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Good summary JVan
Thanks for answering my question in the other thread.
I've carried on listening to all the additional interviews I could find, and RNS from the last year, so I understand the business model a bit better now.
1. Mobile streams platform - SaaS cloud based intelligent content consolidation service, aimed at SMEs, worldwide. This aims to provide additional content sourced from the net to supplement a company's blog / social media feeds. I think. Low cost of entry but very large, worldwide market as there are lots of small companies out there. Launched recently, and seems to be going well.
2. Enterprise version of the above, with many more features. RNS on each of the sales of this, as the values are significant for a company with a market cap the size of MOS. Again seems to be going well.
3. Legacy content model. Turn around story being built / relaunched on the original service offered before the management changes. "The Group’s original business is the generation of revenues through relationships with mobile operators and content aggregators, offering games and other content direct to consumers across a wide range of mobile devices in three emerging markets – Argentina, Mexico and India".
MOS is "working closely with Quanta to support the launch of their affiliate marketing sites for the i-Gaming market"
So I think this means providing content to web apps / client apps with really good content that people want, and will pay for on a subscription model. It also includes i-games related content, (online gambling / sports betting). I can't see whats provided as its blocked to UK locales, but I would assume its something like the latests odds / bets being offered by different online betting companies so punters can see whats being provided from different companies in an easy to use app. Quanta / MOS get fees for any click throughs via affiliate payments etc.
Again this sounds to be going really well in Mexico and beyond.
The Dutch launch sounds a combination of 2 + 3, and again sounds really exciting
With the upcoming launch of the online gambling content sites in Netherlands - there could also be significant revenues coming in through affiliate links...
"Mobile Streams plc, the AIM quoted mobile content and data intelligence company, is pleased to announce that by utilising both the Streams content platform and the previously announced investment by MOS, Quanta Media Group ("QMG") is preparing to launch its first three, direct to consumer, mobile content sites. These sites will be targeted at customers wishing to place sports bets and play online casino games in the Dutch language in The Netherlands once the regulated Dutch i-Gaming market opens on 1 October.
The purpose of each of Quanta's Dutch language sites is to help Dutch consumers make informed decisions about where and how to play online casino games, find free bet offers from Dutch sportsbook operators, and help potential sports bettors/punters make informed choices about which legal and regulated companies they can safely and reliably place their wagers with.
QMG believes that the Streams content platform provides the necessary tools and data to give QMG a significant competitive advantage in content identification and creation whilst the underlying data intelligence capability will support customer conversion which is QMG's primary source of revenue.
The Netherlands launch represents a major milestone in the MOS/QMG partnership and opens up opportunities for additional revenue for MOS. We are also continuing to work with QMG to identify opportunities to deliver new revenue sources for the MOS legacy business as well as assessing other opportunities for collaboration."
Hopefully MOS investors can see that the company will be earning significant revenue on just the partnership with Quanta.
They also have other significant revenue streams through their streams data platform such as the contract win in July 2021...
"Mobile Streams plc, the AIM quoted mobile content and data intelligence company, is delighted to announce it has signed a major contract with Tappit Technologies (UK) ("Tappit") for the use of its Streams data platform. The deal is worth up to ÂŁ480,000 over 4 years, with a minimum ÂŁ10,000 per month for at least 6 months."