Stocks,
One thing to be aware of (you may be, you may not be, ill go with the latter based on your post above) is that carriers offering unlimited data offers doesn't actually increase their average revenues per user. The unlimited offers aren't in fact unlimited and are quite expensive - in fact, Telstra was just caught up in an unlimited data issue themselves.
The Brazilian acquisition will compliment the CSP platform by enabling a direct carrier billing opportunities, something we can take a cut of for the service.
What Syntonic is building, is a suite of services fully integrated into a stand alone application underpinned by their core technology, the CSP. This single standalone application will have all critical services revolving around one key component, mobile data, including the ability to offer sponsored content, buy new data from a range of carriers, earn data and now, to purchase goods direct from carriers and partners.
Syntonic have always maintained that unlimited data plans are not the answer for carriers and these were only brought back to acquire new subscribers in the short term, but it is unsustainable in this day and age considering the amount of data usage which is becoming apparent.
Carriers are all moving towards sponsored data offerings of some sort - whether it is the initial freeway offer of customers earning sponsored data allotments, data gifting, airtime drops, earning recharges, buying data through blockchain and just running advertisements which are data free to view.
If people look outside the scope of Syntonic and people look at all brands in the realm of free data, nearly all the major carriers are developing and partnering to enable their own models of data free services. Verizon, AT&T, Vodafone, Telefonica, 3Mobile, Viettel are just some major carriers who all use us or our competitors for this purpose. Smaller carriers are now also getting in on the gig, with the likes of MTN, Safricom, SMART Communications Phillipines etc. The benefit to Syntonic is that carriers don't need to use our branded version of the service which is what appears to happen with our competitors like Datami and Aquto - in fact, with these two, it appears that they jut integrate the back end tech to enable the service, but carriers are required to provide the apps and services to provide the data free service.
Syntonic, allows white labelling of our core tech, our application services and interfaces and SDK. This means that if carriers
want to provide their own service, like Verizon and their apps NFL Mobile etc, then they can integrate the SDKs required to do so. If carriers don't want to, then they can white label our application suite and utilise the platform Syntonic has built, cutting the needs to integrate into multiple applications and other services. Those key examples include:
TATA - White labelling of the core technology to enable their own platform as a service in addition to the API's to build the content provider back end (click2sdx manager system).
VERIZON - Licensing of the SDK to integrate into their own range of applications and other services.
SMART & VIETTEL - White labelling of the entire suite of products offered by Syntonic under their own service RoamFree (SMART) etc.
I simply feel that the market is not reacting to the announcements as their is
still no confirmation of
full revenue potential. We have earned $800,000 in revenue last quarter and we will earn revenue from Aktay direct, as well as purchasing the revenue generated from this acquisition, however, we are still apparently waiting for increased revenue from TATA, SMART, the African partnerships from the final integrations and Turkey revenue wont happen till the next half of this year. Once this starts to drip into our coffers, the market will wake up to the full potential of Syntonic.
If revenues don't increase in the next 2 quarters to at least cover the current costs of Syntonic ($1.6Million est.) then the market will not be happy with it. The ASX is a mining exchange and with the hype around lithium and EV, people are putting their hard earned into those kinds of stocks to make easy money. The people currently in SYT are here for a long term play - and passive revenue plays like Syntonic take some time to build.
@Last of the Mohicans - what projection of mobile installs are we at now? I believe around 40Million if the rate continued?
