Firstly, I know there is an existing thread but nobody as hardly used it for the last 6 months so I hope you dont mind this new one. Historic details can be transfered here.

Having had a look at this one in depth recently I cant help but feel its fallen back far too much on talk of regulatory pressures within the industry. There comes a point when a fall takes a company back into value territory and I beleive this is the case here.

The forward P/E is only a derd cheap 11 to 31st of Dec 2006, and this falls again to 10 for the following year. The PEG ratio is 0.3 which bodes well and there are forecasts for a 40% increase in earnings per share to the year end.

Its a global name and world leader. The directors of the company have been buying big time in the last few weeks and most purchases were less than the SP NOW.

I will post the recent comment from Citywire below....

Published: 12:29 Tuesday 25 April 2006
By Graeme Dickson, Head of Research Simple CFDs: www.simplecfds.co.uk

Monster Opportunity.

While the last few months have provided some highly profitable trading opportunities within the FTSE 350 arena, ignoring the smaller cap stocks could be detrimental to the overall performance of your CFD portfolio.

In certain instances, a limited number of small cap stocks can give a welcome boost to your CFD portfolio, especially in flat market conditions.
Such stocks will tend to move up and down on its own merits rather than at the mercy of the markets, a trait which is often associated with mid to large cap companies that are sensitive to movements in, for example, the US futures, exchange rates and/or energy prices.

A smaller company share that trades on the AIM market and might be worth indulging in is Monstermob . The company supplies content to mobile phone users, such as downloading games or ring tones and has a strong presence in China, South East Asia, the US and the UK. Over the last twelve months, Monstermob has been on the acquisition trail, which has recently culminated in its purchase of Chinese firm W-Infinity for $81.5 million (45 million ), which is claimed to be earnings enhancing for the current financial year.

The deal should initially be non-dilutive to existing shareholders, as it has been financed by a mixture of cash and loan notes. China is estimated to be the world's largest telecoms market with an approximate 335 million mobile phone users in the country.

The stock is trading on a 2006 multiple of about 11 falling to just above 10 for 2007. This seems a harsh rating for a company, which is expected to grow earnings per share by 33% this year.

Monstermob received a vote of confidence from its directors after three executives bought an aggregate total of 100,000 shares at 319p, while the chairman Hans Snook, the former boss of Orange, bought 50,000 worth at 321p. The size of your position should be commensurate with the risk and therefore modest long positions should be considered at market with a stop loss based on a close below 220p. If the stock closes above 300p add to your position.

Please DYOR.

Cheers GF.

Grief .............and sensible folk (hereabouts) were willing to pay 4 for a turnover about 30m - by comparison Monsoon is (er, was!) about the same sp and has a turnover in the UK about TEN times Monstermob.
/
Must be another case of Dot-Com fever.
/
When you look at the pretax profits a different story emerges: MOB= almost 3m (based on 2004 accounts)...whereas MSN shows about 50m...on that rating IF Monsoon[ MSN] is 'correctly priced' - then MOB should be about 25p

So I conclude that there is still a large chunk of Hope in the sp. (today 4.00pm 58p)

Let's "hope" it returns to 4; so those that bought earlier aren't out of pocket.
Personally I discount any overseas business by 50% for two reasons: 1) You can't check it out and 2) If management forgets to check.... a 'nastly' may surprise them as well.
In the case of MOB I understand much of their income is RiingTones...which looks like a daft business to me.....much the same as thinking gamers will be satisfied with a 1.5" telephone screen to play games or watch movies. Cummon - why have plasma-screens taken off? It's because you need the size to appreciate a big movie with sound effects also........mobile phone films - ugh, with the kit we have now....unless it was really cheap...but why waste a viewing experience on a screen that will make you shortsighted.
Yes I know the Frog ringtone made a fortune for someone - but it's a very rare event and likely to attract competition looking for that single-chance.
Now if this new "China-effect" will reduce income then the sp should be lower still - all IMHO. This is not a share I've invested in.

I brought into this company at 2.40.
Can anyone give me some good news

It looks like it is going much lower yet.



Currently at an all-time low.

Highest riser today - up 35%. Talk of takeover. Should be interesting tomorrow!

Monstermob Group Monstermob confirms it has received an approach

LONDON (AFX) - Monstermob PLC, the mobile phone games and ringtones
provider, has confirmed that it has received an approach.
"The board wishes to stress that discussions are at a preliminary stage, the
proposals being considered are subject to a number of material pre-conditions
and there is no certainty that any offer will be made for the company", the
company said in a statement.
The company, which has seen its share price shed 90 pct of its value in the
last six months, has issued three profit warnings this year, as it struggled to
overcome a UK market slowdown.
The shares yesterday climbed sharply on talk of a bid.

What are the implications for monstermob shareholders if an acquisition does take place---

Slowly but surely this one is ticking up again today. Does anyone know how the potential takeover of MOB is looking- any updates?

30% increase today.

She is running. Another 10% today

OUCH! OUCH! OUCH! CAN ANYONE SEE ANY UPSIDE ON THIS ONE....BROUGHT IN AT 220P

very interesting final results and statement. I shall watch with interest today. I think this is going to fly today (IMO)

I didn't read the FR (I'll try and have a look later), what did you find VI about them? .

Is the boy Snook still with them?

I did quite well out of these when thay were on the up a while back so always Interested

when their name crops up.

Certain things are mentioned about China relaxing the rules a little. However their profits are in excess of 30m and eps is still on the up.
I too made some money this every now and again, it is volitile one is this one. But I feel it will have a final push to get beyond annoying 100p barrier.

Thanks R,

Snook was still there as far as I know but not sure If he bought any shares although I think he was awarded some options, Is that right?

To be honest S, I dont know much about that. But after last result whole lot of directors bought some shares at something like 330p i think.
Was there a bid rumour for this company last month? Now that the good results are out, i can see some interest

There was a bid In August and this Is still on the table and Is refered to this morning " MonsterMob also said discussions are continuing on earn out obligations and potential offers for the company."

So you could be right about some Interest.

STOCKS NEWS UK-MonsterMob rises on improved China outlook

09:20GMT 29Sep2006-MonsterMob rises on improved China outlook

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Shares in MonsterMob Group Plc rise 10.2 percent to 70 pence after the mobile phone download firm said new Chinese regulations announced in July might be eased towards the end of the year.

The company, which warned in July that the new Chinese regulations would hit revenues hard, reported a 120 percent increase in earnings before interest, tax, depreciation and amortisation (EBITDA) for its fiscal first half.

Does anyone have any idea on the progress of takeover........is this the reason for the price diving back to 60p

It is going cheap at 36p and getting cheaper by the day...time to get out!

ANY NEWS OR RUMOURS ?