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SPA, SPACETALK LIMITED
nipper
post Posted: Jan 11 2021, 06:00 PM
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In Reply To: nipper's post @ Jan 3 2021, 04:23 PM

tried to run on renewed interest, but SPA slapped down to trend line (falling) after a minor NY rally



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jan 3 2021, 04:23 PM
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In Reply To: myshares's post @ Jan 3 2021, 09:09 AM

I see SPA being squeezed. It is a niche market, getting concerned parents willing to buy reduced functionality (GPS tracking and a call function to trusted parties, no social media features) in the hope it will be 'useful' and provide peace of mind.

Moving to the other end of our lifecycle, for the elderly, again it seems to be a specific sub market. Any crossover to mass market personal monitoring tech runs up against big players, like Apple, Fitbit and Garmin . It would be easy to add a function to their products. The recently released ScanWatch, from Withings, monitors heart rate around the clock, along with irregular low and high heart rates over time, even claiming to detect atrial fibrillation. It has a blood oxygen (SpO2) monitor that detects breathing irregulariries and sleep apnea, and monitors sleep.

Of course, how many bells and whistles do we need; though it would be fair to say what once needed a complex take home pack now seems to be miniaturised, though accreditation is still needed from TGA for such added functionality. What we will see are more and more devices that can interpret data and upload user status to health professionals. Will SPA be marginalised, as any development and functionality upgrades will need R&D?

And it appears that as adults not only are we 'between nappies' but also 'between devices'.



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
myshares
post Posted: Jan 3 2021, 09:09 AM
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In Reply To: nipper's post @ Jan 2 2021, 06:28 PM

Interesting choice by Boreham (and he is from my observations an impartial analyst

...Low MC... but such a competitive space in the elderly / relative population

A quick google shows plenty of kids devices and not sure about the moat / what distinguishes this company product.

 
nipper
post Posted: Jan 2 2021, 06:28 PM
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making it to Tim Boreham's 2021 tips : Criterion's list of stocks to watch in 2021

Spacetalk (ASX: SPA) :: $20 million


QUOTE
Formerly known as MWR Communications, Spacetalk last month changed its moniker to reflect its lead wearable devices that keep primary school kids safe through GPS tracking and a call function to trusted parties only.

Think of the watches as a gateway device to the real thing when they hit their teens.

Spacetalk is now targeting the over 65s audience with a more expensive variant to allow monitoring of vulnerable relatives.

Spacetalks stagnant share price over the last year does not reflect its stellar progress.






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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Dec 21 2019, 06:11 AM
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Very keen on MWR:

https://www.sharecafe.com.au/2019/12/19/202...-2019-picks-go/



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Sep 26 2019, 10:25 AM
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In Reply To: nipper's post @ Jul 13 2019, 09:40 AM

SpaceTalk (all-in-one smartphone, watch and GPS device for schoolkids) now available at OfficeWorks. ... another 167 outlets. Now in close to 500 stores.



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 


nipper
post Posted: Jul 13 2019, 09:40 AM
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In Reply To: nipper's post @ Feb 16 2019, 12:02 PM

https://www.sharecafe.com.au/2019/07/12/the...ity-in-schools/

School phone challenge



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Feb 16 2019, 12:02 PM
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https://www.sharecafe.com.au/2019/02/15/mgm...xcites-in-2019/

Exhibiting at Barcelona end-Feb. Soon to be rolling out SpaceTalk in UK ... but does that imply across Europe??



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jan 9 2019, 05:17 PM
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QUOTE
Sales for ASX-listed small cap MGM Wireless are on the rise – thanks, it says, to a NSW government plan to ban smartphones at public primary schools during class.

The company, which shifted from providing an SMS messaging service for schools to developing children's smartwatches, was one of the biggest small-cap success stories of last year, going from only 60¢ to a high of $5 in November before ending the year about $3.90.

Having launched its Spacetalk devices in October 2017, the company enjoyed a tenfold jump in Christmas sales last year, bringing its total units sold to about 15,100.

The business had hoped to hit the 20,000 mark by the start of the year, but retailer JB Hi-Fi underestimated how many of the devices it would sell and ran out a few days before Christmas. The smartwatches are also sold through New Zealand telco provider Spark.

MGM Wireless chief executive Mark Fortunatow was confident the company would sell out of its 23,000 devices by the time children return to school, with sales already picking up.

"Being a new market, it's hard to predict what sales will be but, based on the current run rate, we'll be out of inventory again by about mid-February so we have already planned another manufacturing run in February," he said. "We long felt that mobile phones would one day be banned in schools. It was only a matter of time.

"When we were designing Spacetalk, we deliberately left out social-media features because of the harm they can cause and their never-ending distractions. It's what Spacetalk doesn't do that parents and children also find appealing."

NSW Premier Gladys Berejiklian announced last month that smartphones would be banned from public primary-school classes from this year, after an independent review found their use had driven a rise in online bullying, distractions in class and the sharing of explicit images. The ban was backed by the state opposition. Public high schools will have the choice to opt in to the ban. The NSW move follows an initiative in France, which bans smartphones at schools for students younger than 15.

The Spacetalk device does not connect to social media and has a function that allows parents to disable certain functions, effectively rendering it a regular watch during class hours. .

MGM Wireless recorded $4.02 million in revenue (unaudited) in the first half of this financial year, up 154 per cent on the previous corresponding period. It has a cash balance of about $2.5 million.

The company listed in 2003, but as the cost of SMS messaging fell and free, online messaging services such as WhatsApp emerged, it sought new revenue options and used profits from its SMS business to develop the Spacetalk device.

Last year MGM Wireless climbed back to its highest share price since before the global financial crisis. However, with market capitalisation still a modest $47 million, Mr Fortunatow said there was plenty more room for growth.

In the next six months, he intends to expand the business to Britain and Europe, once again partnering with major electronic retailers and telecommunications providers.

By next Christmas he believes the company will be generating at least between 10 and 15 times its 2018 sales volumes.
https://www.afr.com/technology/mgm-wireless...20190109-h19vei

- missed this one



--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Oct 24 2017, 09:55 AM
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QUOTE
....there is a very interesting story developing in the telecoms space.

With a mere 9.5 million shares on issue, MGM Wireless (MWR), a schools communication specialist can't be accused of recklessly diluting investors with serial capital raisings..... we'll excuse the Adelaide-based minnow for passing the hat around for $380,000 in its first raising in a decade.

The one-for-eight rights offer will fund marketing of MGM's new-age product: a phone watch for primary aged kids called Spacetalk. The watches, which run off Telstra's 3G network, allow calls and messaging between the child and 20 trusted contacts. While they require a SIM card, they don't require a separate mobile phone.

Unusually, the software and hardware was developed in-house by the Adelaide-based MGM, at a cost of a mere $800,000. "A lot of people don't believe me," says MGM CEO Mark Fortunatow.

The "wearable" is a logical extension of MGM's existing suite of SMS school attendance management tools to monitor absenteeism and locate the miscreants before they have too good a time.

Our initial take on the Spacetalks is that no-one will buy the $349 devices because kids already have smartphones. As it happens, MGM is targeting the 4-12-year old cohort — 2.1 million urchins in all — whose parents have yet to succumb to pestering about how every other kid has an iPhone 8 (or whatever version we're up to).

After a long quiet period MGM shares have burst into life after this month's Spacetalk launch, as well as last month's disclosure that its absentee management product will be used in all 850 WA government schools. MGM already services about 400 WA schools and 1061 overall in Australia and NZ.

"We have been under a rock for two years from an investor relations perspective,'' Fortunatow says. "We were working on Space and weren't in a position to disclose the extent of our activity."

Normally profitable, MGM lost $530,000 last year, mainly due to Spacetalk development costs and an $187,000 bad debt provision. This year's profit depends on how many Spacetalks are sold. MGM is expected to return to the black.
Tim Boreham edits The New Criterion.





--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
 


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