Where are our mobile companies positioned in the value chainJust...

Where are our mobile companies positioned in the value chain

Just a short summary of the ASX mobile companies and their positioning. Please help flesh this out for all.

Mobile Active (MBA)- Traditionally in the mobile content business. Selling mobile content via advertising on TV and some carrier channels. Revenue is declining and the company is trying to reposition themselves. Business has been hurt by changes in the regulation that means people have to double opt in before getting billed $5 per week for content.

Motopia (MVH) - Backdoor listing for Motopia. Mobile marketing and advertising. A bit too early to look at the overall business but keeping a close watch.

Mnet Group (MNZ) - Mnet merged with Mercury last year, seems to have been profitable for the half. Positioned in mobile marketing/advertising similar to Motopia. Again new entity only one year in. Watching closely.

MGM Wireless (MWR) - SMS solutions for schools, clients in Aus, US. Set up so schools can send SMS alerts to parents if the kids are late. Niche play. Auditors have raised going concern issues.

Loop Wireless (MKB) - Interesting history with acquisition and then spin out form Adultshop. Basic mobile social networking through carriers. Revenues declining risk here is facebook on your phone is all free. Carriers losing eyeballs.

Jumbuck (JMB) - Similar to Loop but much bigger business with lots of clients around the world. Strong balance sheet plenty of cash, but with a big drop in revenues the management team are trying to change the companies strategy.