Member Info for Graft

That was my own feeling onwards&up - its possibly a triumph of hope & stupidity over experience on my part. I have been here since MOS days, although reduced my holding considerably. I thought there may be a chance of a reasonable uplift in the run-up to the WC & so held on to the remaining "stump".

The actual substance behind the fluff & noise of the recent flurry of RNS-R announcements seems very thin & the RNS's with any substance give me an uneasy feeling. Be a while before any financial figures are released, so..ho-hum. Back to hibernation.

Graft.

That would seem to be a fair observation on the target audience weedave, apart from the Quiniela RNS itself stating that the $100,000 MXN minimum prize fund was to:

"...drive rapid user acquisition and mass market volume ahead of the tournament..."

It specifically states that the company was aiming for mass market volume & has at least in my book, failed to achieve anything resembling that. I found the available numbers useful though.

Graft.

With the kick off only a few hours away, I thought I would see how the scores on the doors look...

QUINIELAS INSCRITAS 260 - BOLSA ACTUAL $880,000..

260 Quinielas registered & a prize fund of $880,000

Comisión del organizador: 7% de la bolsa

If my translation & arithmetic is up to scratch :

7% commission to the organiser...$61,600 MXN. I will leave you to calculate the amount in your favourite local currency.

Amusingly the company also claws back 7% of its own $100,000 prize provision as part of the above amount based on the website figures.

Uh.. does this count as rapid user acquisition or mass market volume?

I don't think "sick as a parrot" covers it.

Graft.

7 days to go till Quiniela registration closes...

"..To drive rapid user acquisition and mass market volume ahead of the tournament, Gana has committed a guaranteed minimum total prize fund of $100,000 MXN..."

QUINIELAS INSCRITAS 23 - BOLSA ACTUAL $169,000

23 souls have so far signed up. As Delia might have once said "¿Dónde estás?"

To be fair, I have seen at least some coverage from an external instagram/tik tok/tweeter...and to be even more fair, she isn't entirely difficult to look at. Hopefully plunging necklines can be converted into "mass market volume ".....

Graft.

Interesting,

Wonder why no mention of the existing relationship between Hub Affiliations, Sporticos & Farzad Peyman ?

This seems a bit odd too "...Sporticos.com, a major Mexican football media platform..." hmm really? I am maybe missing the Mexican presence.

Graft.

Thus far, 18 participants in the Quiniela, paying $3,000 MXN each into the kitty. Registration closes on the 10th Jun.

At least one of the above registrants appear to be directly related to the company (hmm..)

18 x 3 =$56000 MXN, with a 7 % fee to the organiser ( I presume estadio gana)

Nine days for those influencers, radio presenters, ad campaigns et al ".....To drive rapid user acquisition and mass market volume ahead of the tournament..."

Graft.

Hi WDM,

I would imagine so, but using a VPN allows me to see the other betting/gambling apps available in Mexico, you can also change your preferred country for the google app store, which also allows me to see them - (for ex. Betcris/Betmaster.mx/Chillbet.mx and so on.)Some of them are viewable/downloadable even without changing my location. Just not any for the company I am actually invested in.

I would imagine that jurisdictional restrictions would apply if i actually tried to play - but to do that you need to be able to find the thing. Which so far i have completely failed to do.

¡Qué rabia!

Graft.

Must say this news flow is giving me plenty to look at.

Since i cant find how the world cup ticketing is being used, or when mobilegaming.com will be back up..I tried to find the recently launched estadio gana native android app, apparently availble on the google play store..I am really having a bad week I think, I cant find that either.. can anybody do me a solid & post a link?

¡Muchas gracias!

Graft.

:D

Naughty!

Thanks for the replies folks, Im just surprised that its been down all year so far. I guess the focus is on Mexico.

Speaking of which - With the WC only a month away can anyone enlighten me as to how the company has leveraged its World Cup ticketing partnership ?

perhaps my lack of spanish language skill hinders me here (hola! soy Dora! is about the peak for me..)

There seemed to be a bit of a buzz when it was announced..but i just can't find any evidence anywhere how the company is actually using this partnership, though I am maybe looking in all the wrong places.

Saludos cordiales,

Graft.

Relaunched? ...Again?. Blimey.

"19th March 2025

Mobile Streams plc

("MOS" or "the Company")

Mobilegaming.com relaunch

Mobile Streams Plc, the Company, is delighted to announce it has relaunched its domain Mobilegaming.com. It has been transformed into a next-generation gaming platform unlocking the power of both mobile and desktop gaming. As part of the Company's bold new branding and positioning, it is entering the market with a strong focus on casual gaming, making it easier than ever for players of all levels to jump in and enjoy a seamless, fun, and rewarding experience."

We have had first re-launch , what about second re-launch..?

Graft.

I see that mobilegaming.com gets a mention. Can anybody tell me the last time the site was operational?

"We’ll be right back soon!

Our gaming site is temporarily down for maintenance."

Been that way for months. Abandoned?

Graft.

Thanks for the responses all - honestly not trying to stir up antagonism!

I do understand City that your initial response wasn't directly aimed at me, but it did infer that you were aware of potential reasons/opinions why the NewCo might be registered as a wholy owned possession of the CEO rather than of MoS itself - like I say, I am not particularly familiar with exactly how the process of a RTO goes, but the above arrangement struck me as odd. This is more what i was looking for opinion on. (from anybody, not singling you out City)

I am not new to the company or its past history, but the above got my interest. In any case, with the company in suspenders still I am sure it will become clear in the fullness of time.

Graft.

I'm not as up to date as you Amtech - it was "new" news for me, nor am I as clued up as City apparently.

I'm aware of the RTO & obviously the name of the new company suggests it will be a new home for... something

Not being clued up in the ways of a RTO in general terms, why would the company be established as a wholly owned entity of the CEO, rather than a subsidiary of MOS?

Graft.

Can anyone offer any insight or opinion on "Gana Media Group Ltd" ?

October 2025 UK registration with a single shareholder & director... Interesting.

Graft.

Well, at least there was double the turnout compared to the AGM & with less than a million votes against - including mine, it seems that I am out of step with the TR1 holders and the BoD.

Well done to the buyer. Good luck to everyone else. I am sure the BoD will handle things.

Graft.

JBongo,

Yes , I was wondering the exact same thing, there certainly appears to be publicly available indications that this has not come out of the blue, so was the support & backing of Mercia at least sought prior to this recent announcement?

I would certainly have thought that it would be normal practice to speak to your largest shareholder especially given they control around 26% of the company. I can only guess if this was the case, or what they think of the matter.

But then I would also consider it normal practice to inform your shareholders that a sales process or a strategic review has begun. After all, the ink on the half-year report was barely dry when this fabulous deal arrived. (and work on this had absolutely begun before the half year report was published)

Graft.

@Jamrock,

Yes, anybody holding 5% or more - or a group representing 5% or more can call a GM & table resolutions for a vote.

I was re-reading the RNS this morning and noted this little gem that I had over looked. I was aware of the travesty of an "Exit bonus" but it seems the generosity of the company knows no bounds & the CEO will walk with a fat packet in lieu of notice. Although a figure is not mentioned , I would guess that the notice period would be around 6 months?

..."The Company has agreed with Penelope McCormick that, as part of her agreed exit upon completion of the Disposal, she will receive payment in lieu of notice in accordance with the terms of her contract of employment with the Company.

IN ADDITION, contingent on the disposal of Concepta, the Company intends to pay an exit bonus to Penelope McCormick..."

Absolutely beautiful work if you can get it.

and my board apparently think this is a good deal? hmmm.

Graft.

Jamrock,

This sale has been proposed as an ordinary resolution, so to pass it requires a simple majority - ie 50% of the total votes cast, plus one vote.

to put it another way, we know "our" board intend to vote yes, that is 993,623 votes yes. If they are the only ones to vote in favour, then 993,624 NO votes will cause the resolution to fail.

of course we have no idea how many people will actually cast votes and which way they will vote - I presume the board are relying on the apathy of shareholders to see this through.

If people attend the GM in person, an adjournment of the resolution can be requested via a vote at the meeting , however you would need to consult the articles of association for the detail on that.

In broader terms - to remove the ceo or board, or any other similar action you would need to requisition another GM - which requires a total of 5% of voting rights ( any of our TR-1 holders or a group acting together could, if they wished, do this & propose new resolutions, not limited to the removal of members of the BoD)

I would be interested to hear what the largest shareholder Mercia think of the deal. There doesnt seem to have been a dash to the exit in any large numbers, so I presume they are still in the building at this stage. however i don't know if they ever become actively involved in the running of any their investments.

Graft.

@ace

If you intend voting through your broker/platform it will vary from place to place – I am with ii and the vote can be cast right now by logging into the app or on a desktop (last date to vote on ii- 29th Oct )

Some platforms may not allow you to cast a vote, but each broker will have their own methods & cutoff dates, so be sure to check.

From the messages previously, some here have already cast their votes.

If you wish to attend the meeting & vote in person, then it’s 4th Nov @ 1pm in Cardiff.

Graft.