Member Info for Steady_Aim_Fire

Glad to have you on board Steve

Agreed Billy, working fine for me

RT003

Bitcoin, as per any crypto, as yet unregulated can theoretically have zero value with the right circumstances. Until crypto is fully regulated, I won't be investing in it but I may use it to purchase items in the near future.
Similarly, NFTs that are merely a generated piece of digital are only worth what the next person is willing to pay you for it. There is nearly no difference between this type of NFT and normal, recognised art.

Sports NFTs, or facilitative NFTs are completely different. Sports NFTs in the form of trading cards are the equivalent to previous versions of baseball cards, football cards, golf cards etc. People that are fans of the team or person are likely to purchase or show support in other ways involving NFTs. The reason people wear footy colours and scarves or have tattoes of their team is to show support and to provide income to the team. More and more influence is being directed at digital aspects of sports and metaverses and VR etc. Buying these cards is giving fans an exclusive right to show support, commitment and to have a purpose for collection. Specifically on this point, there is little difference between PUMAS trading cards and PUMAS NFTs other than the convenience of being able to buy and sell in an instant and being able to showcase your collection digitally. You personally may not value it but other people do and that all that counts. I've never collected a Sports card in my life or a model train or anything like that but I can absolutely see the appeal. When these items were first released, the opinion by some would have been the same.

What we've seen this weekend is, IMO, the most basic NFT class we will release. In the future I expect some NFTs to come with facilities like season tickets, meet and greets with players, coaches, managers etc., tours round stadiums to exclusive areas, hospitality events etc. etc. The list goes on.
I also expect to see fans given the option to purchase their season tickets as and NFT and this will only increase in popularity as digitalisation and the VR environment improve. Soon we'll be living in a world where you and I could be sat at opposite sides of the world but virtually sitting right next to each other in the best seats available, along with millions of other people also sat in the best seats available, watching our favourite sports teams with family and friends virtually sitting next to us. Fans will purchase digital football kits to wear, scarves, flags, other designer items etc. All digital, all NFTS, all tradeable.

IMO, that's where all this is heading. And I think Web3 and the Metaverse (or plural) are going to be the next big thing in consumer markets over the next 15 years of massive industry growth.

I hope this explains some of it

Forg8ve me Knight, I don't follow American Football (I don't even really follow UK football either, I'm more of a Rugby guy). But I would imagine if you had coaches at elite level or managers at elite level (thinking of Sir Alex Ferguson here and similar) then I'd hazard that if they were one-off elite or platinum NFTs with facilities to perhaps have a meet and greet or similar then they would sell pretty quick too. Maybe not with the same excitement and possibly not to the same generation of fans but they'd make some money. All IMO

For anyone in the TG group, youll likely inow this already but for anyone not with access, the last 24 hours has seen a frenzy of activity. Anyone with their ear to the ground will have sussed that the first NFT drop took place sometime on Friday Night or Saturday Morn (UK time). We've so far been able to work out that there were "X" people from all over the world who signed up to early access but due to demand, only "Y" people got through and were able to purchase. It looks like the NFTs may not have been minted straight away but there's still debate on it however looking at twitter and insta, it was a very small proportion of the initial signup, a random group of people that got access and some of them bought the entire collection from this first drop (we think around $290 for the collection at this stage). However we can only see the Bronze and Gold but there is evidence that 10 Platinums were released and we don't yet know what value these were.

The fact that there was not a second intake of access from signups means that it sold out, we can assume it did so very quickly and we can assume that from just this small amount of people and not including the platinum cards as yet unknown, we think that the bronze and gold alone made around $40K net.

In addition, we can see that there were only 300gold cards produced and only 100 bronze per player on the team.
So doing the math if some people with early access got the full collection, individuals are willing to spend decent money here and it means there was literally a tiny intake of people given first access and it was an instant sellout.

We can also see that secondary sales get the creator 5% royalty.

And from what we can see, none of these cards came with facilities so the fans buying them are solely investing to collect cards at this stage. The cards seem to be sold like a lottery so you don't actually know which card you're getting fresh from mint therefore there's an element of excitement and unknown when collecting.

I expect drops like this to become very regular so that fans can complete their collections, I expect the secondary market to be a significant driver of revenue too also so that fans can complete their collections. Given what random fans are willing to pay for collectable cards with no facilities. We don't know what platinum cards are worth yet but the value could be significant and we know 10 were released.

I expect an RNS on Monday, likely in Mexican time but I expect it nonetheless.

I'm not a rampy character but it has begun folks. Get in the car.

Steve, I didn't get the impression that City was directing that comment at thhe wider audience, just at Guz.
And when it comes to these rumours and whispers of a placing to keep the lights on that you've apparently been hearing then I think you must be stood in an echo chamber because by far the worst culprit of misinformation and fearmongering relating to placings on this board is you...

As for guz an accusations of inside info, I've said before. Email the BoD about about the majority of the questions on here and you get a fair answer just like the zoom call from a few weeks back.

The fact is, City calls an RNS being imminent nearly every day of the week or calls some variation of how or when the NFTs are potentially going to be dropped regularly. By any standard its very clearly speculation based on his research and on the same answers we all get from the BoD
He's been right about dates and news on several occasions but when you believe news is coming for 12 weeks and post about it weekly, of course he's going to be right some of those times. I'd hardly label regular and repetitive guesswork (even when it's educated guesswork) insider info.

I got dozens of questions submitted to me here on the zoom call, all of which were answered (most fully and some that couldn't be due to sensitivity) but the vast majority here that submitted were very happy with the answers and have since openly engaged more directly with the BoD for answers.

Recieved email this morning

"The first Pumas Heroes NFT Club Drop is about to begin.

Thank you very much for registering and for wanting to be part of the most exclusive club in Mexican soccer.

We are currently having a lot of demand to acquire Pumas NFTs so don't despair if you miss out as it won’t be the only drop we’ll have.

Get ready to grab your NFT! Our NFTs are purchased in Solana. We suggest you download Phantom or another Solana compatible crypto wallet now if you’ve not already!

Keep checking heroesnftclub.com/pumas not to miss it!

If you have any questions, comments or just need help, feel free to contact us.

Again,

WELCOME!

The Pumas Heroes NFT Club Team"

Eyes peeled folks, it's about to begin!

There are several things that I see regularly drive SPs up in short order;
New Contracts,
Acquisitions,
Cost Cutting,
Profitability Announcements etc.

This latest RNS suggests 3 of the above to me.

If we look at the PUMAS agreement, the worst case scenario cost to us over 3 years was circa $310K. That was for a contract where the agreed reasonable target revenue share fir us was $14.5M.
If we compare that with the announcement today, our net worst case exposure is $50K estimated over 3 years. Our revenue share target is $3.7M for this new contract.

Therefore it can be calculated that if the Atlante deal proportionatley cost the same as PUMAS, then the 3 year exposure would be $77K and not $50K.

In summary, we're clearly saving money somewhere or becoming more profitable.

Going back to my first point. We're writing new contracts, we're saving money proportionately to previous contracts and therefor it would be assumed that we're more likely to be profitable from these deals given that costs are going down.

All IMO but it's looking good!

Backing up BillyEsy here. I'm not trying to bash criticism, I'm all for people questioning companies as its the right thing to do but Skeletor, Steve D and Ripper et al, what you're attempting is just moronic.
If you're going to troll a board at least do your research. You've clearly no idea what you're talking about, you've clearly not been on the websites you're claiming are not advertising our contracts and in the case of Purchast at the Top on the other platform, he has a known history spanning several years of doing exactly what you're doing here. Going around making wuld accusations. Looking at his actual picks according to that site, I wouldn't be taking an ounce of info/advice from him/her.

Come on guys, if you're going to troll, at least use credible sources of info or do some research so that you sound vaguely believable.

Out with it Guz! Who are you referring to here. Youre quick to jump on others being cryptic so practice what you preach bud.

We saw a few percent increase yesterday and it's happened pretty much once a week every week on nothing. Not a trend per say but nothing that's raising my eyebrows anyway. Its low volume for MOS too considering we had plenty 100M+ days during livescores last year. I just reckon there's less liquidity so the SP moves on less buying or selling.

Just IMO

Don't be obtuse.

Long term buyers come when they see evidence of long term success. There are a few here just now with large long term holdings because we within we can see what is to come.

When revenues come out, profitability is announced and larger contracts roll in, we'll not be stuck under 1p but we'll still have traders doing what they do. Every stock has it, they just currently view MOS as more volatile and hence more tradeable.

Muldoon, for me this isn't a "and still they sell". This is simply traders doing what they do. They sell here, buy at 0.26 etc. And repeat. Its going to happen every day, every update, every RNS and we just have to deal with it. Other than the odd person potentially trying to average down, this is just churn of shares from those trying to make a fast buck

I think the time we've all been waiting for is about to hit like a ton of bricks.

On my checklist, I am expecting to tick off;

PUMAS NFT Launch including fairly rapid reporting on success and income generated,

Mexico National Team NFT Launch, same as above,

Potential for a Gfin deal now that they seem to have started moving again and have what looks to be a leadership change that'll move in the right direction,

We may see something from Fanzine but I have my doubts given the priorities made clear by Mark Epstein during the zoom call but you never know.

I'm also expecting the next quarterly revenue update early October at some point.

We may also get more updates on the likes of Livescores and 11Wickets subscribers.

One of the most interesting things from the zoom the other day was the discussion surrounding IGS and their contribution in the rollout of the NFT products we have. To me this is really telling. IGS has lots of shareholders with connection across the globe in some of the biggest gaming, sporting, marketing and entertainment businesses on the globe. The fact they had plans for us to help with Battleriff or similar projects which have now effectively been superceded by IGS helping us out with the NFT rollout tells me that we're clearly talking about serious sums of money and a very real chance of success. There is simply no way that a group like IGS would be this up for help8ng and effectively putting their own stuff on hold unless they saw the benefits and rewards. Similarly, there's just no way our agents in South America would be happy getting paid in shares that tie them in for a year u less there was a real chance of success and the ROI potential is seen as being substantial.

All IMO of course but I'm trying to put pieces of the jigsaw together which we've slowly been getting pieces of over the past 12 months.

GLA

Happy to help Guz. onwards and upwards!

Minutes Part 3
Another question was raised about the NFTs and Mark confirmed that both the national team and PUMAS will have NFTs that contain tickets to games including at the world cup because these are now nearly impossible to come by. He also confirmed that there will be lots of other utilities offered with the NFTs including but not limited to Meet & Greets, Merch, Signing Opportunities etc. The plan is to have lots of drops and to make them regular. They won’t be announcing the dates, they’ll just happen. They’ve done their market research and that’s the best way to do them. There will also be different volumes released on different days and at different values. He confirmed there would be secondary sales kickback for us and that our cards and NFTs will be tradeable on the likes of Opensea.
When asked about the value of the company, and his aspirations for selling the business, he said £100M was still his absolute minimum but that they may have to revisit or raise that figure when we see how the next few months goes. He suggested shareholders look at the value of other companies in the same industry for perspective. When later asked, he also said he expects other monsters will start looking at MOS when we become a viable competitor or start taking contracts off of them
When questioned, Mark confirmed he had at least 4 NFT drops planned in the near future ad that he know exactly how many NFTs will be dropped each time, the value of these NFTs and what these drops will be worth to the business.
If things go as planned with the Mexican Team and PUMAS, he expects revenues and profits to eclipse everything else.
He mentioned there is potential, in the longer term, that we look to become a bigger marketplace for NFT trading but it’s not the focus right now He did say that Heroes NFT Club will be the only place you can buy the originals and then they will be tradeable on other sites like Opensea on the secondary market.
He mentioned they are looking at other NFT opportunities outside of sport but he can’t report anything for obvious reasons.
He also confirmed they have taken on several staff in Mexico to aid in their work out there. The costs of these staff are roughly a quarter of what the same staff would cost in the UK

I appreciate there may have been the odd comment missed above but I hope that gives everyone the overall gist of the meeting. I have to say, I feel Mark answered very well and had sound rationale for what the business is doing and a strategy for making it all work. I'm very satisfied personally and if I make reference to Itacon and his comments below, I believe that should give some reassurance to anyone who submitted questions. Mark was even happy taking questions from the floor and he let the meeting run on past schedule which again, is a sign of an engaged CEO who is willing to explain the business model and any queries as best he can.

Minutes Part 2
When asked specifically about whether or not we would be ready to drop NFTs in time for the Mexican national team being announced on Oct 19th, he couldn’t give specifics but said it would be a massive opportunity missed if they didn’t get them out in advance f the announcement. They are working directly with the federation in Mexico, they have people now employed by MOS in Mexico working on this. He reiterated the fact we hold the exclusive license for the trading cards, reiterated the commercial value of the Mex vs Arg game and the Mex vs Saudi team. In terms of marketing strategy, they are employing some of the biggest names in South America that are influencers in this world. They have PR teams, sports influencers, artists and more.
When asked about the placing and monies left over that were raised, Mark pointed out that had the placing not occurred, they wouldn’t have the deals they have today in South America. This has allowed them to fund work with big names and big brands they previously wouldn’t have been able to work with. He believes the placing has allowed them to step up multiple levels as a company.
When asked about Fanzine, the time taken so far and the opportunity, he pointed out that Fanzine isn’t the actual clubs in the Premier League. It’s got nothing like the resource that PUMAS or the Mexican National Team have. Yes they fully intend on working it and anyone in digital marketing will know that it’s about getting your online content and products viewed but they would rather focus on the big ticket stuff in Mexico and have a solid platform and basis to go off of which in turn will make Fanzine more likely to be a success.
I asked Mark about the Metaverse and his plans there. His focus is still on sports NFTs for now but in time they may look down the line of other types of NFT in the metaverse. Similarly, they are potentially looking at other non-sport/non-football NFTs but the focus is still very much at what we have in hand.
He also pointed out that nobody seems to realise the significance of MOS owning the brand and domain for Hero NFT Club etc. FIFA, other massive clubs and industry names are marketing the name but we own the domain and the brand and this in itself will be huge. He did say that this side required an extra effort for licensing because there are the clubs but within that there are players, past and present along with huge media companies across the world that may own rights to certain footage, images or material.
Mark made specific reference to forums such as this and thinks investors and speculative observers need to gain perspective. As an investment, they need to stop focussing on the SP in the short term and look at what the company is achieving and has achieved already. Eventually the SP will catch up. When he looks back at the Investor Meets and other presentations from months ago, they are doing exactly what they said they would do and they are so far exceeding at it.

Minutes Part 1
I’ve not copied out the questions word for word but here is a summary of the meeting held tonight;
Asking about Gfin;
The deal relies on both partners. The deal has to be right for both parties. MOS and Gfin have both released things recently that will likely complement each other but a deal will only come at the right time and at the right terms for both parties. Conversations ongoing.
Mark was not able to answer whether or not we still old all the Gfin shares or what the long term plan is there. I have however spoken to Nigel Burton about this in the past who confirmed that if we had sold them, we would likely have to announce this via RNS. Anything here is market sensitive and would likely need to be announced if changed.
When asked about Livescores, Mark said we are still on track to hit 96K subscribers by the end of year 3 (currently at end of year 1 just now). He made specific reference to the Livescores sites and apps having recently gone through a massive update with more functionality, more content and more enticements. It now also has live feeds of events. It will be a massive aid to the company for selling other NFT products to the wider community too. He also mentioned the sheer amount of data that Livescores will provide MOS. Overall, he said that Livescores is doing well. Personally I expect to see updates here in the coming months like last year given that the season is just starting again in South America.
We discussed 11Wickets. Marks comments were that it is going fine but he’s unsure when he’ll be able to give updates. JIO are very useful partners but are sometimes slow to deal with and they are currently awaiting feedback from their contacts in JIO. In terms of monetisation, we are paid per impression but he cannot tell us how much or give anything specific due to commercial sensitivity. He reiterated that this is only the beginning for 11Wickets.
We pressed for any indication if we would look to launch NFTs in India as part of 11Wickets or anything similar to Livescores. Mark couldn’t give specifics but did say they were in discussions clubs with several countries and regions which may or may not include the Europe, US, South America, India or more.
When asked about IGS and Battleriff, he specifically stated that IGS are now helping MOS with the launch of the NFTs because both IGS and MOS realise the significance of the revenue and profit opportunities they have in Mexico. This to me is a massive deal because it says just how huge the potential is from South America if IGS were happy not only to pay us more for this period but are also now putting their own plans on hold to help us with our NFT launch because of the opportunity involved.
When asked about TMS (Total Market Solutions), Mark confirmed they are a financial promotions company and are not paid in shares. They were recommended by numerous sources.

For those attending the zoom tonight, I have sent an updated meeting invite to the TG groups. I've not posted the link here because the last time I did that for the TG joining link, it got removed.

If you plan on attending the zoom call and are not in the TG group, the meeting can be found under

Meeting ID: 770 5152 5666
Passcode: aKekB2

Alderbury, for once I actually agree with your point on AIM companies as a whole. What sets us apart here though is my comparison to other companies in similar industries and sectors doing the same sort of thing as us. The scalability is way more possible with far more potential than most other AIM companies perhaps with the exception of pharma and even then, a lot of them are niche and have limited capabilities.
I currently have 7 AIM companies in my portfolio, all of which are viewed by myself as 5-10 year accumulations (none of them considered dog stocks by wider commentating communities) yet I have the most faith and expectation that ifnone of them is going to do the major deed, it'll be MOS in the next couple of years.

The only reason I see a raise being required is for a specific large deal where we need significant cash up front. I just can't see a raise being required for general purposes or for cash flow reasons at this stage given what we already know to be coming in from last rev updates and given how quickly I think we're going to get ROI on what we're doing with PUMAS, Mexico and to a degree, Fanzine.

All IMO of course

My own 2 cents guz,

I don't see a need for a raise to keep the lights on or for simple cash flow issues. If we do a raise, it'll be for a big project or contract or something along those lines. At this stage, it's impossible to say what would be acceptable in terms of dilution if and I mean IF such a scenario plays out. Let's say we got in with England for instance. The revenue and profit potential there is just astronomical. In that situation, I'd be far more comfortable that any dilution for such a purpose would more than be made up in SP increases. Risk/reward and all that. I'd be equally positive if it was for any other similarly sized contract in Sputh America where I think it more likely for something like that to happen. But again, I reiterate that my above thoughts are subjective to it actually happening and I don't currently think we will.