Member Info for K3VMC

http://insights.carnival.io/top-11-european-mobile-agencies-2017/ Big Radical in the top 11 Mobile Agencies in Europe. "Big Radical is brand new, but don’t let that lead you to underestimate it. Scott Ewings, a veteran of several large innovation consultancies, launched Big Radical to create a uniquely collaborative environment in which clients can get digital products to market quickly. He combined much of the design and development core at predecessor Monetise Create with a new management layer, creating a specialised team that is now 45 people strong." Nice! :-)

VH If everything is going your way, then you're a lucky fellow. Relax and enjoy the ride. :-))

VH "Thats because you're a slimeball". I think that statement says much more about you, than it does about me. You sound a bit rattled today. Are you worried about anything? Try and chill. ATB

VH "The fact that they dont buy stock indicates they think the company is going to zero." Well, if I was handed 9.5m options at 1p, I wouldn't buy either. ATB ps Where is this sub 2p buying opportunity you keep touting? Put your back into it!!

http://www.progressive-research.com/tearsheet/research/monitise-plc/monitise-visible-benefits-from-restructuring "In our view, Monitise’s H1 17 results demonstrate the benefits of management’s ongoing transformation programme. EBITDA profitability was sustained, and accompanied by cash outflow more than halving vs H1 16A. With gross cash at £27.3m, the group’s financial position remains strong. Initial FINkit sales are under “active discussion” and ongoing regulatory initiatives (CMA, PSD2) give further grounds for optimism in the outlook." GLA

VH "one week to be precise and I have been saying new low for months and moni has made new lows almost weekly. Go back to your twinkie" A two-liner! What is a Twinkie? ATB

VH "Today 09:43Will break 2p in short order" How many months have you been saying that now? I do love your little one liners. Don't ever get involved with figures. You don't do well with those. ATB :-))

Rogue, I had forgotten that. Thanks!

Mail write up! Paying a very small dividend now, but with this kind of growth, especially in China, we can expect a very decent return, and sp increase, ramping up over the next 18-24 months. Gla

The bod is totally unconcerned about the sp, which is a good thing. Nothing to worry about here. When they announce the first profits, the sp will react accordingly.

Noise, like me, you have a habit of picking the slow-burners. They said they could pick their time for going ebitda positive. All they had to do was ease off on development. The tiniest bit of good news / cash flow and this apparently ugly duckling will transmogrify. IMHO

English, Mandarin and Thai. All this after India. Reminds me of the late, lamented Leonard Cohen.

ResearchAnalyst I agree these are top notch results. We should move in to sustainable profit within the next six months, IMHO. I have to point out, though, that the dividend is 0.04p, NOT £0.04p. Sorry about that! I'm expecting earnings of about 2-4p/s next FY, with a dividend of about 0.5-0.6p, but there is a lot of potential to the upside. ATB

High hopes for a very good set of results and a very positive outlook. Roll on 7am.

India expansion - one of the world's fastest growing economies. http://www.pymnts.com/news/b2b-payments/2017/tungsten-india-expansion-einvoice-invoice-compliance-legal-electronic-signature-tax-fraud-evasion/

Apology accepted. According to the bod, we can go to monthly ebitda any time they choose. Again. I can't prove that they said that. I can imagine the India you recall. Thing is, if someone had suggested back then, that 500 and 1,000 rupee notes would be withdrawn overnight, you would have told them they were crazy, but look what happened! All it takes is for Modi to rule that all invoices submitted to central and state governments must be electronic, by 2020 and TUNG will be in poll position. Modi wants his legacy to be the man who cleaned up India.

Well, I suppose it could all have been just a conspiracy. Maybe they spent the £1.5m budget on something else.

I wasn't blaming previous management for anything, just saying that they spent the money on India, which looks to have been a great move. The current management is just benefitting from a change in the state of politics in India. I happen to be a great admirer of Mr Truell. He told me, in great detail what was wrong with the technology platforms and to be fair to Mr Proffitt, there is now rewritten, cloud-based platform that solves those problems. As for Mr Williams, he has a handle on the throttle. The company can go ebitda positive at a time of its choosing. Mr Hurwitz has stripped the whole business down and built it back up with end-to-end management responsibilities and clear goals for all involved. Other opinions obviously differ, but I think they are doing a very good job.

BPSF, ok, you got me there. I don't know that they spent millions getting into India. I was told that at the agm, by one of the bod, but I didn't see the receipts for air fares, hotel bookings, conference facilities, lawyers, or anything like that. Also, it wasn't the current management that spent that money. Plus, now they can operate there, it may turn out to be a decent investment after all. As for news, I have posted many times. We will get news that could have an effect on the share price. Either that or regulatory stuff. I'm sure Mr Hurwitz has already said that in an agm. In the past, the India news might have been in a RNS, or today's conference even. That will not happen now. "Don't tell me, show me". I think this is a well-run company with amazing prospects. I'm sure tradeshift is an excellent company too, but my opinion is that Tung is the gold standard. Have you seen the software working? I have. Very well designed - and I say that as a career-long software designer. Just my opinion. Doesn't count for any more on this bb, that anyone else's, so feel free to criticise the management if you feel that is important to you.

Burnt, they spent millions on breaking into the Indian market but were thwarted by politics. Now the Indian Government is cracking down on the black economy, they want help to achieve that. Turkey will be next for us. That has been a goal for some time.