Mobile Streams Discussion Board http://www.iii.co.uk/investment/detail?code=cotn:MOS.L&display=discussion http://www.iii.co.uk/icons/logos/uk_logo.gif http://www.iii.co.uk tag:iii.co.uk,2003:tst.9674264
Just market sentiment I suppose.

By loftgroov1 ]]> http://www.iii.co.uk/investment/detail?code=cotn:MOS.L&display=discussion&id=9674264&action=detail Wed, 23 May 2012 18:11:00 GMT loftgroov1 tag:iii.co.uk,2003:tst.9673970
Jack

The reasons are general market sentiment and Tom Bulford's sell advice. MOS is just getting better and better, SP will pass 25p easily. By alp_2008 ]]> http://www.iii.co.uk/investment/detail?code=cotn:MOS.L&display=discussion&id=9673970&action=detail Wed, 23 May 2012 16:04:00 GMT alp_2008 tag:iii.co.uk,2003:tst.9673371
July to Dec 2011…………..Mobile Revenues £4.9M (96% increase on previous 6 months)

Dec 2011…………………. Mobile Revenues £1.0M……….Active Subscribers > 1M

Jan 2012…………….……. Mobile Revenues £1.0M……….Active Subscribers > 1M

Feb 2012…………….……. Mobile Revenues £1.0M……….Active Subscribers > 1M

“The Mobile Internet segment continues to perform well”

http://www.iii.co.uk/investment/detail/?display=news&code=cotn:MOS.L&action=article&articleid=8541219

Let’s guess the rest…………….

Mar 2012…………….……. Mobile Revenues £1.25M……….Active Subscribers > 1.25M

“Trading has been ahead of the Company's expectations, with March revenues growing strongly from prior month levels. The Company continues to benefit from increasing numbers of subscribers to its Mobile Internet services.”

http://www.iii.co.uk/investment/detail/?display=news&code=cotn:MOS.L&action=article&articleid=8572512

Apr 2012…………….……. Mobile Revenues £1.5M……….Active Subscribers > 1.5M

“15 May 2012 - Mobile Streams, the global mobile content retailer, announces today that its mobile internet subscription services have now passed the one and a half million mark for active subscribers. Active subscribers are defined as customers who have paid to use one of the Company's mobile internet services in the past two month period.”

May 2012…………….……. Mobile Revenues £1.5M……….Active Subscribers > 1.5M

Jun 2012…………….……. Mobile Revenues £1.75M……….Active Subscribers > 1.75M

Jan to Jun 2012…………… Mobile Revenues £8.0M (63% increase on previous 6 months)

So if we assume the above Subscriber & Mobile Revenue growth (maybe conservative, as they are launching in new market areas – Mexico etc),

“The Company's profitability is yet to see the full impact of the top line revenue growth as a result primarily of marketing investments. Due to the subscription nature of the vast majority of the Mobile Internet revenues, the Company incurs upfront marketing and subscriber acquisition costs in return for a recurring revenue stream.”

…………………Profitability could be double bubble!!

IMO don’t get left behind…….this could go viral

Jack

PS - Why this has been marked down from 31p beats me (?)
By Jack Diamonds ]]> http://www.iii.co.uk/investment/detail?code=cotn:MOS.L&display=discussion&id=9673371&action=detail Wed, 23 May 2012 13:50:00 GMT Jack Diamonds tag:iii.co.uk,2003:tst.9640905 More good news, wonder where this should take the sp.
s1s2 By Sam1Simba2 ]]> http://www.iii.co.uk/investment/detail?code=cotn:MOS.L&display=discussion&id=9640905&action=detail Tue, 15 May 2012 06:46:00 GMT Sam1Simba2 tag:iii.co.uk,2003:tst.9596963 At the World Mobile Congress in Barcelona, the emphasis is on speed, power and versatility. Phones this year are going into pens, watches --even underwater!!

http://www.usatoday.com/video/1481197276001?csp=taboola

We all agree Mobile technology is coming on leaps & bounds in terms of speed, power and versatility..........................

...................but the missing word here is CONTENT.

Yes - Relevant, up-to-date, dynamic CONTENT is a must for the Mobile technology Market and building recurring Revenues through a Subscriber base IMO is an "Asset" to be watched very closely.

Jack


By Jack Diamonds ]]> http://www.iii.co.uk/investment/detail?code=cotn:MOS.L&display=discussion&id=9596963&action=detail Tue, 01 May 2012 16:10:00 GMT Jack Diamonds tag:iii.co.uk,2003:tst.9596035 http://www.iii.co.uk/investment/detail?code=cotn:MOS.L&display=discussion&id=9596035&action=detail Tue, 01 May 2012 13:05:00 GMT loftgroov1 tag:iii.co.uk,2003:tst.9595487 http://www.iii.co.uk/investment/detail?code=cotn:MOS.L&display=discussion&id=9595487&action=detail Tue, 01 May 2012 11:10:00 GMT geordiemids tag:iii.co.uk,2003:tst.9594566 As expected, another awesome RNS.

1. Revenues above expectations………..

“Trading has been ahead of the Company's expectations, with March revenues growing strongly from prior month levels.”

Remember that prior month Revenues were stated as……… "Trading in the 2012 calendar year has started solidly, with revenues of just over £1.5m achieved in both January and February 2012."

2. The Company continues to deliver critical mass in Mobile Internet Services………..

“The Company continues to benefit from increasing numbers of subscribers to its Mobile Internet services.”


3. Periodic bonus payments from large network operators………..

We will take all “Performance related” bonuses on offer.


MOS are in the right place at the right time. Content driven applications will drive the Mobile and Smartphone marketplace for the foreseeable future. We are well placed to pick up profitable chunks of this space.

Anyone who has built a subscriber base will know that if you get it right……......Revenue and profits could go viral.

With only 40% in public hands……watch this space !!

Jack
By Jack Diamonds ]]> http://www.iii.co.uk/investment/detail?code=cotn:MOS.L&display=discussion&id=9594566&action=detail Tue, 01 May 2012 08:26:00 GMT Jack Diamonds tag:iii.co.uk,2003:tst.9594103 ')" target="_blank" rel="nofollow">http://www.investegate.co.uk/Article.aspx?id=201205010700114237C

London (AIM: MOS) Mobile Streams is pleased to update its shareholders on its trading performance since the publication of the Company's Interim Results on March 29th 2012.

Trading has been ahead of the Company's expectations, with March revenues growing strongly from prior month levels. The Company continues to benefit from increasing numbers of subscribers to its Mobile Internet services.

Additionally, the Company wishes to advise its shareholders that it expects to make a one-time booking of approximately 1.7m GBP in additional revenues and approximately 586,000 GBP in additional pre-tax profits which will impact the current accounting period. We expect 58% of the revenues to be recorded in the first half of our fiscal year and 42% in the second half and 61% of the pre-tax profits to be recorded in the first half of our fiscal year and 39% in the second half.

Part of this adjustment relates to the fact that our subsidiary in Argentina contracts with some of that country's largest network operators that provide for periodic bonus payments to be made to the Company based on financial performance. The reconciliation of these bonus payments for 2011 has recently taken place, which has contributed to a positive adjustment in the Company's financial results. Furthermore, additional revenue reconciliations were performed resulting in a positive impact on revenues being booked in the Argentinean subsidiary. There is no cash impact as a result of these adjustments.

As discussed in our Unaudited Interim Results for the 6 months ended 31 December 2011 a large percentage of the Group's cash is located in Argentina where market wide currency control rules have been implemented in 2012 to regulate the withdrawal of funds from the country. Efforts to achieve a resolution are ongoing, a further announcement will be made in due course. By alp_2008 ]]> http://www.iii.co.uk/investment/detail?code=cotn:MOS.L&display=discussion&id=9594103&action=detail Tue, 01 May 2012 07:03:00 GMT alp_2008 tag:iii.co.uk,2003:tst.9588021 Seems to trading sideways for the moment, need some more good news to
get it moving again.
Sam By Sam1Simba2 ]]> http://www.iii.co.uk/investment/detail?code=cotn:MOS.L&display=discussion&id=9588021&action=detail Sat, 28 Apr 2012 16:57:00 GMT Sam1Simba2 tag:iii.co.uk,2003:tst.9532081 http://www.digitallook.com/cgi-bin/dlmedia/security.cgi?username=&ac=&csi=167382 By alp_2008 ]]> http://www.iii.co.uk/investment/detail?code=cotn:MOS.L&display=discussion&id=9532081&action=detail Thu, 12 Apr 2012 14:52:00 GMT alp_2008 tag:iii.co.uk,2003:tst.9512364
http://www.barchart.com/quotes/stocks/MOS.LS By alp_2008 ]]> http://www.iii.co.uk/investment/detail?code=cotn:MOS.L&display=discussion&id=9512364&action=detail Thu, 05 Apr 2012 13:48:00 GMT alp_2008 tag:iii.co.uk,2003:tst.9511392 Agree, I think once it gets past 17.5, the next res could be 36.
Sam By Sam1Simba2 ]]> http://www.iii.co.uk/investment/detail?code=cotn:MOS.L&display=discussion&id=9511392&action=detail Thu, 05 Apr 2012 10:57:00 GMT Sam1Simba2 tag:iii.co.uk,2003:tst.9511017 http://www.iii.co.uk/investment/detail?code=cotn:MOS.L&display=discussion&id=9511017&action=detail Thu, 05 Apr 2012 09:58:00 GMT alp_2008 tag:iii.co.uk,2003:tst.9496475 Revenues £7.4M in the six months to Dec 2011.

Revenues in Jan & Feb 2012 have exceeded £3M.

So MOS are gaining traction in their markets and profitability will follow:

"The Company's profitability is yet to see the full impact of the top line revenue growth as a result primarily of marketing investments. Due to the subscription nature of the vast majority of the Mobile Internet revenues, the Company incurs upfront marketing and subscriber acquisition costs in return for a recurring revenue stream."

Building a Brand and Customer base is never easy but it looks like MOS are well on the way. IMO this is a very good hold as the potential for content driven technologies has just begun.

Jack By Jack Diamonds ]]> http://www.iii.co.uk/investment/detail?code=cotn:MOS.L&display=discussion&id=9496475&action=detail Sun, 01 Apr 2012 16:41:00 GMT Jack Diamonds