Recent content by nmit5903

Re: MNW - Mint Wireless Next buyer is at 5.9C this morning - I'd imagine there are few more punters starting to realise the Board really do believe in fairies at the end of garden. Any general offering or rights is probably going to have to happen in the 4's at that rate and I for one wont be...

Not much activity on this thread so perhaps time for an update. The Board don't give much to go on. A few motherhood statements and graphs I find misleading. Perhaps they don't know - in the absence of any kind of intelligent update on where they are at in terms of the leading question, how...

I have given them a go following numerous telephone discussions with Glenn and Lee. I like the model because they invest in the fund themselves . The model is not new and they seem to be as good as anyone else - better than some. I avoid the large ETF's and listed managers (AMP to name one that...

Some positive news on back of real commercialisation now. I am still holding and clearly the new board is expecting share price to creep up again on back of recent announcements. The next qtly announcement will be interesting in terms of ramp up and timing of breakeven.

There are a few that I have looked at and spoken to including: Totus Alpha - rate Ben McGarry very highly and has done well over the past 12 months (I am invested) Ellerston Market Neutral Fund (like management style and their funds generally perform pretty consistently (I am invested in one...

Re: MNW - Mint Wireless Far from it. The CEO was new and not adding value. Better to cut early and with Alex Theo back at the helm on a day to day basis, things will start to happen. Another client signed up yesterday - AUSCABS and I dare say there will be a flurry of new clients as they...

Re: MNW - Mint Wireless Priced to disappoint in the absence of any guidance. Canaccord and Ords issued some research pointing to $11.5m in revenue and $1.5m EBITDA for 2014/15, based on 37,000 subscribers and with a price target of 44-45 cents. Paradice bought in hard and pushed it to 44c...