Sytner Group Share Discussion Threads

[last of the mohicans] 25/9/2016 11:24

Hi Gary1966

Welcome to Syntonic :) :) :)

Page 14 & 22 of the presentation are the best examples



I kind of thing as Syntonic as a sort of "Bot" as they will get revenue from multiple sources, taking a small cut here and there.

Downloads pay a "bounty" which seems to vary considerably in value from a few cents up to the $8 I've heard GG mention in some interviews. The norm seems to be in the $1 - 4 range although I tend to think along with the $1 number.

Once Freeway is download it effectively puts a wrapper on the phone & then will claim any bounty's that are due on any new apps the user downloads.

Indonesia for example is a hot spot for downloads 100M plus smartphone audience (300M mobile subscribers) who on average download 0.7 apps (can't remember of the top of my head if its a day or a week but think its a day). They are the largest market 18% of all downloads.

Then we get a cut of the Telecom traffic income.

We also sell the data bundles to sponsors & get a cut there by charging more than the cost we buy it at.

If we White label the product like to Tata, we get a significant share of the net profits that the product brings in. Licence fees, maintenance fees etc

Right now it's land grab time, get as many users signed up to either Freeway or the white label version. That way you'll have a good share of the market & be very attractive to sponsors as well as generating revenue.

Haven't even talked about Dataflex yet and all its various revenue streams. Best product out there by a mile but not released commercially yet ( need to get iOS version 2 released first & possibly T-Mobile onboard) Then bingo.

Think of it this way Gary would the Telco's who are valued at 10's & 100's of Billions of dollars be interested in this type of platform if it wasn't going to generate significant revenue & profits for them?

If you think Yes then Syntonic's not for you, if you think No then remember Syntonic is valued at just $100M,it's going to get over 25% (most likely over 30%) of the net profit Tata alone makes from its white label Sponsored Data Platform.

Look at the bounty revenue stream the next time a Pokémon Go type crazy hits the market.

I don't think we'll see the true revenue potential until the December quarterly report is released at the end of Jan.

It should be a cash-cow as the cost base is very very low ( if you look at the Syntonic Wireless USA accounts for 2015 you'll see they had a 88% gross profit margin !!) nothing public since.

I truly believe this will be a Billion dollar company in just over 7 months time.

------------------
Sorry not one of my better posts, more than happy to try & answer any specific questions you have !! (revenue is the hard one because they don't talk about it in depth yet, I think there trying to complete too many deals & don't want the Telco's to know what the other's have paid).

How did you come across Syntonic by the way?

LOTM

[gary1966] 24/9/2016 11:35

LOTM/Horneblower,

Taken a look at the presentation this morning and even a technophobe like me can understand what the tech is doing. However what hasn't been discussed on the presentation is how the tech is going to be monetised, which at the end of the day is what it is all about. Any thoughts?

TIA

Gary

[last of the mohicans] 24/9/2016 08:34

Reviews for yesterday came to 96 (515 - 611), previous best was 55 or 57 depending on what site you use followed by 52 & then down into the 30's.

So a near 20% increase in total reviews in 1 day.

LOTM

[last of the mohicans] 23/9/2016 10:32

722M shares traded (1.44 Billion if you think of normal LSE trading) in just 10 sessions.

Still got another 9 bags to go to reach my earlier comments on this thread.

People should be jumping on board.

This will be a $1 Billion company in just over 7 months time (50 cents a share)

LOTM

[horneblower] 23/9/2016 07:14

Cruising. ☺

[last of the mohicans] 22/9/2016 08:12

Kaboom in the last hour.

According to my records the Shareprice has never dropped 3 days in a row since I got involved in early March. It had dropped the previous 2 days !!

Annual report is now out, there are just 2109 shareholders !!!

LOTM

[last of the mohicans] 19/9/2016 11:38

ha open was delayed 2 hours, trading was only for 2 hours due to technical glitches.

Well done for getting some at that price.

Could easily turn into a tidy sum in 8 months time :) :) :)

LOTM

[horneblower] 19/9/2016 09:10

Very happy indeed, especially as I had an order in to buy at open which was executed at 3.6cents. Hooray ☺

I'm still only a very small holder with 250,000 shares.

[last of the mohicans] 19/9/2016 05:54

Horneblower,

You'll be happy when you see the price today.

LOTM

[last of the mohicans] 12/9/2016 20:22

Freeway Software upgrade 2.0.9 just released on Google Store.

It now has a new "Use Based Rewards" section added to it.

LOTM

[horneblower] 12/9/2016 08:54

Aha.
Let the games begin.

[last of the mohicans] 12/9/2016 02:16

Horneblower,

Probably the first of many announcements in the next few weeks.

This is a biggie, 2nd Biggest Mobile Carrier



LOTM

[horneblower] 25/8/2016 07:28

Where's the mighty whoosh?

[last of the mohicans] 23/8/2016 13:44

Finally one or two big buyers appeared on the scene late in the day for 5M.

LOTM

[last of the mohicans] 19/8/2016 15:26

As I said

SYT up 25% overnight & MOD up 18.75%

LOTM

[last of the mohicans] 18/8/2016 12:22

Party time.

Downloads have just broken the 10,000 barrier in the Google store. That's over 5,000 in a week (6 days if you ignore the 40200 error day).

Watch the share price start to react accordingly.

LOTM

[last of the mohicans] 17/8/2016 14:17

Latest table updates

82
6 88 6.8% 7.3%
29 117 24.8% 33.0%
21 138 15.2% 17.9%
22 160 13.8% 15.9%
17 177 9.6% 10.6%
52 229 22.7% 29.4%
55 284 19.4% 24.0%
18 302 6.0% 6.3%
01 303 0.3% 0.3%
31 334 9.3% 10.2%
36 370 9.7% 10.8%
34 404 8.4% 9.2%
32 436 7.3% 7.9%

LOTM

[horneblower] 12/8/2016 21:07

Good info, LOTM.
If this continues to gather pace we'll surely see an effect on the share price.

[last of the mohicans] 12/8/2016 08:27

Link to the webinar Q&A



LOTM

[last of the mohicans] 10/8/2016 10:41

Notes curtesy of Chad3110's wife on Hotcopper from the Q&A

Syntonic Q&A – 10 Aug 2016 (the wife’s notes)

$7M Cap Raise reduction
Reduced due to:
• Anticipated revenue from Tata which has been amplified by the new (recently announced) 50% arrangement
• Ready to move forward in SEA where there is a “hunger for sponsored data” – “sold out immediately” (achievement of early successes)
• Saw what was coming through a rich pipeline
The company has revenue to grow:
• Accruing revenue to grow over coming quarters
• Belief that the Milestones are achievable
• Short/medium term – no extra investment is being sought despite investors coming forward to offer extra investment.
• Confidence in the revenue being received and the pipeline

No Revenue Reported to Shareholders
• Syntonic cash flow numbers will be included in next 4C in accordance with ASX requirements. (NB date company became SYT was after close of last quarter)

No Revenue Projections being promulgated currently
• Opportunities are huge and the ranges of potential outcomes are large (impression only…..directors don’t want to be inaccurate by giving predictions)
• Half year and full year all will provide detailed information on revenue stream

Tata – Deal announced on 1/8/2016 (50% share)
• Original deal - Annual Subscription to be paid by Tata
• New deal – Tata wanted to lock in long term with Syntonic (
• Tata bears all operating costs – for SYT the revenue share is high with costs very low
• Freeway by Syntonic – can also be supported separately on TATA network – when/if this is the case, Syntonic don’t have to share revenue with TATA

Download numbers on Google Play Store
• Downloads do not take into account the white label downloads

Pokemon Go
• Original campaign 10000 for 1GB was to finish on 15 Aug
• Almost sold out completely (in Gary’s words….”Throttled this”)
• Currently in business discussions to extend the offer in US/Malaysia/Indonesia
• High bandwidth, augmented reality games – this is just the start
• The promotion has been very successful from a strategic perspective in getting the Syntonic name out

Carriers looking to differentiate themselves from other telcos
• A lot of interest in video from carriers (Freeway)

Scalability & Reliability of Freeway
• Freeway platform was thoroughly tested by Tata prior to the Tata deal being endorsed
• Syntonic has a Global Development & Customer Relationship team ready to support/promote the product and address any concerns (which were indicated as usual in the initial roll out stages)
• Platform stable and management seemed confident in its deployment

Addressable Audience
• Users who have a smartphone and the ability to access Freeway on their carrier’s network

Will Syntonic go direct to market or use resellers?
There are 2 versions:
• Enterprise version
• more $, better security, greater analytics available for companies
• promoted through Enterprise mobility management vendors who just bundle in Syntonic with other programmes (??? Samsung Knox ???)
• For small/medium organisations there is a SAAS system/portal that they can go through directly

Dataflex
• 10 pilots – no revenue yet – but a huge learning and promotion opportunity from these pilots
• Big commercial push starting end of this year
• In Dataflex, the employer is the sponsor of the data, hence Freeway and Dataflex are similar in the sense that:
• In Freeway companies/organisations/app developers sponsor data for a person’s leisure time (e.g. games/Expedia)
• In Dataflex an employer sponsors data for a person’s work time (e.g. Apps/VOIP/Skype etc)

Freeway
• Only app of its kind (front/back end)
• Competition seemed to pale into insignificance from the list of reasons (e.g. some required code to be altered, others didn’t have analytics etc. etc. etc.) Worth a listen for technical people but seemed like both Gary and Rahul were very confident in their product

What will the next 3 months bring?
• A lot more countries opening up - Philippines, Thailand + Tata in SEA
• Anticipate more augmented reality in USA

Aussie Office?
• Perth interim office – currently evaluating different offers from various states to establish a more permanent office

Could Syntonic consolidate with another business?
• Yes

Market Cap Justification (3c @ $60 Mill)
• As large shareholders, Gary and Rahul want a strong share price.
• When asked about the share price on the decline….stated that there is significant news flow coming
• Gary went on to discuss his time at Microsoft when the chairman (?) was asked “How to boost the share price?” his answer was simply “Do the right thing for the business and the market will respond.”

[last of the mohicans] 10/8/2016 03:12

Hornblower

Some serious stuff from the Q&A,

I said this will be a $1 Billion company in a year's time. It won't take that long going by what was said today.

Market simply doesn't understand it or hasn't woken up to it yet, we'll see $0.50 per share, mark my words.

LOTM