moneyplus
- 09 Oct 2007 10:51
I dismissed this company as froth when I first looked at it. Since then the sp has doubled and continues to steadily rise. I looked again and when I saw the countries and contracts this firm is in---I was impressed and bought some to tuck away. anyone else bought in or interested?
HARRYCAT
- 25 Mar 2015 11:47
- 536 of 682
UBS note:
"Monitise announced three key pieces of incremental news flow, namely: 1) Despite receiving "a number of expressions of interest from various parties" these were deemed not to recognise the longer term value of the business and as such Monitise has concluded its Strategic Review. 2) Co-CEO Alastair Lukies is stepping down from the Board and Elizabeth Buse will become sole CEO 3) While maintaining its target for 200m users/£2.50 ARPU, Monitise is now not committing to the timing (was FY18). In addition, the company reiterated its FY15/16 guidance. While some would see the lack of a bidder as a negative, on balance we believe Monitise has the strength and direction to stand-alone and it is critical that the company moves forward now in executing against plan. We have seen other UK tech companies push on alone successfully (eg Laird trades 351p vs 200p offer in '11 driven by new management).
We don't believe the financial markets were expecting 200m users/£2.50 in FY18 (UBSe 144m/£2.1) and reaching the company's EBITDA break-even target for FY16 (UBSe £- 1m) is still well within reach given the cost savings the business has achieved. In addition, given the contracts already signed the company feels it can reach c.110m users but clearly the timing of this is out of Monitise's control so it is understandable that the company has withdrawn the timing.
Our DCF-based price target of 65p remains (WACC 12%, g 2%) unchanged. While we recognise the higher risk nature of the investment, the potential rewards for execution from here are also evident. If Monitise were able to reach its 200m/£2.50 target we see fair value scenario upside to 106p. We would Buy on potential post strategic review weakness."
hangon
- 25 Mar 2015 13:20
- 537 of 682
This stock has halved since the AGM ( DYOR ), so I'm wondering if this Strategic Review was a smokescreen for something worse...
sp about 15p.
Any thoughts...?
Balerboy
- 25 Mar 2015 19:21
- 538 of 682
Bast*rd!!
mentor
- 27 Mar 2015 09:34
- 539 of 682
a better day for MONI ( 13.50 v 13.75p )
stronger order book and large trades ( buys ) are taking place - 710K - ( 250K - 244K a few of those )
something of a bounce back on the chart also
note - the 3 days chart has signs of 15.50p short term
mentor
- 27 Mar 2015 10:29
- 540 of 682
Has been spiking since as the large trades are showing on the ticker
volume of 14.3M already as price move up to 14p
jimmy b
- 27 Mar 2015 10:31
- 541 of 682
I used to trade this mentor ,tempted again but it's a bit scary now .
mentor
- 27 Mar 2015 10:36
- 542 of 682
it can be with all the shorters stories and company not growing at the rate anticipated, but has been marked down so much that by norm ( even if is cat bounce ) a move up to 15.50p should be posible short term
mentor
- 27 Mar 2015 12:31
- 543 of 682
the second wave is taking place now 14 v 14.25p with strong order book
DEPTH of 90 V 60 trades
at spread 690K v 423K
mentor
- 30 Mar 2015 16:47
- 544 of 682
a better day as MONIF was also stronger across the Atlantic
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HARRYCAT
- 01 Apr 2015 11:30
- 545 of 682
Canaccord Genuity reiterates buy on Monitise, target cut from 85p to 26p.
cynic
- 01 Apr 2015 11:49
- 546 of 682
i love that ....... buy, buy, buy but we think the company is shit so we're cutting our target by 60%
jimmy b
- 01 Apr 2015 12:47
- 547 of 682
Same here , Cannaccord are absolute crap ,going round slapping absurd figures on stocks up and down , i swear you could go to an infant school ,give them the list and they couldn't do any worse ..
Balerboy
- 01 Apr 2015 20:22
- 548 of 682
One of my not so clever moves.,.
jimmy b
- 01 Apr 2015 21:37
- 549 of 682
I don't know what price you bought in BB . However directors buying today ....
====================================================
1 April 2015
Monitise
Director Dealings
LONDON - Monitise plc (LSE: MONI) announces that it was notified on 1 April 2015 that, on the same day, the following purchases of ordinary shares of 1p each in the Company ("Ordinary Shares") were made:
Director
Role
Shares purchased
Price per Ordinary Share
Elizabeth Buse
Chief Executive Officer
500,000
13.25p
Lee Cameron
Deputy Chief Executive Officer and Chief Commercial Officer
250,000
13.25p
Following the transaction, Elizabeth Buse has a beneficial interest in 1,005,868 Ordinary Shares, representing 0.05 per cent of the Company's issued share capital. In addition, Elizabeth Buse holds a total of 5,000,000 options over Ordinary Shares in the Company, with a combined interest of 0.28 per cent of the Company's issued share capital.
Following the transaction, Lee Cameron has a beneficial interest in 288,880 Ordinary Shares, representing 0.01 per cent of the Company's issued share capital. In addition, Lee Cameron holds a total of 7,831,690 options over Ordinary Shares in the Company, with a combined interest of 0.38 per cent of the Company's issued share capital.
Balerboy
- 01 Apr 2015 22:52
- 550 of 682
perhaps an average down might be right then.......
Balerboy
- 01 Apr 2015 22:53
- 551 of 682
Perhaps an average down might the thing to do then.....
mentor
- 02 Apr 2015 14:46
- 552 of 682
A good move up today and still rising on the Intraday chart
mentor
- 07 Apr 2015 10:23
- 553 of 682
reference to the launch of Signature (personalized analytics engine)
http://www.microcapdaily.com/monitise-plc-otcmktsmonif-making-moves/19977/
mentor
- 08 Apr 2015 15:48
- 554 of 682
A steady rise for the last couple days, with new intraday highs at the same time
mentor
- 09 Apr 2015 15:16
- 555 of 682
more rise today on good volume so moving over 16p