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Roleybirkin
With regard to the first part of your post I seem to recall that when we had the revenue figures on the 1st December last year the general opinion, possibly confirmed by ME, was that those figures actually related to October.
I think most here would like to see a revenue update around 1st June but like yourself I am also mindful of the companies reporting dates and what is usually meant by the word quarterly.
MOS get to understand revenue secured in different ways, and I believe the CEO has explained that when they announce a revenue number on/around the 1st March then that is in fact revenue gained across January.
Happy to be corrected on that above point?
I am hoping that we get a revenue update around 1st June which in reality would suggest what is known/gleaned and booked for April?
The company/Nomad may even suggest 1st August or thereabouts to be able to allow the company to deliver a June revenue number as the previous poster has suggested as it becomes more relevant to the companies reporting dates?
Just a question folks re the title of this thread.
We had a revenue update on 01 December and 01 March.
When MOS said quarterly updates did they mean next one around 01 June or did they mean
Q1 (Jan, Feb, March),
Q2 (April, May, June)
Q3, etc, etc
Just asking what everyone thinks.
You disagree entirely?
I was under the impression you thought the contribution by IGS was negligible?
January, when the IGS contract was announced monthly revenue was in excess of $120K.
March announcement was $150K revenue.
Does this now mean the increase is because of IGS money and not exponential growth in other divisions?
Interesting isn't it?
But the bottom line is, none of us know, and we probably won't know until September.
Meanwhile let's hope the market likes the Gfin deal and any other upcoming contracts.
Jio perhaps?
Or even the revenue figures.
Anything really to ignite sentiment and interest.
I disagree entirely because then we'd be under the impression that the rev updates we have been given in the year so far are nothing to do with IGS. They cannot lie and say "revs are actually X when really they are Y but we're hiding some from you"
I don't see how they could have been more transparent given that they gant make sweeping comments about the Contract being back ended in an RNS.
What don't you understand about this? All we should be wanting to see is continual, sustainable growth which takes us to profit. If a chunky of that is IGS one month and not the next then who cares so long as the base line figures are moving Noeth and profitability is achieved.
We know the IGS contract is $720K for 6 months.
We know it's backloaded because Epstein is on record as saying so. (caveats apply).
The monetary breakdown might be confidential but it being backloaded obviously isn't.
So what he should have done is put that in the RNS.
$720K to be received beginning of H2.
As things stand it's a guessing game and AIM doesn't react well to uncertainty.
I agree entirely that transparency is important but comparing transparency to knowing all of the business secrets and the spread of profit generation are 2 very different things when we're going through growth like this.
Unless on the BOD or at Senior Management level where confidentiality is implied, I would never disclose that level of information for my own company to anyone.
We will perhaps one day get to hear the revenue figures for individual arms of the company but as time goes on, we'll get further and further away from hearing about nitty gritty contract details.
£22K worth of buys in Gfin that is.
Constant positive/negative swaying?
It's called balance.
I'll say it as I see it.
In light of Epstein pulling his U turn on a cash call, transparency in any RNS is now even more important than ever.
But if its a bit of positivity you are craving, £22K worth of buys gone through in the last 5 minutes of today.
Perhaps an indicator that news is inbound and the JV deal is done.
Although I'm fairly certain your aware of the current situation;)
Guzzler, i was calling you out for your constant positive/negative swaying without any change in fundamental information presented by the board. The fact you think I would would waste time giving you instructions amuses me.
Also, where do you think I've concluded anything about revenue figures... it's something I don't think I've recently put a hard figure against. I'd love to see circa £300k per month on but again, I'm here for the long term where £300k is weekly or even daily figure. I may have speculated what figure might be if the contract is back-ended but O wouldn't think I've tried to claim what the figure is or is not because (unlike you) I accept the fact the company cannot divulge certain info.
Steady aim fire,
Can't see me taking instructions from someone who referred to sellers on Placing day at 0.32 as bedwetters to be honest.
Especially since they could rebuy at 0.30 with warrants, or at 0.28 nine weeks later.
But you keep banging on about not selling any shares, wear that badge of honour with pride lad.
As for a broken record, I'll repair it when the BOD does.
Still waiting for how you came to your conclusion of $200K+ without IGS money.
Finger in the air perhaps?
I’m just going on what the experts on here said at the time the numbers were issued, doesn’t really matter though in the long run as long as they are improving and it turns a profit. It was a great trading opportunity off the back of the frothy excitement.
Change the record Guzzler.
You've been on and on and on about rev breakdown for ages and the company has clearly said they won't be doing it.
Accept that IGS is back-loaded, accept what the figure is and that its a minimum and accept that its going to be delivered in one way or another by the end of 6 months.
Move on.
Believe it or not Guzz is not the market
At this stage it makes every difference.
I've tried to explain it, I've even raised it with Epstein.
All we hear is IGS is backloaded.
What exactly are the terms?
Nobody knows.
My concern is this, the IGS contribution could mask the lack of growth in other divisions.
So the challenge for the BOD is to prove to the market that isn't the case.
It shouldn't be difficult to do if everything is going to plan.
I think we are all waiting to see what comes with Gfinity, this is the big one. If a deal has been done, which going by the Gfinity job advertisements i think it has, i think it would double the Mcap at a minimum. After that the rest is gravy.
FFS no buys or sells today, back to watching paint dry.
If they release a revenue update that proves without doubt exponential growth, the market will be satisfied.
And no doubt many holders will be satisfied too.
If they put out a RNS saying X amount over all divisions I expect a muted response and a long summer.
Unless they announce $400K per month of course :))
Peoples expectations are dropping here now I see. When MOS first released some number it was exponential growth all the way and nothing was going to stop it. Realism setting in.
Yeah 10% per month would be 200k taking 150k from 3 months ago. But after 12 months this is 470k PER MONTH. 300k would do me by xmas. I expect the gaming additions though to blow this out the park but until we hear about the deals, even the core revenue fall back fairly de-risks this. Great opportunity here to make some coin.
Lol yeah I would be happy with 25% growth per year. Any double digit growth per month is fine by me. Anyhow could be 3,4 weeks away and we should surely have contract news before then FFS. Will be exciting rest of 2022 for sure
I'd be happy $250k+ per month. Growth is growth in these times
If they announce revenue of $200K per month, and IGS just contribute $50K per month ($150K per Quarter about 25% of their contract) then we haven't seen any growth.
All speculation because we are unable to break the revenue streams down.
What we do know is the Playacar and Nacion Pelota Apps are below 50K downloads.
Given that Argentina first 6 weeks hit 10K downloads the exponential growth which was expected should have that App at over 50K downloads by now.
It may well be that it's not these upcoming revenues that start the rerate but the September numbers.
I hope I'm wrong.
Fair comment Cautious re "back end weighted" but all things considered I am still hoping for $300k per month.
Wouldn’t be surprised if much of the guaranteed revenue from that IGS contract is back-end weighted, but we’ll see! Just trying to keep my expectations in check, while my hopes remain high.
$250-300k would represent the same sort of % growth as in the last quarter, but who knows what the growth rate of LiveScores is doing, and meanwhile there are new sources of revenue like this IGS contract, that could surprise to the upside.