I'd like to put out there, a warm welcome to Annette Presley, our newest substantial T20 investor with 750k shares @ 28/9. Great to have you on board!
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I'd like to put out there, a warm welcome to Annette Presley, our newest substantial T20 investor with 750k shares @ 28/9. Great to have you on board!
Must see an opportunity aye. Baa baa, jump over to the asx and tell me what you think of mmj after doing a bit of research.
She may have made as much as $80m from selling callplus. The 'opportunity' she sees could just be a dabble with a quarter-of-a-million dollero. Also, I'm not usually the cynical type, but are her and Scott friends?
You don't think $250k investment is significant, moving into 10th place on the T20 at 1.12%? I wish I could have that amount invested, it would be significant to me for sure.
Annette is a person of distinction in investment circles and clearly a very successful business woman in high technology. I wouldn't call her investment in VMob "a dabble", more so a significant vote of confidence and who knows, there may be more coming.
We can be reasonably sure about the source of her shares as well, as the trade was off-market and another previously very substantial shareholders holdings have reduced markedly, which should give others who have feared that selldown some cause for relief, if not celebration.
Your comment about friendship doesn't warrant a serious response, hence I assume why Crackiti gave it the bird, which it deserves imo.
I'm certainly very encouraged having Annette on board and perhaps one day she will even consider joining the board, assuming an invitation. I would definitely vote for her.
BAA
Baa, sounds like you have an up to date T20 list? What does it look like now with new entrants?
At 28 Sept pre the current CR, 59% of VMob is owned by the T20 (40% is owned by the Directors who are the T4 and only 2 hold more than 5% each), 41% is held by the remaining shareholders. Since August there have been 3 new people and 3 new entities on the T20 amounting to around 3.5m shares. Four other entities have dropped out of the T20 but may still be shareholders. One entity has since April notably sold around 3m shares (~1.5m sold between mid-Aug to mid-Sept) with 667k remaining at #14 with 0.99%, a further 120k sold and this entity would be off the T20. These volumes of sale/purchase have been predominantly off-market, as is obvious from on-market volumes.
Check out the power of the VMob platform. This needs to be refined but a realtime facial recognition tool and a realtime beacon/loyalty offer is amazing. These guys can further refine this as they work closer with McDs and IKEA (29 mins in)
https://channel9.msdn.com/Events/Mic...ta?ocid=player
Wow, technically it is amazing stuff and illustrates the power of the Azure technologies that VMob's platform is built on. VMob is setting very high standards in Retail marketing techniques and are getting excellent technical recognition from this, it's exciting to see Microsoft giving the stage to our CTO to showcase the VMob platform capabilities.
As investors we have to trust that it flows through to real performance results for VMob's customers, ongoing ACMR growth and new sales. It will be great to have that trust replaced with facts, so looking forward to the HY results.
The best part of the video is @ 29:00. The technology is demonstrated in a live environment. There's a cool camera directly linked to the platform so it can change the digital display to match your age / gender / demographic. The platform is really accurate and recommends the children's novelty chips for the 43 Y/O male and a Happy meal for the 28 Y/O male.
Axe gonna buy some VML this week if the stars continue to align.
6 terabytes of data and it doesn't suggest to an overweight 43yo male walking into a McD that he should supersize his combo - has to be a fail. The system shouldn't assume you are walking in with a kid, shouldn't it be sensing if there is a kid there?
Disc: Hold - did you hear how many end users they have in Japan!
LoL ... very dry Harvey, maybe they could fine tune the marketing response to sell the larger guy a yummy McD's salad, a sugar free beverage and a free voucher for a dietician! Amazing to see how the facial recognition worked though isn't it. That's massive data being crunched in remarkably quick time, and personalised to one customer in millions. Incredible and it happens many thousands of times a day, every day.
And those Japan end user numbers are eye watering, imagine how that translates to McD's USA which should be near to completing implementation! Remember our earnings per million end-users ;) I think we're going to hear some great results from the HY with heaps of promise for the future.
That and the vote of confidence from our newer large shareholders all bodes well for a slingshot move up in the share price (pun intended) on good news. I can almost feel the FOMO building. Even seem to have got the axe interested, at these prices I can understand why and have availed myself of a few more!
McDonalds Japan already had a McDonald's app in place so all users simply update their app to the McDonalds platform. By contrast that USA had no McDonalds app, so essentially McDonalds and cmob are building the user base from zero. I also understand that mcdonalds USA has now rolled out so number need to build.
I also think hick the build may be a little slower gopiven the comparison of Japan which is incredibly tech savvy vs usa which might lag behind somewhat.
Personally I'd like to see Vmob secure some more significant clients from. A range of enterprises to demonstrate diversity of application say a hotel group, supermarket chains, car rental, airlines, etc.oh and Esso on a global contract.
2015 was supposed to be the landmark year for Vmob. They seem like a coiled spring, but the talk to date has not been matched by the walk.
Yet i i hold the faith. I'm not selling and I'm not accumulating. Just sitting tight.
What most people seem to forget is that companies need to have an app before they can use VML's API's.
Apps are a considerable expense in their own right. Then you have VML's fee's on top of that.
On the flipside.... VML's stocks could go up now that Apple is letting Adblockers onto iOS. Advertising to find customers or promote deals just got a lot harder.
VML in my mind is a 5 year play. In fact they are so far ahead of the retail industry, the only companies they can sell to are those at the innovative end of retailing (ie McDonalds, Ikea, etc).