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Monitise plc Message Board

forml123 4 posts  |  Last Activity: Nov 20, 2014 1:29 PM Member since: May 15, 2014
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  • Reply to

    Bullish Comments From Doug Kass

    by jhperk2003 Nov 20, 2014 12:48 PM
    forml123 forml123 Nov 20, 2014 1:29 PM Flag

    That recent? Seems like years ago already!! :)

  • Reply to

    Kass

    by trpprt Oct 6, 2014 12:51 PM
    forml123 forml123 Oct 6, 2014 3:30 PM Flag

    for what it's worth. He's added to his position for the sixth day in a row and aside visa, shorts etc. fundamentally nothing has changed in this opinion.

  • 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

MONIF
0.453+0.003(+0.67%)Nov 21 4:01 PMEST

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