Member Info for phil01

Any imminent news: NO .>>>>this company is not known for a flury of news so not one to buy on the strength of up-coming news. Next news will probably be a market update in about May just before Full year results around June. You need to DYOR ... but not a lot of material around. Where is this heading >>>>>significantly higher Why?: Has 3 operating arms and each is making profit and has significant growth potential. Loss making part of the business has been sold. Since then the business has come back into profit. TO over growth of over 150% last half year. Expecting similar growth for full year figures. Then subsequent result will get people sitting up. Expecting serious growth in the barging services and entry into other areas within the Pearl River delta. To get benefit of this share you need to think of investment window of at least 12 months ... if not you may be better served investing somewhere else. Expecting at least a 10banger in 3 years. Anyway these are just my views ... NOT AN INVESTMENT ADVICE. ...........DYOR

Another one of my top picks. Few shares in circulation. / Has got rid of non core loss making side of the buisiness / Strong growth / Has also dormant asset which is worth multiples of current market cap if value can be released (quarry) / Good corporate gorvernance. Expecting a serious multi-banger

I put my neck on the line earlier to state that this is a superior investment than MONI. Time will tell if I just had a bit too much to drink .... but I stand by that statement. This just going on its merry way...no fuss ; no mirade of posts and no ramping. Next set of results will make it clear to the general public. DYOR

Hate to say this ...but I told you so. Watch this baby go over the next few years...starting from 2010 results. By far a superior investment than MONI. First half revenue of £9.77 million ...up 81% and growth expected to continue. This is before the impact of the new contracts announced in June this year!! Money transfer aggreement with COINSTER make a step change and takes MBO away from being a simply regional money transfer solution.

I realise that I am a one man band , advocating for this stock. I strongly believe thgat this will reward those that are patient. Have stated this since if t was 1.5p not so long ago so tghis is not as a benefot of hind sight. My analysis are well documented above. Not many shares in free float so if you can get any , keep hold of it and see what happens in time. Already this has more than dopubled in the last few weeks since i started banging on about this. Please do the comparison between this company and MONI or e-Pay Asia. Price comparison , TO as well as what they do. MBO does a combination of what MONI and e-Pay Asia does plus more, has far superior TO and is yet priced less than either. DYOR then take your pick. Warning I am invested, so plaese take a view that I am biased while analysing the company. Come to your own conclusion. This is not an investment advice just pointing those that want to do the research to starting points.

Sorry folks , my calculation in the last posting is out. The last bit should read... {In one deal we are supplying 100,000 EDC over 7 years....that is about 15,000 per year just for that deal!!} ...... Irrespective of this correction , this single deal is still significant when you consider that currently they are operating with just over 3,000 EDC terminals. Hence this single deal has multiplied their EDC sales channel by a factor of 5 in one year. I still firmly believe that this is one to buy and tuck away, wait when the masses realise and start flocking in. For comparative analysis take a look at MONI , compare the share price to that of MBO even though MONI does not have a fraction of the TO that MBO has...[what MONI has is some heavy weight investors ( VISA etc), but they do not have the other arms of business that MBO can boast of]. MBO has several strings to its bow: 1. It provides mobile banking ( like MONI). 2. It also has a licence for international remittance service ( similar to Western Union or Moneygram) 3. It is involved with prepayed reloads, (mobile phone top-ups, etc) {compare current share price to that of E-Pay Asia which has a TO of less than half of MBO. The share price for E-Pay is about 3 times that of MBO). 4. It is invoved with mobile wallet 5. Used for ticketing on busses and trains ( bit like oyster in London). 6. It provides transactional system and payment collection services. This company in my view has a stronger business model that MONI but then again it is not an American or European company so does not generate the same hype as MONI. DYOR. I am a strong holder of the share, so do your own investigation. It is your money... Don't take my word for it.

When you consider that since they had their falling out with MR. KOISK, who they used to rent EDC terminals from, they were reduced to operating less than 3000 EDC terminals, with subsequent fall in revenue. They resolved to manufacture and markey their own EDC terminal brand, (OnePay). Now fast forward to the announcements regarding the deals that they signed this year. 1. Roll out 300 EDC terminal 2. Supply Telecomm hardware ( worth £4.8 Mill over 4 years) 3. Supply 100,000 EDC Terminals ( over 7 years) 4.Prepaid reload agreements and mobile banking in Cambodia. I still wonder why this has not yet got a following... except for the fact that it is not an RNS a minute company so is under most people's radar. If we consider that the current Turn Over is achieved with about 3000 EDC terminal ... even forgetting about the mobile banking part, the deals announce is surely transformational? {in one deal we are supplying 100,000 EDC over 7 years....that is about 30,000 per year just for that deal!!} As said in my previous post clearly someone has spotted this and has been quitely building a stake. There is however not many shares in free float. He/she seems to have mopped up the free shares so any small trade moves the share price now.

WARNING: MY PERSONAL VIEW. NO INVESTMENT ADVICE INTENDED. DYOR I believe this share will surprise us, for those that are patient. Just buy and sit tight.( personal view) One thing about this company is that they do not try to sugar-coat any unpalatable pill, they usually call it as it is... like the early warning about the expected downturn in their business due to economic impact .... well before other companies started admitting that there is a problem. So when they give this statement in the last results it bodes very very well for the future indeed. From the last results: Current trading and outlook As a result of the continuing global economic uncertainties and prevailing market conditions, we envisage the financial performance of the Group for the year ending 31 December 2010 to remain challenging. However, barring any unforeseen circumstances, the Group is anticipating an upturn in the 4th quarter of 2010 in the markets in which it operates in particularly in consideration of the following recent developments (details of which were announced on 10 June 2010): (i) MobilityOne Malaysia has signed an agreement with Carrefour Malaysia (www.carrefour.com.my) to roll out approximately 300 EDC terminals for mobile phone's prepaid airtime reloads across Carrefour Malaysia's 23 hypermarkets and 20 express stores throughout Malaysia; (ii) MobilityOne Malaysia has been awarded a contract from Telekom Malaysia Berhad (www.tm.com.my) with the value of RM22.7 million (equivalent to c. GBP4.8 million) to supply telecommunication hardware over a period of 3 years; (iii) In Cambodia, MobilityOne Malaysia has entered into agreements with 4 telecommunications companies, namely Hello Axiata Company Limited (Hello Mobile - www.hello.com.kh), Latelz Co. Ltd (Smart Mobile - www.smart.com.kh), Combodia Advance Communications Co. Ltd (QB Mobile - www.qbmore.com) and Viettel (Cambodia) Pte Ltd (Metfone Mobile - www.metfone.com.kh) to sell their prepaid reloads via EDC terminals and banking channels. In addition, MobilityOne Malaysia is in discussion with several banks in Cambodia to provide prepaid reloads via ATMs, Internet banking and mobile banking; and (iv) In Indonesia, MobilityOne Malaysia has entered into an agreement with PT Citra Multi Services (www.cms701.com) to provide up to 100,000 units of EDC terminals throughout Indonesia over a period of 7 years. MobilityOne Malaysia is currently working with PT Citra Multi Services on the technical aspects of the system and is evaluating the funding options and requirements for the EDC terminals. When you consider that since they had their falling out with MR. KOISK, who they used to rent EDC terminals from, they were reduced to operating less than 3000 EDC terminals, with subsequent fall in revenue. They resolved to manufacture and markey their own EDC terminal brand, (OnePay). Now fast forward to the announcements regarding the deals that they sign

My reason for optimism, apart from the fact that the company is making a profit and is operating in China which is the next growth area are: The loan at a loan-shark rate was made to UVEL by Mayne management. The lender is willing to convert this loan into shares at 4p per share should UVEL default. This makes me think that 4p per share is at a very deep discount to the inherent value of the company. >>> If not why would a loan shark want to convert his loan at this price and why should UVEL seek assurances that he would not exercise this option to convert the loan to shares in the second ammendment of the loan. Second Point is that I believe that UVEL cash flow problem is being addressed. Although UVEL is making profits the cash flow is negative. This is mainly due to the time it takes UVEL to collect the money that they are owed. {Average collection Period was 88 days in 2007 and 43 days in 2008 ...which was when this new system of holding land use right as guarantee was first introduced.] The new structure where UVEL is keeping hold of the land use rights and will own the property if the client defaults on payments when due will ensure that the cycle time for collecting monies that they are owed is reduced. >>>> Hence issue with working capital and cash flow will be steadily addressed. Currently Leader Smart Engineering is only addressing one large project at a time due to capex requirements. With improved cash flow and reserves they can aff

Well I am still in. Someone seems to be accumulating. Taking longer than I would have liked but I still think it will come good.