Sharesmagazine
 Home   Log In   Register   Our Services   My Account   Contact   Help 
 Stockwatch   Level 2   Portfolio   Charts   Share Price   Awards   Market Scan   Videos   Broker Notes   Director Deals   Traders' Room 
 Funds   Trades   Terminal   Alerts   Heatmaps   News   Indices   Forward Diary   Forex Prices   Shares Magazine   Investors' Room 
 CFDs   Shares   SIPPs   ISAs   Forex   ETFs   Comparison Tables   Spread Betting 
You are NOT currently logged in
 
Register now or login to post to this thread.

Ki-Bi One to watch (KIB)     

PapalPower - 18 Aug 2005 12:15

big.chart?symb=uk%3Akib&compidx=aaaaa%3ALatest Major Deals and Agreements :

23rd Jan 2006 : "CPW Deal : CPW Deal Link

4th Jan 2006 : "Orange Deal : Orange Deal Link

20th Dec 2005 : "Carphone Warehouse Deal : C.P.W. Link

12th Dec 2005 : "Brand Your World" deal : German Link

5th Dec 2005 : Virgin Mobile Deal : Virgin Link

28th Nov 2005 : South Africa Deal : South Africa Link

7th Nov 2005 New agreement with Silverbirch Inc in Canada
Link : Silverbirch Link

19th Oct 2005 New agreement with 02
Link : O2 Link

12th Oct 2005 Landmark Canadian Deal
Link : Canadian Deal

30th Sept 2005 : Australasia agreement
Link : Australasia Agreement



kibi1.gif181.jpg81191.jpgMain Web Site : www.ki-bi.com

Ki-Bi Mobile Technologies Ltd. provides a solution for the physical distribution of mobile content based on a combination of consumer electronics devices and central management server systems. The Company's Ki-Bi cards (electronic, credit card size) and Ki-Bi server platform enable mass-market distribution of mobile content and services through retail and other non-virtual channels. It is an international company, with headquarters located in Israel, manufacturing lines in China, and partners and sales representatives across the globe.

Interim Period End 30th June
Full Year Period End 31st December
Shares in Issue = 20.4 million

____________________________________________________________________

Ki-Bi Mobile Technologies Ltd.
30 September 2005

Ki-Bi Mobile Technologies Ltd.
Interim Results for the period to 30 June 2005

30 September 2005, Ki-Bi Mobile Technologies, (the 'Company' or 'Ki-Bi') a
leading provider of pocket-sized digital cards for downloading premium content
to mobile handsets, announces its half year results to 30 June 2005.

Financial Highlights

Revenues increased 160% to $0.38m (H1 2004: $0.14m)
Operating loss was $1.43m (H1 2004: $0.59m), reflecting a significant
investment in the Company's operations for future growth
Loss for period of $2.1m (H1 2004: $0.59m)
Net cash balances at 30 June 2005 amounted to $15.5m following
admission to AIM in May 2005
Fully diluted loss per share of $0.10 (H1 2004: loss of $0.20 per
share)

Operational Highlights

Research & Development spending increased by 126% to $0.77m
Sales & Marketing investment doubled to $0.31m (H1 2004: $0.15m)
establishing a significant presence in key markets of Europe and the US
To date, Ki-Bi has signed deals with global leaders in the mobile
market such as Ericsson, Orange, O2, MTV, Ericsson, Siemens, Motorola, and
other leading mobile content providers and aggregators.
The Company announces new partnerships and deals with additional global
partners including Accenture, Sun Microsystems, Reuters and Giant Steps
Today, Ki-Bi announces a major breakthrough into Australia and New
Zealand, six months ahead of schedule, through a distribution agreement with
reseller, RT Developments G.I.M. PTY Ltd

Commenting on the results, Ehud Levy, Chief Executive of Ki-Bi, said: 'In the
first half of 2005 we have expanded operations rapidly, thereby enabling the
Company to establish an early mover advantage in the potentially huge market
for mobile content distributed through physical formats.

'Ki-Bi's market position and balance sheet have been considerably strengthened
by its placing and admission to AIM, providing the Company with a solid
platform for long term growth. We entered the second half, as planned, with
a strong pipeline of sales leads with some of the largest players in the
industry. Our products were well received by some of the leading brands in
the telecom and media business which reassures us of our future prospects and
ability to deliver expected shareholders' value.'
.

___________________________________________________________________

coeliac1 - 24 Oct 2005 13:18 - 31 of 81

Don't you think you are flogging a dead horse with this..both here and on iii you seem to be the only one interested and anyway the price has dropped from 98p on day 1 to the present 32p. It's tech, overseas and tiny.

PapalPower - 24 Oct 2005 14:00 - 32 of 81

That is what makes it interesting, I am holding now at average of upper 30's and the directors have said after the fall to 50p no business reason for the fall. They are expected to report a good profit for full year ending 31st Dec so the more contract that come in the better, a good EPS figure for full year will be , and they have stated before they are on course for 6M US$ full year revenue (that was before the landmark Canada deal and the Australasia deal ahead of schedule).

For this to get noticed all it will need is a tip or a decent full year profit figure and then away it will go.

A lot of the shares that rise well are not featured on BB's until after they have risen or get tipped (so I am happy to talk to myself at the moment)

PapalPower - 24 Oct 2005 14:13 - 33 of 81

Forget to add they have cash in the bank of 40p per share (and you do not even get a cash shell trading at cash or less), so at the present price the business is free and so is some cash, and its now into their busy Q4 where they turn over multi millions.

coeliac1 - 24 Oct 2005 16:59 - 34 of 81

Good luck. My take on this is that you will need it.

C

PapalPower - 25 Oct 2005 11:33 - 35 of 81

Thanks for the good luck wishes, I feel people will notice it when the contracts keep coming in and then a nice profit is posted full year end, so a lump of good luck with that should go down well.

PapalPower - 25 Oct 2005 15:49 - 36 of 81

Someone is getting serious, with a 250K buy at 35p !

PapalPower - 26 Oct 2005 00:43 - 37 of 81

And a 200K buy as well, so a 200K and a 250K buy yesterday.

PapalPower - 27 Oct 2005 11:25 - 38 of 81

More buys coming in and the slack is being taken up, someone got 40K at 34p and 25K at 35.75p today so far.

Online limits are improving so if the buying keeps up then in a few weeks or so if not less the price should start moving up.

PapalPower - 30 Oct 2005 11:48 - 39 of 81

A post last week on AFN, I am hoping the move is up !

Wiganer - 27 Oct'05 - 11:48 - 214 of 215
Well, it certainly looks poised for a move one way or the other. Just tried to do a small upbet with IG and they are only taking upbets to close shorts.

SueHelen - 30 Oct 2005 12:10 - 40 of 81

Interesting stock....have added to my stockwatch list.

PapalPower - 01 Nov 2005 14:36 - 41 of 81

200K buys at mid price today (100 + 50 + 50) so have we had some director buys ?

PapalPower - 02 Nov 2005 10:51 - 42 of 81

Reported now that the online limits have come good buy limit greatly reduced to under 10K and sell limit greatly increased to over 10K so there could be some action on KIB soon.

The big mystery buyer has done the job and cleared the overhang in recent weeks.

PapalPower - 02 Nov 2005 22:26 - 43 of 81

The big buyer had another 140K today at 34p, this has been going on for some time and can go on for a lot longer I hope, will be interesting to see who it is once they finish their order.

PapalPower - 04 Nov 2005 13:21 - 44 of 81

Still allowing sells at 0.5p above bid suggests our large buyer still wants more.

Edited as 2006 forecast needed now.

adicoleman - 04 Nov 2005 18:22 - 45 of 81

ever get the feeling u r talking to your self !

PapalPower - 05 Nov 2005 00:54 - 46 of 81

Yes, and with the trading statement today I will be talking to myself for another 10 months I can see.

It should take panic drop and it will be an over reaction. What must be remembered is that this listed at 100p, at just over 50p there was a "no business reason for the fall" and now after a few panic sells last thing its 30p.
Cash in the bank in June was equiv to 40p per share, even carrying over the same loss for the second half (which it should not be), they would finish the year with over 30p cash in the bank.
What we should be seeing now is a realisation of the need to carry over key Q4 sales into H1 next year (if you are having a bad year then have a really bad one but end with over 30p cash in the bank and then have a really good 2006) this is in the line of realising key revenue next year.

Therefore my take is that end of year accounts will show 30p per share cash in the bank after year end losses but major sales Q4 05 taken into H1 06 and interims for H1 06 will show a profit.

Should trade now around the cash per share level and will go up depending on the flow of contract news. Not a major panic as its priced in now already and means a good chance to average down now for present holders. With the move of sales revenue into 2006 there should be a lot of interest before interim results but that is some time away now.

At present given some sales and historic burn rate they should have around 35 to 36p cash per share in the bank and I would guess by year end (Dec 31st) around 32 to 33p cash per share in the bank and then rolling into a bumper H1 06 figures should provide quite a run at that time.

PapalPower - 05 Nov 2005 00:56 - 47 of 81

The major problems were already highlighted in the earlier gg post as being Phones4U. Tuck them away and look forward to good 06 figures !

We should be getting a lot more major deal news coming through, in some ways they have done the decent thing and told everyone most of this revenue is going to be reported in H1 2006 figures, so do not get too excited and carried away as you have to endure poor 2005 full year figures which will be much lower than expected before you see the monies from the deals to be announced in the coming months at H1 06.

As the earlier CS take said for half year this year, they can go a complete 2 years (10p off cash per half year from the 40p they had in June) with no sales at all and no revenue. They have got sales so the burn for H2 05 will not be the full 10p (this is why I suggest over 30p a share cash at this year end in the bank).

Disappointed a bit, but can understand the reasons, by taking payments in Q1 06 for most deals in Q4 05 it will make 2006 a bumper year (depending on what comes in as H1 2006 revenue from Q4 05 they could be looking at reporting a 1000% revenue increase from H1 2005 to H1 2006 and that makes headlines ;) )

PapalPower - 07 Nov 2005 14:03 - 48 of 81

Interesting things I think, some posts this morning on AFN;

PapalPower - 7 Nov'05 - 13:24 - 266 of 269
roodboy what are the on line limits now ? Want to see if that large trade was a buy or a sell, are the limits now very much changed from last week, or the same ?

PapalPower - 7 Nov'05 - 13:28 - 267 of 269
from the move up today you would say its a buy order, so very interested how the on line limits have changed, if at all, from last week. That will be the only pointer to buy to sell as the price can hide it.

roodboy - 7 Nov'05 - 13:57 - 268 of 269
PP
you may well be right about a big buy order being worked through the system
online limits are looking very good - i guess this is what is holding the price up - can sell 10 times more than can buy!
can buy ONLY 3,750
cn sell 37,500


PapalPower - 7 Nov'05 - 14:00 - 269 of 269
I thought the 30p 250K trade was a buy.
Someone is building a big stake in KIB, and why not, as this time next year the price could be more than double after exceptional interims.
Its being disguised by trades at mid and under mid, but its being worked through for someone.

PapalPower - 08 Nov 2005 00:34 - 49 of 81

Latest update from www.armshare.com


"In October, agreement was reached with The Source (Canada's largest electronics distributor with 900 stores) to supply 100,000 Rogers Wireless (Canada's largest mobile operator) branded cards offering mobile content such as ringtones. Rogers Wireless handsets are the only make of handset supplied by The Source. Later in the month, mobile operator, O2, agreed to bundle Ki-Bi cards (providing access to mobile content) across its four top selling handsets. Ki-Bi will initially supply 50,000 cards - the customer holds these up to the phone and then presses the button relating to the content required, which is then downloaded to the phone from the central server. Revenues from premium rate content are shared between the various parties involved.

A November update reported that progressing major transactions is taking longer than anticipated, with the result that sales for 2005 will be significantly below the company's perception of market expectations.

Research Standing
A fallen star since its IPO in May 2005, but well financed - worth tracking future progress."

PapalPower - 09 Nov 2005 11:36 - 50 of 81

Moving up, three ticks already today, the big buyer must have cleaned out the overhang, so I am hoping now that any buys will cause the price to go up, supply and demand at long last I hope.
Register now or login to post to this thread.