Sytner Group Share Discussion Threads

[horneblower] 01/11/2016 22:04

LOTM, Many thanks for those posts. All very helpful in trying to understand the USP of SYT.
I have orders in to buy more.

[last of the mohicans] 01/11/2016 20:02

Horneblower

2 very recent posts from HC from other posters following on from me posting my AT&T theory. Maybe they will help explain things for you in a completely different way?

LOTM

From Syzygy

glad to have you with us and especially asking about the CSP, as underneath it all - pun intended - that is what Syntonic is all about and what drives Freeway and Dataflex, as well as other services they have, like the On-Ramp Education Service. We should also include that the CSP will also be the operating system for any white label version of Freeway (or Dataflex if that was to occur).

The Connected Service Platform is at the heart of Syntonic's technology. Even though we don't have specs for it - it is a patented program - we have basic descriptions of what it achieves. I'll give my briefest run-down and throw in a few Syt quotes so as to stick to script.

Syntonic’s platform is in-network, cloud managed, OS, and device independent. The in-network is a borrowed term from the US health care industry referring to treatments that you have that are covered by your health insurance. With Syntonic then, it relates to users of the CSP keeping their costs down by staying within CSP's ecosystem, as opposed to other operating systems where only partial services are provided for your application and you would require an external service to complete your engagement. In short, with the CSP, content providers and other users just need to bring their content and Syt looks after the rest. The CSP is cloud based, which means that it is always within reach - can be connected to from anywhere - which is important for the analytics component. Any type of connected mobile device can use the CSP, so it is not device dependent.

So what does it do? Firstly, it brings content to users through either Freeway, Dataflex, On-Ramp, a white label of these like Tata's soon to be released, or through a custom service like DirectTV and Verizon's OTT (and hopefully many more).

What is special about this? I'll use my own made-up examples as they demonstrate better rather than GG's cryptic, engineer-minded marketing spin.

Lets start with the big one:

DirectTV. (this of course is all 'hearsay' presently, but ignore it at your trading peril!) You have a paid subscription to A&T's DirectTV for $50/month, enabling viewing of 100 channels on any device (this has never been done before). Once logged on, you are exposed to lots of content, not all you are happy to be seeing at the expense of your data. But, this is where it changes from the usual data plan. Not all the content will consume your data. Commercials for example will be free (just like on TV). But of course, with your normal TV the content providers, like a washing powder add, pays the TV station to be aired. On DirectTV, the same thing will occur, but as it is your data that is enabling you to be online (and consumed) you don't want this add consuming your data, or anything else that AT&T wish to throw at you, so the add makers for example - the content providers - pay AT&T to be aired and no data is consumed by you . DirectTV, using the CSP enables all content to be managed as far as the data is concerned, which will be an enormous part of Direct TV considering the huge amounts of data that will be provided. This is why GG constantly refers to content and not data plans. Capped data plans will become a thing of the past as the mega-data requirements of the future (read this month) will make them eventually obsolete, but it still will working in the background bringing you content, and the CSP will be managing it; all of it!

Freeway: The app freeway hosts other apps that content providers place on it, after they have contracted Syntonics SDK, which is also powered by the CSP. If you have ever built an app, you will know how to use an SDK, which will enable you to put it on whatever OS you prefer. Content publishers, application developers, mobile operators, device manufacturers, and retailers require the CSP's SDK to publish on a Syntonic product or one of the specialized platforms that they are creating with major telcos such as AT and Verizon. What is very important here is that any customers can easily utilize the SDK WITHOUT having to 're-tool' their products. This enables a very quick adaption and ready to market process, and is one of the CSP's great advantages. Another is the extensive analytics process that the CSP enables for publishers and other users such as employers on Dataflex, or school managers using On-Ramp. The analytics help you understand individual application usage patterns, that is, a content provider can learn patterns and trends in user engagement, as well as receive full raw data process quantities, locations, periods etc.

Dataflex: much of the same can be said about Dataflex backend, and the visible end is best understood by reading up from the Prospectus.

Regarding your comment, Syt is an enabler of services and these services are not limited to sponsored data. They enable service provision accoss networks by allowing a seamless integration between networks. It is true that Syntonic is about more than sponsored data when we consider the CSP, but without SD, one wonders whether the CSP would be necessary. The CSP can be utilized by any carrier, app, or for any content, but I think your reference to across networks and seemless integration between them is pointing to something else if I understand you. However, anyone can integrate with the CSP, so in that sense it is across networks, either 3G/4G/Wi-Fi

Hope this helps.

Syz.

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

From Acca

Syz

We don't always agree 100% (which is goodness for mine) but with this post you have nailed the essence, the value, the uniqueness, even the "unicorn-ness" of SYT and its offerings. Where the company material reads well for anyone with a technical bent, you have nailed a lay investor's equivalent of a Hitchhikers Guide to the (SYT) Galaxy. Douglas Adams would be proud of you!

Seriously, you have gotten to the nitty gritty of what is making SYT the great investment it will become. I don't want to detract from your theme, but think I can add a little useful emphasis. Which is:

SYT's competitors have delivered their various (poor mans') equivalents of the Freeway App. NONE of them has gone to the very substantial extra investment and intellectual (patented) effort to create a CSP equivalent. We own that platform and it is gold standard.

Tata recognised the value of CSP straight out of the gates and have been methodically building their own CSP-based infrastructure to service their breadth of-downstream telco partners/customers. And because Tata recognises the value CSP brings them, the negotiated free ride SYT has earned can be expected to generate returns we really can't begin to comprehend today. Our company is being effectively free-carried by the global leader in network inter-connectivity. Which other of your microcap investments can claim that kind of sponsorship??

On the other hand, it appears AT&T and Verizon have been slower off the mark to understand the value CSP adds. But now it seems, they really do get it ..and want it/need it yesterday. So our magnificent-but-little band of SYTers has had to pause and review the best use of their waking hours. And they have concluded that chasing (on our own terms and consuming our scarce resources) South East Asian opportunities country-by-country is not going to be as productive as jumping in with our CSP to facilitate the OTT aspirations of the Big2 in the US. (And in any case, Tata will be a surrogate across much of the globe.) How big is OTT going to be in the States? There, until very recently (months?) the broader value of the sponsored data approach (vs net neutrality) was not identified.

To conclude, it's all about the PLATFORM. And the platform for sponsored data+++, along with all the competitive, first-mover advantages it possesses, is OURS.

That's enough for now, except to acknowledge LOTM's efforts which have put the meat on the bones of the recent US re-alignment.

One last call-to-arms: if you agree Syz' post adds real value to the understanding of the investment opportunity that is SYT, please go back here:
Date: 02/11/16
Time: 01:30:25
Post #:20296793
...and award a thumbie, so that the broader HC community will get it the way we do!

That's called enlightened self-interest.

[horneblower] 01/11/2016 15:24

LOTM, Many thanks.
I'm slowly getting my head around it but my natural cynicism often gets the better of me.
The current price is very tempting.

[last of the mohicans] 01/11/2016 11:28

horneblower,

You have to remember each carrier has boundary's.

For instance Tata carry 24% of the worlds data traffic but have no public interface in the USA.

So once say a AT&T user try's to access a site that is not wholly hosted on the AT&T network, it becomes much harder for them to track etc. Another carrier is not going to let AT&T see or judge how busy there network is etc.

Think of a telephone call you call from one mobile network to someone who uses a different one, without at least one cross carrier connection point you'd never be able to contact them. That's why some company's give you free calls if you're calling someone on the same network, they don't have to pay anyone else for the call. Yes it still costs them some money, but no where near as much and it generates customer loyalty.

Yes the CSP seems to be unique in that it can track several key bits of information and know who needs to be billed what, for each of the various bits.

Technology moves rapidly so hard to know where it will evolve next.

All I can say for sure is Tata wanted a perpetual licence, so its going to be an integral part of there business for quite some time I would imagine. With the OTT lunch AT&T will be in the same squeeze, the service won't function without the CSP, hence its already integrated with there systems.

I think many of the other Telco's who are eyeing OTT with 5G are going to be in a similar boat. How big a time gap advantage can you afford to give you're competitors before you loose customers to them because they can provide something users want & you can't supply ?

LOTM

[horneblower] 01/11/2016 08:25

Thanks LOTM.

So, the key bit of software is the CSP (connected services platform) that analyses what users are doing and the amount of time they spend on different apps.

I am amazed that this info is a) not already available to the service providers and b) open to snooping from outsiders with all the privacy issues that raises.

Can we be sure that this odd state of affairs will be ongoing and so benefit Syntonic in the longer term?

[last of the mohicans] 01/11/2016 02:00

horneblower,

I don't think Dataflex will be unexciting, it should be a serious cash cow once its actually launched & the USA states regulate company's requiring them to have such a BYOD product.

There is more than just the 2 apps, there the visible bit, the CSP (connected services platform) is the bit you don't see but its the bit that makes it all work.

The bit AT&T has given its right arm for as has Tata but in a different way.

Apps carry bounty's, the exact amount varies quite a lot, in Indonesia its meant to average $1.07 per app. That is payable to the company directing the user to the app via the google store, apple store price are often different.

The CSP is unique in that it allows the sponsor in real time to see what's going on, ie the number of downloads, how much time & data the user is spending on there site or game etc, so they can adjust offers as they see fit & know what sort of retention rates are being achieved. Gives them far greater control & info on how well there marketing & promotion is doing.

Syntonic also get money from the Telco's for the traffic going over there network.

We get small cuts from like 3 or 4 different sources.

I'd suggest listening to the Q&A again from August, it should help you a bit.

They have however since then brought out these use based rewards, where the user is rewarded for either spending X length of time on a game or site, or has used up X amount of data on the site.

I'm sure Gary will go into the metrics of how these truly work in the next Q&A which should be inside the next 2 weeks, if they have time, simply because they are trying to complete so many big things in November.

If you're worried about whether you think Syntonic will make much money from it, then ask yourself why MultiBillion dollar company's would be getting involved unless they saw serious revenue coming from it.

It simply wouldn't be worth the time and effort for them unless they see serious revenue flows from it.

The fact they've got 3 major Indian gaming company's all signed up virtually at once shows the data being generated by the trials in Indonesia, is exactly what the sponsors are looking for.

LOTM

[horneblower] 31/10/2016 22:26

LOTM,
I appreciate your enthusiasm for this company and I would like to understand it better.

It has two software 'products'; Freeway and Dataflex, the first gives away free data 'tokens' in return for third-party App usage. The second allows companies to split the billing of their employees' smartphone usage between 'own use' and 'company' charges.

Dataflex looks rather conventional and unexciting.

Freeway looks as if it might be exciting but it is difficult to see exactly where the revenues will come from and whether the client companies, who are paying for the free data, will feel they are getting real advantage for the cost involved.

Can you help me on this?

Many thanks.

[griff2711] 31/10/2016 20:31

Quite unbelievable story developing here. Really starting to feel like the start of a global multi billion $ company-Certainly has the management to make it so. Thanks for the tip LOTM, revs only increase from this point on :)

[last of the mohicans] 30/10/2016 22:52

Now launching in INDIA :) :) :)



185 Million Active Gamers

old article on the CSP


LOTM

[horneblower] 28/10/2016 15:09

I'm not giving up on it and have read many of the reviews which are generally well answered by Syntonic staff.
It's going to take time.

The chart showing rising highs and lows. Probably a good entry point at this level.

[gary1966] 28/10/2016 14:44

HB,

Review score still at 3.8 as it always seems to be, see link below. A lot of good people obviously think this tech works and so despite personally sitting on a 35% paper loss I will give them the benefit of the doubt.



ATB

Gary

[horneblower] 28/10/2016 08:53

So.
What are we to think?
Freeway getting rather a lot of reviews saying it doesn't work.
Does the product actually work or is it just a nice concept?
Will it ever be officially launched?
How are the other products getting on?

[last of the mohicans] 25/10/2016 15:45

Even bearing my last post in mind.

Downloads in Indonesia are increasing at the moment.

We've even made the Overall top 500 for the first time ever over the last 2 days (474th & 466th) and thus downloads will have been around the 3,000 a day mark or one every 30 seconds of the day at the weekend ! :) :) :)

Our army of earns continues to grow by the minute, at this rate we'll have 100,000 users in SEA roundabout 15th November (maybe sooner if the latest trends are sustained).

LOTM

[last of the mohicans] 25/10/2016 15:38

I posted this on HC overnight

However after much thought during the last 24 hours, I do not believe we will see Freeway officially launched in the near future. OMG :eek::oops::confused:

They will do any minor bug fixes (or major unexpected ones like Marshmallow 6.0.1) that are causing major user issues, as required. Other than that everything launch wise will be on hold.

In the meantime they'll continue to have a couple of people manage the promotions, so that sponsors can trial it & fine tune it.

The Tata launch will also be on the back burner :eek::eek::eek:

Many will think I can't be serious about the above, there wrong I'm deadly serious about it.

Syntonic only have a certain amount of resources (I don't mean financial) I talking from a Technical point of view. They are pivoting everything right now back to the USA. Completely against where they were headed when we relisted.

The priority right now is 3 fold all of them interlinked in various ways

iOS version 2.0
OTT
BYOD

If you don't have an effective iOS version of the product available your in real trouble because it is the dominant product in the USA (it will also make you look silly if you launch something cool & 70%+ of the population can't access it properly).

Everyone's stopped talking about BYOD but its urgently required to meet legal requirements in several states & possibly several more because there are often strange votes occur in the USA in certain states at the same time as the presidential election. We're still due that other employee report remember as well.

Finalising all the OTT stuff for AT&T and Verizon, where they clearly see an urgent need & expect significant data usage when its up & running.

Having all that sorted will only enhance Freeway itself. The Telco's in the rest of the world will then be running to Syntonics door desperate to sign up. The multinational sponsors & content providers will have been able to see first hand what the company's product offers.

LOTM

[last of the mohicans] 23/10/2016 18:34

griff2711

After the AT&T & Time Warner deal.

Mind-blowing or mind-boggling is absolutely correct.

The clues are in all the Syntonic announcements in advance, its just really hard to put all the pieces together correctly and know which are the most important.

Once the investors in the USA finally put 2 + 2 together with Syntonics name in there vision, they'll be all over this like a rash.

Make no mistake, this is now probably the opportunity of a lifetime.

A chance to make life changing money.

LOTM

[griff2711] 23/10/2016 08:44

Fair shout this LOTM. Potential is mind-boggling. AT&T/TW press release:


The #futureofvideo is mobile and the #futureofmobile is video. Time Warner + AT&T make it happen! @twxcorp about.att.com/story/att_to_a…

Delivers significant benefits for customers
-Stronger competitive alternative to cable & other video providers
-Provides better value, more choices, enhanced customer experience for over-the-top and mobile viewing
-More innovation with ad-supported models that shift more cost of content creation from customers to advertisers

[knobbly] 20/10/2016 20:12

Thanks LOTM.

[knobbly] 20/10/2016 15:33

Curious LOTM. Would this info only normally be available during Australian open trading hours?

[last of the mohicans] 20/10/2016 13:49

Oh if anyone else is with TD Direct, I strongly suggest you give them a call & tell them that there new trading system is of no use for Australian trading.

We are now No longer able to see the amount of stock that is tradable at the current bid & offer prices.

Without which it is like trading totally in the dark.

If its not fixed then time to move our accounts to other brokers.

LOTM

[horneblower] 17/10/2016 15:56

I'm not worried.
These things take time to brew.