Member Info for maxdba

Napster revenues are not really a guess as there is a considerable track record
Just Google "napster revenues" it comes up - right there in front of you

The track record says;
When they are doing well - $35M per quarter ($140M per annum = £100M)
When things are a bit off - $25M to $30M per quarter ($100M to £120M per annum = £80M to £90M )

With Napster a strong dollar / weak pound is our friend.
Just an opinion

For whatever reason they have shown a tendency to go for deals with telephone companies over the last few years.
I say, if you are going after some of Spotify's market share, is there really a better way than to start with a free music account on a phone - it would be a difficult argument to make that they will not roll Napster into these deals in time.

Just think, Spotify could lose a few percent of its subscriber numbers to MVR/Napster without noticing and MVR/Napster would double its subscriber count.

I don't for one minute think that Spotify have not noticed what is going on here, it is how they respond, or not, that will make the difference

2p by close ?

Some perspectives on the LG pirate stream

1. MVR and Warner Music have enabled the pirate stream as a marketing ploy, but no branding on the video at all, so meh

2. MVR and Warner Music don't want this on line and are being lazy in getting a takedown notice with YouTube, unlikely, they must be all over this

3. YouTube are being awkward in complying with a take down notice - this is quiote common where YouTube are not earning from a video, you do some Google searches to reveal the truth about your not so friendly YouTube.

My money is on No. 3 - What MVR are doing is in part in competition with YouTube, so why would they help ?

Schools not scools

For those interested in streaming theatre I suggest Scrooge at the Old Vic

www.oldvictheatre.com

As part of their marketing effort they are streaming free to over 2500 institutions such as care homes and scools

SNewby - The BoD have worked very hard to take all the fun out owning a tech share like this.

Going into the new year MVR are going to be a company with a revenue stream of c. £100M instead of £100,000
That's a good thing.
Given that MVR/Napster are small player, I simply ask, how hard can it be for Nikki Lambert and a re-energised Napster team to double up the revenues ?

Does anyone think the sp will change when the Napster deal completes

Despite the drop yesterday it seems to me that there is an appetite for the shares at this price level, ie pre Napster completion.
Yes my screen runs red with "sells" but that just means that there is a complimentary "buy" and to my eye each time there is a long run of "sells" the price is not dented at all.
Not wishing to start a ramping type rumour (well maybe I am) but is someone out there doing a bit of accumulating ???

I do wonder if the price will finally rerate a bit on formal completion of the Napster deal.

Not wishing to rain on anyone's parade, but....
Their track record is not to give facts and figures for events that they broadcast, so I do not believe they will give anything on downloads, live streams, or otherwise for the LG transmission.
They might go as far as to say "it was a great success"
Or if they are feeling really bullish they might go for "our most successful event so far"

henry97, the AGM will be a rubber stamp exercise, it will not be an investor Q&A
The principals have done events where Q&A was possible, in the past, but not for quite some time now
I think one is due

You have to wonder what on earth was the point for John Gore

Toppling Spotify is a fine aspiration, but I think momentum needs to be built from where they are now
Yes, there is a great team onboard, and maybe it has been built to ultimately take Spotify on, or be sold to them
However, Napster have been targeting business to business use, and if I remember this was also an aspiration that was part of the original MVR prospectus - maybe being the "power behind" is the true alignment and is really what they are chasing

Maybe they will be one of these mega companies that nobody knows about

Rumfuddle - Spotify is not the only game in town
A quick Wiki and you will see 34 music streaming services listed
https://en.wikipedia.org/wiki/Comparison_of_on-demand_music_streaming_services

Many do not disclose their user numbers
Many have more more paying subscribers than Napster

There is lots of space for MVR/Napster to move into

You would think that it won't take much of a push to double up the subscriber numbers, considering the management team onboard, but this has been said before a 'few' times

I do wonder how long the Napster deal was in gestation as it would undoubtedly have affected their marketing if they thought\knew it was coming

I might be mistaken, but I suspect that fun and games are being played

The spread is too wide and causes all trades to go through indicated as sells.
When very large trade goes through the market doesn't move one way or the other
something not quite as it should be.
If it really is 16 million shares sold to 4 million bought the price should be on the floor by now

This link takes you to a pdf on AIM rules

https://www.londonstockexchange.com/companies-and-advisors/aim/advisers/rules/aim-rules-for-companies.pdf

It says that only a General Meeting is required to approve an RTO and there are a number of requirements for admission documents.

The timetable for when things have to happen is unclear to me, although it would seem that you don't get an infinite amount of time to do things

Jimi, as Horatio Nelson once said "England accepts......."

TheBadBat - did you copy/paste your post on Friday at 13:58 from 3 years ago ?