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Monster opportunity? (MOB)     

hawick - 01 Sep 2004 12:51

Monstermob - the name is enough to put a serious investor off. But you should take this business seriously and the accounts look pretty strong!
Shame really, about the name, given recent superb results. Shares are now at 80p, but given they floated a few months ago at more than double that, had a profit warning and have since consolidated over the last six weeks (initial profiteers out) they are worth a very serious look following the numbers.

There is a market cap of about 20 million and eps came in at the half-way stage of 3.3p. A profit post tax of 827,000 is very encouraging indeed.
Turnover is up 32% and there is 6 million in the bank.

Monstermob markets differentiated and easily accessed mobile phone entertainment
and personalisation services. These include ringtones, java games, colour
wallpapers and videos as well as community chat, competition and gaming
products.

Not exactly thrilling but consider the vast growth lined up:
Monstermob is in the process of rolling
out a subscription based ringtone application on China Mobile, which is the
largest mobile network operator in the world with over 160 million subscribers.

Two small profitable acquisitions in the period should enable yet further expansion, and a bigger one announced today which gives them exposure to another 85 million customers in the US.

The market is beginning to react very positively and I think we could see these shares gain 50% of the lost ground since flotation very rapidly. Could be best for a short term trade of maybe 2-6 months, given longer term competition questions, but for the moment and up to next results, things look very rosy.

Dixon's took options at 165p, while Shares mag should comment on the results tomorrow - they are a fan of the company.

Too much to hope it might be a play of the week?

Chart shows fall after warning consolidation and now a possible (substantial) brakout after results.

graph.php?epic=mob

bowman - 27 Jan 2005 08:46 - 13 of 81

Results for MonsterMob due out on 14th or 15th febuary will deliver profits and more than the market has forecast . Good luck to all those holding the Mob.

Regards Bowman




capa - 02 Feb 2005 15:26 - 14 of 81

3.00 come results ?

capa

Stan - 02 Feb 2005 16:04 - 15 of 81

Don't know about price predictions capa but things do seem to be "upwardly mobil" on this one.

Only allowing 1000 to buy online and won't even allow more then 2500 to sell at the moment.

capa - 02 Feb 2005 16:43 - 16 of 81

This sector is red hot at the moment, I hold SEA and WNN but suspect MOB may be the pick of the bunch.

capa

Stan - 02 Feb 2005 17:51 - 17 of 81

Wondering If there will be a pull back before results. a top up opportunity perhaps.

Things don't normally go up In a straight line.

ehall - 02 Feb 2005 19:44 - 18 of 81

Stan, sometimes they do, sometimes they don't, MOB is heading in a pretty straight line at the moment though and it is up, although I'm not ramping it, just very happy to have bought at a lower level. The last trading update was about as positive as you can get and the results should be more of the same, time will tell though! DYOR.

capa - 03 Feb 2005 12:47 - 19 of 81

Anyone noticed these today.

Through 3.00 like a hot knife through butter, I can't see this being pre results buying, summats up !

capa

bowman - 03 Feb 2005 13:10 - 20 of 81

Hi capa ,what a great share the Mob is turning out to be. You could say its the business and well done to all the people who got on board already.

Regards Bowman

HUSTLER - 03 Feb 2005 13:50 - 21 of 81

just keeps on going
only been in 3 months up 150% wow
how much more to run ??

good luck all

regards HUSTLER

Stan - 03 Feb 2005 13:57 - 22 of 81

Thats the question H. Unfortunately no one can give the real answer.

It remains a personal decision as to when to capitalise on one's profit.

Stan - 03 Feb 2005 14:44 - 23 of 81

It's dropped back a bit so decided to take the profit to be on the safe side.

Been a cracking lift today with the possibly more to come.

Good luck to you holders.

bowman - 03 Feb 2005 17:27 - 24 of 81

Results should read well guys, i think they are out around the 15th febuary 2005.Lets wait and see how they are .

capa - 03 Feb 2005 18:40 - 25 of 81

bowman, Results according to Hemscott are 16th March, like I said in a previous posts this cannot be pre results buying.

cheers


capa

Stan - 03 Feb 2005 19:53 - 26 of 81

Your right capa 16th March for the preliminaries.

Agree looks to early for a results surge.

Interesting to see If we get a pull back to force some smaller sellers out so the Institutions can get some big orders filled.

Best of luck to all holders on this one.

brain2brain - 03 Feb 2005 22:54 - 27 of 81

Couldn't you just spit. All my cash is tied up and could not release any quickly enough to get into this one. Is it too late? Or is growth in this one expected over the long term even after this meteoric rise over the last couple of days?

B2B

capa - 04 Feb 2005 07:10 - 28 of 81

brain2brain, ah if only I knew the answer to that question.

The sector is hot, this is the biggest player in a rapidly growing business, earnings growth here is phenominal, and I am not sure what was happening yesterday but looks like Institutions are getting interested.

Price increase has been sharp indeed and may retrace which would provide buying opportunity, but if they don't these move so fast you blink and they've gone.

FWIW I do not think they are overvalued yet, should do eps of 17p next year which puts them on a multiple of less than 20 which is cheap for a company with growth of 100% year on year.

capa

capa - 04 Feb 2005 07:19 - 29 of 81

Here may be the answer to yesterdays action, The Times has mentioned MOB in its Rumour of the Day as being the possible target of a rival mobile phone content provider.

capa

capa - 04 Feb 2005 08:20 - 30 of 81

If its true and that If is underlined and highlighted then a price northward of 4.00 could and should be the starting point.

capa

bowman - 04 Feb 2005 08:30 - 31 of 81

Hi capa ,thanks for putting me right about the results day.

regards bowman

Stan - 04 Feb 2005 08:43 - 32 of 81

See today's Guardian and Times.

Bid rumours apparently.

iTouch was mentioned.
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