Mysquar Share Discussion Threads

[shareho1der] 04/5/2017 13:43

572m shares now in issue. But there is so much demands for these shares......amazing

[sapper2476] 04/5/2017 12:14

In for another 500k. Massive volume here today.

[phil1969] 04/5/2017 11:19

I've been doing a bit of research on Josh Adams of imperium. He seems a canny investor, not frightened of taking calculated risks on startups as well as taking sizeable positions in more established companies. Had a little spat with TW back in 2012 but JA came out of it better than TW.He has enough clout behind him to go for 51% if he wanted to have a controlling interest. MYSQ has only recently come on my radar but it seems a typical boom or bust tech firm, but it looks more likely to boom and with finances sorted an more informed investors than myself putting in serious money. Other than voip, the rest of the business looks on the edge of making serious money. Possible take over target by bigger app developer if MYSQ keep gather momentum on the in app revenue and adding to the already massive list of subscribers?

[babbler] 04/5/2017 10:55

II buying big... Look at their holding rns. 2 today. More to come?

[888icb] 04/5/2017 09:59

Volume now 37 million after 2 hours trading and UP 9%

[shareho1der] 04/5/2017 08:54

50m volume yesterday. Now 20m within one hour of trading..... Interesting

[dan de lion] 04/5/2017 08:39

Looks like we could be on our way up!

[ajrgy1] 03/5/2017 16:54

Interesting end to the day????

[shareho1der] 02/5/2017 18:55

Another big volume today

[pilot48] 02/5/2017 14:32

Imperium took the second tranche of the placing and bought 7% on the open market before that. How is that bailing?

[dan de lion] 02/5/2017 13:59

From the Call Home site:-


CallHome helps thousands of students and workers abroad connect with their friends and family back at home. Never be 'homesick' again as you can now call your loved ones instantly, anytime and anywhere.

[backtogo] 28/4/2017 12:06

nope the big placees have bailed. get your parachute out.

[pilot48] 28/4/2017 11:19

Don't know what Twitter you're looking st but looks like the rampfest abounds and on LSE as well.

[backtogo] 28/4/2017 10:58

looks like all the twitter rampers who were in on the placing have bailed for the quick flip.Now they'll walk it down to 0.85p

[backtogo] 28/4/2017 10:49

lots of red selling now.. looks like 1p soon, then under .

[shareho1der] 28/4/2017 08:20

Tranche approved then. There are large buy orders in the background not showing to retails investors. Don't give your shares away.

[backtogo] 27/4/2017 12:23

you will understand when it's bust and you're broke.don't say you had no warning lol

[dan de lion] 27/4/2017 09:42

Seems a weird sort of scam when Beaufort have taken warrants in lieu of payment?

[backtogo] 26/4/2017 10:53

buttercup . yes old target back sub 1p. Volume has dried up. Will be at 0.85 very soon.Same old beaufort scam.

[sja123] 24/4/2017 10:05

....errr, possibly not! He's certainly enthusiastic and a bit OTT but contains some interesting info....much of it I suppose followers will already know ;-)

[pilot48] 24/4/2017 09:23

Lol some interesting turns of phrase, this analyst not one of Beaufort's by any chance?

[sja123] 24/4/2017 08:58

Informative post on all the positives from ResearchAnalyst on L S E

Why is MySQUAR such an incredible investment?

Well, MySQUAR is Myanmar’s social media, entertainment and payments platform of choice. Myanmar, for those unaware, was Southeast Asia’s fastest growing economy in 2016. Branded by the IMF as Asia’s ‘final frontier’, Myanmar boasts a population of 59 million and a growing GDP per capita of 8% annually!

Pretty impressive.

Its attractive geographical location connects it with China, India, Bangladesh and the ASEAN members of Thailand and Laos, providing access to a market of approximately three billion people!

Even more impressive.

Through its MyChat™ (equivalent of Viber, WeChat, and Messenger), Fastsell™ (equivalent of Ebay), MyGame (equivalent of Google Play), and CallHome™ (equivalent of Skype) applications, MySQUAR is currently on track to capture and retain 30% of the Myanmar’s total population by 2019!

That’s a lot of cash once full monetisation of its product offerings kicks in!

In a strikingly smart move, it’s using local language (Burmese) and local content to encourage rapid acquisition and retain loyal users that are new to the web.

Genius!

Its target market is Myanmar’s youth (15-25yrs) who make-up half of the country’s population and where youth employment runs at an astonishing 91%.

Eat your heart out DWP!

Its management team is made-up of well-connected, highly experienced, highly driven, and highly astute entrepreneurs with a nose for business.

They include Comorian millionaire Eric Schaer, who serves as the Chairman and CEO of the Singapore-based private equity group Rising Dragon, disruptive-tech investors Neil Osborn and Piers Pottinger, and Vietnamese investment bankers Nicolas Nguyen and Hung Pham.

So, what’s the progress so far?

• In January 2017, the company’s registered user-base smashed through the 7.5 million mark; a near 30% jump from the numbers released in September 2016. According to Cannacord Genuity, a 4m user-base is usually the level US sector giants express an interest in international virgin territories…

• In March 2017, the company hooked-up with the telecoms giant Telenor to enhance the monetisation of its core products. Telenor has a strong subscription base in Myanmar with 18.2 million mobile customers! Simply put, the joint venture will give MySQUAR access to Telenor's large subscription base for enhanced distribution and marketing opportunities. To this end, the company’s revenue stream is expected to substantially increase with this integration.

• In April 2017, the company terminated the debilitating Sandabel Facility, which had an undrawn amount under the facility of USD 900,000.

• In April 2017, the company raised £2m before expenses by way of an oversubscribed placing to new investors. According to Mirabaud Securities, the funds should now see the company through to profitability, currently forecast for Q4 2017.

• In April 2017, the company advised the market that private equity group Imperium, a subscriber to tranche II of the equity placing, had acquired 30,000,000 ordinary shares (a 7.6% stake) in the Company on the open market in addition to its subscription to tranche II.

Now, depending on the extent of its take-up in tranche II, and assuming it continues to build its stake during the week, Imperium may well emerge as the suitor no one saw coming…

“When a group acquires interests in shares carrying 30% or more of the voting rights of a company, they must make a cash offer to all other shareholders at the highest price paid in the 12 months before the offer was announced (30% of the voting rights of a company is treated by the Code as the level at which effective control is obtained).”



• Game-changing newsflow, in the form of subscriber numbers, commercial agreements, and revenue projections, is expected to be released at any moment.

VERDICT:

Having the right product, at the right time, and in the right place is a critical strategy for any business intent on exploiting new opportunities.

MySQUAR, for its part, has – unequivocally – seized a sizable portion of Myanmar’s social media, entertainment, and payments market. By recognising that offering local language, locally derived and relevant content, is the only route to rapid acquisition and retention of loyal users, MySQUAR has brandished the unsavoury but apt two-finger gesture to its competitors.

Simply put, MySQUAR is capturing a potentially significant and growing, long-term monetisation opportunity.

But more than that, the company appears to be delivering on its promises – something that is unlikely to have been missed by the giant telcos operating in South East Asia.

On this point, and based on the recent buyout of Viber (a company that never made any money and that logged a net loss of $29.5 million on revenues of $1.5 million) by Rakuten for $900m, the current share price (1.60p) profoundly undervalues the long-term commercial potential of MySQUAR. BUY