Member Info for Munters

MXCP have some cash ok. Let's be conservative and call it �5m They have warrants in RCN which could become instant cash if a certain deal is done. They have CTP ............. it's getting dumped. They have the ability to raise funds like they have always done via loan/equity deals and projected payments. And.................THEY HAVE THE �40M GUERNSEY FUND....which ahem..........they are advising. It is all about to begin.

MXC Capital Limited (AIM: MXCP) announces that on 9 April 2018 it sold 660,000 ordinary shares of 2 pence each in the capital of Castleton Technology plc ("Castleton") ("Castleton Shares"), at a price of 75.848 pence per Castleton Share (the "Sale Price") (the "Sale"). Following the Sale, MXC holds 19,361,211 Castleton Shares, representing 24.5% of its issued share capital. Valuing MXC's pre-Sale holding of 20,021,211 Castleton Shares at the Sale Price and taking into account the proceeds of £1.66 million from the recent option exercise as announced on 21 February 2018, this would represent a 3.0x return for MXC on its cost of investment in Castleton. Castleton Technology plc ("Castleton") is a leading supplier of complementary software and managed services to the public and not-for-profit sectors listed on the AIM market of the London Stock Exchange. Further details about Castleton (including latest financial reports) are available at www.castletonplc.com. The proceeds of the Sale will be used in line with MXC's stated strategy of investing in technology companies.

You need to know a little background to all the players here , its important. The Stephens family are one of the wealthiest old style families in the USA. They are worth billions. They are Warren Buffets closest friends. The Stephens family invest in All or most of Smith and Weavers ventures like MXCP and RCN and CTP etc etc. Warren Buffet is the largest shareholder in Liberty Global. Kestrel , invest in ALL the MXCP projects. Nigel Wray (Britain's Warren Buffet) invests in ALL the MXCP projects. Kestrel own about 13% of RCN Coltrane Asset Man own about 25% of RCN Stephens Family owns about 2%of RCN MXCP own several million warrants in RCN MXCP related company investor Richard Griffiths owns about 11% of RCN. MXCP always get support and backing from THE MONEY. I see the SP soaring past 10p in the coming months as the deals are rolled out. This is big. This is as big as it gets. MXCP 1.4p lol yeah.....right. Watch what happens.

Investors need to wake up quickly to this opportunity. MXCP have signed several win win win deals. A joint venture with one of the worlds TOP 20 companies Liberty Global. Liberty Global get 50% and MXCP get 50% Liberty have asked them to build them up an IT Services company by buying and building smaller companies into an industry giant. MXCP get 50% of EVERYTHING. MXCP get FEES for their efforts whilst they are building it up. Liberty Global have deep pockets they normally buyout companies like Virgin Media or Cable and Wireless for BILLIONS. They have handed MXCP a blank cheque. Once this IT Services company which will have a projected value of between �100m to �500m has been built Liberty Global has already stated that VIRGIN MEDIA 'which they own' WILL BUY IT. This is an astounding and staggeringly good deal for MXCP And remember a little goes a long way. MXCP will fund their end by ? Well that part has been pure genius. Look at the most recent RNS and ask yourself what the Guernsey fund might invest in lol. And hey................THEIR PAYING US AS WELL FFS!! Its win win win win and win. MXCP is more than 50% owned by Smith and Weaver. They intend on making massive fortunes out of this. So can you. Oh and RCN looks like being their first purchase. Shhhhh you aint seen me right.

Im wondering if we might be buying RCN back again ? Who knows it better than Ian Smith and Tony Weaver who founded it in the first place. It might make a solid base on which to build their new IT Services company.

This will go ballistic once the world wakes up to whats happening here. The joint venture is going to be massive. " MXC will receive management and performance fees, further leveraging our capital. This is an exciting development for MXC, coming as it does so quickly after the establishment last November of our joint venture with Liberty Global."

This is an astounding opportunity. One of these once every 10 year events. I have a target price penned in for MXCP of around 20p Liberty Global is a multi billion dollar giant. They chose MXCP to partner with and build a brand new IT services company from the ground up. At 1.5p nothing is priced in for this , simply nothing. Throwing the lot in here its a no brainer. Gluk.

What you want to do is to listen to the IC podcast where ST points out that FPO is going to announce amazing results and is making way beyond what is expected.He said people should be buying FPO all the way up to the 23rd Nov as the results will be spectacular. He recons 50% onto the shareprice wouldnt be out of order and he was saying that when the sp was 55p. So this is a bargain never to bee seen again price . Or some disaster as yet unknown to us all has occurred ? Im thinking its a bargain. You see people bought but then the silence worries them so they run out of patience and sell. ST has gone silent and this spooks people but he has gone silent for a reason. He is on holiday. He is back from holiday on the 22nd of Nov just in time for the fireworks. I have been adding.

Its more likely you will wake up to a 7am RNS stating Amazon have bought them out fr �10 per share. Someones going to and none of them can afford to be the one that loses it. So they have to pay silly money. Could go for well above that!!

No they are not sells if you look carefully at the historical data. The highest price I can find from Mon the 25th for example is 2.72. So any at 2.75 were a buy and I find similar results for the others. However the data may not be 100% accurate.

What are you all blathering on about. Its a sham. They are carrot dangling and the donkeys (you lot) are falling for it. Its game over there is no deal there never was , they lost out on the deal as 2 other companies proved at the time. All your getting now is company puffery to let the game trundle along for another 6 months and another 6 months and another 6 months and.... Without a takeover its a very mediocre company thats struggling to make a miniscule profit. Once they make £1 profit they will tick the profit box and slap each other on the back and tell you all how great they are. There is no proper growth here its painful, and if their struggling to even breakeven right now at the peak of .vip then how on earth do you think they will fare when it drops of a cliff as they always do and will. Everyone who wanted it got it all thats left are the passing trade. The smart money got in here at 8p on a Simon Thompson tip. The smart money jamp ship on its way to 14p and said ta very much. Your whats left. My condolences. Get over it. Move on.

Aim companies with CASH on the books almost always look for ways to slip that cash into the directors back pockets whilst telling the OWNERS of the money 'the shareholders' its in their best interests. Shareholders will never get to see any of that cash in any way shape or form ever. Directors look on such funds as their own money and its simply a case of 'how do we get our greedy hands on it'

I posted this 10 days ago. MMX 15 Sep '17 Oh come on guys for goodness sake we all know what happened here. 1.They thought they had takeover deal. 2.They appointed the merchant bankers (rhyming slang apt) 3.Another company got the deal we were hoping for and was announced by them a while back. 4.We were left standing at the alter. 5.Company has tried to brush it under the ****et and has desperately been touting around to see if they can find another partner but cant!! Thats it , thats the situation and thats why its falling as the "strategic review" is just 'nosh' for 'failed deal in the name of god guys pleeeeeeease try and find us something else by results day or we will look very very silly'. Come results day the 'strategic review ' will have found their best plan is to carry on as is, can we have our £1m in fees ta very much and bye. Because the fact of the matter is , someone nipped in and STOLE the deal from under our noses a few weeks back. That's it, and you all know it.

Part 2. "Interjection by IC podcast presenter".......' Mobile payments is something that I dont think anyone has really cracked and it does look like Bango has found that magic ingredient however the turnover just now is quite small , what will be the inflection point that turns this into a 'mega' company?' Their going to hit and this is another quote "we are going to hit profitability within weeks." So their operating costs are pretty stable at £5.4million pounds per year , they get 1.5 to 1.8% of the total transaction value as their fee for processing the transactions so with operating costs stable and the end user spend doubling each year , year on year for the last 3 years its now over £400 million pounds then as soon as it moves into profits then your going to see a very sharp rise in profitability thereafter. "Interjection by IC podcast presenter"......'So there is massive operational gearing then ?' I have never seen anything like it to be honest, and I have covered hundreds and hundreds of companies over the years but this one really excites me given 'A' the market that its addressing plus the operational gearing of the business and my model ,these aren't analysts models but my model suggests that if they continue doing what they are doing then by 2020 they could be processing upwards of 2 billion dollars of transactions ,turning that into sterling their gross profits could be £20 million pounds and if you deduct operating costs your looking at net profits of around £10 million pounds for a company thats got a market value of about £170 million pounds today ,I would put a target price of £3 pounds but that is based on very conservative assumptions on the Amazon deal and also very conservative assumptions for their ability to pick up other Google play routes . I think the risk here is massively to the upside . "Interjection by IC podcast presenter"......'Its one that feels it could get taken out then especially if you think about the transactions that have taken place in the fintech market Worldpay being an obvious example , you know this has the feel of something that somebody might want ?' Totally totally, AND, now because we are at that point where its actually profitable and it has cash in the bank as well and people are getting excited of the potential market out there,and we are not even talking about the potential in India which is another country with very low credit card usage, but mobile telephones are really taking off.You know this is something across Asia that could be huge, they have offices in the Asia Pacific Rim and they are targeting Singapore and Taiwan being 2 that they discussed when I was on the phone chatting with the board.You know given what they have already done and the point they are at then yeah this could be an interesting target for a predator.

Transcript of Investors Chronicle podcast last Fri afternoon. Part 1. Bango is 'really' interesting ,I had the Board all on the telephone earlier this week. I gave them a grilling on it and its a very hot stock at the moment. They provide state of the art mobile payments platforms that allows smartphone users to charge purchases in App stores to their mobile phone accounts. They have been winning 'LOTS AND LOTS' of business and the end user spend processed through this platform started the year at £195 million pounds by June it was up to £300 million pounds and by the end of August it was up to £400 million pounds, and this is even before you include the new Amazon deal with Japan ,which will allow 123 million customers of the 2 largest mobile carriers in Japan to make purchases on Amazon Japans web site and actually bill them to their telephone accounts.And to give you some idea of the size of that market the turnover of Amazon Japan last year was 1 trillion Yen which is 10 Billion Dollars so its about £7.8 Billion sterling and only 52 % of users in Japan actually pay by credit card, it has a very low credit card penetration whereas mobile phone usage is very high so that deal has basically opened up not just Amazon but other retail users to the potential of this payment platform. And during my call with Ray Anderson who's the Chief Executive of Bango he revealed , which wasn't revealed in the release that they have been contacted by lots of international retailers who want to get into the Japanese retail market. But until this point they haven't been able too but as a result of seeing what Bango has been doing with Amazon in Japan it has created a huge amount of interest, and the other thing that he revealed which is very very interesting is that the company poached 2 middle eastern mobile operators who migrated their Google play routes over to Bangos mobile platform, and in their first half they both immediately saw a 35% increase in their end user spend. Basically Bango has this software product which enables more cost effective and targeted marketing programes for clients content and client services and it was this Bango boost that actually led to these increases , and during my conversation with Mr Anderson he said that he has identified and I quote " other sources of migration that can bring in Billions of dollars of end user spend." Their end user spend at the moment is £400 million pounds at the end of August , that's 42% ahead of the house brokers forecast.

Yes I am well aware it mentioned "several" the "several" being the "TWO" companies who cut a deal and sidestepped MMX. You have no deal , you got dumped at the alter , get over it. Join a dating site or something!! A 4 month "strategic review" lol yeah............woteva.

Oh come on guys for goodness sake we all know what happened here. 1.They thought they had takeover deal. 2.They appointed the merchant bankers (rhyming slang apt) 3.Another company got the deal we were hoping for and was announced by them a while back. 4.We were left standing at the alter. 5.Company has tried to brush it under the ****et and has desperately been touting around to see if they can find another partner but cant!! Thats it , thats the situation and thats why its falling as the "strategic review" is just 'nosh' for 'failed deal in the name of god guys pleeeeeeease try and find us something else by results day or we will look very very silly'. Come results day the 'strategic review ' will have found their best plan is to carry on as is, can we have our £1m in fees ta very much and bye. Because the fact of the matter is , someone nipped in and STOLE the deal from under our noses a few weeks back. That's it, and you all know it.

Cup of tea vicar ?

FPO are fast approaching £1 Billion pounds in assets under management. They already have total assets under management og £477m Add to that the recent new mandate for £182m which they can leverage up to £260m But take into account this is the first call the second call for this fund comes this year. "The Fund closed its first round of funding on 14 July 2017 with equity commitments of £182 million, including a commitment of £3 million by First Property. A second closing with additional equity commitments is expected later this year." So if they raise a similar amount in the second call they will be managing assets over £1 billion and rising. This is way undervalued and Arden partners will be updating their figures soon to reflect the new business. This will wing its way to £1 and then£1.50 GL if you hold.

I have been doing a bit of digging and I'm out. I escaped at breakeven. The share buy by the Director is a cynical attempt to stop the rot.He has done it over and over again from 9p and 8p etc all the way down. He is either very stupid or is attempting to pump the price. They are too small in a business that is cut throat . I thought it might go on a run but looking closer it is death by a thousand cuts. GL if you hold.