Member Info for KaChing

Revenue grew just over 11.5%, year on year ………… But that doesn’t tell the whole story, revenue from GVT was for a full year, revenue from Cablecom was only from about 7 months and revenue from Axtel was only for 1 month ………… that’s from fees This year will see the first full 12 months of fee revenue from the 3 combined and about 6 months revenue from the new GVT satellite service

Cheers mate

There you go, almost guaranteed, my buys are like a magnet for selling and thereby making the buying price cheaper, lol

I’m trying not to post as much these days (not that I post as much as some, lol), especially in response to some of the nonsense that is posted, sometimes though it’s good to get it out, lol Mos, you are right a penny here and there doesn’t matter, it would be nice though if every now and then I could get “lucky” with my timing, if only for the short term buzz!, lol

I’m not as technical as some of you, so I’ve no idea when the best time to buy on a pullback is ………. So I’ve just topped up @ 17.45p, which would normally mean the price will drop further now so the rest of you can take advantage, lol ………. By the way, you are welcome!!

Can’t complain about these results, expect to see order increases in India because “MVS is launching its new business division at the end of September 2013 to address industrial and telecom back-up power systems in India based on Acta's 1000L/h electrolyser.” ………. It’s a company with clout in India, they won’t stand still!!

“Cablecom in Mexico, who launched the service in July 2012. The numbers of Cablecom subscribers are not publicly available, however I can say that we are very satisfied with their performance. After the year end it has been publicly announced that Televisa Group, the largest media corporation in the Hispanic market, has an agreement with the owners of Cablecom to acquire a controlling stake in Cablecom. This is fantastic news for mirada because, if approved by the Mexican authorities, this means our Company would be working with the Televisa group. This gives us the opportunity to showcase our capabilities and the potential for an agreement to deploying our technology over more than 5 million cable set-top-boxes in the region.”

It sets up why I’m here, which is for this year and beyond ………… don't forget these results are already 6 months out of date!!!!! As expected they turned last year’s operating loss of £2.3m into a profit of £240k They turned last year’s negative EBITDA of £370k into a Positive as near as damn it £1m and gross margin is 96% ……….. and they almost turned last year’s £3.16m loss into a profit, in the end a relatively small loss of £240k The new satellite service is with GVT, which is fantastic news as they are growing very quickly and are taking market share of everyone in Brazil Then this little snippet ………. “Our team has been very active post year end in securing a contract with a large new customer. This deal involves a paid trial for our iris multi-screen product to test mirada's capability to deploy our iris solution commercially on the client's existing digital television service. If the trial is successful, and our solution is rolled out across the customer's existing subscriber base, it will significantly increase the Group's turnover over the coming years. This is a key milestone for the Company and we expect to complete the trial in the first quarter of next year.” I’ve been waiting for news like that because MIRA’s software is helping to take market share away from others, it was only a matter of time before the others were sniffing the product.

I’m not in SIM or APC but have followed both because the usual suspects are in them, lol ……….. I’d be a bit more cautious on APC at the moment as I think the SP has got ahead of itself, if you look at the last trading statement you’ll see that revenue increased significantly for the year when compared to the last 3 years or so but profit before tax was only around the £350k, which says to me that either costs are up or margins are down or more likely a bit of both ………….. the figures released in the statement would also indicate a whopping P/E of between 70 to 80 at the moment That said I’m not saying it won’t go higher and it’s firmly on my watch list to maybe trade, depending on price before the F/Y arrives in Nov because even though those figures above are not that impressive there’s a little snippet in the trading statement that if I’m reading it right means that actual numbers will be higher than those above through accounting rules, which the market would probably buy into ………. IMO, DYOR

“A distributed denial-of-service (DDoS) attack occurs every two minutes, and the number of victims that suffered from more than one attack has risen substantially, according to a new report released by security firm NSFOCUS in SecurityWeek. These attacks are not just high profile any longer, and that is a wake-up call to midsize firms, which are a key target for hackers for many reasons.” http://midsizeinsider.com/en-us/article/distributed-denial-of-service-attacks-an

There aren’t many shares in free float, so if Mr Market likes the results this will bounce like a coiled spring ………… especially in this market at the moment, it seems that any good news is seeing strong bounces! ………. Or is it just my imagination?

“It’s Pay-TV boom time in Latin America. According to the regional advertising council LAMAC more than half of Latin Americans can currently access one or more Pay-TV platforms. That’s up from 36.3% since 2008 (the actual present-day statistic is 56.3%) – a significant advance that advertisers, the LAMAC stresses, are reportedly remaining a little slow to take advantage of, with over 85% of advertising campaign efforts targeting free channels, and only 10% of investment directed at Pay-TV. With these impressive statistics is mind, however, and with the World Cup and Olympics just around the corner, interactive TV services in the region are surely set to increase even further in the coming years (along with advertising investment). TV Connect run the only Latin American event for the connected entertainment ecosystem, providing an exclusive opportunity for forward thinking multi-platform connected TV players to join together and discuss how to enhance their services, develop innovations and open new revenue streams in this rapidly growing market. The next TV Connect Latin America is on June 3-4 2014” http://www.iptv-news.com/2013/09/huge-pay-tv-increase-in-latin-america/

You can find these links on Corero’s twitter thingy http://www.infosecurity-magazine.com/view/34743/cyber-resilience-building-a-defense-strategy-that-works/ http://www.net-security.org/secworld.php?id=15654

I’m just watching and admiring HH at work, lol

Ah, it’s not just me then …………. Maybe this site is continually being attacked by the DDoS rascals! Lol Someone should put them in touch with CNS!!!

Is it just me or is this site getting very clunky lately?

A link to IBM, well kind of ………… Today, IBM is revealing the results of its X-Force 2013 Mid-Year Trend and Risk Report “Distributed-Denial-of-Service (DDoS) attacks can be used as a distraction, allowing attackers to breach other systems in the enterprise while IT staffs are forced to make difficult risk-based decisions, possibly without visibility of the full scope of what is occurring. Attackers have demonstrated enhanced technical sophistication in the area of DDoS using methods of increasing the amounts of capable bandwidth as an updated and powerful way to halt business by interrupting online service as well as new DDoS mitigation evasion techniques.” http://www.net-security.org/secworld.php?id=15635

I think and this is obviously only my opinion, but based on the info to hand I think if they were mopping up now we’d see MIRA go for somewhere between £15m to £20m If MIRA gives guidance on this year’s growth being in the strong double digits like last year, then 2014’s results have a good chance of showing a profit after tax of over £1m with growth in the double digits ………… hence the M/C now is a joke There’s enough info out there to back up the above ………….. IMO

Yeah I’ve posted before that maybe Ericsson buying MIRA could be a strong possibility and we already know from MIRA’s CEO that he is up for a sale if it means a good return for shareholders ……… the following analysis was done in July, they think the GUIDE Software (EPG) is the obvious next target for companies like Ericsson to further consolidate the market ………… EPG is what MIRA do. “The traditional TV middleware market, which was relatively flat between 2010 and 2011, grew 11% through 2012 to reach $1.13 billion. During this period, more advanced forms of video software grew over 40% to reach $890 million dollars. Guide software, metadata, and technologies underlying DVR and Video on Demand have driven the growth of this advanced category. “Now that pricing of the IP portfolio is largely settled, and the market has digested the Arris-Motorola acquisition and pending Ericsson-Mediaroom acquisition, we expect these companies to be the next targets” http://www.digitaltvnews.net/content/?p=22792

I know they bought Red Bee Media, if that is who you mean ……….. which is another link to MIRA From the H/Y …………. “We expect the revenues for the Broadcast division to increase significantly in the second half of the year with new projects anticipated to be contracted through mirada’s partnership with Red Bee Media.”