The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
Barry
I know why they did the raise. Without it they couldn't close deals out.
Remember those deals? 30 wasn't it? Between $5M and $25M according to the CEO......
As for foresight, is that the stuff you used as an "industry expert" in affiliate revenue? £100M Mcap from Argentina and Brazil???
Barker
11 months after conducting a 33% discounted placing from 0.27p the SP languishes under 0.095p.
A really don't think an Advisor to the Company can take the moral high ground here, especially since many have been signaling this sad state of affairs could occur due to lack of transparency.
Barker
I had been in the group a matter of hours when you attempted to discredit me.
This led to lots of probing questions regarding what had been promised by the BOD, what had been achieved, transparency on NFT revenue and the use of dark pool(?) trading.
Despite my questions I was very much prepared to listen to a reason why this would turn around.
At every opportunity you would respond with some kind of spiteful retort in an attempt to bury the very relevant questions.
Sad really that the only way the owner could rescue you was to deem Tr1 holders within the group couldn't be scrutinised because calling them out might see them leaving the forum.
Says more about them than me.
Is that the group where Tr1 holders are protected from scrutiny? Where Tr1 holders aren't allowed to be questioned?
The group that claims its based on balanced research and actively encourages holders to post their investment case for other members?
Except of course for this stock.
I did say I'd provide a list of misinformation but was removed prior to doing so. Strange thing for a balanced forum to do.
SP tanked 30% too, now the clowns are claiming some kind of victory.
It's all a bit "Emperors New Clothes" in my opinion.
Let's see how many sell the news after buying the rumour, like they did with Bitso.
Anyone else notice that when the biggest shareholder made yet another claim this morning it was the last chance to buy under 0.1p, the stock went NT to sell at 0.095p?
His strike rate at calling this incorrectly is phenomenal.
Exciting times
#letsgo
Barker
Are you saying you have never highlighted Opensea purchases as they were going through?
As for factual Cadiz posts, hmmmm, strange you don't comment on Necaxa who are bottom of Liga Mx, or on Lopez who missed the cut last weekend.
I see you.
Barry
Ultimate trader? Drive sentiment down? If that was the case I'd be ramping for a higher exit. I've been consistent on my views regarding this stock and they won't change any time soon unless there is positive news.
Furthermore, I've held shares in this for over 2 years and never been fully out.
I find making money trading it when possible more palatable than sitting on a £300K loss.
Barry
I'm yet to make a losing trade on MOS this year. That includes last month's trades 😉
Weedave
Of course he doesn't have to come back with facts.
He and Barry can continue with their jam tomorrow baseless ramps and I'll continue calling them out.
11 months since a 33% discounted placing at 0.18p.
Nobody is prepared to give an investment case other than "its cheap".
Nobody is prepared to give a break down on revenue received from each drop.
All we get is jam tomorrow tripe, Gold Cup, League Cup, Cadiz won a game, Lopez made the cut.
And then some bright spark comes on and tells shareholders who have seen their value destroyed to be patient.
#letsgo
Because its cheap?
Week 7 of the 12 week challenge to see a Mcap of £8.4M.
Scores on the doors....£3.7M, a deficit of £500K from starting price.
For the first 4 weeks the smart ones were selling.
Exciting times
#letsgo
I thought facts were censored on this platform 🤷♂️
Weedave
I agree the Bitso tie up is interesting. Would be even more interesting if they built a stake. You would do very well if they went hostile.
As for Panmure, they represent at least 1 Company that trades on Aquis, a platform lower than AIM.
As for cash position, if IGS have gone, that's $300K light since June to what we were getting. And options instead of salary was brought in to preserve cash position 🤔
If only someone could point out our NFT revenue to date.....
Weedave
I hope it works out for you.
Who told you there's no more dilution? It's an interesting statement because I know what the guidelines were when the CEO stated no need for further dilution. What I don't know, and can't verify, is if those guidelines have been met.
Which begs the question, why buy more shares if you are of the opinion a contract worth $1.8M pa has been lost?
I must admit I find it intriguing that major shareholders who clearly aren't inside have increased their positions even though they must be aware our only guaranteed revenue stream has gone.
What do they know other than 'it's cheap'?
Hepseal
I understand your point. Whichever way its interpreted, its intent is clear.
NFTs are/were expected to be the main bread winner. Its why 2 huge discounted placings were undertaken.
The BOD weren't shy in voicing timescales for shareholder value to be seen. In October we were told 24 weeks. In November we were told 3, 6 and 12 months.
The current situation is a direct result of over promising under delivering.
IGS was guaranteeing $1.8M pa.
A bold statement to make expecting NFT revenue to beat that figure. That's in excess of $150K per month.
Another bold statement made was contracts would be of such high value, and revenue from them so good, that there wouldn't be a need for a further cash call.
So what would be very useful right now, to help drag us away from all time lows, is someone pointing out exactly what is the current revenue situation.
Amtech
To be fair, it's possible the promise of NFTs being the principal revenue could be delivered, especially if there isn't any other revenue stream contributing.
IGS of course did contribute for the first 6 months so at least we have some sort of figure that needs to be beaten.
We have now eaten up the first year of the 3 year contract with the Federation of Mexico.
No figures were provided in the RNS regarding revenue target or upfront costs but it's stated terms are similar to the 5 year Pumas contract.
Below is a quote from the RNS.....
MOS will produce a large range of collectable trading card NFTs for the Mexican National Team
There have been 3 drops in 12 months. Unbelievably, the opportunity presented by the Gold Cup, held in the USA and won by Mexico, appears to have been missed.
With regard to the Pumas contract, also up and running for a year, this......
and if certain revenue targets in a year are met then a minimum revenue guarantee would exist for the next year.
So one year in, the biggest provider of sport experience NFTs in Mexico.
Exciting times
#letsgo