The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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?
Good find and observation Lost Money.
Credit where its due.
Lost, I have a lot of patience for people asking genuine questions where either they have researched and need a bit of input or where they are completely new and need to know where to start. As you say my previous posts evidence this.
What I don't have patience for is a spanner coming on to slate the company or the BoD on a public forum for many others to read where they are clearly and abundantly wrong and where they have evidently not bothered their backside to try and answer their own question first. Are you honestly saying that Jemgee didn't post that comment with the intent of a knife in the side of the BoD when in fact anyone well versed here will know he's shot himself in the foot? Had he left that last remark off about being inept, it would have appeared like a perfectly legitimate question from someone who perhaps hadn't researched fully or maybe wasn't fully informed but that last wee line told us all that the question wasn't the point in his post. It was the attack at the BoD.
Nookie, pick a side for once. You're hot then cold more often than Katie Perry
Lost, if you and your foolish fandans keep asking stupid questions, you'll get appropriate responses. Think a little before you comment, maybe do a little reading and you won't be treated like noobs.
I don't abuse, I call out the obvious. I call a spade a spade and Jemgees comments merited a swift response exposing his poor judgment in jumping in before he could swim particularly when there's now an educated TG group where all manner of questions, simple and complex are asked and answered with respect. You're still free to join if you wish. Be my guest.
Jemgee, I'd maybe take a look at what you're saying before you write publicly...
The drop hasn't finished yet (although it's all sold out) and it's all part of phase 1 which has its second drop starting at 3pm today (I am under the impression this will be the last drop of phase 1).
So the company cannot release an RNS given we're only half way through.
Secondly, even the most inept people know where to look to see what a roaring success this drop has been and to see what has been generated Gross Rev down to the dollar.
Check yourself before you wreck yourself lol ??
On your bike Steve.
Sorry, Scottyboy, just realised you said profit and not split. That's an even bigger finger in the air for me at this stage. I'd like to think that given the ease of scalability via outsourcing and resources that we already have in place and given that as time goes on, a lot of the marketing itself will be done by the fans, we should see initial costs per drop start to fall. I genuinely wouldn't even know where to hazard a guess for these drops though.
You could be right Guz. My own interpretation was that we paid a license fee of "X", we then shared the primary sales revenue of "Y" and then we keep all of the secondary sales revenue of "Z".
Again, my speculation on my previous comment is just some scribbled calculations and I'm very aware it could be completely different.
Scottyboy, I am too but I doubt we'll find out the actual split ever
It may be possible to narrow it down to certain parameters bu unless we know the specific costs per drop or the costs saved from scalability, I don't think we'll ever get an exact figure (just like any other industry really).
I'd like to think, given we're paying a license fee to the clubs/national team that we're getting the lions share of the primary drop revenues. I highly doubt its above 80% as Guz suggests simply for the fact that if it wasn't attractive to the clubs or the national team, they'd simply take the license fee and tell us to F off and do the rest ourselves. Logically, the only way to keep them motivated and engaged is to have them take a chunk of any primary sales revs generated. Less important for them to take revs from secondary sales because its the NFTs themselves and their rarity and the hype and the collectability of them that will drive their churn.
All IMO and wouldn't be surprised if it's wildly different to the above given how new an industry it is and how much speculation we're having to do.
I'm not disagreeing that we should expect weekly drops for periods of time but you have to let these things build up. Personally oflver a 5 year period, I'll period I'll be happy with around 30 PUMAS drops per year. They said they would start off small as they tested new delivery and marketing strategies so even if we are cautious and say the average drop value if $60K and we have a 50:50 split then we're on track for $4.5M. My suspicion is that well potentiallybahve more than an average of 30 PUMAS drops per year and that the average drop value will be more than $60K and I also suspect our cut will be higher than a 50:50 split given the license fee being a requirement.
One way or another Guz, we're in now and it's happening. You're clearly not going to be selling any time soon I don't think so just watch it all unfold and be happy for the drops we've had and the fact they have gone as planned so far. This is a trend and it is catching on.