Member Info for Steady_Aim_Fire

Great detail!

Many thanks for your response. I am planning on taking a position in the next few weeks or so as funds become available and will start building from there. I'll see what information I can gain in the public domain and likely write up my own piece too.

Thanks again

I'm currently going through my lists and narrowing down on my investment cases for Cyber/Cloud/IT/SAAS etc. as I'm expanding my exposure in the area.

I've been following #PEG for around 6 months now and was glad to see some of the MoD/BAE contracts announced last year.

I feel the company is undervalued just now and will likely buy in over the next few months.

Any LTH about here willing to provide an investment case for me to sink my teeth into? Not interested in short term trade plays. Looking to buy and hold a minimum of a few years.

Thanks all

I'm currently going through my lists and narrowing down on my investment cases for Cyber/Cloud/IT/SAAS etc. as I'm expanding my exposure in the area.

Any LTH about here willing to provide an investment case for me to sink my teeth into? Not interested in short term trade plays. Looking to buy and hold a minimum of a few years.

Cheers

I love the level of depth and research you've gone to with that comment... Not...

What's making you think this? Looking at your other recent comments about having vivid dreams about share price action and those dreams coming to fruition, it does make me question your rationale if there is any...

Personally, although the wait will test my patience, I'm pretty content here. The individuals and IIs with the most to lose here have the highest averages SP holdings of almost any of us. They're the ones who were chucking silly money in and driving the SP up. Are you saying you think that these institutional guys who are connected beyond belief and have millions of pounds riding on this are just going to be happy if nothing happens???

Keen to hear where your doubt is coming from.

I have been following and the results were worse than I expected and no, I don't believe the story I'm sorry to say.

I just think you don't like that what he's saying is possibly correct Pompal.

You had your fair share trolling here and while everyone is allowed an opinion, you spent time ruling folk up just as much as others.

Devils advocate, I personally wouldn't be touching any share that had been suspended, had an MOU with a previous director and had a balance sheet like what was seen in the Gfin RNS today. Again, this is my opinion and everyone has their own reasoning etc. but I stick to the fact I just don't think you like that what City is saying might be true. If it wasn't Gfin presenting those accounts and being suspended etc. you wouldn't be touching it with a barge pole and you'd be recommending folk stay away aswell...

Truth hurts sometimes

Oh, so you do have prior experience running a PLC?

Launching Gambling businesses?

In foreign countries?

Where the legislation and presidency has just changed?

Where you had to apply for a gambling licence just as they announced they were restricting them?

Where you were part of a foreign PLC taking over a company that had underperformed recently, had to get buyin from other local investors and launch a brand new online gambling business???

I'm so sorry for not raising these points in an earlier post responding to you...

Oh wait...

Good job in ignoring all the points I raised but that's ok, we'll move on

You seem very well informed on the relevant costs and timescales of launching betting companies partially owned by multiple entities in various foreign lands Amtech. I take it you have launched many yourself then and fully understand all of the regulatory hurdles, market timings, international agreements and delays that might be going on then?

And given that we know for fact that BET is now running in Beta version VIP access, and that MOS has announced it was billing BET from the get go, I'm curious to know Huw you have come to the conclusion that it has to be generating large revs from the start before warrant money runs out?

Given that MOS have recently slashed it's running costs and has well over £1M in the bank plus a significant volume of warrants left to be exercised (mine included), it seems a rather odd conclusion for someone so educated to come to...

Just found out that Lat Am uses a decimal point instead of a comma for representing things like Millions, Billions etc. So if the I fo is provided by Lat Am market experts, I suspect that's why. So they are saying £5,777 Million so £5.7Billion

I think you're right Guz. Same with the growth rate, its CAGR, not a one of growth between now and then. So roughly 30-40% growth per year on 5.7B existing. Here's an article from an industry leader with similar figures to what I mention above. I'm assuming a typo or two on the RNS

https://www.prnewswire.com/news-releases/global-nft-market-intelligence-and-future-growth-dynamics-report-2022-spend-value-will-increase-from-46-157-4-million-in-2022-to-reach-us278-475-3-million-by-2028--301714487.html#:~:text=The%20NFT%20industry%20is%20expected,market%20witnessed%20significant%20growth%20recently.

Couldn't agree more. "Immature " doesn't go far enough.

https://blockworks.co/news/ticketmaster-goes-live-with-nft-gated-features

I see Ticketmaster has gone live with it's own take on NFTs as tickets for events, with/without facilities attached.
Big name jumping into the arena.

Liklihood of a JV with Ticketmaster is slim for a number of reasons but I'd like to think it's on the radar for companies a bit more focused on MOS' activities in South America. If we could get in with Dapper or someone else of similar presence, it would do a world of good on MOS global presence.

I know Sophie, can also confirm 100% not City

I never disappeared Buster.

I contribute regularly on TG to a group of actual shareholders who value different opinions. I critique the BoD, question them and then feed back to the shareholders on TG.

I still regularly take questions from genuine shareholders to the BoD, I perform research and contribute to many TG groups. Again I find there to be less trolling and more genuine interest and debate.

I have increased my holding here in recent months but I now choose typically not to post to the trolls.

LSE is an unmoderated dump.

POJ "better off" not "better of"

You'd be "better off" commenting on shares you hold. I expect "better of" you.

It's a fair comment.
I can count on one hand how many things AIM shares of mine have properly delivered on more time promises than not. But as long as they happen, I'm not fussed at this stage. Today's RNS was good and I don't care about not getting all the granular detail in each RNS provided the quarterlies are positive and the trend is upwward, that's all I want to see in my investments.

No idea about the worth of the business at present Guz but maximum exposure to MOS is $75K meaning the license fee must have been less than that for the duration of that period stated in the RNS. My understanding is that the $75K figure will include other contract costs whatever they may be as per other RNS announcements and clarification from the BoD on one of the earlier presentations or emails (can't remember which).

Regardless of NFT drops at this stage, the benefit of diversification is proof of scalability into other markets and will inevitably add value to any potential buyers of Mobile Streams.

I expect January to be a lot more intense regarding NFT drops when the clubs all open up their leagues again.

I expect a significant increase in revenue and hopefully an announcement of profitability in Q3 (Jan-Mar).

Ultimately, if there's a buyer out there with more resource and other products that could be built in to the MOS offering and could make good use of the data MOS collects then I see this diversification as an attractive move to potential buyers. We roll out a red carpet with a straight line into a number of industries and it suddenly becomes very attractive.

MOS is clearly on a roll with the football/soccer side of things and I'm expecting perhaps another 3 or 4 Mexican club signups before the new year.
Yesterday we saw the first real diversification to Golf and to a Female Athlete who is already engaging with her fans about Hero NFTs and working with MOS. Personally, I'm delighted with this move. It starts the ball rolling with regard spreading the risk, it attracts a completely different fanbase and its a major focus on women in sport which, as we've seen in the UK with female football players, is a hot topic.

Anyone with a sharp eye will also have noticed there is a male boxer and a couple of pro golfers on the graphics on Heroesnftclub.com

I personally think we're going to see additional athletes and professionals sign up with MOS, potentially before New Year and K expect the diversification to continue. I suspect it will remain South or North American at this stage

My question;
Within reason and realistic probability, which individual professionals do you want or who do you think we have a chance signing a deal with?