Member Info for JSVan

Draft - good luck with your other investments if you've sold out.

Mode is a long term investment and those buying in now will be rewarded in the long term. They are still very early on their journey and are only just rolling out their payments platform with THG who is their first flagship partner and has a major presence in e-commerce.

It will take a good number of months after rollout before we get meaningful revenue coming through. As the message starts getting out through co-marketing campaigns and if Bitcoin price goes up - people who buy through THG's Ingenuity platform which includes THG's brands and other companies (e.g. Nestle, Homebase, Gillette and Nintendo) will be incentivised to use Mode over the traditional payment options such as credit cards.

As they partner up with more brands and start to get their name out there - I can foresee a snowball effect where more and more retailers sign-up and more consumers start using Mode on a daily basis. I'm guessing not a lot of investors know that Mode already have the capability to install into brick and mortar stores through their Alipay and WeChat integrations side of the business.

Once a major supermarket is announced as Mode's first supermarket partner - this company will massively rerate. This may come in the 2022 or early 2023 and is on their roadmap.

Good luck all and patience is required for this one!

JS.

And I have another question - when he bought into ARB at 7.5p -> why did he sell in Dec for 11p instead of selling in Feb just a couple of months later for 250p+?

2nd Dec 2020 - (7.5p -> 11.1p = 48% gain) https://twitter.com/MylesMcNulty/status/1334131863473053696?s=20
"PF a tad stretched again, so have closed two profitable ST trades in #AFC (from ~25p) and #ARB (~7.5p)..."

To clear up any confusion...

The shares were issued as payment for the acquisition of MediCaNL Inc (MCL) and were not purchased from the market...

https://www.lse.co.uk/rns/MXC/acquisition-of-medicanl-dnt9ejh0gy5vjco.html

With MOS being a tech focused company that has management with skin in the game who will accumulate more shares through their remuneration being paid in shares - we can take a look at possibilities of rewards for long term shareholders where the interests of management align with shareholders. With the Quanta partnership - it is clear that the company is now at an inception point and the next couple of months will provide shareholders with a good indication of how fast this company can grow next year. The below is an example of a tech focused investment company that long term shareholders would have made major returns for those who had the conviction to hold long term.

Some of you may have heard of All Active Asset Capital Limited (AAA) who are a tech investment company. They've invested astutely into tech companies with innovative and scalable tech (https://aaacap.com/investment-portfolio). Below is a very short summary of their story...

17th Sep 2019 - Placing at 0.4p and new management put into place with change of company name
https://www.lse.co.uk/rns/AAA/placing-to-raise-163125000-and-other-matters-bmgee08otv012u2.html

5th February 2020 - Placing at 0.1p - shares have been trading around 0.4p since the previous placing - the share price sharply drops to 0.175p few days after placing news and remains at this price for around 6 weeks.
https://www.lse.co.uk/rns/AAA/proposed-conditional-placing-to-raise-163200000-alq8oc2gge6v1xe.html

in between this space - further investments were made and additional funding took place and the company grew and grew

2nd July 2021 - Placing at 80p - to further grow the company
https://www.lse.co.uk/rns/AAA/proposed-placing-acquisition-and-cancellation-l7ah3qbzghtqrpo.html

Personally, I believe that the above performance where the SP increases so rapidly in a short amount of time from 0.175p to 80p = 457x for a listed company is really rare but can happen for tech related companies where the scalability can be rapid. Shareholders who managed to buy in at 0.175p and who kept their core holding all the way up to 80p were massively rewarded for their patience and conviction in the company.

E.g. an investment of £5000 would be worth £2,285,714 today from investing in Feb 2020 after the 0.1p placing news.

For MOS - I'm pretty sure we won't get anywhere near this level of performance - however the key point is that MOS is a tech company with scalable tech who have formed a great partnership with Quanta and have all the right ingredients to provide substantial rewards to long term holders. Personal target for me is 3p which will be around a £100 million market cap assuming all 0.5p warrants are exercised and this will be 12x from the last placing price of 0.25p. This can potentially be achieved next year if everything falls into place.

Good luck all.

JS.

Good idea Kay.

@shamI89 - I've provided the link to the 88e chat board so you can kindly help their shareholders as well with your input...
https://www.lse.co.uk/ShareChat.asp?ShareTicker=88E&share=88-Energy

Appreciate your kind concerns shamI89 and well noted.

I've done my DD on MOS and am very confident that long term investors will be well rewarded. MOS have all the right ingredients in place to be my next major multi-bagger after buying into ARB at 10p and still holding.

The below article may help fellow investors who are new to investing and would like to develop conviction in holding for the long term...
https://microcapclub.com/2014/08/the-conviction-to-hold/

I had posted the below earlier about the current cash position for MOS...

"Company has no debt, is well funded and has low cash burn. The company based on the below RNS notifications have around £3 million in cash with £1 million invested for acquisition of KrunchData and CLN into Quanta. Therefore leaving £2 million in cash which will be used for rolling out into additional territories. This does not take into account any revenue that the company is currently accruing through their business operations. Management team are also paid in company shares which should give investors confidence that MOS are not a lifestyle company for the directors but they are aligned with the interests of shareholders for the long term."

There are currently 880 million warrants which can be exercised at 0.5p. With the current progress of the company and rapid rollout into new territories with the Quanta partnership - we can expect for warrants to be exercised within the next couple of months. If all warrants are exercised at 0.5p then this would bring in additional funds for MOS to the figure of £4.4 million.

If all warrants are exercised then the total issued shares would be around 3235 million shares with the below market caps at different SP...
0.8p - £25.9 million market cap
1.0p - £32.4 million market cap
1.5p - £48.5 million market cap
2.0p -£ 64.7 million market cap
3.0p - £97 million market cap

At the end of the day if this was going to 1p this year
=======================================================
"Would Myles have sold? Because I can tell you no way avct will do 3 bags so like I keep saying very strange."

Based on the below RNS notifications - we can see that Myles had upped his holding in the last placing and held 100 million shares. He then issued a holdings RNS one month later and confirmed on Twitter he had sold out of MOS to reposition his portfolio. From upping his holding to then selling out one month later as a TR1 holder shows that he didn't have enough conviction in MOS and saw better opportunities elsewhere (most likely AVCT which had dropped massively from 290p to around a 100p).

31 March 2021 - https://www.lse.co.uk/rns/MOS/holdings-in-company-b61gwrb8ng7zfw6.html
- Holdings RNS - 100,000,000 shares holding by Myles
- Share price on 31st March was 0.25

27 April 2021 - https://www.lse.co.uk/rns/MOS/holdings-in-company-55kqkl5ylho9wz3.html
- Holdings RNS - Myles confirmed on Twitter he had sold out of MOS to reposition his investment portfolio into other higher conviction holdings
- Share price on 27th April was 0.25

Myles seems to be a well researched investor (and sometimes trader) - but he doesn't get every call right and I don't think anybody does. I'll give you an example of ARB which he had invested in quite early at 7.5p. Based on his Twitter posts - you can see he's done quite well from trading ARB with 2 x ~50% trades as detailed below. However, sometimes the best thing to do is to have a strong hold and remain invested into a company if the fundamentals are strong and the management team are putting the interests of shareholders first by building a company for the long term.

If he had taken this approach with ARB then he would be significantly up despite ARB dipping significantly off it's highs of 339p. ARB is currently trading at 166.12p and if he had remained invested at 7.5p then he would still be 2200% up despite the big drop from the highs.

Let's assume Myles had bought 500K shares at 7.5p for £37,500 -> it would be worth £830K today with profit of £793K. Whereas we compare with his 2 trades instead with a total profit of £34,500...
- 1st trade (7.5p -> 11.1p = 48% gain) - £18,000 profit assuming 500K shares
- 2nd trade - (31.3p -> 47.8p = 53% gain) - £16,500 profit assuming 100K shares

2nd Dec 2020 - (7.5p -> 11.1p = 48% gain) https://twitter.com/MylesMcNulty/status/1334131863473053696?s=20
"PF a tad stretched again, so have closed two profitable ST trades in #AFC (from ~25p) and #ARB (~7.5p)..."

29th Dec 2021 - https://twitter.com/MylesMcNulty/status/1343927077305806849?s=20
"Have re-opened trades in two former holdings this AM, namely #DDDD and #ARB..."

4th Jan 2021 - (31.3p -> 47.8p = 53% gain) https://twitter.com/MylesMcNulty/status/1346116319670894597?s=20
"Closed out the ST trade in #ARB at ~47.8p av., from 31.3p av. (entry last week) for a 52.7% ga

TheTruth - just having a look over your past questions on MOS and not sure if anyone responded but I'll give you my take...

Placing for expansion to other countries
==================================
"We need an answer on this because the CEO said no placing a while back but that was before Mos has started expanding into other countries so has anyone heard Mark say no placing definitely this year while still expanding and yes I am being serious not deramping"

Company has no debt, is well funded and has low cash burn. The company based on the below RNS notifications have around £3 million in cash with £1 million invested for acquisition of KrunchData and CLN into Quanta. Therefore leaving £2 million in cash which will be used for rolling out into additional territories. This does not take into account any revenue that the company is currently accruing through their business operations. Management team are also paid in company shares which should give investors confidence that MOS are not a lifestyle company for the directors but they are aligned with the interests of shareholders for the long term.

15 March 2021 - (Funds) https://www.lse.co.uk/rns/MOS/half-year-report-sij9z1zk6zn5a4i.html
· £1.1m of cash and cash equivalents as at 31 December 2020 (£0.2m as at 31 December 2019), with no non-current debt.
Post-period end update
· £0.9m of cash and cash equivalents as at 12 March 2021, with no debt

22 March 2021 - (Funds) https://www.lse.co.uk/rns/MOS/placing-broker-option-and-tvr-hybbmv8phb8ijlu.html
- Over-subscribed placing of £2.0 million gross at 0.25p per share
- £0.2m Broker Option for up to 80,000,000 Ordinary Shares at 0.25p per share

25th March 2021 - (Expenditure) https://www.lse.co.uk/rns/MOS/acquisition-of-49-of-krunchdata-limited-ekan6z4qlijybyz.html
- 49% interest in KrunchData Limited - £500,000 cash

15th Sep 2021 - (Expenditure) https://www.lse.co.uk/rns/MOS/update-on-partnership-with-and-funding-to-quanta-gt6ap1qt418gqkr.html
£500,000 in total loaned to Quanta Media Group through CLN which MOS could turn into shares in Quanta if they later list on the market.

NurseRatched - I haven't subscribed to the live scores service to check for myself but asides from live scores - I would expect the service to provide additional in-game stats that subscribers would leverage to support live sports bets. Hence for $1 a week - it's a no brainer for those avid fans that like to have a flutter whilst following sports games.

You can compare to traders paying for L2 access to get live prices, access to the book and live trades to have a better understanding of what is going on in the stock market. Hope this helps.

JS.

With the upcoming launch of the online gambling content sites in Netherlands - there could also be significant revenues coming in through affiliate links...

"Mobile Streams plc, the AIM quoted mobile content and data intelligence company, is pleased to announce that by utilising both the Streams content platform and the previously announced investment by MOS, Quanta Media Group ("QMG") is preparing to launch its first three, direct to consumer, mobile content sites. These sites will be targeted at customers wishing to place sports bets and play online casino games in the Dutch language in The Netherlands once the regulated Dutch i-Gaming market opens on 1 October.



The purpose of each of Quanta's Dutch language sites is to help Dutch consumers make informed decisions about where and how to play online casino games, find free bet offers from Dutch sportsbook operators, and help potential sports bettors/punters make informed choices about which legal and regulated companies they can safely and reliably place their wagers with.



QMG believes that the Streams content platform provides the necessary tools and data to give QMG a significant competitive advantage in content identification and creation whilst the underlying data intelligence capability will support customer conversion which is QMG's primary source of revenue.



The Netherlands launch represents a major milestone in the MOS/QMG partnership and opens up opportunities for additional revenue for MOS. We are also continuing to work with QMG to identify opportunities to deliver new revenue sources for the MOS legacy business as well as assessing other opportunities for collaboration."

Hopefully MOS investors can see that the company will be earning significant revenue on just the partnership with Quanta.

They also have other significant revenue streams through their streams data platform such as the contract win in July 2021...

"Mobile Streams plc, the AIM quoted mobile content and data intelligence company, is delighted to announce it has signed a major contract with Tappit Technologies (UK) ("Tappit") for the use of its Streams data platform. The deal is worth up to £480,000 over 4 years, with a minimum £10,000 per month for at least 6 months."

So for the rollout of LiveScores in Argentina which is a football loving country - MOS has mentioned that revenues should be fairly significant and we will get some figures once it's been live for a couple of months. If the figures are good - MOS will rerate substantially...

"Mobile Streams plc, the AIM quoted mobile content and data intelligence company, is delighted to announce that in partnership with Quanta Media Group ("QMG") the Company will be launching its LiveScores football 365 service in Argentina. The service is set to go live on 1 October 2021 and is expected to generate significant revenue for MOS over the next 3 years.

Income is generated for MOS through a mixture of affiliate revenue share with Quanta and subscription payments via the current MOS billing contract with Movistar. It is estimated that the vast majority of revenue generated from the Argentina service will be from affiliate revenue share. Affiliate revenue occurs when a lead generated from the LiveScores service is sold to another organisation which will then market their service or product to the lead. All affiliate revenue share generated will be paid into the MOS UK account and therefore will not incur any currency related risks sometimes associated with the Argentinian market. Additional revenue from telco subscription may also be generated and will be paid into the MOS Argentina account. As with the Company's successful launch in Mexico this service will utilise QMG content and the Streams delivery platform."

Asides from the paying subscribers to the Mexico LiveScore service - MOS will also earn additional revenue through the affiliate links revenue which will be shared with Quanta.

"Revenue is generated for MOS through a mixture of revenue share with Quanta and subscription payments via the current MOS billing contract with Mexican phone network Telcel."

So for the Mexico LiveScore service where subscribers are paying one dollar each week. With the assumption that we can get up to 10,000 subscribers just in Mexico...

10,000 * 52 ($1 each week) = $520,000 annually

Orangecannon - FYI

Mobile Streams plc, the AIM quoted mobile content and data intelligence company, is delighted to announce that its LiveScore service in Mexico, which was launched at the end of July 2021, has exceeded its August subscriber target by 250% with over 3,500 subscribers now signed up. Based on this number of subscribers, we estimate that this service in Mexico alone should generate at least $1.5 million over 3 years in additional revenue for the Company.

Users of the service are charged one dollar each week via their phone bill and then revenue is passed directly to MOS on 30 day terms from our Mexican telco partner Telcel. With a combination of a very easy sign on and billing process aligned with ever greater content delivered via our Streams platform and partnership with Quanta we estimate the number of subscribers and revenue growing significantly over the coming months.

Mr Kight has built a decent holding of 4,100,000 shares in TEK...

https://www.**********.co.uk/rns/announcement/1ecb1fcd-e74a-4164-a71a-4a3e53f43e0f/

https://www.telegraph.co.uk/business/2021/02/17/affordable-british-made-covid-drug-could-slash-mortality-rates

Prof Evans said: “There are thousands of drugs in big pharma on hold, it doesn't mean the science behind them isn't good.

“The whole pandemic has led to very interesting science, despite all the miseries that go with it.”

If the results are good, AZD1656 could be granted compassionate use by UK drugs regulator the MHRA. It follows breakthrough British tests which found cheap steroid Dexamethasone and Tocilizumab helped save lives.

Prof Evans said: “It’s another great British win and will obviously will have commercial value. It will be a very affordable, orally-administered drug."

He is also hopeful AZD1656 could eventually be approved for the general population, not just those who are diabetic, adding: “If things pan out correctly this compound could well cut across the board.

“The holy grail is to have something that either the doctor can prescribe because he knows you have got Covid, or a variant even though you are vaccinated, and you take a tablet for a few days and it subsides.”

Professor Sir Chris Evans, chairman and CEO of Excalibur Healthcare Services, the parent company of Excalibur Medicines Ltd., said: "We are hugely encouraged by this data and are delighted to have played our part arranging this trial. I am particularly grateful to His Royal Highness, the Crown Prince of Abu Dhabi, the Mubadala Sovereign Wealth Fund and our own government in supporting this project. We are looking forward to the next chapter in this exciting journey which could ultimately help people who remain vulnerable to COVID-19."

Expected and an additional £362,530 for the company to invest.