Member Info for guzzler1962

I've asked you to clarify your statement.
Once again, you can't.
Do I expect more deals this year?
I hope so considering what the Company has stated in a RNS about the opportunity the World Cup presents for revenue.
The question is though, what will be the structure of the deals?
Just cash from the recent raises?
Or cash and shares?
And if Epstein does decide to add more shares in issue, how will the market react?
What we can speculate, is Epstein probably knows his biggest shareholder welcomes more dilution to close out deals.

City

How will it be bourne out soon?
What do you know that we don't?

2 Pumas players and 1 Necaxa player added to the Mexican Squad prior to final 26 announcement.

Say ta ;)

https://onefootball.com/en/news/gerardo-martino-announces-15-additional-players-for-sparring-at-the-world-cup-36108104

City,
So far 839 million shares have been issued to secure these deals.
That's without the Necaxa allocation.
Also there has been upfront cash payments, value unknown.
Each drop brings in approximately $50 revenue.
How long will it take for shareholder valued to be seen to justify the dilution?
Don't forget to take further dilution into consideration.
Common sense went out the window in March unfortunately when we were diluted for a punt in Gfin.

So 666,666,666 shares issued at 0.18p isn't enough to close out the upcoming deals?
Interesting observation.

Basically we are held over a barrel.
Would be foolish to block it.
Those extra warrants for Peterhouse clients though......?

City

You don't possess a reasoned argument.
You never have.
You even tried to convince me that the shares issued to acquire Krunch wasn't further dilution.
I had to copy and paste the RNS to show you ffs.
You then told me that everything would be fine because Epstein was in London signing off the Gfin deal.
A few weeks later you were ramping MOS in a Telegram group.
A non holder asked you your target price and time frame.
You stated 1p in 4 weeks.
I called you out on it because that's what honest folk do.
300+% in 4 weeks.
Of course your stock answer, watch this space, humble pie, sellers will be sorry, big things coming, about to fire the big guns blah blah fooking blah.
But let's not forget, you understand the business and you know where its going. Right?
Yet you didn't see the latest Placing coming?
Or the one in March?
And the first IGS contract was backloaded, MOS didn't receive the money until July.
How come revenue was down from June figure?
But let's give you a chance to redeem yourself and show us you know what's coming.
How many more shares is Epstein going to issue (if approved) to close out further contracts?
An important question I'd have thought considering your desire to maintain your 5% position. (Very honourable of you, and respect for that).

Silversprings

If you think I'm going to keep my views to myself, even negative views you're going to be disappointed.
You're not the first to one to hope I don't point out the negatives.
Usually in these cases someone whinges that a non holder points out the negatives.
They have no right to do so apparently.
And as the negatives mount up, and I highlight them, folk get even more upset.
A few private messages land now and again.
Water off a ducks back.
The thing is, I can't recall anyone putting up a reasoned counter argument to the negatives.
Telling people to sell up is never a good look.
Countless times it's happened here and Telegram.
The irony wasn't lost on me when a long term investor dumped 11 million shares this week and our major shareholder stated he was sorry to see him go.
He's been baiting fellow investors to sell for months.
But hey, you're the good honourable guys right?

City

Nobody saw it coming?
Wasn't it Sophie on here who raised the question why could there be a need for a raise?
Didn't I give 3 possible reasons?
1 reason was Epstein stated he had 30 deals ready and perhaps he needed cash to close them out.
Of course, as per usual on here the debate was drowned out.
Agenda?
I think we know the ones with an agenda, it's those who refuse to acknowledge the negatives of their investment.

Nice to see Silversprings giving out investment advice.
Fairly certain he was of the opinion MOS was on the tipping point of profitability and a couple of contracts would see then end of dilution.
Did he read the last RNS I wonder?

Investing and timing. Hmmmmm
5% of MOS used to cost 59M shares.
It now costs 213.5M shares.
In the space of less than 30 months.
Not sure how the extra dilution for the Necaxa deal changes the situation.
Soon find out I suppose, especially with more shares probably to be issued for more contracts. Luckily this is a great opportunity to average down.

Toffeman

You want a positive?
Pumas drop was sold out, even though the team had just been dumped out of their competition, season came to premature end.
The drop proved that if priced correctly then MOS can expect recurring revenue.
With the contracts of Atlante and Necaxa I would expect the same.
If they sign more clubs then obviously revenue increases.
So for now we have to sit it out.
If you like you can point out a positive with regard to the Mexican WC drop for us.
Read the RNS about the contract and the significance MOS put on the World Cup.
Revenue to date from 2 drops?
But of course, you have nothing to offer.
You are unable to debate, no different to countless others who play the "troll" card when they can't find a counter argument for any negatives that are pointed out.

Aldebaran, or shall I call you GrAim Reaper?
I see your post on Twitter received....check notes....zero likes.
Any chance you can give your views on the Premier League NFT deal?
I know I've asked before but you seem to be avoiding the question.

As for MOS, I'm happy to give a balanced debate if you like.

Ask is currently 10% below Placing price which is the norm on AIM.
May go lower?
Why?
Because the Mexican World Cup NFTs appear to be a failure.
1500 of the first squad drop available since last Friday, the WC tickets already claimed, so now unlikely to sell out.
Another drop expected and more than likely a similar reaction.
Last night a twitter "talk in" was held by the Heroes NFT consultant. 60 people tuned in.

$150K worth of shares is around £127K.
Issue price not yet determined because they need our approval at a future date, then when granted, its the VWAP for 3 months.
Upfront cash payment unknown.
Anyone care to speculate the percentage of the company used to secure this deal?
65 Million shares plus cash?
Or am I looking at it incorrectly?
Epstein saying there's a possibility of bigger deals, up to $25M target.
Will these deals require more shares issued?
Hopefully I've got this wrong.

Silversprings

Pumas sell out was exceptional.
But to make significant revenue and hit the target figure we need 100s of them.
It's simple maths.
Mexico has been a disappointment and I honestly thought it would be a hit.
Hopefully Atlante and Necaxa follow Pumas but I'm not happy with dilution today and hope it's a one off.
On a side note, Necaxa have signed a new manager.
The one sacked by Pumas. (Gulp).

Hepseal

I hope you are right.
NFTs have become the priority and it has resulted in the SP hitting a low of over 2 years.

Silversprings

We were promised exponential affiliate revenue.
The last 2 updates show June as being our highest revenue month. Was that because backloaded IGS revenue landed in the bank?
Apparently not according to our biggest shareholder.
Which means it landed in July or August.
Our average monthly revenue over July to September was lower than June.
How can that be?
Is revenue from IGS masking affiliate revenue?
A big unknown.
But we have revenue from 1 Pumas drop and Mexican drops.
What does that stand at currently?
What are we averaging? $40K per drop?
In 20 days time Mexico could be out of the World Cup (hopefully not).
So the window of opportunity for cashing in on the WC is growing smaller.

Silversprings

From the last financial update average monthly revenue was down on June revenue.
Pumas drop did indeed sell out.
Mexican Genesis did not.
It says so in the recent RNS.
Squad drop hasn't sold out even with World Cup tickets and flight tickets as a lure.
You're sticking your finger in the air and hoping for good figures.

Jabberda

What revenue from the World Cup?
So far out of a squad of 31 (has to be trimmed to 26) there has been a NFT drop of 11 players.
How much revenue has it brought in? $30K?
So we will have another drop to include the other squad members. Another $30K?
And drops to commemorate each game I imagine.
It's not big revenue unless someone can see something I can't with regard to the World Cup.