Member Info for Upsidepotential

Bobby has made a compelling argument on VOX markets how is this SP not moving! Beyond me. Waiting for the market to wake up here. Just a matter of time ...

Agreed Sparky and MKS,
SP should be much higher than these levels, a totally underappreciated company.
I will be topping up here over the next few months particularly if the SP continues as it currently is, it just makes for a great opportunity.
Yes, expecting the analyst to significantly uplift the target price ...
I think what people miss here is that this is a total utility play, not just energy or Water etc ...

GLA, Upside

Expecting news on all 3 territories and for another territory to be announced within the month of October.

Nederlands, has 6 new websites which I believe are live and will generate ‘click through’ revenue. From my understanding the sites will be used to advertise ‘special offers/sign up bonus’ and will generate income dependant on the people who click through and sign up.

Mexico, expecting an update on take up numbers of the Live Scores app/website. The number of people who registered for the Live Scores service in the first month was 3,500 which was 250% higher than expected. If we can achieve around 6,500-7,500 on the next announcement I will be exstatic to have doubled our revenue in a month. This is proof of market and proof of product/concept. If this is the case, Mexico was our Litmus test and it seems we have gotten a reaction.

Argentina, has the potential to mimic Mexico’s early success with an app focus rather than desktop based our Telco partners and our in house marketing tools should give us direct access to our target market and therefore we should have no problem in accessing/carving out market share.

As with last period(September) the company announced a new territory to enter in the next period, I would expect this to continue up to December at least with the next “2, 3, 4 territories” already on the companies roadmap.

GLA, Upside

Yes, margin increases will be greatly welcomed.
I suppose whilst I understand that B2B contracts have no price cap, I suppose my point was that if a book is taken over or an acquisition takes place aren’t we obligated to honour fixed price contracts? Also its my understanding that B2B contracts can last up to 5 years?

You'll have to email ME for that info. I've been told he's quite responsive.

I believe 1000 subscribers on release would have given a revenue of $140,000 I believe so 140,000 *3.5 I suppose. :)
Which is $490,0000 if my maths is correct per annum, so then *3 hence the $1.5m
As bamb has eluded to the $1 isn't the only revenue stream.

Superb bamb, the value of data these days is extremely high.
I hope the company puts a high value on non-tangible assets. :)

As always Sparky, spot on, Small MCAP, Not many shares around, good results expected
This is only moving one way ... ^

Good afternoon Sparky(late to reply),

Yes, the only issue for me is where they take over(acquire new businesses) they are obviously left with legacy contracts which don't necessarily match up with the companies offering and therefore are potentially not profitable, but means Revenue growth and at the point that the new customers renew their contract, they then become profitable.

I am a little unsure as to whether when YU takes over a customer books instead of acquisitions, how that works in terms of would YU have to honour the existing contract of the old supplier(which is what I thought happened) or not?

In any case I feel they have positioned themselves extremely well here and should the Current Liabilities have decreased in relation to Current Assets on HY Reporting, it could place them in an even stronger position particularly when it comes to M&A activity.

I can't say I've seen the mention of only taking business with 9% Gross (Profit?) Margins? I presume that was included in an RNS or interview or something of the like? Good to hear though.

Regards, Upside. :)

Exactly that ... If MOS keeps on on it's trajectory you certainly will not find me complaining. :)

Thanks Richard, Currently my portfolio is MOS heavy and needs to be de-risked at an earlier stage, but I won't be cutting too much as I'll already have 3 bags by that point ... It's difficult as I can see this going so much further than 1p, but cannot take the risk as anything can happen in business and I'd kick myself after if I didn't. A small slice seems logical(15%).

I have been investing for years through a Financial Advisor, but I always used to get annoyed at the returns being below expectations/the slice they take for sticking your funds in funds(OEIC's) when you could probably get better returns on a FTSE 100, FTSE 250, NASDAX 100, S&P 500 tracker funds ... I started a S&S ISA with the intent of growing it into a retirement fund(I'm currently 30 with a wife and twins[10 months old]). I suppose I was wondering do people make this their job in terms of investing?

I initially bought into MODE as a bit of a Newbie investor, however I felt they were flogging a dead horse over there(seems a great product, but come to market far too early). I bought into MOS with an initial tranche of 0.25 and then as the story was unfolding in terms of territories I saw an opportunity to move my money away from MODE and into MOS(I obviously have investments elsewhere(YU, GCAT, SLE(headache) etc ...) but MOS is now my largest holding after adding at 0.29 and at 0.37.

I just want to say thanks for the detail on this board, besides a few people who would have you believe that this is the worst share in history(who I believe are now converts ... rofl), the contents of this board and msinvestors.co.uk which was put together after my initial buy have really brought a level of perspective around the RNS's and other areas that I perhaps had blind spots in. Reading the RNS's really gets me excited as to quite where this stock could go.

I'll probably look to de-risk at the 1p level and let it ride into the sunset hopefully, but this is changing my life. You cannot understand quite what this means to me right now. Long may this continue. Announce Announce Announce. :)

Cheers All, Upside.

Opportunity is there, YU needs to now forge ahead and gain market share potentially at the expense of profitability but in years to come, it will prove to be a shrewd investment I'm sure ...
Looking at the results to come I would like to see a reduction in the Liquidity Ratio ... YU has already indicated that they have forward paid outstanding liabilities for H2 so I will need to factor that in.

Totally agree RT should a spike like that occur I would definitely be looking to sell and buy back at a lower level, given the steady and justified daily wins, there has been no chance of that and therefore very low risk in my opinion. This is not a complaint at all, probably more of a compliment to the shares. Fully expecting a spike on October news though ...

Absolutely Sparky, I have a large part of my porfolio over in MOS also. As one moves up I will be transferring some gains to the other to try and catch both as news is announced, especially on occasions like Monday where YU is trading at a 20% discount to it's usual trading range, expecting news on YU on 29th and news on MOS on the 1st so I may transfer some funds to catch both .... I will be holding both for a long time yet though.

I've just done a simple calculation of revenue growth based on this years expected 40% growth.
Year 1: £101.5m > £142.1m
Year 2: £142.1 > £198.94m
Year 3: £198.94 > £278.52m
Year 4: £278.52m > £389.92m
Year 5: £389.92m > £545.89m

He's right on track to achieve that over the next 5 years based on current trajectory.

The only thing holding back the SP at the minute is the EBITDA and Profitability which I believe are being addressed. Honestly I believe this could rocket.

Agreed, 40% on £101.5m I think we're in the right ball park here ...
If the EBITDA comes in at a better level than expected, we could see the SP move quite quickly.
The 500p price target I believe was based on April's research note and allows for further movement upwards here as the upbeat interim results have not been taken into account.
I'm so pleased at getting a 200p entry so recently ... could see a 3 x return within months.
We could be getting back close to 2018 levels soon. It will be interesting to see if we have a good EBITDA and Profit Margin, if the business looks to re-introduce a dividend. I mean the biggest winner would be Bobby himself, but it could well boost the SP a lot further.

Hi Sparky, not sure if you seen my earlier post around this, but based on H1 Interim results and last years jump in H2 results I have forecast a £142.1m Revenue for the business. I mean if £128m was the forecast I find it extremely conservative ...

£77.1m is what I have forcast for H2. If this is indeed the case(which I suspect it will be) then I can imagine a big re-rate in the run up to and after FY results.

In saying that ... the SP has got halfway back to where it was in just this mornings trading ... perhaps it'll surprise us and make up the rest this afternoon.

Spot on Sparky ... Enjoy the rebound. Slow and steady wins the race ... :)