Mobilityone Share Discussion Threads

[mattjos] 09/7/2021 08:28

I believe just the last few sellers believing they did well to get out a little above the lows. Most others will now appreciate the upward trend has returned now

[dave4545] 09/7/2021 08:25

Just crazy those selling at 24p yesterday

[mattjos] 09/7/2021 08:21

Very little stock about now

[herobrine123] 09/7/2021 08:06

Unless I’m mistaken that 32898 UT trade this morning was recorded as a buy at 16.14 yesterday? It’s also no longer showing on yesterday’s trades?

[mattjos] 09/7/2021 08:02

That's £10Bn Mkt Cap for WISE now. Incredible

[mattjos] 08/7/2021 17:32

Today probably seen off most of the selling here for now, imo.

[herobrine123] 08/7/2021 16:15

Buys v sells pretty much the same and 7.41% down? Strange!

[mattjos] 08/7/2021 14:18

Yup, crazy demand

[markth126] 08/7/2021 14:17

Wise now 9.4bln wow

[mattjos] 08/7/2021 14:02

Indeed Davy ... WISE will turn & focus the spotlight onto the sector.Won't be long before more of these sort of articles come out and more new posters turn up here querying the ridiculous valuation anomaly.Usually a few sellers turn up the day or two after a bounce, like yesterday ... thinking they did well to sell for a bit more than the lows.I expect the price to resume some upward movement shortly

[davydoo] 08/7/2021 13:50

A brief but interesting industry trade press article about investment in fintech post Wise flotation, which speaks to what Mattjos said about opportunity here

Enough people lifting enough rocks will find us

hxxps://citywire.co.uk/wealth-manager/news/after-wise-s-success-investors-seek-the-next-payments-winners/a1528212?ref=wealth-manager-new-latest-news-test1-list

[dave4545] 08/7/2021 12:04

wow

And people sell this at 24p now

[king suarez] 08/7/2021 11:55

Nope, WISE is up another 1% currently - £9bn market cap.

[dave4545] 08/7/2021 11:41

How is that WISE doing today

I'm guessing it might get smashed up as all overvalued stocks are getting battered
on the US futures atm

[mattjos] 08/7/2021 11:23

Delay is solely pandemic related. They did same last year

[megasonic] 08/7/2021 11:18

The PE for MBO is ridiculous, looks incredible value. I've had MBO on my watch list since April and despairingly saw it rise from 15p to over 40p since then. Took the opportunity to buy in a couple days ago as it fell to sub 25p.The product looks good, someone posted about MBO being similar to WISE which I agree with, would add that it also has facets of FinTech firms BGO and BOKU. In this non-contact, digital world we now inhabit, I expect MBO's business model will continue strong revenue growth and the Southeast Asia region which the company operates in has particularly significant room from growth in this regard. The only thing that concerns me is why management felt they needed an extension to publish their accounts. Wanted to hear opinions from other posters on this?

[dave4545] 08/7/2021 10:38

People paying 25.8p+ and somebody sells 20k at 24p

Bet the mm's are loving that !

[markth126] 07/7/2021 16:42

Thankful for the prompt to sit on hands a bit longer....!

[mattjos] 07/7/2021 16:26

insatiable demand for WISE also .. now £9Bn mkt cap. I cannot stop laughing at this situation

[dave4545] 07/7/2021 16:23

Still strong and seller must be out now

26.55-27.5p, high of the day was 27.25-27.7p

[dave4545] 07/7/2021 13:00

Pushing on

nice.

[mattjos] 07/7/2021 11:51

It is absolute insanity.
We could & should be valued at £100m Mkt Cap and we'd still be cheaper than cheap in comparison.

I'm pretty sure that Allenby will make reference to this in coverage following publishing of the FY accounts. Sector peer comparisons always usually in Broker coverage, for obvious reasons

[davydoo] 07/7/2021 11:51

Mattjos, good description re clips, but arent we at MBO claiming the full rev for sale of the phone payment card and then making a small profit margin, whereas Wise numbers are their actual revenue not the sum of the amount theyve exchanged and then taken a clip of

[markth126] 07/7/2021 11:48

The WISE IPO this morning is showing the true value in this sector and hence I think an overspill here, WISE just valued at £8bn, making £20m profit, MBO valued at £25m, making £2m profit, go figure?