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Can’t believe where the shareprice has got to! This is a company that makes profit, continues to grow and has plans to strengthen the business further. I’ll continue to hold and wait for further positive updates in due course.
The thing to note in todays RNS is the statement "this was mainly as a result of the Group's core business in mobile phone prepaid airtime reload and bill payment business activities in Malaysia". So the Mastercard business is added in Q4 and the SWIFT business in 2022. likewise the overseas expansion in region and in the UK should happen in 2022.
I am happy the core business is holding up well and remains profitable. The company has cash in the bank, low debt and clear growth plan for the next 12-15 months. Quite comfortable with that.
disappointed with the growth, bottom drawer this
can only hope next results to be much better.
this is just clearly disappointing and kind of erode my confidence in management as there is no clear reason given for such a change in top line growth. I did fully sold my holding after the RNS landed.
For such a low margin stock (EBIT 1.1%, NI 0.8%, both lower by 10bp yoy), if there is now a dull single digit top line growth then the attraction for the stock is much different and current valuation is somewhat warranted.
Profitable after tax and increase in revenue. How many companies can show this? If not for the whole rubbish situation we all are in, the results would be smashing. Still they managed to grow and build up portfolio. AND be profitable.
Buys V Sells nearly equal now, let go back up
The comparables were fairly high - last year's H1 revs were up 51% on the prior year...some consolidation should be expected after such a result, and the fact that we've still seen some modest growth (or at least flatlined profit) is positive. I could understand some disappointment if this were 40p a share, but at 16p you're getting a good risk/reward if growth pushes back into double digits going forward
I don’t see the reason for such a drop today, the figures aren’t that bad. I have been out for awhile, bought in at 20 and sold at 29 sometime ago but considering jumping back in.
This will bounce from here
speed bump or not? I don't know but no clear reason given. will look on the sideline for the time being.
This is a long expressed desire to increase the margins on the excellent revenue figures and everything the company has been doing over the last 15 months relates to this. The partnerships with Moneygram and Alipay should show benefits in 2021. The partnerships with Martercard and SWIFT should show in H2 2021. The overseas expansion particularly in the UK should show in 2022.
I don't see this being boom-tastic because of small margins, but certainly looks like a good opportunity.
Rns was brilliant, Mobility One was reported last year Revenues.
This year Revenue to come which will include revenues from these extra platforms signed up last year
MoneyGram
Mastercard
Ali pay
this is what my understanding is, Mobility One managed to £246M revenue without these 3 mighty companies mentioned, what revenue we should expect when revenues will also come from
MoneyGram
Alipay and Mastercard.
GLA and Dyor
100p Target
I struggle to understand it - RNS yesterday was good imo
I think £400 million is optimistic for 2021 but it should be fine for 2022. Especially so if the business money transfer side takes off thanks to the SWIFT deal.
Plus if they get the FCA license to operate in the UK I would say all bets are off on the size of the potential market. I would like to understand how the profit is holding up considering the big investments being made.
let me simplify this, today's RNS didn't include revenues from
MoneyGram, Alipay or Mastercard because these 3 revenue streams started to generate in 2021, and today's RNS was for Dec 2020.
so my calculations say we could be looking at £400M revenue for mobility One.
then in 2022 Swift is to come online, that's business to business money transfer.
wow!!
this company has multi bagger written all over it.
GLA
look forward to the half year results, should be out within 3 weeks
consider this, 2021 why revenue would be better and profitable.
new revenue from these partnerships
1.MoneyGram
2.MasterCard
3. Ali Pay
4.Swift ( early 2022) business to business transactions are made in higher numbers.
add all these factors then we could be on to £500M Revenue company and Sp would be like 100p+
Future looking great for this company
Looks to me like Thornbeam’s shares are now owned by Vidacos as that holding has increased by exactly that amount.
Must be more smaller sellers. Hopefully the interims will wipe out any remaining
Looks like "Thornbeam Limited" are no longer listed as a substantial shareholder. They owned 15.1% of the business in the previous finals, and now are not listed (<3%). Could they be our recent seller, and if so, it could be that they're nearly out
when MBO release H1 revenues, this time these will be added to the revenue stream
MoneyGram
Alipay
Mastercard
and Q1 2022 Swift
Suprised this did 1000% on back of the moneygram Rns
GLA
The partnerships with
MoneyGram,
Alipay,
Mastercard a
nd most importantly SWIFT will all boost profitability from 2021 on. This company has 40%+ growth in revenue and double that in profit over the last couple of years. So, if we see continued growth in H1 2021 this share is only going one way.
The market cap pressure will continue to grow with this share as revenue and profit continue to increase. We will have the 2021 H1 figures in a couple of weeks and hopefully they will kick the share price upward.
The company is clearly undervalued compared to most of the dross on AIM. They are investing in international expansion and the great new partnerships should be starting to contribute to growth. Over 3 million pounds of cash in the bank in addition to the other assets is a real plus too.
SWIFT could be the biggest copper find revenue booster for as it is Business to Business payment.
typo error **
SWIFT could be the biggest company revenue booster as it is Business to Business payment.
which means larger transactions will go through which means bigger fees.