Monitise Share Discussion Threads

[ringer12] 01/6/2017 12:38

Ah yes MTB. But it was only Mr Lukies that had the shareholders interests at heart and he has departed elsewhere or gone incognito.

Meanwhile Moni shareholders can be reasonably safe in the knowledge that the share price won't be affected much and will not be nationalised should labour win the coming election!

[mikethebike4] 01/6/2017 09:22

Total Voting Rights - on the ball as always
pity they are not quite so good at letting us know about other 'areas of interest' to us shareholders
mtb4

[investment dave] 29/5/2017 19:08

Break even 2.56 and nope haven't the cash or leverage. Will add 2-5m if it drops towards 2p. Creaming profits elsewhere and loosing on here at the minute

[mikethebike4] 28/5/2017 11:36

iD
what is your break even share price now you have upped your total holding ?
are you planning a takever bid ?
mtb4

[luxaeterna1] 26/5/2017 15:36

16m what ? Didn't get the reference

[redips2] 26/5/2017 14:03

16 mill is a brave call....or completely..... :-)

[redips2] 24/5/2017 19:49

If you say so ID.... FTSE going like a train... moni well and truly down the drain .

[investment dave] 24/5/2017 15:32

Risk equals opportunity

[stocky] 24/5/2017 13:22

Ok. I'm on the sidelines for now, but may still take a punt. In it to win it and all that.

[lefrene] 24/5/2017 13:14

Usual old story, will the cash run out before large enough income streams kick in to feed the 420 mouths employed? They have good products, but have been complete rubbish at business. "Onerous contracts" were never a topic at presentations given by one A Lukies! So yes, Finkit deals would be most welcome.

[stocky] 24/5/2017 12:58

Thanks for the info. So basically, much of the fate of the business rests on Finkit. However, present revenue streams justify today's valuation.

[mikethebike4] 24/5/2017 12:53

does the world outside know though? - I've never heard of the Red Award
mtb4

[k3vmc] 24/5/2017 12:10

Nice to see MonitiseMEA win the RED AWARD for Best Mobile App this year for their ZUbiZU app, designed by Monitise Create (now Big Radical).

Not bad for a bunch of incompetents!!

[k3vmc] 24/5/2017 12:08

stocky, it is MyVoucherCodes that is the promotional content provider, which has a turnover of £7m, but rising rapidly.

The other £50m+ p.a. comes from servicing over 300 tier 1 and tier 2 banks worldwide.

[mikethebike4] 24/5/2017 12:02

stocky
see :
page 5 of presentation - Feb. 2017
mtb4

[lefrene] 24/5/2017 11:37

stocky, check out Monitise Create, it's an advertising and promotional content service provider, it's the one thing that's keeping the rest of it afloat, for which holders are truly grateful.

[stocky] 23/5/2017 17:47

Does anyone have knowledge of the other Moni revenue streams?

[grumchum] 23/5/2017 08:23

Do the directors have significant share holdings?

[k3vmc] 22/5/2017 19:15

MrOnions, don't ask me that one - I'm biased.

Try lefrene for an objective view.

[k3vmc] 22/5/2017 19:14

lefrene, you are prepared to label Moni as "incapable" and "dreadful", based on their record to date, despite, presumably, being aware of the huge transition and investment program they have embarked on and the intransigence of the customers they are courting.

I think that is a short-sighted view. I put that bluntly, following your general tone. It would appear that you can dish out plain-speaking, but object to it in return.

[mronions] 22/5/2017 18:59

is it worth investing here, or is stock dead ? AIM RIP ?

[lefrene] 22/5/2017 18:57

k3vmc, Moni may be bright techies but on their track record are dreadful at business. On the scale of IBM/Amazon they are of course small fry and have only burnt their way through about £100m to as yet generate visible profit. The mistake would seem to be that they set out to be a service provider to an industry that is doing it's best to avoid their product, despite the fact that the industry needs it, and needs it now. Moni have their media offering which does seem to be picking up traction, but they seem not to have explored other avenues where they would not be beholden to gate keepers.

There may be a tipping point with the banks, and Moni enjoy a cascade of business, or this situation may drag on as the banks try to dodge/delay/fudge psd2. It's the uncertainty that either makes this company very cheap, or reflects it's real value.

I have witnessed managers in large industries and government departments 'freeze up' because they know they do not have current skills, and yet have the authority to block change. They fear the consequences of making a mistake for which they can be blamed. In the banks I dare say managers also fear conflict with their own IT managers, especially as the IT people know their managers won't understand the tech.

Thank you for concerning yourself with what I may think, I think you will continue to make gratuitously rude remarks to strangers, k3vmc!