PapalPower
- 18 Aug 2005 12:15

Latest 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


Main 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.'
.
___________________________________________________________________
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.
PapalPower
- 09 Nov 2005 11:53
- 51 of 81
Got the moves on today, 10% up already.
PapalPower
- 09 Nov 2005 12:51
- 52 of 81
Still fair flying up. The good thing on this is there are not many PI holders, and in fact very few under 70p, so if news is coming this could get very spikey.
PapalPower
- 09 Nov 2005 15:16
- 53 of 81
Some volume in the morning (or prefer some news and some volume in the morning) could yield some surprising gains here. Its the ideal trading situation where you know there is now no overhang, not many holders at low prices and on the edge of a big move.
PapalPower
- 09 Nov 2005 16:05
- 54 of 81
750K trade late reported must have been a buy to cause the rise today.
Who is this buyer ?
PapalPower
- 09 Nov 2005 23:19
- 55 of 81
Answering my own question now, as KIB are not a UK head office company, they do not have to report major shareholder trades, so we might never know who the mystery buyer is.
Could be a strong day tomorrow on KIB.
PapalPower
- 10 Nov 2005 06:30
- 56 of 81
Here is some news from the 7th Nov, not released in the UK but released in Canada on the TSX. The line from Gary Yentin about major projects in the USA is the bit I like.
The TSX Venture Exchange News release for Silverbirch Inc
FOR: SVB
TSX VENTURE SYMBOL: SVB
AND KIB
LSE SYMBOL: KIB
NOVEMBER 7, 2005 - 12:15 ET
Ki-Bi Mobile Technologies Limited and SilverBirch Inc.
Announce a Mobile Content Provisioning Partnership
TORONTO, Ontario--(CCNMatthews - Nov 7, 2005) -
SilverBirch Inc. (TSX VENTURE:SVB) (SilverBirch) and Ki-Bi(TM) Mobile
Technologies Limited (LSE:KIB) (Ki-Bi) announce today that SilverBirch's
wholly owned subsidiary SilverBirch Studios Inc. and Ki-Bi have entered
into a mobile content provisioning partnership. Under the terms of the
agreement, Ki-Bi will source ringtones, graphics and games from
SilverBirch Studio's library of mobile content for its white-labelled
mobile content cards.
Ki-Bi will launch its first program in Canada with a major consumer
electronics retailer in late November. Ki-Bi provides technological
solutions for wireless operators, consumer brands and retailers to
physically distribute and market content and applications for mobile
handsets.
Gary Yentin, Vice-President of Ki-Bi said, "We are pleased to be working
with SilverBirch. We are impressed by the depth and quality of the
SilverBirch content catalogue. We look forward to expanding this
relationship as we undertake much larger programs in the US."
"This new relationship represents an exciting step forward for
SilverBirch and opens up a new sales channel for SilverBirch mobile
content." said Ian Halliday, Chief Operating Officer of SilverBirch. "We
see potential for this concept as it provides wireless operators,
retailers and consumer facing brands with a simple and cost effective
channel to deliver mobile content to their consumers."
About SilverBirch Inc.
Toronto-based SilverBirch, through its SilverBirch Studios subsidiary,
is a publisher, distributor and developer of wireless entertainment
applications including games, ringtones, images and other content.
SilverBirch's application portfolio is comprised of both original and
licensed intellectual properties and includes Mobiloke, Animal Snap,
Covert Solitaire, El Presidente, Free Cell Block, and others.
About Ki-Bi Mobile Technologies Ltd.
Ki-Bi provides innovative technological solutions for physical
distribution and marketing of content and applications for mobile
handsets. The Company's business model is based upon the sale of
electronic content cards ("Cards") and sharing of the revenues from the
content distributed through the Cards. As of May 2005, Ki-Bi is publicly
traded on AIM in London (LSE:KIB).
Content, such as ringtones, music, video and games for mobile handsets,
is currently distributed mainly by over-the-air downloads into handsets,
but there are technological, logistic and marketing barriers to
traditional physical distribution of such content via retail outlets.
Ki-Bi provides a solution for the physical distribution of mobile
content based on a combination of proprietary consumer electronics
devices and central management server systems.
Ki-Bi's Cards enable flexibility for customization and production in
mass volumes, elements which the Directors consider are essential in
brand differentiation and content promotion. During the past two years,
Ki-Bi has established relationships with global leaders in the mobile
market such as Motorola, Ericsson, Orange, O2, Sun Microsystems, Siemens
and others. For more information, please visit www.ki-bi.com
FOR FURTHER INFORMATION PLEASE CONTACT:
SilverBirch, Inc
Ian Halliday,(416)621-6711x25
Email:ihalliday@silverbirchstudios.com
www.silverbirchstudios.com
or
Ki-Bi Mobile Technologies
Laurie Cutts,(617)413-7377
Email:lauriec@ki-bi.com
www.ki-bi.com
PapalPower
- 10 Nov 2005 08:05
- 57 of 81
Up from the off today.If it gets hit with bigger volume it will fly I think. There are no sellers and no stock atm.
Should find the on line buy limit is tiny and the sell limit is large.
PapalPower
- 10 Nov 2005 11:56
- 58 of 81
on line limits unchanged today and still pointing toward a serious stock shortage
can buy 1,500
can sell 37,500
PapalPower
- 10 Nov 2005 13:11
- 59 of 81
Moving up more.
Takeover ? Hostile ? Friendly ? Something is going on !
PapalPower
- 10 Nov 2005 16:06
- 60 of 81
And still strong and still going up and still on line buy limit is crazily low, all good signs for tomorrow.
PapalPower
- 11 Nov 2005 00:02
- 61 of 81
A good point from the recent statement.
Ehud Levy, Chief Executive Officer of Ki-Bi, said: "The business has the
potential to deliver significant growth. We are in talks with leading brands in the entertainment industry, retailers and mobile operators are seeking to
distribute mobile content through physical formats. The Company hopes to
announce further significant deals over the next few weeks."
I PARTICULARY LIKE THIS BIT FROM THE LAST TRADING STATEMENT....
PapalPower
- 11 Nov 2005 00:04
- 62 of 81
The Candadian Landmark deal (12th Oct), is now by the 7th Nov Silverbirch deal, in effect called small, as the quote from Gary Yentin says "much larger projects in the USA" !
Gary Yentin, Vice-President of Ki-Bi said, "We are pleased to be working
with SilverBirch. We are impressed by the depth and quality of the
SilverBirch content catalogue. We look forward to expanding this
relationship as we undertake much larger programs in the US."
PapalPower
- 11 Nov 2005 08:52
- 63 of 81
Moving up again, and the spread closing down, could and should move up again soon.