Sytner Group Share Discussion Threads

[horneblower] 04/3/2017 23:11

Sounds like they've worked out the economics ahead of actuality.
Reality will prove them right or wrong.
If they get the numbers they MAY be proved right. If they don't then they (and we) will be proved fools.

[last of the mohicans] 04/3/2017 21:49

As promised the answer from IR

Not one I expect any of you were expecting to see.

LOTM
------------------------------------------------------------------------------
On your question below, the Freeway branded app is great for top line growth, but white labelling provides better margins. Why? Mainly because Freeway doesn’t have any customer acquisition costs. Additionally, in the case of carriers hosting our Connected Services Platform, e.g. Tata Communications, we further reduce our operating costs lifting margin to over 80%!

Syntonic can allow carriers and big-brand content providers to spend Billions on their assets and customer acquisition while assuming a percentage of the rev and/or licensing royalties.

Kind regards,
Syntonic Investor Relations

[last of the mohicans] 03/3/2017 11:00

A friend of mine got an interesting email from IR.

The questions first of all the answer's shortly ..................

Is it possible for you to explain this part of the quarterly report in more detail for me, because I'm very confused by it

Consumer demand for Freeway in Indonesia and Malaysia remain strong with nearly a 6x quarterly increase in app downloads. Syntonic is developing a robust consumer base for data rewards that will transition to sponsored data offers once Tata Communications deploys the white-labelled Syntonic Connected Services Platform across regional carriers.

Why would you want to Transition your consumer base onto the white label version?

What's to be gained by it ?

LOTM

[griff2711] 01/3/2017 05:23

Don't worry yes yes it's coming. Research Exponent, sounds very much CSP will be utilized in OTT element. @?TamaraMcCleary?Content is King: 91% of #mobile users say that access to #content is very important. #Marketing #MWC17 @WeAreExponent

[yes yes] 01/3/2017 04:39

now gone below the placing price,not really a great investment so far..

[griff2711] 28/2/2017 15:16

Tim Sherwood @tata_comm – the potential use cases for sponsored data is ready to explode! #sponsoreddata

[last of the mohicans] 21/2/2017 12:48

Sorry I should be posting more here.

So Freeway went live in Mexico on 15th Feb.

(link from Teamtall on HC)

I see one review from as far back as 20th October 2016 from Ashley Sugey Aguilar Torres !!!

5 written reviews on the 15th, (3 x 1 star, 1 x 3 star & 1 x 5 star)
14 written reviews on the 16th (3 x 1 star & 7 x 5 star amongst them)
20 written reviews on the 17th (4 x 1 star & 13 x 5 star amongst them)
14 written reviews on the 18th (0 x 1 star & 9 x 5 star amongst them)
16 written reviews on the 19th (2 x 1 star & 10 x 5 star amongst them)
19+ written reviews on the 20th (2 x 1 star & 14 x 5 star amongst them)

So quite a few people have clearly been downloading the app in Mexico already, I wonder what offers are available in Mexico for them ?

With the above happening, Freeway has had 4 consecutive days of 100+ reviews recorded in the google store, which only occurred once before in the 10-14th November period.

We'll be getting pretty close to that 500,000 downloads number now.

LOTM

[griff2711] 19/2/2017 12:00

If we land them three there won't be anymore talk about cents, we'll be talking dollars. http://www.geekwire.com/2017/reality-check-trumps-plans-help-tech-industry-big-league/On Feb. 3, the FCC notified AT&T Mobility, T-Mobile, and Verizon Wireless that it would be closing its inquiries into each company's "sponsored data and zero-rating offerings." This means that AT&T (which owns DirectTV), for example, will be continue to be allowed to offer preferential deals to DirectTV subscribers so that streaming DirectTV content doesn't "count" against monthly data plan limits.So that's great news if you are one of the big wireless carriers. But if you're Amazon Prime Video, NetFlix or Hulu, it's not such great news as it means that customers now have a strong incentive to stream video content using the DirectTV app and service on their phones, rather than competitive services.

[horneblower] 15/2/2017 23:34

...or with much of a track record I suspect - not meaning to be mean.
This, like other wannabees, has a chance of being The One.
Had it been on NASDAQ, the chances would be small. On ASX, divide that by ten.
Doesn't mean it won't happen.
Keep the faith.

[griff2711] 15/2/2017 18:45

Not sure it will go lower TBH, I'm certainly a buyer if it's does, actually I've been a buyer at current levels. I think people have 7 trading days left to get onboard anywhere near current levels. By March we should have some clarity and forward revenue guidance from the half yearly results & no doubt some exciting news from the MWC. Start of the journey to a billion dollar begins, and I don't make statements like that lightly.

[horneblower] 15/2/2017 08:50

Bit of a disaster so far, this investment.
Looks as if it will go lower before it has a chance of going up...if up is ever where it's going.
It needs to reach critical mass in any of its markets. At the moment it does not seem to have traction but that could change.
I live in hope.

[horneblower] 13/2/2017 22:12

Why ASX, not NASDAQ.
Can anyone answer this satisfactorily?
Please don't give the SEA spiel. It doesn't cut.

[horneblower] 04/2/2017 09:27

ASX announcement 6/1/2017

Gary Greenbaum. 5 January 2017.
Conversion of performance shares upon Freeway by having an Addressable Audience of 100,000,000 mobile subscribers.
Rahul Agarwal. 5 January 2017.
Conversion of performance shares upon Freeway by having an Addressable Audience of 100,000,000 mobile subscribers.

Having an addressable audience of 100,000,000 mobile subscribers sounds impressive, so, what was the addressable audience before?

[griff2711] 04/2/2017 07:36

Net Neutrality has just gone a long way to being quashed in the US. Bring on the age of OTT video services and sponsored datahttps://www.google.co.uk/amp/s/arstechnica.com/tech-policy/2017/02/fcc-rescinds-claim-that-att-and-verizon-violated-net-neutrality/%3Famp%3D1?client=safari"While this is just a first step, these companies, and others, can now safely invest in and introduce highly popular products and services without fear of commission intervention based on newly invented legal theories," Republican FCC Commissioner Michael O'Rielly said today.

[last of the mohicans] 31/1/2017 11:21

I'll be working on this post for a little while so please check back later for updates on my thoughts & views I'm just coping relevant info over etc

############
P3 "In this context, Syntonic received customer receipts of A$18K in the December quarter"

I know in oil & gas stuff revenue is delayed, ie its 30 days after the end of the month before you get paid for oil & 60 days for nat gas. They've used the words customer receipts instead of revenue, so are they only talking about the money they've actual got in there hands by 31st December, or the revenue earned for the whole quarter?

Would be great to get clarity on that from IR would it not? for those who get responses

P1 "successfully lowered its incremental end-user acquisition costs by 60%"
P4 "Syntonic improved its user acquisition cost this quarter by 43%"

How are they so different? doesn't make sense to me since they are the same thing are they not?

P4 "Consumer demand for Freeway in Indonesia and Malaysia remain strong with nearly a 6x quarterly increase in app downloads. Syntonic is developing a robust consumer base for data rewards that will transition to sponsored data offers once Tata Communications deploys the white-labelled Syntonic Connected Services Platform across regional carriers.

I'm really not sure what they mean by this, transition is move across, so we're going to move them to sponsored data offers later !!! so what are they on now? are they deliberately just breaking even with this group to grow the data base & hence no revenue is being generated from them as rewards match costs? Hence the reason there is just A$18K

----------------------------------------------------------
We now get into what the terminology means


P1 “Freeway by Syntonic realized sizeable growth with a nearly 1000% quarterly increase in application downloads."

P3 The net result was a 10X quarterly increase in Freeway’s distribution and usage, largely driven by the growth in the India market.

P4 Consumer demand for Freeway in Indonesia and Malaysia remain strong with nearly a 6x quarterly increase in app downloads.

I've tried to reconcile the numbers and can't, be it downloads of the Freeway product or user tasks. Given there were @ 22,500 downloads of Freeway (excluding those on AT&T that we can't view anywhere but must have numbered over 10K) by the end of September. Meaning around 22,000 downloads in that quarter. So if you apply the above to that number alone you get to say 210,000 + the 22,500 totals 232,500 by end of December.

If you then apply the Indonesia & Malaysia stat, you get say 125,000 (just under 6 x 22,000) plus the 22,500 totals 147,000 meaning the India element is @ 85,000 users. Therefore it doesn't tie up 125,000 of growth verses 85,000 of growth !!!
---------------------------------------------------------------------------------
P7 advertising and marketing A$248,ooo against A$131,000 the last quarter.

P1 "successfully lowered its incremental end-user acquisition costs by 60%"
P4 "Syntonic improved its user acquisition cost this quarter by 43%"

Lets use the above to do some calcs, if each user cost A$1 each before for Syntonic to acquire, then that would drop to A$0.40 now. Which means you get 2.5 times the number of new users you get now for the same cost as before, our spend was nearly doubled so you would have thought it meant a 5 fold increase in users not the 10 fold one seen.

You could see that number rising if those users already onboard were generating revenue & it was be re-invested in the loop to acquire additional users, but the A$18K revenue figure throws a spanner in that thought unless of course it was happening in some other way?

------------------------------------------------

I haven't even got to

P4 If a user enjoys the Freeway experience, they are incentivized to refer a friend to install and use the application. Nearly 22% of Freeway downloads came from this low-cost referral channel

P4 For example, one such metric tracked by Syntonic is the app store conversation rate – a measure of the percentage of users who went to Freeway in the Google Play store and downloaded the application. The conversion rate rose from 18.9% in September to over 34% in December, representing an 82% improvement with no additional user acquisition cost.

Yet !!

Ok the refer is easy, but it doesn't say how much that channel reduces the cost compared to normal channels.

The second one ..................... we were all going to the google store in September and not downloading the app, the number of users downloading it was small, therefore that badly affects this metric. Come December many less shareholders are going there to view user comments etc and the number of users downloading the product is much larger

Still other stuff to say .......................in due course, but will be interesting to hear others views on all of the above.

--------------------------------------------------------------------------------------------------

P1 "successfully lowered its incremental end-user acquisition costs by 60%"
P4 "Syntonic improved its user acquisition cost this quarter by 43%"

P1 “Freeway by Syntonic realized sizeable growth with a nearly 1000% quarterly increase in application downloads."

P3 "In this context, Syntonic received customer receipts of A$18K in the December quarter"

P3 Syntonic doesn’t anticipate this extension will have any material impact on the revenue expectations for the fiscal year.

P3 The net result was a 10X quarterly increase in Freeway’s distribution and usage, largely driven by the growth in the India market.

P3 Syntonic will continue to focus on the gaming segment to capture this USD$3.9b market.

P3 Investment to grow Freeway’s U.S. consumer base will occur after the release of the next major Freeway revision which will support OTT subscription services.

P4 Consumer demand for Freeway in Indonesia and Malaysia remain strong with nearly a 6x quarterly increase in app downloads. Syntonic is developing a robust consumer base for data rewards that will transition to sponsored data offers once Tata Communications deploys the white-labelled Syntonic Connected Services Platform across regional carriers.

P4 If a user enjoys the Freeway experience, they are incentivized to refer a friend to install and use the application. Nearly 22% of Freeway downloads came from this low-cost referral channel

P4 For example, one such metric tracked by Syntonic is the app store conversation rate – a measure of the percentage of users who went to Freeway in the Google Play store and downloaded the application. The conversion rate rose from 18.9% in September to over 34% in December, representing an 82% improvement with no additional user acquisition cost.

P5 Revenue to date has been principally generated from Freeway by Syntonic. With the world-wide growth projected in sponsored data this year, Syntonic has chosen to prioritize and devote the majority of its resources to Freeway for the next few quarters to quickly capture this burgeoning opportunity.

P7 advertising and marketing A$248,ooo against A$131,000 the last quarter.
P7 Staff costs A$396,000 against A$348,000 last quarter.

[horneblower] 31/1/2017 09:05

Hmm. I have never quite understood where the revenue stream would be coming from. If the content suppliers are going to pay for users' data costs then they will expect something in return. Critical mass is what it's all about and we are nowhere near that on anybody's yardstick.

Give it another year and we'll see.

[griff2711] 31/1/2017 08:27

Upon reflection, I think we have all been guilty of thinking actions/downloads would instantaneously bring revenues. We should all contemplate that sponsored data is a completely new sphere for most content providers; if I was in their (content providers) shoes I would be doing everything possible to get a "Freeway" to engage with consumers in order to execute the right marketing strategy.

[griff2711] 31/1/2017 07:36

Seems they've extended trial periods to keep the content providers sweet and let them enhance their marketing strategies. Interesting they don't expect it to impact on full year revenues?! Market will no doubt not like the fact there was little revenue this quarter. With the half yearly results out in a month I'll wait for guidance before I come to any conclusions. Everything else in terms of acquisition cost and satisfaction rating climbing looks good. Just need to be a bit more patient.

[last of the mohicans] 28/1/2017 00:06

From Relax1 on HC

The first signs of the partnership with Verizon are in place, on their Freebee Data platform.

Syntonic are being promoted to (Verizon) content providers/marketers as an enabler for cross-carrier campaign enablement.

Verizon has also updated some of their Freebee related website material for the first time since mid 2016.



or the HC post


LOTM

[last of the mohicans] 27/1/2017 17:58

You may find these India video's interesting, they show how the Freeway product works in real life



Interestingly when this video was made around the 6th December, Freeway must have been available on 12 networks then !! (see 3:01 mins in)

Then at 3 mins 39 secs you get to see the users history of activity ..................... 4 apps not on my list ............... but could have been intro offers for the new users.

Ends with a type of competitor offer.



This one is from yesterday the 26th Jan.

If others follow suit it might speed up the rollout.

LOTM

[last of the mohicans] 27/1/2017 17:41

Hornblower,

Yes the share price has been, just not getting on enough peoples radar yet, once it is, it will not be slow burning.

The HC holding list now extends to over 220M shares or 9.3% of the company (and I think someone else with over 7M shares has just owned up to owning it but is not in that number) leaving the free float at under 793M shares. The tighter that is before the masses arrive the better.

----------------------------------------------------------------

griff2711 you beat me to it

Syntonic Appoints Former Microsoft Digital Media Veteran as Vice President of Business Development

by Syntonic | Jan 27, 2017 | News, Press Releases | 0 comments

Mobile Platform Services Provider Accelerates Executive Suite Expansion with Addition of 20-Year Consumer Media Expert

Seattle, WA – January 27, 2017 – Syntonic, a mobile platform and services provider, today announced the appointment of Randy Smith as its vice president of corporate and business development. In his role, Randy will apply his consumer media expertise to lead global expansion of the Freeway by Syntonic® service and upcoming Over-the-Top content services. Alternative mobile access models, such as sponsored data, data rewards, and subscriptions, are becoming increasingly popular with carriers and content providers to grow acquisition, engagement, and monetization of their consumers. Randy will help Syntonic drive new Freeway by Syntonic business opportunities, including possible mergers or acquisitions, and development of international markets, where consumer demand for mobile content is severely limited by the expense of prepaid-metered data plans.

Randy’s appointment follows a year of unprecedented growth for the company, including adoption of Freeway by Syntonic by two of the three largest mobile network carriers in the U.S. representing coverage of nearly 140 million subscribers and expansion into India, Indonesia, and Malaysia.

“Today, there is a huge window of opportunity for data free and content subscription services and Randy will be instrumental in helping us bring these services to consumers by engaging with mobile carriers and content providers,” said Dr. Gary Greenbaum, CEO and co-founder of Syntonic. “Randy has a deep understanding of the mobile ecosystem, and the relationships and experience to quickly help accelerate our business.”

Randy brings more than 20 years of experience to Syntonic, developing strategic partnerships, overseeing mergers and acquisitions, creating business opportunities, and managing product creation and distribution. Prior to Syntonic, he served as vice president of product management for PC, mobile, and smart TV products at DTS, a company specializing in digital surround sound formats. Randy also held several executive positions at Microsoft, supporting the Windows Phone platform and building out the partner ecosystem for Windows Media Audio and Video streaming technologies.

“The Syntonic team has successfully established its reputation as a worldwide leader in sponsored content services and mobile BYOD split billing,” said Randy. “The market potential for Syntonic’s products, services and platform technologies is exhilarating, and I’m looking forward to helping Syntonic incubate, develop and implement growth opportunities around the globe.”

LOTM