Monitise Share Discussion Threads

[ltcm1] 08/6/2017 11:47

Guys I read the other day Amazon declined 95% between 1999 - 2001. The market is not always right!!!

Moni does look interesting but it may not be correct to say Myvouchers will be able to underpin a business with such a high headcount and wagebill. Also there are worrying articles about how Brexit may lead to a shortage of top IT people in the UK. A total wipeout should be priced in to a buying decision IMO. But then the reward potential is there.

GLA - it looks a better prospect than say BLUR and Ocado.

[j777j] 08/6/2017 11:28

The so called pros like Goldman Sachs and Berenberg were screaming these as a buy at 135p.


What makes you think they are more clued up than the rest of us?


At these levels you simply own undated option money.If correct,they will reap massive rewards.If not,the myvouchercodes business provides some sort of guarantee.

Now that is not a bad deal.

[celeritas] 08/6/2017 10:51

Sorry guys, bee in my bonnet today.

2nd paragrah, why no mention of the huge losses and massive share price depreciation, total failure.

[celeritas] 08/6/2017 10:46

He's now judging fintech.

[k3vmc] 08/6/2017 10:40

The problem was having salesmen that were not technically competent. They sold fixed price contracts without knowing the cost of fulfilling them. Rapid growth in sales, without growth in cost control. Hence the onerous contracts.

Cameron is very good at cost control. Rubbish at shareholder communication.

[luxaeterna1] 08/6/2017 10:35

Monitise won't be the first AIM stock to miss profitability forecasts by 2 years.

Massively slashed costs. Massively scalable product. IBM doing the selling and integration. Engineering works mostly done.

It may take 3-6 months to get interesting in the share price trenches. But I personally believe the time is right. DYOR. Risk of price dropping? Low. Risk of price doubling in 6 months? Moderate. Hmmm....

[lefrene] 08/6/2017 10:31

That's the one Cel, how much of that ever got anywhere near the talk? I recall the share price being circa 65p and 'onerous contracts' had yet to come to light! Plainly he has as much grasp on numbers as Dianne Abbot.

[j777j] 08/6/2017 10:19

It's how the real money can be made.Buy deeply out of favour with massive potential and adequate funding and just wait.


As the great Jesse Livermore said "It's the sitting and the waiting that gets to most men."



Gla

[celeritas] 08/6/2017 10:16

This one you mean

Monitise plc - trading update
Transformative year with move to Monitise 2.0 subscription model initiated

FY 2014 revenue growth of 31%-33% vs expected 40%, due to faster shift to subscription model, with lower up-front revenue

Monitise expects revenue growth of at least 25% in FY 2015

Longer term guidance maintained, including intention to achieve profitability in FY 2016

Increased confidence in 200m registered users / £2.50 ARPU target by June-end FY 2018

120% year-on-year growth in annualised transfers and payments volume to $88bn

Strong interest from customers and prospects in the Monitise 2.0, the GroupÔÇÖs open-API platform, and the Monitise Commerce Network

[investment dave] 08/6/2017 10:00

Cel good luck there.

[luxaeterna1] 08/6/2017 09:43

Monitise are so close to reaching a decent platform and profitability, it doesn't take much (maybe £8-10m extra revenue) to reach a 4p share price 2-3 bank contracts get it to 10p.

IBM are pushing it. They only need 0.5% of the market to break 10p.

It's no guarantee for sure. But weigh up the risk/reward and decide if it's worth buying. The share price has cratered, can it recover? Nobody knows yet.

[celeritas] 08/6/2017 09:27

By the way ID I added sxx first thing.

[j777j] 08/6/2017 09:14

I don't believe in coincidences.The Lloyds move to IBM, follows the move of a significant part of Moni's technical staff to IBM.


The news, when it comes, will likely be the signing of a major bank contract with FinKit.


That will quadruple the shareprice overnight.

A price worth waiting for.


Meanwhile the myvouchercodes is a significant asset underpinning for moni.Insurance,if you like,becoming more valuable by the day.



MasterCard are not fools.They have almost a monopoly with Visa.


Gla.

[investment dave] 08/6/2017 09:08

Cel why not trade it and make use of ever 0.25p

[seball] 08/6/2017 09:04

Shares in short supply.

[celeritas] 08/6/2017 09:04

Its a long term hold ID, I expect to be holding it for easy 10 yrs so long as everything goes smoothly.

[investment dave] 08/6/2017 09:02

2.47 on the ask now

[investment dave] 07/6/2017 18:41

Cel you surely made a wedge on SXX though? That has been my best ever share with nearly 7 fugures profit over 3 years trading it

[celeritas] 07/6/2017 18:33

Lef, this is a confidence game. I had plenty before moni which has stopped me from investing in shall we call them riskier co's. Purp is another one.

[lefrene] 07/6/2017 18:16

I see where you are coming from Cel, but there is no comparing the two businesses at all. Mind you Boo looks at a giddy valuation now, I guess it's seen as an Asos in the making. I agree with the AL sentiment, but LC seems to be doing a good job, Moni might just rise from the ashes yet.

[lefrene] 07/6/2017 16:27

I agree J777J, the voucher codes have become the lifeline. Well Lloyds have just gone with 'Big Blue' shipping much of their IT requirements over to IBM over the next three years. Not sure how that will financially benefit Moni? As for 'news', the latest thing on the Moni site is dated Nov 2016! So news wouldn't seem to be a priority just yet.