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.

See today's Guardian and Times.

Bid rumours apparently.

iTouch was mentioned.

UK smallcap opening - Monstermob higher again on speculative interest

AFX

LONDON (AFX) - Shares in MonsterMob extended yesterday's speculative gains, adding 16-1/2 pence at 323-1/2 as newspaper reports suggested the firm could be on the receiving end of a bid.

The Times' 'Rumour of the Day' suggested that Monstermob is being stalked by a rival mobile phone content provider, while the Guardian's market report also highlighted takeover speculation in the firm.



jmh/vjt/


There we are then.

MonsterMob Group PLC
04 February 2005

Monstermob Group PLC



4 February 2005



Monstermob Group PLC ('Monstermob' or 'the Group')



The board of Monstermob has noted the rise in its share price today and recent
press speculation and announces that it is in preliminary discussions that may
or may not lead to firstly, an acquisition of an overseas mobile content
provider and secondly, an acquisition that may constitute a reverse takeover
under the AIM Rules.



End


This information is provided by RNS
The company news service from the London Stock Exchange

ITOUCH PLC
STATEMENT RE PRESS SPECULATION

The Board of iTouch Plc (the 'Company') notes the recent press speculation
regarding the Company and announces that it is currently examining a number of
strategic options and is in preliminary discussions which may or may not lead to
an offer for the Company. A further announcement will be made when appropriate.


Looks like its ITU/MOB reverse takeover, who is taking over who though, that is the question. A reverse takeover implies ITU taking over MOB but I think it is MOB effectively taking over ITU, all good news, this should create a mega provider in one of the fastest growing markets around. This is definitely good news for holders of both companies.

Buy now or wait for developments?? decisions ! decisions! I can't help feeling I've missed out on this one.

Don't they say Buy on rumour and sell on fact....or something like that MP?

Agreed Stan-cheers MP

Missed all the fun this a.m, rather glad as I wouldn't have known what to do !

Can't see MOB paying over the odds bearing in mind previous acquisitions, and when the dust settles what are we left with a monster mob !

IMO this can only increase the value of my other plays within the sector SEA and WNN on talks of consolidation.



capa

Certainly worth keeping an eye on these.

Certainly is Stan, if you think about it those huge buys of yesterday were obviously in the know, how much do they know that is the question.

If the talks are advanced the terms may also be known, to buy then at 3+ seems to indicate that MOB have driven a hard bargain, as they have done in the past.

Is it pure co-incidence that the share price of ITU has been increasing recently as well as MOB? I suspect not.

Conspiricy theories notwithstanding MOB are worth 3 of anyones money with or without a deal.

I'm neither adding nor selling, just holding.

capa

That seems a fair enough appraisal capa.

I've come out for cash balancing reasons.

At the present moment price could go either way, although my feeling Is probably north rather then south.

More news to come on this one I bet In the next month.

Good luck.

iTouch PLC
04 February 2005


For immediate release

4th February 2005

iTOUCH PLC
('iTouch' or 'the Company')

Further to the announcement made earlier today, iTouch today makes the following
statement:

'Over the last year, we have established iTouch as a leading European provider
of mobile content with the widest footprint in terms of coverage of
international territories in the region. This is a result of strong organic
growth and the successful integration of two major acquisitions.

As part of our continued corporate development we continue to evaluate a number
of strategic options to further our international expansion, enhance our market
presence and expand our mobile content offering, thereby increasing shareholder
value.

These include the signing of agreements with complementary business partners and
the exploration of various ways to accelerate our already strong growth, both
organically and through targeted Mergers and Acquisitions activity. In this
regard, iTouch has explored many potential opportunities, and is currently in
preliminary discussions with Monstermob Group plc, which may or may not lead to
an offer for the Company. We intend always to do what is best for the Company
and for our shareholders and will update shareholders when appropriate.'

In the 9 months to 30 September 2004, iTouch reported revenues of 56.1 million,
a 33% increase on the previous year. EBITDA was 5.8 million compared to a loss
of 1.1m in the comparative period in 2003.

Enquiries:

ICIS Tel: 020 7651 8688
Tom Moriarty
Archie Berens




This information is provided by RNS
The company news service from the London Stock Exchange
SPCILFIRFSISIIE

iTouch confirms in talks to buy Monstermob
AFX


LONDON (AFX) - iTouch PLC has confirmed it is in discussions with Monstermob Group PLC 'which may or may not' lead to an offer for the company.

The talks are a part of the company's review of its strategic options.

newsdesk@afxnews.com

ec

Has anyone any idea as to the sp for a reverse takeover for this company would come out

Anyone got any thoughts about what is happening at the moment? Is this a natural retracement in the light of the rapid increases over the last week? What effect is the rumour of take over bids likely to have on the future share price?
Would like to get into this one for the medium / long term but undecided about the timing!!!!!!!

Cheers

B2B

I've got some thoughts but couldn't possibly predict where the share price is going in the short term (meaning the next couple of days).

Traders are taking their profits whilst there is an element of uncertainty regarding the recent news. Will they be back when they concentrate their minds on the results due out next month, I think they will along with some bigger players who will not want to miss out.

The growth here is phenominal and results should knock current estimates into a cocked hat.

What I tend to do when making a first investment is first decide how much I am wishing to invest and what I consider to be a good price. I then buy in three equal tranches. If I did not currently hold MOB I would be looking at 2.40 for my first purchase, if it slipped further to say 2.30 I would get my second tranche, on the basis that I thought they were a good buy at 2.40, I get a better deal at 2.30 and so on. This way I am not overly concerned about a drop in price as I am looking to get some more on the cheap.If they go up I average up.

If you look at that spike you can see that at some stage profit taking was bound to happen, the price got to 3.00 about a month earlier than I had bargained for and obviously a lot of that was due to takeover rumours, the fundamentals are intact and going on previous acquisitions MOB know what they are doing.

I am sitting on a good profit here, first bought at 1.70 then at 2.00 and lastly at 2.20. Have freed some cash and looking at buying again but will probably wait until next week, when hopefully things have stabilised.

capa

Monstermob terminates iTouch talks 13.18 8/2/05

Any ideas where the price will go after this--up again???

Last week I could only buy between 1000/1500 online.

Today I notice It's back up to It's usual market size of 10000 max.

Read Into that what you will.

As for any Ideas MP I'm afraid the answer has to be no.

A Company worth watching though I reckon all the while the Barclay Brothers are In there.

Been out this p.m and notice the ITU deal off.

Normal service has been resumed it would appear, obviously MOB were not interested if the price wasn't right, they have been very good before at knowing what they want and at what price.

I can see a steady rise now up to results next month and am going to buy some more first thing tomorrow.

capa

Have managed to free some cash. But have a real dilemma. Have already bought into DGM, NML, SHI and NRG but am unsure whether to go for MOB or SEO (perhaps missed the boat here) Any one got any thoughts? At present I am probably going to try and release some more cash by selling RR and buy some of each from the proceedings.

Cheers

B2B