Member Info for Silversprings

Guzz- I’m not sure how you can know the figure when it says ‘in excess of 50k’ and also does not include any resales since.

Guzzler - maybe wait for the actual revenue statement from the company?

‘If the combined drops so far have brought in more than $250K then I've given a low ball estimation.
If the figure is higher please provide evidence.’ - so basically you can throw out whatever number you want that you’ve just plucked from thin air and you’ll pass it off later as a low ball estimate if it’s wrong but if someone did the same with a figure over 250k (another line in the sand you’ve drawn) then they have to provide ‘evidence’. How are they going to do that? Unless they had insider knowledge they’re not going to know the exact revenue figures and certainly won’t know how they’re split between contracts.

Which brings me back to the point of why can’t you just wait a few more weeks instead of constant negative speculation?

Fantastic post Carr365365!

Roley - he seemingly can’t see the irony in using the Mexican Federation’s deal with AT&T to try and cast MOS in a negative light. They’re the sort of companies the Mexican NT partner with, that’s the scale of the achievement MOS have pulled off here by partnering with them, they could literally choose whoever this wish in this space and they went with us.

Maybe it’s because we threw them a bit of cash though, the value of which is probably less than the gate receipts from a friendly for them. Maybe that’s what differentiated MOS from every other NFT provider for an organisation as large as the Mexican NT - it honestly does beggar belief some of the nonsense being pedalled on here on a repeated basis.

I’ve already explained both major risks! You’re choosing to ignore them.

If MOS goes under she loses out on all possible digital merchandise revenues she could have been earning with a reputable NFT partner

She also incurs a massive reputation impact as her face was literally splashed all over a company that then failed and her fans bought merchandise with her brand against it from a company that then went under. She’d lose fans and customers of her other branded products, future and current commercial partners would not want to pick up the legacy failure and would be wary of striking or extending deals with her, she might actually lose other deals she already had. It’s an absolutely massive risk to partner with the wrong organisation.

These individuals and organisations do not make these sort of deals without the correct due diligence. What you are implying is just complete nonsense.

Guzzler - how can you say there is zero risk to these partners?

They have the risk of opportunity loss. An exclusivity deal with the workforce NFT partner means they miss out on revenue that their competitors are getting. They can’t afford to choose a poor partner in this space and miss out on the opportunity.

They also have the risk of reputation loss. Their name and brand is all over these NFTs. What their NFT partner produces is a direct reflection of their organisation so they’ll want it to be of a high quality.

So please stop peddling this idea that companies have signed up to multi year partnership deals just because we flashed 100k or a few shares in front of them. It’s an absolute pittance to them in comparison to the opportunity value they will have assigned to the revenue they can make from digital merchandise and also to the value of their brand.

These are big professional sports corporations with multiple partners. They do not put their name to something and take on the above risks just to make a quick buck.

Guzzler, maybe just wait for the actual figures then some of these questions might be answered. You just seem to be working yourself into a negative frenzy asking questions no one will have the answer to.

I don’t know how much revenue is associated with each drop so far, or how much each future drop is going to generate (and even if anyone did this would be derided as a target). I also don’t know much individual contracts are worth and when they are timed over the year. This is sensitive information that is not in the public domain so why do you keep asking?

If you can’t wait until January why don’t you try and look at the revenues on the blockchain (I’ve not bothered to look before you ask) or go and ask the company if they’ll disclose them.

All we do know is that revenue from existing contracts (pre NFT) had increased year on year as per the last revenue statement. Since then we’ve had drops for Pumas and Mexico NT, we’ve also signed contracts with Nexaca, Atlante and a top golfer. There’s revenue targets attached to these contracts but that is all we know so far. Why do you keep demanding answers to questions that no one has the answer to and then when the answer doesn’t arrive you are assuming the worst case position?

Hepseal - the last revenue report showed us year on year increases of existing revenue streams up massively. That’s before NFTs are even factored in. Q4 report will be very interesting

Actually Guzzler, waiting for reported revenue figures does seem a better plan to me than speculating.

Guzzler - why don’t you go and ask the company? Or find out how to track solana going into wallets on the block chain, or wait until the revenue report. Either one would be more useful than just presuming a negative outcome because you don’t know the answer and can’t wait for it.

Guzzler - we don’t know yet because the last quarterly revenue statement went up to the end of September (excluded the NFT drops). We should get another on January that will be up to the end of December. I doubt they’ll split out the revenues from the individual drops though as they’ll be sensitive.

Why don’t people wait and see what MOS do with the Mexico NT NFTs during the World Cup, and then the associated revenues reported, before catastrophising that they’ve dropped the ball. It’s just needless, the event hasn’t even happened yet. Criticise the company afterwards if the opportunity has been squandered but what if there’s huge revenues reported from a successfully implemented NFT strategy?

BB - did MOS effectively prove you wrong by 7AM the day after you posted ‘ knowing what this share is like I wouldn’t expect much’ in relation to them signing new deals this week?

Guzzler, it’s not investment advice, it’s just common sense. Why would anyone keep their money in a company when they didn’t believe it’s strategy would work and they had no confidence in the CEO? That’s just illogical surely? The only thing even more illogical would be to hold all those beliefs, keep your investment in the company and then trash it on a public forum doing maximum damage to it. Something doesn’t add up there.

I still think it’s on the tipping point of profitability, I’m sorry the timescales might not be to everyone’s immediate liking but I believe when we see the revenue figures from the recent NFT drops we’ll see the trend that puts the company into profit. If I’m wrong I’ll be proven wrong by the numbers, it’s just my opinion.

Toffee man - what I’ve found interesting is that for a good few weeks most positive players have taken a break from posting. Perhaps all of us took the understandable view that after the placing and with no market reaction to the first few NFT contracts it might take real revenue figures to move the SP so we might be waiting for a period.

What occurred in that period has just been the same few names trashing their own investment (apparently) on an almost hourly basis. It wasn’t even a debate as there was no one answering them back, just mindless trashing with a lot of factual inaccuracies (e.g taking revenue figures that didn’t include the recent NFT drops), baseless catastrophising (the market place won’t work, there won’t be any NFTs, no one will buy them, they’re worthless - all proved wrong by MOS yet not recognised by a single critic), and very personal attacks against ME on a continuous basis.

If people are truly invested and looking for a near term change in sentiment on the share price then what are you hoping to achieve by this senseless trashing? This BB just became an echo chamber to about four posters to churn out post after post against the company with no one even responding to them.

As I’ve said before, if you don’t like the company’s strategy, or you don’t believe in NFTs, or you don’t think the revenue will be enough, then just sell up.

One thing to stay positive about guzz though.

Pumas signed a contract based on only seeing a concept of the NFTs and the market place. They are a huge club who could have partnered with many companies but MOS had the competitive edge even at that initial stage without a single live example.

Every deal since (and that MOS make in the future) will have looked at the live proposition with Pumas. They’ll all have seen the Pumas drop and the market place, what the NFTs look like and most likely numerous models of possible revenues for their own organisations (all they are really interested in) based off the existing NFT drops already.

If these NFTs weren’t selling, or if they looked rubbish, or if they were making no revenue, why would multiple clubs have signed up? For a free 100k? The opportunity loss for them of going with the wrong NFT partner would be far greater than whatever amount of cash MOS have stumped up upfront. These clubs are all looking to make money, increase their digital brand, tie in customer loyalty etc. Each of Pumas, Mexico NT, Atlante and now Necaxa have independently deemed that out of the entire sports NFT market place providers MOS are best placed to help them achieve those aims.

These organisations will be very careful and very scrupulous about who they put their brand names against. The cost to their brand of a poor NFT drop would be astronomical. Do you really think these organisations would take that risk and partner with a firm that they didn’t like the proposition of just because they flashed a one off payment in front of them? Serious corporate entities just don’t act this way. Every single deal that is made is yet another ringing endorsement of the company, it’s ability to deliver, it’s proposition, and it’s reputability in the market place. These organisations could partner with anyone but they’re seeing the work of mobile streams and picking them. The word partnership is key, they have all independently assessed MOS as a suitable partner.

The SP is obviously disappointing. Wider market sentiment is poor across all shares. The revenue model for MOS was difficult for some investors to understand originally and the pivot to NFTs (plus the placings) has stalled sentiment here in the short term. None of this detracts from the wider trend though. The AI SaaS platform, the market place, the NFT platform, affiliate contracts, it’s all coming together into one huge revenue generating proposition with multiple cross selling and revenue generating opportunities.

I’m convinced we’ll start to see this come through in the revenue reports but they will be the only things to move the SP. We need to lose the expectation that one contract win RNS is going to send the share price rocketing. That’s not happened 4 times now. The market will not ignore actual figures though.

monthly* variances - apologies for typo

Guzz - I’m not sure what the hang up is on Monday that variances between revenue numbers. Look at the wider year on year trend, over 200% increase on revenue from revenue streams that the company is no longer even prioritising because they are convinced the greater opportunity lies in sports NFTs.

Let’s just see the figures. Investing is a long term game and the only long term trend we see currently seeing from MOS is a huge increase in revenues since the current BOD took over. If they’ve made a misstep with the current strategy we will soon see, but if they haven’t we will soon see the rewards. The problem with waiting for a guaranteed sure thing is that by then the market has caught up and the investment opportunity is gone. You always have to risk something for big rewards. It’s a simple equation though, if you feel the risk of MOS delivering is too big, or too far in the future, just take your investment out. It really is that simple, trashing your own investment hourly though achieves what?

Guzzler - you must know that the last revenue update was upto the end of September, as the Pumas drop was in October it obviously didn’t include any NFT revenues (although it did show a huge year on year increase on all existing revenue streams which is far more relevant than an isolated month v month comparison)

I’m not sticking my finger in the air and hoping for good figures (well I am hoping for good figures, aren’t we all?), I’m actually just waiting for the real figures rather than posting multiple times trashing the company for negative outcomes that actually haven’t happened.

Well then people can go and see the amounts flowing into MOS’s solana wallet if they know how.

You don’t think there will be any revenue before Christmas? The quarterly report will include the revenue from the pumas drop and the Mexican NT initial drop plus any others over the next 6 weeks. How will there not be any revenue, we already know the Pumas drop sold out!

If ME spoke about a pipeline of 30 deals then he’s already locked in over 10% of it with at least three major teams now. How quickly were you expecting a small growth company like MOS do realistically move?

The catastrophising has gone from ‘there are no deals’ to ‘I’ve not seen a single NFT yet’ to ‘the marketplace is only in beta mode it’s nowhere near ready’ to ‘there’s only one deal’ to ‘the NFTs don’t look very good and no one is buying them anyway’ to ‘yeah another contract but we’re being diluted and there’s no revenue’. Are people going to go back and issue a mea culpa for being completely wrong about doubting MOS could create NFTs, create the market place, and close deals with big teams? Probably not, they just seem to move onto the next worse case scenario they can think of. If the revenue report is good in January what then?