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Monitise plc Message Board

forml123 19 posts  |  Last Activity: Sep 17, 2014 3:24 PM Member since: May 15, 2014
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  • Reply to

    kass

    by smathan75 Sep 17, 2014 2:45 PM
    forml123 forml123 Sep 17, 2014 3:24 PM Flag

    con't from DK....

    Over the past decade, Monitise has established itself as a leading player in a disruptive sector that serves one of the most rapidly growing and sizeable business opportunities (mobile banking and business payments). It has a lead, first-adopter advantage that has to be actualized before competitors catch up.

    Looking forward, the share price will likely correlate directly with Monitise's ability to meet subscriber milestones that confirm the company's ability to reach registered-user and profit/cash-flow expectations. We won't likely find out about sub growth until the first half of 2015, so I see the stock range-bound between $0.65 (U.S.) to perhaps $0.85 over the rest of the year. (Precision implied in this specific forecast is not intended!)

    At today's price, Monitise's shares are trading at only 5x EV/sales (based on my 2016 forecast).

    I am, again, a buyer at current levels.

    Separately, BTIG chimed in on Monitise and its possible London Stock Exchange listing this morning:

    Monitise: What Would MONIF Need to Do to Move to the LSE Main Market from AIM, and What Would It Mean?

    Comments from Buy-rated Monitise (AIM: MONI; OTC: MONIF) Co-CEO Alistair Lukies about

  • Reply to

    kass

    by smathan75 Sep 17, 2014 2:45 PM
    forml123 forml123 Sep 17, 2014 3:19 PM Flag

    Monitise Is On Message

    Sep 17, 2014 | 10:24 AM EDT

    Stock quotes in this article: MONI.L MONIF

    •Monday's update was solid.

    Monday's Monitise (MONI.L/MONIF) update was solid, with the right messages on strategy and the timing of its implementation. Management was upbeat and, on three separate occasions, emphasized its expectation that it can achieve more than 200 million subscribers in the next few years. The company also reiterated its previous financial goals.

    Among the more important data points was a statement by co-CEO Elizabeth Buse, who said that if MONIF had not switched in March from a business model based on front-end, enterprise IT spending to a subscription model based on sharing of ARPU on the back end, "I would not be here." (Let's go to the tape!)

    That said, a healthy skepticism must be maintained as an outgrowth of the two operating and financial guide-downs earlier this year. Though the aforementioned forecasts were confidently re-emphasized, there was (not surprisingly) much in the way of specifics in the presentation, which indicated a re-acceleration of subscriber growth. (It's simply too early to see).

    Management's credentials are superior and its body of current banking relationships and corporate alliances represent the best in the business, I (and no doubt they) recognize that heavy lifting lies ahead. It is now time to perform (and add subs) through the process of blocking and tackling.

    As I have repeatedly written, Monitise's stock will be a "show me" stock until the company can demonstrate rapid and sustainable subscriber growth. I say this because the market cap (because of share raises and acquisitions for stock) is already more than $1.5 billion, so a lot is expected of the company.

    Over the past decade, Monitise has established itself as a leading player in a disruptive sector that serves one of the most rapidly growing and sizeable business opportunities (mobile banking and business payments). It has a lead, first-adopter advan

  • Reply to

    Longs have become inpatient but...

    by ramimd Aug 19, 2014 10:28 AM
    forml123 forml123 Aug 19, 2014 3:25 PM Flag

    Looks like some pretty decent movement on the buy side....

  • Reply to

    What are they brewing...?

    by ramimd Aug 19, 2014 9:42 AM
    forml123 forml123 Aug 19, 2014 9:48 AM Flag

    Where you find my friend? :)

  • Reply to

    Gotta make a choice

    by ramimd Aug 14, 2014 1:44 PM
    forml123 forml123 Aug 14, 2014 3:22 PM Flag

    something doesn't smell right with Berenberg, not that they are are totally wrong but... just seems like they might be playing both sides a little. Right now, there's too many big players and at this point i personally am unwilling to bet against them!

  • forml123 by forml123 Aug 12, 2014 1:21 PM Flag

    Monitise built the PERI system for US Bank - Confirmed!! This could be very big...but maybe not??

    Google... Embracing a Mobile Mentality

    Just released today.

  • Reply to

    Anyone has paid subscription to real money pro?

    by vladik123 Aug 9, 2014 1:19 AM
    forml123 forml123 Aug 11, 2014 12:43 PM Flag

    Honestly, I don't see tech analysis too reliable for this position.

    Sentiment: Buy

  • Reply to

    Is it all coincidence?

    by ramimd Aug 5, 2014 6:48 AM
    forml123 forml123 Aug 5, 2014 9:20 AM Flag

    Kass Comments from 8/4/14.......The company could vault into a leadership position in the mobile payments and banking industries.
    Over the past two weeks, I have participated in several meetings that reinforced my view that Monitise (MONI.L/MONIF) possesses architectural benefits that could vault the company into a leadership position in the mobile payments and banking industries.
    Current and prospective customers give the company very high marks on all fronts.
    Visa (V), Visa Europe, IBM (IBM) and MasterCard (MA) have already endorsed the company, as reflected in their joint ventures and alliances. (Note: If you subscribe to Barron's Online, there is an excellent story about the Apple (AAPL)/Visa alliance.)
    Given the above competitive position, the absence of debt, the strong cash position and the now well-regarded management team, the reward vs. risk seems, on the surface, to be outstanding/compelling.
    That said, as I have mentioned, the company's shares are in a show-me phase -- they must produce a better-than-expected trajectory of subscriber add-ons for the stock to rebound from the recent weakness.
    I remain hopeful that the new management changes will lead to a more engaged and better executing company in the quarters ahead.

  • Reply to

    What happens when the market corrects itself 10%?

    by tekfreaknik Jul 31, 2014 10:25 AM
    forml123 forml123 Jul 31, 2014 11:57 AM Flag

    All boats rise and fall yada yada...but there's not much correlation. IMO

    Sentiment: Buy

  • Reply to

    More dilution??

    by chrisceruzzi1983 Jul 30, 2014 11:42 AM
    forml123 forml123 Jul 30, 2014 12:10 PM Flag

    This was already priced in. Old news.

  • Reply to

    Apple getting into Mobile Payments......

    by sunamcmj Jul 30, 2014 9:07 AM
    forml123 forml123 Jul 30, 2014 10:22 AM Flag

    And who do you think is engine (or the picks and axes so to speak) behind this? The high hopes and smart thinking is IBM and Monitise!

  • Reply to

    1 + 1 + 3 ??

    by noochie44 Jul 22, 2014 10:18 AM
    forml123 forml123 Jul 22, 2014 1:55 PM Flag

    One would think that makes sense! In addition, the new mobile payments center with 500 employees VISA is opening in San Francisco; that's where Buse the co-ceo is located? and she's a former Exec with VISA? any coincidence? Not sure but if you're taking liberties....

    Sentiment: Strong Buy

  • forml123 forml123 Jul 17, 2014 3:10 PM Flag

    I firmly believe Moni is involved. Any coincidence that Buse (co ceo and former VISA exec) is based in San Fran too?? Where the new center is...

  • Reply to

    $15 Foreign Exchange Fee

    by adpp447 Jul 17, 2014 12:51 PM
    forml123 forml123 Jul 17, 2014 3:02 PM Flag

    yup, me too! But hope some day it won't matter :)

  • Reply to

    We are very early in the rebound...

    by ramimd Jul 14, 2014 11:35 AM
    forml123 forml123 Jul 14, 2014 12:55 PM Flag

    word on the street has it, a few large institutional buyers have stepped in today....

  • Reply to

    Green arrows in London

    by mwb678 Jul 9, 2014 9:32 AM
    forml123 forml123 Jul 9, 2014 10:08 AM Flag

    Delta bravo!

    Sentiment: Strong Buy

  • Reply to

    WOW - 12% bounce off AM bottom thus far.

    by ramimd Jul 8, 2014 11:35 AM
    forml123 forml123 Jul 8, 2014 12:15 PM Flag

    Same boat....575k at .92

  • Reply to

    WOW - 12% bounce off AM bottom thus far.

    by ramimd Jul 8, 2014 11:35 AM
    forml123 forml123 Jul 8, 2014 12:02 PM Flag

    Still under water but picked up another 75k shares at .70. Thought i was done but too good to pass up. BTIG just reiterated their 92pence target. Also, look up the Motley fool article today.... 'is monitise plc still a buy' ... btw, kass just doubled his position... but again....i have a long term out look.

  • Reply to

    Dangerous short at these levels

    by ramimd Jul 2, 2014 4:37 AM
    forml123 forml123 Jul 2, 2014 9:24 AM Flag

    I am all in as well. I believe earnings will be mid july, around the 14th. Shorts have had a pretty good run; and helped me load up and lower my cost basis, but they have a two week window in my opinion.

    Sentiment: Strong Buy

MONIF
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