From the HY interim report: "A further “Internet of Things” pilot has just been secured with Mars Drinks, a global supplier of coffee, tea and specialty beverages to businesses. Mars Drinks is part of the US Mars Inc. giant and represents a substantial opportunity for the Company if the “Internet of Things” pilot is successful."Quote:
Originally Posted by silverblizzard888
The HY report is worthwhile reading, especially the Chairmans introduction for a good summary to end-Sept 2015 and some comments on activities since then. https://www.nzx.com/files/attachments/226560.pdf
TSK - TASK Group Holdings
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08-01-2016, 12:45 PMBaa_Baa
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19-01-2016, 09:46 AMBaa_Baa
Bumper 2016 in store as VMob’s American Dream becomes reality
http://www.reseller.co.nz/article/59...comes-reality/ -
19-01-2016, 11:37 AMCobberJust another "puff" piece.Quote:
Originally Posted by Baa_Baa
The last line says it all :
“The opportunity in front of us is enormous; VMob is well positioned for continued growth in 2016 as we bring our cloud-based personalisation platform to new markets around the globe.”
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19-01-2016, 12:13 PMBaa_Baa
Aren't people getting really excited about the move to the mainboard in 3.5 days? I guess the Global situation is weighing heavily on general sentiment.
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19-01-2016, 12:29 PMwinner69Bb you posted this elsewhere, does it apply to VML? -Quote:
Originally Posted by Baa_Baa
A sobering and timely reminder against a backdrop of cooling markets, or ... what would they know anyway?
http://www.stuff.co.nz/technology/di...r-of-reckoning
This unicorn ticks all the risk boxes. -
19-01-2016, 12:33 PMCobberI'll be more excited when ACMR goes up and they are on the mainboard. More potential for SP to increase.Quote:
Originally Posted by Baa_Baa
But at 10 times multiple of ACMR now.... I'm not sure going to the mainboard is going to make much difference to the SP in the short term.
VML has a great, but complicated product that takes a long time to get set-up and working within clients. So this horse isn't going to be as nearly as quick as PushPay or Xero (I'm picking). -
19-01-2016, 03:12 PMBaa_BaaThat would be awesome, when VMob is a Unicorn :)Quote:
Originally Posted by winner69
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19-01-2016, 03:23 PMBaa_BaaJust to clarify the facts Cobber, VMob's SP is about 10x ACMR at 30 Sept 2015 ($4.8m) that was 3.5 months ago. The SP is up on the HY report, CR completion news (mainly I think) and NZX listing next week ... around 45%, nice. They also said they expect ACMR to exceed $10m in 6-9 months. Now it's not clear whether that's from the HY-end date, or the date they reported, but for the sake of discussion lets say .. between end-Mar/end-Jun and using the 10x ACMR valuation multiple that VML themselves cited, the share price could increase from here around $.48 to $1.00. That's another 100% upside from here in the short term and doesn't factor in any new customers than already announced.Quote:
Originally Posted by Cobber
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19-01-2016, 03:42 PMCobberNah.... be realistic mate.Quote:
Originally Posted by Baa_Baa
Multiples for ACMR are dropping. We're at 7x now.
7 x $4.8m = $33.6 million.
They have probably crept up a little since the 6 month HY.... but that is already baked into the current SP.
When they hit ACMR of $10m.... then let's have another conversation.... but right now.... I'm basing everything on fact. -
19-01-2016, 04:05 PMwinner69Only read the headline - not your post. Naughty of meQuote:
Originally Posted by Baa_Baa
The have 'decacorns' as well - maybe they need to have 'minicorns' as well
I see that after the 'risk bubble' bursts some are going to do a study on 'dead unicorns'