RE: Does anyone know...12 May 2017 17:58
Triguy, this is my best stab. I assume you ask what an informed investor know, not an insider.
1. Whether FINkit is a cost effective alternative to internal development? Other 3rd parties?
No. We are told that it is 5-10 times faster to develop, using FINKit, but we do not know the cost, therefor cannot judge if it is cost-effective or not.
2. Is it cost effective when considering IBM "Bluemax" share? Partner's share?
FINKit is a development platform. IBM gets nothing. Partners get nothing.
3. Whether FINkit performs as advertised; response time? At scale? Under all conditions?
FINKit is a development platform. Response time is a metric of an operational system. Response times of systems developed under FINKit are no greater or lesser than systems developed without using FINKit.
4. Are we continuing to invest in FINkit while we wait for contracts OR is the product stagnating?
Yes, we continue to develop FINKit. The Welsh Assembly helped out with the cost of that.
5. Do we know our real relationship with IBM?
No. IBM and MONI jointly market FINKit, but that is all we know.
6. Do we know how the various Content sites are progressing? How often are the sites updating their Op Metrics?
Content revenue and ebitda both increased by £2.9m in the last half year report. Don't know how often they update, but suspect that it is ad hoc.
Does anyone think the share price will rise until we know the above?
I think it will go up, but don't care much. It will go up at the next report, IMO. Ebitda will be positive again, costs will be lower and content will be up by another £1m. Just my view.
" Does leadership have a communication plan (stakeholder expectations management plan) that augments their product delivery & sales plans? Twice / year will not cut it!"
Leadership has no intention of updating the market to help the share price to rise. That is what got MONI into trouble in the first place.
ATB