positioning for os expansion, page-38

Great post Alpha which highlights how the blue sky will be evident if Thorpey executes his OS carrier agreements with revenues likely to be massive.

Lets ask ourselves why Telstra, Optus, SingTel, Sprint and now Syniverse are aligning and signing with a little Aussie company?

Clearly MBE have fist mover advantage and technology which will bring considerable fortune to the carrier and us shareholders. My guess is further carrier deals will be forthcoming once the DD behind the scenes is done. SingTel must be close given the testing that I understand is in progress.

So I guess the value at 21.5c is reasonable based on Aussie revenue. The kicker will be the upside if Thorpey does indeed land his OS carriers with swift rollout and revenues.

Even if he doesn't, we've had a 10 fold increase in profit from Australia only which is likely to continue, especially with the advertising on mobiles ramping up big time like on FB.

I also believe the funds are selling half or 1c below the SP right at the close so the nervous investors sell out allowing them to accumulate at these levels. Once they have filled their position, they will do the opposite and buy up just before the close to get momentum north. I'm no expert but it's pretty obvious the stock is being played with.

Hold or accumulate IMO.