Mobile Streams plc is a provider of media entertainment content to mobile devices. Mobile Streams creates, licenses and delivers quality content to MNOs and consumers in the form of ringtones, graphics, video clips and other products. Mobile Streams generates revenues from downloads of this content by consumers. The Company is active in the UK and Europe, North America, Latin America and the Asia Pacific region. Mobile Streams has developed relationships with both content owners and MNOs which enable it to act as a specialist intermediary, providing an end-to-end service encompassing a broad range of elements from content licensing to content production, account management, and channel management.

http://www.mobilestreams.com/

Tipped in Shares today - Revenues have soared from £10.4m to £53.9m in just three years for the £24m cap. Over the same period pre-tax profit trebled to £4.8m. Earnings per share are forecast to hit 8.1p this year to June 2014, and go close to 9p in 2015. That puts the stock on a PE multiple of just 8.1, falling to 7.4 in 2015.
Strong cash conversion means the company has net cash of £2.9m, a figure expected to reach £5.1m by June 2014. This is a cash-generative, rapid growth story and with even associated risk, a PE of12 would be undemanding. Such a rate implies a share price of 105p t0 110p by next summer. With a few institutions on board and perhaps a dividend next year even 130p is not out the question.

Director Dealings and Lock-in agreement

RNS


RNS Number : 7939Q

Mobile Streams plc

18 October 2013




Mobile Streams plc



Director Dealings and Lock-in agreement



Mobile Streams plc (AIM: MOS) (the "Company" or "Mobile Streams"), today announces that Simon Buckingham, CEO of Mobile Streams, has notified the Company that on 17 October 2013 he sold 6,000,000 ordinary shares of 0.2 pence each in the Company ("Ordinary Shares") at a price of 55 pence per Ordinary Share to satisfy institutional investor demand. Following this transaction, Simon Buckingham's beneficial interest in the Company is 10,382,500 Ordinary Shares representing 28.34% of the issued share capital of the Company.



Simon Buckingham has now entered into a lock-in agreement with the Company's nominated adviser and broker, N+1 Singer, through which he has undertaken not to dispose of any more Ordinary Shares for a period of 12 months until 16 October 2014. In addition, Mr Buckingham has agreed that, for a period of 12 months after the expiry of the lock-in period, he shall not dispose of any more Ordinary Shares other than through N+1 Singer with a view to maintaining an orderly market in the Company's securities.

Up just under 5.5%.

Hi DC
Going well with MOS today! In at 68.80 first thing.
Target 100p early 2014 but will need to break through resistance around 88, a level reached in March!

Thanks david. looks good. :-))

Great day! Closed at 74p and I think it has even more 'puff' to come....but I do not want to sell until my target is near. So as usual there will be ups and downs!!

Holdings company - Ubs 8%

http://www.moneyam.com/action/news/showArticle?id=4691305

From Shares mag - Such is Buckingham’s confidence he is talking to institutional fund managers to shine the spotlight on this exciting story



with the above looks like institutions are coming on board

It should be good news DC. with UBS on board.

In IC - Mobile Streams shares have already tripled this year but could still offer substantial upside given rapid growth in sales of apps in Argentina and Columbia and with expansion in Brazil on the cards.

Contract Renewal

RNS


RNS Number : 3507U

Mobile Streams plc

02 December 2013






Mobile Streams extends relationship with IMImobile for apps & games distribution in Africa



London, United Kingdom Ð 2 December 2013 Ð Global mobile content retailer, Mobile Streams, today announces the extension of their partnership with IMImobile to distribute apps and games to a number of leading African mobile operators.



Building on the back of a successful three year relationship, which to date has focused on ringtones, IMImobile will now distribute Mobile StreamsÕ full catalogue of content from Appitalism.com, which includes music, wallpapers, videos, games and apps.



Smartphone usage in Africa is growing significantly and initially Mobile StreamsÕ content will be available in Nigeria & South Africa and will extend to further countries in 2014.



Ashwani Raj Chadha, Director Middle East and Africa at IMImobile said: ÒWe have had a long standing relationship with Mobile Streams over the past three years and are pleased to be extending it. We work with the largest mobile operators in Africa and through that weÕll be providing African consumers with access to Mobile StreamsÕ extensive library of mobile content.Ó



Simon Buckingham, CEO of Mobile Streams said: ÒMobile phone usage continues to grow significantly in Africa and so weÕre delighted to have extended our relationship with IMImobile to bring consumers the full range of our Appitalism products. It is launching initially in the key markets of Nigeria and South Africa and we look forward to extending our African coverage significantly in the coming years.Ó







-ends-

LISTEN: Simon Buckingham, CEO of Mobile Streams, discusses the contract renewal with IMImobile

Click here to listen

Up 8% ,see what the new year brings?

Partnership Extension

RNS


RNS Number : 1285X

Mobile Streams plc

08 January 2014






Mobile Streams extends partnership with Oregon Scientific
for the MEEP! X2 Kids Tablet



London, United Kingdom Ð 08 January 2014 Ð Global mobile content retailer, Mobile Streams, today announces the extension of their partnership with Oregon Scientific to distribute apps and games on the fantastic new MEEP! X2 tablet.



The MEEP! X2, which is available from a number of leading retailers, follows on from the original MEEP! Tablet and is an interactive and rugged Wi-Fi enabled tablet specifically designed for kids aged 6 and above. It allows them to access a vast library of games, apps, e-books, challenging learning activities and more, giving hours of fun.



Mobile Streams and Oregon Scientific have been working together since October 2012 in relation to the original MEEP! tablet and this extension will mean users of the new MEEP! X2 Tablet will be able to access Mobile StreamsÕ extensive range of kids games and apps through the MEEP! Store.



More details on the tablet and the MEEP! Store are available through this link: http://www.meeptablet.com/



Mikael Piolet, Content Manager of Oregon Scientific said: ÒWe have a great relationship with Mobile Streams. We have been working with them since the original MEEP tablet and we are delighted to be extending that partnership for users of the new and improved MEEP! X2 tablet.Ó



Simon Buckingham, CEO of Mobile Streams said: ÒTablet computers have once again been an incredibly popular Christmas present and the MEEP! X2 is a fantastic tablet for kids to enjoy Ð weÕre delighted that users of the new tablet will be able to access and enjoy our extensive range of games and apps.Ó





-ends

RNS sp down 36% @40p.

The drop linked to the value of the Peso and currency restrictions. Do not hold.

Ouch!

think it should recover from here

Interim Results

Mobile Streams (AIM: MOS) updates its shareholders on its unaudited interim results for the six months ended 31 December 2013.

· Revenues of £27m (organic growth of 14% from £23.7m for the 6 months ended 31 December 2012). All revenue is from continuing operations.
· Mobile Internet revenues grew 21% to £25.8m (6 months ended 31 December 2012: £21.4m)
· EBITDA* of £1.2m(6 months ended 31 December 2012: £1.9m)
· Post-tax profits of £706k (6 months to 31 December 2012: £1.1m)
· £4.6m of Cash and cash equivalents at 31 December 2013 (31 December 2012: £2.0m), with no debt. £3.2m of the Company's cash and cash equivalents were located in Argentina, compared to £1.7m as at 31 December 2012.
· Since the period end the Company has moved cash from the Argentina peso to UK £ and US$. By March 14th the Company's cash and cash equivalents had reduced to £3m (reflecting loses on currency translation) with £1m of cash and cash equivalents in Argentina, and £2m located elsewhere, mainly in UK and USA.

Mobile Streams an opportunity for those with 'imagination', says chief executive

By Ian Lyall

April 30 2014, 4:19pm
Mobile Streams is essentially a play on the take-off of smartphone and tablet technology in the world’s emerging markets.


The unpredictability of Mobile Streams’ (LON:MOS) main market was underlined graphically when a 20% devaluation of Argentina’s peso prompted the apps and games seller to sound the earnings alarm earlier this year.

To say the market’s reaction was brutal would possibly be an understatement.

But for those with “imagination and appetite”, the sell-off presents an opportunity, according to Mobile Streams (MOS) boss Simon Buckingham.

It has £3mln in the bank and an enterprise value of just £3.5mln, so there doesn’t seem to be a great deal of downside from these levels.

The group is predicted to post a profit of £1.7mln this year, rising to £2.1mln and then £2.6mln.

It suggests the sell-off, which has seen the share price tumble 73% in the year to date, has been overdone.

Okay, the group’s revenues of £54mln last year were 90% derived from Argentina, which isn’t the most stable Latin American nation economically or politically.

However, the general election later this year promises a switch to a more pro-business regime.

And there are significant opportunities to export the model to neighbouring countries in Latin America and indeed across the developed world.

Before we look more closely at these opportunities it is worth taking a minute to explain how Mobile Streams actually makes its money.

In Appitalism it owns the world’s largest app store. However, rather than pay by credit card for games and other downloads, its 4mln customers are billed via their phone companies.

“There isn’t big penetration of credit cards in the region,” says CEO Buckingham. “That is why people have come to us.”

Those relationships with local telcos are essential, although Mobile Streams is essentially a play on the take-off of smartphone and tablet technology in the world’s emerging markets.

Brazil offers the most obvious opportunity to grow the business, although Mexico has trebled its shares of MOS’s revenues to 12% in the last six months.

Partnerships in Africa, China and India point to the huge potential of Appitalism.

“Part of the future potential of Mobile Streams is Brazil, which is five or six times the size of Argentina, along with other markets we operate such as Colombia and Mexico.

“And then we have also been taking a strong look and we like the prospects of other emerging markets in Africa.

“We feel well set up in terms of our future growth prospects; we are in a strong position going forward.”

As well as finding an effective payment mechanism, Mobile Streams has also discovered an effective way of marketing the apps and games it licenses that provides it with the biggest bang for its buck.

“Our advertising engine allows us to monitor marketing returns in real-time; it lets us optimise our marketing expenditure in a very proactive way,” Buckingham explains.

“This really helps us find which of our marketing channels are performing strongly so we can add and balance the return on marketing investment.”

The current sell-off leaves Mobile Streams valued at 17p a share, when a year ago they were changing hands for more than 80p each.

Broker N+1 Singer believes the company has “weathered the storm”, although the share price singularly fails to recognise this.

“MOS has had to face a torrid time at the same point as it was executing its expansion and diversification strategy,” said Johnathan Barrett in a recent note to clients.

“It appears to have weathered the storm and is in better shape should the issue flare up again.

“With underlying growth and investment progressing the business should be able to deliver growth again and ultimately build a stronger group.”

Buckingham is upbeat on prospects, despite January’s slip. “It has presented an opportunity for investors if they have the imagination and the appetite to deal with Argentina and some of the emerging markets we are operating in,” he concludes.