case commercial assumptions, including the upfront cash fee, would be approximately USD310,000 over the first 3 years of the Agreement. The Agreement contains a 3 year break clause and standard terms for termination.' so if they do hit the revenue target that triggers the minimum Rev target for the following year then these payments would be modest and also achievable targets from the year 2 NFT revs that would be expected due to the NFTs being traded over and over with an imbedded contract that gives 5/10% of trade price to the creators. Over the first 3 years of the contract, under all but the most extreme worst case commercial assumptions (NFTs are all bought up and everyone holds for 2 year's minimum or they stop making new NFTs for some reason etc) MOS maximum exposure would be payments of ~300k including the upfront initial payment. Hope this helps.
Posted at 19/8/2022 15:38 by dougy1
I legitimately don't know if you're having a blonde moment here or you're being obtuse. That detail in the RNS is specifically for the royalty payment per trade of an NFT on its second sale or more. If you knew anything about this industry you'd know that.For example, if an NFT is minted and sold for $100 from the creator to the first time buyer, the buyer pays that $100 to the creator (in this case MOS). MOS will split that according to the agreement with whatever football club or 3rd party we are working with (as per other deals of this nature in the industry, I don't see it being less than 33%) MOS creates the NFT using digital imagery provided by the club (hence the original startup cost to MOS paid to the club in the form of a licensing fee). The NFT is created by MOS, promoted by both MOS and the Club, the payment is dealt with by MOS, the NFT is provided to the first time buyer by MOS and the full 100% of that payment is split between MOS and the club. According to you, $90-95 just mysteriously disappears the first time it's sold. Only after the initial NFT buyer decides to sell it on, does the royalty revert to the 5-10%.I hope that explains it to you.
Posted at 17/8/2022 17:38 by purchaseatthetop
dougy1...you asked:

"Do you understand what a commission in perpetuity looks like PATT?"
Yes I do. Sadly using discounted cashflow it means very very little beyond five years and that is how companies are largely valued.

Lets look at the details of the PUMAS contract:

Details of the Agreement

Under the terms of the Agreement, the parties have agreed a target revenue figure over the 5 years of the contract, of which MOS's share is approximately USD 14.5 million. This net figure is the estimated revenue MOS will receive after any rev-share payments have been made. The Agreement also requires MOS to make an initial cash payment to Pumas, which is well covered by the Group's existing cash and cash equivalents of £1.8m, and if certain revenue targets in a year are met then a minimum revenue guarantee would exist for the next year. However, in the context of the revenue that MOS would receive for this to be activated, the Board considers these would be modest and achievable from within the next year's revenue that MOS expects to receive from the contract. The Board further believes that, noting the expected recurring nature of NFT revenues, it estimates that its maximum net exposure, under all but the most extreme worst case commercial assumptions, including the upfront cash fee, would be approximately USD310,000 over the first 3 years of the Agreement. The Agreement contains a 3 year break clause and standard terms for termination.

Key elements:

"the parties have agreed a target revenue figure over the 5 years of the contract"
"if certain revenue targets in a year are met then a minimum revenue guarantee would exist for the next year"
"The Agreement contains a 3 year break clause and standard terms for termination."

From those you can clearly see that:
MOS only would get any income if they exceed the annual levels required for each year and only then get an income the following year.
The contract is for 5 years max
The contract can be terminated after three years and for other reasons.
There is no in perpetuity involved.

Add to this that PUMAS already have an NFT partner that they signed up in May 2021 as I posted earlier and you can see that what you think is the value of data I see as complete lack of any cashflow or secured contract.

You really also need to understand what these sections mean:
"However, in the context of the revenue that MOS would receive for this to be activated, the Board considers these would be modest and achievable from within the next year's revenue that MOS expects to receive from the contract."
Here they are only saying that they "expect" to even activate a revenue share.

and:

"noting the expected recurring nature of NFT revenues, it estimates that its maximum net exposure, under all but the most extreme worst case commercial assumptions, including the upfront cash fee, would be approximately USD310,000 over the first 3 years of the Agreement."

Therefore the cash payment up front is far higher than $310k as this loss is after assumed recurrent NFT revenues. Maybe they have fronted $800k?

Expect a placing damn soon. They had $1.8m before they started this and stated in the RNS "The Agreement also requires MOS to make an initial cash payment to Pumas, which is well covered by the Group's existing cash and cash equivalents of £1.8m" so we know it is less than $1.8m but maybe not far lower. They need much more cash now.

One day you will thank me for being a boring accountant. Reading RNSs is really important and also actually understanding them!

Posted at 16/8/2022 13:33 by purchaseatthetop
The essential thing is to listen to both sides of the argument and ignore nobody (except possibly dubois who frankly is not even amusingly stupid). That was you get a balanced views.

For example. Why has the gross margin collapsed in the period 1/1/22 to 30/6/22 as i previously analysed despite MOS having spent £1.75m paying insiders to release their share of revenues?

To remind you:

RNS 25/3/21 for Krunchdata acquisition:
Rationale

Furthermore, the JV Agreement includes a revenue share agreement, under which 50% of Streams Data revenues are due to be paid to Krunch from January 2022, for as long as the JV Agreement remains in place.

In view of the risks and potential costs of the revenue share arrangement outlined above, the Directors independent of Krunch have negotiated terms with the Krunch shareholders to enable the Company to secure the systems, software and IP required to continue operating the Streams Data business, and to reduce future costs by terminating the revenue share agreement immediately.

RNS 11/2/22 for Livescores:

Mobile Streams plc is pleased to announce that it has taken sole ownership of the LiveScores services that it had previously been operating under a revenue share agreement with Quanta Media Group ('Quanta'). LiveScores was developed by Tim Scoffham in association with Quanta with its first launch in Mexico as per the MOS announcement of 26 July 2021. MOS has agreed to acquire LiveScores (the 'Acquisition') and cancel the revenue share agreement with Quanta, thereby removing any revenue share

Where oh where has all the value for that £1.8m that was supposed to materially increase the MOS share of revenues gone?

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P: V: D:20221207 04:23:34