Mysquar Share Discussion Threads

[dan de lion] 10/10/2017 08:48

Far more chat about MYSQ over on LSE.

[888icb] 10/10/2017 08:07

A good start to the day straight through 4p and currently 4.15p

[888icb] 10/10/2017 07:16

Another very good deal announced by MYSQ in this mornings RNS. MYSQ firmly focused on increasing its income.

[anangf] 10/10/2017 07:08

Great RNS.

[mr hat] 09/10/2017 14:36

Buys at full offer now. Let's see if we can break through the 4p level today.

[shareho1der] 08/10/2017 08:10

It is naive to think MM will raise the share price when all personal investors are expecting it. They would want them to sell out in frustration before any rise.

[theoriginalyoda] 03/10/2017 20:56

Aha. It was correct. Investors 5p warrants have hit their accounts. MYSQ pushed for this to happen this week. Now it's time for them to deliver their news. Happy days folks. Get ready for a return to the high single figures and an assault on 10p.

[mr hat] 02/10/2017 10:16

Something definitely brewing here...

[theoriginalyoda] 01/10/2017 01:11

I am hearing reports that MYSQ are pushing the brokers to ensure that the 5p warrants issued in the recent placing are available for investors this week.

That surely means MYSQ think there will be an opportunity for investors to trigger them very shorty. I strongly suggest then that there's some exceptional news coming in the next week or so. With the investor night in just 11 days, all seem about to explode.

Hold tight guys.

[mr hat] 28/9/2017 10:17

Buying interest again in anticipation perhaps?

[babbler] 22/9/2017 15:12

Last call for potential news Monday... Lots to come here.

[mr hat] 22/9/2017 08:00

Thanks for all the posts Yoda.

That flag pattern starting mid-May is still looking good. :-)

[theoriginalyoda] 22/9/2017 07:13

New tweet from the company this morning and it provides me with huge comfort to understand MySquars 'Land of Magic' game much better.

This could be an absolutely huge game throughout Myanmar. The reality is though this will be expanded into the rest of the world near term. Think how popular 'World of Warcraft' is and the billion dollar industry it has created with toys, bedding, books etc. Well Land of Magic may not reach that level, but it has the potential to be a massive world wide hit.

Why?

Well firstly MySquar has 4 games now availablein the apple i-store in Myanmar. The descriptive for 'Land of Magic' is truly brilliant; described as a game where a "world of humans and monsters coexist." A Land of magic with magicians, beasts, warriors and monsters....

To be honest my kids would probably love the game, maybe, just maybe, MySquar will release this in the rest of the world very soon. A question for next months presentation no doubt. Or have the company arranged the presentation to inform us of this? Either way, this is a clear winner as long as the graphics are up to it, and to fair, what I have seen, it looks damn good. Here's the link:

[theoriginalyoda] 20/9/2017 08:45

ySQUAR Limited (MYSQ.L, 3.38p) – Speculative Buy
The Myanmar-language social media, entertainment and payments platform whose principal activity is to design, develop and commercialise Myanmar-focused internet-based mobile applications, yesterday announced it has successfully integrated and utilised the carrier billing service (purchases are made by deducting from the phone balance) of Ooredoo Myanmar, the leading Qatari telecommunications provider operating in Myanmar since 2014, for MySQUAR's mobile applications and games. Ooredoo will earn a share of revenues as part of the integration. MySQUAR's COO & CFO, Pham Dang Hung, commented "We are delighted to work with Ooredoo whereby the Company's applications and games will be directly available to Ooredoo's users. As a result we expect that the revenue generating capability of the Company will also be enhanced which we intend to exploit through a planned program of new title releases".

Our View: MySQUAR has made another important and positive step! The move was in line with the Group's strategies to seek new partnerships to diversify and build its user base and monetisation channels. Ooredoo is one of the world's largest telecommunications provider connecting 133 million people across 12 markets. In Myanmar, Ooredoo is the first operator to launch 4G services while also expanding its 3G network, building its subscription base to over 9 million mobile customers since 2014. It's 4G service is now available across 52 townships which cover 5 major cities and leads the 4G market with 5 million 4G subscribers. This news follows integration of Telenor Myanmar's carrier billing services for the same purpose completed back in March 2017. Given a population of about 55 million (of which, 47% is under the age of 24) with 93% mobile phone penetration recorded in January 2017, Myanmar today has over 51 million people with mobile connections. Combining strong subscription base of Ooredoo (9 million as at end 2016) and Telenor (18.2m as at end 2016) which amounts to more than 53% of the Myanmar's market share, MySQUAR has now greater access to distribution and marketing while making in-app purchases significantly easier for mutual customers (as oppose to purchases, for example, using mobile top-up phone cards), altogether enhancing its revenue generating capability. Having raised £1.2m (before expenses) through a placing and subscription at the end of July, together with cash position, various receivables and the undrawn Rising Dragon loan facility, MySQUAR's balance sheet has been strengthened for ongoing expansion of its online offerings, while also evaluating potential acquisitions and strategic investments with a view to further accelerating the growth of MySQUAR's product lines. Based on expected progress, Beaufort considers MySQUAR has the potential to produce its first net earnings for shareholders as early as its financial year-ended June 2019, by which time its branded social media and entertainments platform will indeed have secured deep foundations in Myanmar. This all suggests the shares still have a long way to go from currently depressed levels notwithstanding, of course, the opportunity for a predatory approach from one of the acquisitive online hubs which remain hungry to add new virgin territories to their international portfolios. Beaufort retains its Speculative Buy recommendation on MySQUAR with target price of 21p.

[theoriginalyoda] 20/9/2017 07:00

Seems to me many have missed the point here. REVENUE.

Yesterday, MySquar announced a deal to provide mobile games for 9 million EXISTING Ooredoo subscriber's. They are based in Qatar. Qataris have cash..... in abundance. Ooredoo are the leading 4g mobile, telecoms and TV provider in the region with international connections.

If just 1% of their subscribers played our games and paid $5 a month it equates to additional revenue around $15,000 a day.

As we know, MySquar are on a massive recruitment drive. They knew this deal was in the bag. They know the wave of revenues that are about to come in.

Forget hitting $10,000 a day as investors are waiting for, think $25,000 a day. Looking very conservatively at this we can assume the share price easily reaxhing 10p in the coming months. Let me explain;

Just 1% of 9m Ooredoo subscribers = 90,000 (remember each subscriber is a family unit in Qatar, so huge additional potential)
multiply by $5 a month = $450,000 a month or $15,000 a day of new revenue.

Add this to current revenue of $10,000 a day and we will be pulling in a cool $9,000,000 a year revenue very shortly.

On a p/e ratio of just 10 that's a MCAP of $90m or £66.5m at today's exchange rate.

With 615.86m shares in issue, that's a share price of 10p.

I have to repeat, I have used very low, conservatuve, take up figures on this one deal alone. 9m subscribers is likely to be about 40m people within the households in total.

So imo, this is clearly an incredible opportunity for investors. The great thing is that revenues for apps are instantaneous as the subscriber pays there and then. Expect huge change northbound with the share price in the next few weeks months folks.

Good luck.

[funkmasterp12] 19/9/2017 23:16

"Ask yourselves why Ooredoo would complete a deal for all their customers if MYSQ couldn't deliver?"Because it appears they've had to do literally nothing but say "yes".

[theoriginalyoda] 19/9/2017 22:33

MySquar games ALREADY on Ooredoo website!!!! Revenues will fly in even quicker than we expected.... very happy days for long term holders here; 10p by year end easily.

hxxp://www.ooredoo.com.mm/en/Personal/Entertainment/Games/MySquar.aspx

[theoriginalyoda] 19/9/2017 22:11

Superb news today; 9m new potential customers with our services on offer to subscribers through Ooredo from Qatar. The revenue will cascade in over the coming months with this massive increase in subscribers. It will blow current revenues away guys, make no mistake. Now we know why MYSQ have been rapidly recruiting and can afford such a huge expansion. Incidentally, revenue figures will be provided before the presentation next month; so we will know more within 2 or 3 weeks.

What today has done is proven that MYSQ is moving forward very well indeed. Ask yourselves why Ooredoo would complete a deal for all their customers if MYSQ couldn't deliver?

So, have the confidence that todays deal proves that what MYSQ have is 100% genuine. Buy, hold and reap big reward is my take on it folks... :)

[babbler] 19/9/2017 16:29

Well that was long lasting.... Oh well guess wait for next news spike.

[babbler] 19/9/2017 10:31

Order filling as can not buy many if at all...

[babbler] 19/9/2017 08:27

Mos... Lol... Just lol... Where is their money tied up... What issues are they having... How bad is THEIR history.... And management... So yes buy there not here... Bye now.