|agree- lets see some numbers. But the space they are in is definitely a big big potential. Possibly more so now chrome are looking to launch ad free browsing, meaning the second screen/mobile space is even more valuable, and moment marketing will be at a big premium|
|Placing was on the cards given the losses and also the old capital markets days are generally to get a few people going with a 'story'.
So I summarise all the guff as: "We still need lots of cash to keep going and the market likes the story at the moment, so here goes..."
"accelerated book build" always makes me smile... "please Mr. Broker, do it quick"
What would be nice is some sort of actual trading figures, as the last lot were in August. If you're going to tap the market for money, a bit more detail on trading in the last 5-6 months would be obligatory in my book.
The positive is that the management have been buying shares a fair bit, but I don't trust companies that keep raising cash without any details on financials. "In line with our expectations is a get-out, when you're piling in the losses".|
|Yes, I've got these ex Mopowered when I wrote them off and now they've sprung back into life ! - which is nice, so I shall hold them until whenever to see if I can recover some significant money.|
|More good news here. Commercial agreement reached with Essence for MPM's IMPACT after successful trial with two of Essence's largest blue chip clients.
Essence is a global digital agency majority owned by huge multinational ad agency WPP.
It's looking more and more like MPM really do have something unique and valuable. The potential here would appear to be huge, and building.
Still in yump? :-) I hope so.|
|Actually I am a bit of a chart disser ;-) Although a few over the years seem to turn out well, especially the ones that go up in steps (like this one), although I haven't done any real analysis. I presume the stepped chart reflects early stake building and/or investors just putting some cash in and prepared to wait a few years. Once the shares start to get more heavily traded and get into the uppy-downy patterns, it seems to me that so many lines can be drawn to suit whatever case can be made.
The other stepped charts seem to coincide with companies that are reliably improving profits, year after year, so there's little reason to sell each year and the traders can't cause enough volatility to make any worthwhile profits.|
|Fair comments yump.
The truth is I have no idea whether mporium have something unique, and have no way of telling. I'm not in the industry and quite frankly find it all rather baffling.
But the Jellyfish man seems to think they have and has said as much. And one presumes he knows what he's on about. Would he say that if he didn't believe it? Quite possibly.
Basically I'm a chartist, and saw the potential in the MPM chart ages ago.. ie mid 2015, and so far it has played out very nicely. I believe you don't have to even know what a company does let alone understand how it functions to make money from it. Just a few basic variables.. the SP,a couple of moving averages + volume, and the interplay between them over different time frames can give a good indication of the market mood for a certain stock, and provide good entry and exit points.. as long as the chart user sticks to a fairly rigid discipline. It provides an almost intuitive approach to investing rather than the logical, deductive one used by fundamentalists. Obviously it helps if you can use both, but my profits over several years show that simple charting alone can work, although I admit to being only small time (I have less than £20k in the market, spread over about 20 companies).
People who diss charts in my opinion simply don't know how to use them. I'm not saying you are one, but you may be for all I know :-).
Anyway, all that's a bit o/t... I'm sticking with MPM, despite its rather chequered history. The positive vibe in the press releases, director's actions in the market AND the chart all say hold.. for the time being at least.|
|There is a lot to go for IF they have something unique.
I've directly had the windfalls from time to time that you can get using paid search in a short time window, directing to a website that sells something that has just had a massive ad. campaign on TV, or just had a product featured (eg. in the gadget show). More importantly profitability jumps sky high, because the conversion rate jumps. You have to be careful though with new products, they can attract loads of browsers and few sales though.
For the moment I don't get what something automatic can do in assessing brand-relevant content and how granular that has to be, to make it any better than just being very organised in looking ahead at TV programs and having someone click a few buttons to set Adwords running at the appropriate time.
The sceptical part of me wonders whether its a bit of software that just examines forthcoming TV programs for likely brand relevant content. That's not unique. If you can do that, then the campaign switching is a few seconds job for a monkey. Assuming the campaign is prepared in advance - which it would have to be, whether automatically switched or not.
Has that been dressed up as something tech. when its just called 'great planning' in other businesses ?
I know ad. agencies. They are desperate to get and keep clients and they always want to be offering something new and shiny.|
|This also sounds extremely promising from Rob Pierre, CEO of Jellyfish (although I'm quite aware atm it is nothing more than a string of words placed side by side, which could be considered as "vague and vacuous talk and jargon" depending on your viewpoint)
"From the outset, there was a great cultural fit between Jellyfish and mporium and we discovered that their technology was truly unique. We are now looking to identify the best opportunities to implement the mporium technology across our client base. The partnership with mporium represents a great match for us, and more importantly a significant competitive advantage for our clients.”
Jellyfish clients include Experian, Under Armour, Nestlé, Toyota, Fitbit and Samsung.|
|The bit below still interests me, but not for more investment. Automatic campaign switching isn't new though, there have been a number of interfaces that can be linked directly to Adwords for years. At its base is really a bit of software. Maybe complex, but still a bit of software. Being 'proprietory' is a red herring imo - it sounds good, but its not IP defendable.
So I'm thinking 'Kings new clothes' a bit.
"Throughout the trial, mporium used its proprietary technology to switch the brand's Google AdWords campaign on / off in response to TV content. When brand-relevant content appeared on TV, the campaign was activated for a configurable number of minutes, thereby capturing the moments of highest consumer intent.
The trial revealed that IMPACT delivered a major increase in the performance of the campaign: significantly reducing the cost per conversion and providing a dramatic increase in the conversion rate."|
|I live in hope ! As I'm investing quite a bit more now than in the past, I've now got a rigourous checklist of things to look out for that rule out any investment in a company. Near the top is 'vague and/or vacuous talk and jargon'. Top is the 'we are going to change the world of x' business models, as they never do.|
|you sound quite bitter yump, perhaps understandably.
but hopefully this is a new animal now with a new management team under Barry Moat.. who has proved he can grow a successful business, most notably Premier Direct, new products etc etc., and a bit of traction being gained.
You could be right and it turns out to be a pile of junk like MoPowered, but best not to let the past cloud the present. I'm starting to think they might actually have something worthwhile here, and plenty of director buying over recent months tends to back that up. Stick around and you may actually recover some of that shareholder value.
btw, apologies for not being andrbea. It looks like he/she is not going to be answering your question.|
|That question aside, I wrote off my investment in Mopowered a while ago.
fwiw my prediction for this lot is:
Its a group of people who are going to pay themselves nicely while conducting a startup business experiment with investors money. No risking their mortgages here thank you very much.
(Note: the patents are all pending, not granted - hence 'experiment')
There will be lots of jargon. (Already demonstrated excellently by the statements)
There will be lots of RNS's involving 'partnerships'
There will be little or no mention of contract values
They will build by acquisition, therefore 'justifying' salaries
Losses will continue for ever.
I feel sorry for folk on Dragon's Den who just want £50,000 to progress something that actually is selling well, that has a patent and who spent the last 2 years using their own money to get it going.
Then you get groups like these who just go to the market with a load of talk and get several lots of £xmln.
So go on, prove me wrong and perhaps I'll get some 'shareholder value'. Miracles might happen.|
Having noticed your name on the top of many newly floated or newly 'rearranged' businesses, I have a question for you...
Are you in any way shape or form paid to promote these businesses ?|
|great link-up with Jellyfish.. read the RNS. Great looking chart. very interesting prospects here, but seemingly completely under the radar of most investors.
happy to sit here on this lovely quiet thread.. usually a very good sign in itself.. and see what unfolds.|
|Strangely quiet here, considering the rising trend.
|Director buys 285,000 shares and the price goes down!.. I'm guessing because of the price he bought at. Still, it's a longer term vote of confidence, surely?
Directors seem to have been regularly accumulating stock over the past 12 months or so. Something good about to happen soon?|
|Bid for company...|
|as the deal has been made ,when do you think we will get our money?,for the fries ,|
Did you do a spell check, I'm not sure you meant punt, if you C what I mean !|
|Not even worth the fuel to get to McDonalds !
Oh well, it was a punt after all.|