Member Info for A1EX

I’ve been informed this application may be in support of a drilling campaign at MT. If this is / was the case, highly likely AP were involved... Why?

Third party verification of PGMs? Perhaps even looking at the geotech structure? All in support of one huge feasibility I reckon for potential bidders?

Ian et al....

Don’t crack open that Aldi Champagne yet.. Nothing at all on the status, merely a formal identification of the application!!

Have navigated to the MT Flanks application which has been annexed as ‘additional information’ to the existing license. I’m getting really deep now on Russia’s mining databases. It’s quite something. Literally a real head f*%k but I suppose of value.

Also, nice to see Rosnedra have also brought their 1990s website into 20’s lol!

Have put a feeler out to determine the status of the formal placing of the flanks app against to the existing license... Perhaps someone out there knows if it’s official now it’s present on the national register.... Hmmmmmmm!!

https://twitter.com/r1exg/status/1268241112763858944?s=21

Foxe.

Previous accounts are historic and 'zero income' by definition is accurately false. Of course you can 'speculate' your opinion on forthcoming accounts but you cannot just say 'Zero Income & Huge Cash Burn', you know that...

1100% increase in APP installs in 7 week leading up to RNS Dated 15 May.
LA Live Series
10K - 60K FB Followers...
Wireless Connect Revenue?

Come on... ;)

Foxe.

'Zero Income & Huge Cash Burn'.... Anything to back that up?

Themis,

I'm also a Huge MGK fan but don't worry, not long and we will be able to hear the rapid-fire lyrical flows of our favourite blonde rapper soon. My favourite song is 'Wild Boy', yours?

Regarding updating fans; not many are aware of this forthcoming performance and actually this will now be part of the Wireless offering from LA in my opinion. Ties in well with the genre this festival covers and also a big name to headline.

In my opinion, it's not technical glitch. The marketing campaign which we have seen over the past month and a half has now clearly been intentionally halted.

IMO a 60k Benchmark has clearly been achieved and is likely to be a 'minimum requirement' in regards to background commercial discussions with a potential 'partner'. It's been no secret of Melodys intentions here and given marketing has all been US targeted, US Telco deal fourth-coming and soon to be announced prior to Wireless Connect?

Jesus Christ at least make it a little less obvious...
Would be interesting if interims came early... There goes that dip...

Hi IP...
Wow, someone that agreed with me lol.
Also bear in mind, even without a VR 'head piece' each event can be fully enjoyed on a phone / IPAD. This experience itself still is far more immersive as an experience that just watching static views as per the status quo of normal recorded concerts. You still can change views as and when you choose and having this still can give you the feeling of being closer to the acts. But of course, put a VR headset on and its mind blowing. Happy to be an investor at this level.... Our time will come ;)

Hi IP.

Over the past few months now I think every day we all collectively have peaks and troughs of optimism. If this was any other share, I may have walked by now but I've learnt to accept this share is just a very unique company and very different from any other company on AIM.

The first stepping stone to that billion ($) valuation is audience, numbers numbers numbers.
Until we get 'x' amount of 'semi - engaged' consumers / user base aware of Melody, the subscription launch will not happen.

I really do think though a benchmark has now been met however given the sudden pause in FB followers. It all just came to a very abrupt stop... Other analytics aside, Melody have been acted and very clearly targeted the US. I feel that Wireless will be the event that will showcase the company in 2020 so i'm expecting them to ramp up PR to the max. Absolute ideal best case scenario I feel is that some form of commercial deal is in place prior to Wireless. Melody have the opportunity here (with LV) to capitalise on sponsorship.. Starting to go off on one so going back to the start... Hold hold hold. One day (this year) i'm very confident this share will soar... And it won't be 20-30%....

Rob..
Jesus god damn Christ.... Seriously? I had suspicions about Stormzy & Gorrilaz. Wow.

Well i'm very happy just waiting for the subscription now. When someone decides to press the button, that morning is gonna be fun here lol...

Mel.

Bit off topic, but when it comes to artists that have been recorded by Melody, are you aware of any that are not listed on the app? I know Jason Darulo, Franz Ferdinand and All Saints did something, was love to have a glance into the substantial catalogue they have. Makes you wonder what other names they have, I really do feel they have some huge names which as yet have not been released, obviously in time all will be revealed...

$50m to $100m Value for MT....
It's only 11am!!!? Gin, Ale, Prosecco or maybe even Ians personally endorsed Veuve Monsigny Champagne Brut?

Without a doubt King.
Stats and metrics will make interesting reading should they release such data but perhaps as and when that becomes available, we’ll be far less concerned and more focused on the resulting SP increase...

Aandi.

Top effort. Clearly a good amount of time has gone into your research, Thankyou.

Over the past 6 months, I’ve held back and always kept a level, and grounded head when it’s come to the valuation of Eurasias and it’s associated assets.

But perhaps today the penny has dropped (for me) and the value of MT alone is now between ‘significant’ all the way to ‘historically collosal’ for an AIM listed company.

Unbelievable.

Morning King.

The example was hypothetical I believe but nonetheless a very good post by ParisLSE which I’m sure some would benefit from. All credit to Paris....

I think the simple model very clearly can outline significant revenue that lays within a telco model deal.

The RNS itself points out that Melody means to continue its telco deals on an international level.

This, along with Gore and launch of the subscription service is enough to keep me invested here. This isn’t a ramp, more a reminder to many not to sell ;)

I feel the recent Marketting campaign is aligning with ‘minimum’ metrics needed to support the mobilisation of the subscription model. They’ve gone from 10k to 60k circa in a very short amount of time. Big box ticked I’d say...

US Telco + Subscription + Release of full catalogue (800+ Events / artists).... What else is missing from this? Not sure, but I have a feeling it’s almost there....

It's a waiting game.
One day, there'll be an RNS at 7am outlining merger, JV / Buy out. You'll either be in, or not. Simple as.

Look at recent movements, PR, forthcoming and current events, JGore… We have the product/s, the commercial deals will now follow.

Sorry. Came across this thread whilst looking through previous threads into the 02 deal with Melody... Credit to ParisLSE who was estimating revenue from the 02 deal. Also note the RNS statement of intent in expanding the telco deal... MVR have been very active in the US...

PARISLSE Post (thanks Paris):

o2's q3 numbers are out....
https://news.o2.co.uk/2019/11/04/the-uks-largest-mobile-network-continues-to-grow/

So it shows they have 26m customers of which 66.9% pay monthly.

I'm trying to guesstimate what the current o2 deal is worth....

66.9% of 26m = 17,394,000
On the rns https://www.investegate.co.uk/evr-holdings-plc--evrh-/rns/melodyvr-launches-exclusive-5g-partnership-with-o2/201910170700051539Q/

It said: "O2 will remunerate MelodyVR for each of their customers that utilise the promotion and will guarantee a minimum number of subscribers during the course of the first 12 months."

Not sure what o2 guaranteed but let's say a conservative 1% of monthly customers.

They will be paying £7 extra for their contract

Let's say £3.50 goes to Melody.

1% of 17,394,000 = 173,940

173,940 x 3.5 = £608,690 per month x12 = £7.3m

If £5 goes to melody = 869,700 x 12 = £10.4m

And this is just from the UK. The rns also said: "we look forward to welcoming more users in the UK to our platform, and to completing further international telco partnerships that will both drive user and revenue growth in the near future. "

Telefonica are in Germany, Spain and Brazil - in Brazil they have 90m customers. This deal is huge and will get a lot bigger as they add more countries.

"and to completing further international telco partnerships that will both drive user and revenue growth in the near future. " Near being the key word, doesn't sound slow to me. Which Telco partnership will come next adding another circa £10m rev?

Sorry. Came across this thread whilst looking into the 02 deal with Melody... Credit to ParisLSE who was estimating revenue from the 02 deal. Also note the RNS statement of intent in expanding the telco deal... MVR have been very active in the US...

PARISLSE Post (thanks Paris):

o2's q3 numbers are out....
https://news.o2.co.uk/2019/11/04/the-uks-largest-mobile-network-continues-to-grow/

So it shows they have 26m customers of which 66.9% pay monthly.

I'm trying to guesstimate what the current o2 deal is worth....

66.9% of 26m = 17,394,000
On the rns https://www.investegate.co.uk/evr-holdings-plc--evrh-/rns/melodyvr-launches-exclusive-5g-partnership-with-o2/201910170700051539Q/

It said: "O2 will remunerate MelodyVR for each of their customers that utilise the promotion and will guarantee a minimum number of subscribers during the course of the first 12 months."

Not sure what o2 guaranteed but let's say a conservative 1% of monthly customers.

They will be paying £7 extra for their contract

Let's say £3.50 goes to Melody.

1% of 17,394,000 = 173,940

173,940 x 3.5 = £608,690 per month x12 = £7.3m

If £5 goes to melody = 869,700 x 12 = £10.4m

And this is just from the UK. The rns also said: "we look forward to welcoming more users in the UK to our platform, and to completing further international telco partnerships that will both drive user and revenue growth in the near future. "

Telefonica are in Germany, Spain and Brazil - in Brazil they have 90m customers. This deal is huge and will get a lot bigger as they add more countries.

"and to completing further international telco partnerships that will both drive user and revenue growth in the near future. " Near being the key word, doesn't sound slow to me. Which Telco partnership will come next adding another circa £10m rev?

Cracking find GMF. Great to hear Eurasia now carrying press releases and more importantly there’s signs that negotiation are firstly ‘actual’ and secondly have made progress.

There will be a few on here that no doubt will pick at the bones and attempt to discredit this statement.

Again, Eurasia are holding to they have that License in hand, then the fun starts ;)