Member Info for Hepseal

From Mobile Streams this evening on twitter:

"We have over 70,000 monetizable users already! All Livescores users are new since we launched our services 26th July in Mexico, 1st October Agrentina, 1st November Brazil. Amazing achievement by the team!"

Maidit308 - You may have a point re numbers of subscribers in the short term but ultimately it has got to be about revenue and profit. Perhaps the market was expecting bigger revenue but as I have said before I am more than pleased with the revenue of $80k per month achieved so far and can see this growing month on month from hereon and the share price nudging up pro rata. GLA.

Cautious Optimist - "I wonder if this $80k run rate is partly about laying down a marker"
I was thinking on similar lines that was why I used the word "benchmark" in an earlier post.

City - I know you are on the other chat board - Bloody stupid post over there, you will know the one when you see it!!

maidit308 - Don't misunderstand me, I am more than pleased with the revenue of $80k for last month but it is from all channels so will include the revenue from the saas service.

Yep - Good RNS as far as I am concerned.
Skeletor - I agree with what City says re the legacy income which was in sharp decline since 2019. The revenue will have dropped back during 2020 but is now firmly building back up again.
Nice that we have now got a benchmark revenue of $1M PA to build from - I suspect in a months time that could be £1M pa and growing.
Also nice to see a new significant customer for the platform.
As I have said a few times, all our eggs are not in one basket.
GLA

Guzzler - I am no expert but I would agree with that statement.
Of course, just because someone exercises the warrants it does not follow that the person will necessarily sell them in the short term.

From RNS:
"Mobile Streams plc, the AIM quoted mobile content and data intelligence company, has today applied for the block listing of up to a total of 484,768,300 new Ordinary Shares of 0.01p each. This figure is 20% of the currently issued share capital, and in accordance with the block listing process under Rule 29 of the AIM Rules would cover the potential exercise of approximately half of the currently outstanding Warrants"

Warrants outstanding as per post from MilkMonsta this morning (thanks by the way):
0.2p Expiry by end April 2022 37,000,000
0.5p Expiry 26th March 2022 828,000,000

But if all the warrants were taken the company would have an extra £4M in the bank.

V111JAS
Ditto - I am out - but having spent two years amassing facts and figures on this share and posting comments on this board old habits are hard to break.
Bit naughty, but in response to your last sentence, different ball game but perhaps try MOS to recoup lost funds here ?

The point is Geowiz, they did use the 3D on the last well, and look where that got us.

Extract from RNS 7th October, 2021 (two months ago):

"The drilling of WR-B1a benefitted from the partnership with Baker Hughes, signed in June this year, as well as the high-quality 3D-seismic data obtained in 2019. Detailed engineering analysis supported placement of the well to optimise recovery, while reducing execution costs and risk."

Guzzler, another small tweak!
If you add in September warrants as well MOS have received approx £507k over the last 12 weeks.
Approx half (money value) was from 0.2p and approx half from 0.5p warrants.

Agree there is a high probability of an RNS on Wednesday (or Thursday) and of course this may also include an update on the Mexico numbers.
Last update for Mexico was 13th October with 10,000 subscribers so I am hoping this will have now risen to around 20.000.

Extract from my post on Tuesday:

Always a bit dangerous but my GUESS for numbers at the end of November is as follows:
Mexico: 20,000
Argentina: 15,000
Brazil: 10,000

Only my personal view, don't blame me if I am wrong.

Got a feeling it may be a bit more lively here this time next week when the November figures are announced - in a good way that is.

Holyroller - a very good report but I would take issue with the the following comment you have attributed to Stephen James:

"WR38Z drilled a less complex area as indicated by the 3d seismic and production from this well has been relatively stable."

You may like to scrutinise the RNS 16th Feb and the Stephen James PROACTIVE podcast on the 18th Feb,21. (Not the Vox one)

At that time the Block TOTAL production from all wells was 940 boed of which 423 bopd of this was from West Rustavi and with reference to the Stephen James charts on the podcast approx 270 bopd was from WR38.

Now jump forward to Q3 update
Total production from all Block wells (approx 20 No) = 376 boed and total average oil production from all sources = 233 bopd. Of course, the RNS does not say how much oil came from WR38 but it must have been only a small fraction of the 270 bopd that was being produced in February.

I do not see how he can say that the production rate of WR38 has been relatively stable, I would say the the decline rate has been pretty dramatic.

According to my quick calculations that will only produce about $38,000 per quarter.

03:13 would have been 07:13 in Georgia
Perhaps wsr stands for West Rustavi?

Don't panic Scotty, loads of news to come with numbers and revenues increasing all the time.

Mexico: As Maid says probably when we hit 20k subscribers or end of the month (1st/2nd Dec) + possible amended 3 year financial projection based on increased numbers.

Brazil: Probably Numbers for November on the 1st/2nd Dec with Revenue figures 2 weeks later as per Argentina announcement. Population of Brazil is 4 times that of Argentina.

Argentina: Possible update on numbers at end of Nov (1st/2nd Dec) or when we hit 20k subscribers + possible updated revenue figures shortly after.

Possible announcement of new territory.

HullFC - Honest - on the MobileStreams twitter page - could not paste it because it did not like the "tick" symbols - in fact on checking I should have also put a "tick" after "Multiple Revenue Streams" and "More to come"
They are definitely trying to spell it out crystal clear for those that do not get it.

Mexico - tick
Argentina - tick
Brazil - tick
Platform (saas) - tick
Global partnerships - tick
Multiple revenue streams from all the above with more to come.

(pinched from MOS tweet and adapted)