The latest Investing Matters Podcast episode with London Stock Exchange Group's Chris Mayo has just been released. Listen here.
So in the 3 months before the end of December MOS had the initial Pumas launch and the Mexico NT drops for the World Cup.
They received revenues exceeding 0.1 mill for these according to the report. So the total revenue is 1.1 mill (up from 0.3 mill 12 moths before).
Now it doesn’t take a genius to see that if all the rest of our revenue is equalling 1 mill, we’ve effectively produced 10% of our entire yearly revenue from a couple of drops over 3 months.
Now increase this to account for all the drops we’ve had to date up to the end of March. Increase this for more sophisticated pricing, better marketing and greater customer reach etc. Now multiply this number by 4 to account for all the quarters this year. Now factor in that there’s more partnerships and contracts in the pipeline.
Surely people can start to see what will unfold here? We could very quickly be in a position where we’ll be taking in 50% and above of our annual revenue from all other sources just from NFT drops and it’s only going to grow more and more.
Sophie - agreed. The figures in shorter timeframes were being distorted. Some posters on here were complaining about the returns of the NFT strategy when they saw results for 3 months before the first drop of NFTs had even started. Equally the first 3 months of getting the NFT proposition off the ground was not met with a mature response of people recognising that only a few drops had occurred. Moving to a longer time period to allow more concrete trends in revenue to be seen is a better move.
Nice tick up today Roley - perhaps the penny is starting to drop for a few.
Another jigsaw piece in place, well done to the MOS team. Couldn’t be easier to buy NFTs now on Heroes.
Roley how is it looking? The strategy starting to pay returns?
At least your trading explains your absolute shameless deramping then. Haven’t you got your entry price yet, would have thought it would be low enough by now. Can’t wait for all your positivity on the way up in that case.
Ironic as well that you do what you want when it suits you yet spend your time demanding other posters answer questions to a timeframe that also suits you. Bit hypocritical don’t you think.
It’s very simple Guzzler - you either believe in where the company is going and stay invested, or you don’t believe they’ll get there and therefore the only logical thing to do would be to cut your losses and invest elsewhere
Don’t tell me you’re in that illogical third group though who continue to invest their money in a company they don’t believe in and don’t trust the BOD. That would be absolute insanity. So which group are you in guzzler? You keep buying shares so surely you must support what the BOD is doing (despite trashing them on this BB every chance you get)
Sounds bad Guzzler, you must not have much confidence in sports NFTs, presume you’ll be selling up then and vacating the BB?
Roley - MOS haven’t even started on Cadiz yet. They’ve only just started the ball rolling on EFC as well. There’s been one Gabby Lopez drop. That’s just the existing clients.
More clients, more drops, more revenue. Is the picture becoming clear enough yet for the shorting crew?
New drop for Necaxa, lower priced NFTs
You could always buy an NFT guzzler - after all you’re no stranger to supporting the company by continuing to buy shares
Two drops next week for EFC. Very interesting looking at the detail. One is a global one so expands the market beyond those within travelling distance of South Africa. The benefits of the NFTs are annual so can be traded on the secondary market with MOS taking a royalty from every sale.
Opening up more and more revenue doors.
Over 500 views in 2 hours, and a comment from one of the fighters below it
Guzzler why would I answer your questions?
I’ve got my reasons why I’ve invested, I paid my money. I’ve articulated some of those in discussions on here. I’ll just wait for MOS to keep doing what they’re doing. I’ve no obligation whatsoever to answer any question you have. Maybe direct them at the BOD, if they’ll tKe your correspondence.
Guzzler for a man who is an expert at everything you ask a lot of questions. Surely you know all this, as you seem to know everything else about marketing strategies, NFT penetration in Latin American markets, SaaS platform development, and closing sports nft contracts with large institutions.
System - on the one hand you’re lamenting the ‘ramp antics of the BOD’ and then on the other you’re asking for some ‘directional guidance on cash flows’. Can you remember the hysterical squealing that took place on here when MOS dared to put in an estimated target value on their contracts? I bet you’d love it wouldn’t you if ME came out with some near term target cash flows that you could then just trash for an entire period regardless of whether they were achieved or not and call him a ramper multiple times a day.
What other AIM listed company do you know that puts out directional cash flow guidance when they’re operating in a business that they have no guaranteed control over how many products they sell?
Grow up.
Guzzler, who knew you were a marketing genius to also go with your in-depth experience of SaaS platform development and closing contracts with sports institutions.
Maybe you should offer your services to MOS?
Forgive me if I don’t take investment advice then from someone gambling on a short term rise hoping for a ramps RNS
Will you be selling up at 0.15 Guzzler? Bet you can’t wait to be free of MOS, you won’t have to post on this board either then presumably?
Guzzler - you’re calling people out for supporting the BOD at the time when they raised for the JV with GFIN. The fact you didn’t sell up, and then have bought more since means that you supported the company as well during that period. I thought it was worth pursuing at the time, it didn’t turn out how I hoped it would (or indeed how MOS hoped it would). These things happen in business.
Do you want to trawl back through all your criticisms against the company since you joined the board and recant for each one you got wrong? I didn’t think so, so I don’t know why you have this expectation of other posters.
Ultimately you bought more shares even after the NFT strategy was in full play. I think your only answer so far to this was you wanted to take a risky punt. You either believe this is a risky punt in which case you really can’t cry at the share price, or you genuinely believe it’s a good investment and your frustrated at the share price but yet still bought more.
What you can’t do though is trash the company ate every opportunity yet maintain you only do this because you’re an investor who keeps buying more shares. If you genuinely believe the company is as poorly run as you say it is and has made all the mistakes you level at it why oh why do you keep backing it financially?
City - there’s a lot of people who appreciate your posts but perhaps gave up arguing with the low quality trolling that had sadly infected this board. Would be a shame if you stopped providing the insight you do for those who appreciate it.
As for those who are implying Itacon is the same person, that just shows how ill informed and short term your ‘research’ is. Anyone with a memory longer than 6 months will remember Itacon furiously arguing a negative perspective almost daily on this board (often against City). That was until he then joined a Telegram Q&A with Epstein and then changed his opinion on the company. The aspersion that these are the same people is probably the most embarrassing attempt at trolling on here I’ve ever seen.
As for my own opinion on where we are, we know from the last set of results that revenues are stable underpinned by Livescores and the IGS contract. Indeed they had grown by over 200% year on year in the last revenue update (pre NFT campaign) if I remember correctly.
In my mind it then becomes a question of whether you believe the NFT strategy is the correct one for increasing stakeholder value. Like any small cap share though, if you had assurances to every possible risk and concern you had then there wouldn’t be any investment opportunity to pursue. Go and put your money in Apple or BP and the like if you want those assurances. Far too much of the detraction is linked to the current share price and moaning that none of us have a crystal ball.
There are no sure things but you can only invest in what you believe are good companies with good opportunities ahead. If the risk profile is too much for you then everyone has the choice to point their pounds elsewhere. For me the size of the opportunity here is brilliant, even at 0.5p I thought it was. Small companies often reach tipping points in their growth journeys after which their results can be exponential.
To come back to where this started about short memories, I remember only a few months ago this board filled with posts about how they couldn’t see anything related to NFTs, it was pie in the sky, no product, the platform was bug ridden and a Beta concept, they couldn’t compete against larger players, there’d never be a single NFT produced by MOS etc. In only a few months this has all been completely and utterly disproven in what has been a remarkable market incursion case study yet the same detractors are now just rotating onto whatever negative they can next see ‘but Mark said 30 deals and we’ve only done 7’.
Just have a think about that, 7 individual different contracts with top end institutions, all within a few months of starting the NFT proposition, all with a small cap organisation in the face of huge competition from major players established in the industry. What further proof do you need that MOS’s USP is compelling and working? ‘But ME said 30’ - some people need to grow up if you genuinely think this was realistic within a few m