Thorpey keeps delivering!, page-3

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retiredyoung

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27/11/14

21:43

Post #: 14368019
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Originally posted by longshot41 ↑

I was at the AGM as wrote down as much as I could.

1. Turnover on track for over $12 mil for 6 months
2. Advertising very strong growth
3. Model is working in Singapore and Swisscomm with solid growth
4. Singtel looking to expand into Thailand, Indonesia
5. Telenor looking to expand with MBE into their Thailand etc territories
6. Lots of new products coming
7. Direct Carrier billing has 5-6 times the conversion rates
8. C/cards will be integrated in due course
9. Grabbing apps onto their platform with win win ownership for no cost to MBE
10.70% margins
11. Apple pay is no threat, but helpful to MBE
12. Customer spend $50 to $100 per person now.
13. Cloud based No limits games now live in Singapore and Swisscomm
14. Easy to integrate with UK and Swisscomm because its the same as Aust
15. Ready to launch in USA when Verizon and AT & T get their act together
16. Diciplined expendiure region by region
17. Australias largest premium marketing platform
18. Focus on Asia
19. Full contract with the BBC ie Top Gear which is very hard to get
20 Exclusive deal with Angry Birdswhich is still growing globally
21. Performance Factory allows MBE to own the space and grab even more $$$
22. Second half should be much stronger
23. $10.1 mil in the bank
24. Focus on other global telcos with others coming

Quite an extraordinary list of accomplishments which will deliver substantial shareholder value IMO.

Well done to all the management team who are doing a brilliant job.

Stuffed If I know why the SP is not 30c plus, but will be soon IMO.

Love your work Thorpey!

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If they can release an estimate for revenue for the first half, they could also release an estimate for EBITDA & NPBT.

Last years AGM presentation had EBITDA & NPBT for the first quarter, as well as the revenue. Why not release first quarter data this year ?

MBE Price at posting: 22.5¢ Sentiment: None Disclosure: Held
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Thorpey keeps delivering!, page-3

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