Comments on: Anonymous Tip: Who’s about to buy MBlox? http://www.mobileindustryreview.com/2006/11/anonymous_tip_whos_about_to_buy_mblox_.html Daily news and opinion for 250,000 industry executives and mobile fanatics Wed, 15 Feb 2012 15:14:00 +0100 hourly 1 http://wordpress.org/?v=3.3.1 By: atea41 http://www.mobileindustryreview.com/2006/11/anonymous_tip_whos_about_to_buy_mblox_.html/comment-page-1#comment-236473 atea41 Fri, 06 Feb 2009 16:36:04 +0000 http://www.smstextnews.com/2006/11/anonymous_tip_whos_about_to_buy_mblox_.html#comment-236473 thanks! thanks!

]]> By: mv http://www.mobileindustryreview.com/2006/11/anonymous_tip_whos_about_to_buy_mblox_.html/comment-page-1#comment-214797 mv Wed, 30 Jan 2008 16:47:16 +0000 http://www.smstextnews.com/2006/11/anonymous_tip_whos_about_to_buy_mblox_.html#comment-214797 They've just taken another $22m funding. Believe they are losing as much as a third of this amount per annum in losses right now. They’ve just taken another $22m funding. Believe they are losing as much as a third of this amount per annum in losses right now.

]]> By: Dunc http://www.mobileindustryreview.com/2006/11/anonymous_tip_whos_about_to_buy_mblox_.html/comment-page-1#comment-214743 Dunc Wed, 30 Jan 2008 13:03:18 +0000 http://www.smstextnews.com/2006/11/anonymous_tip_whos_about_to_buy_mblox_.html#comment-214743 As consolidation takes hold in the mobile world mBlox could become a target for handset manufacturers or global operators? The ability to aggregate the messaging and payment traffic from their OPCO's via a mobile messaging superhub would be a very useful asset... watch his space. As consolidation takes hold in the mobile world mBlox could become a target for handset manufacturers or global operators? The ability to aggregate the messaging and payment traffic from their OPCO’s via a mobile messaging superhub would be a very useful asset… watch his space.

]]> By: Singtel http://www.mobileindustryreview.com/2006/11/anonymous_tip_whos_about_to_buy_mblox_.html/comment-page-1#comment-67420 Singtel Fri, 06 Jul 2007 11:02:43 +0000 http://www.smstextnews.com/2006/11/anonymous_tip_whos_about_to_buy_mblox_.html#comment-67420 Maybe Singapore based Nextnation will want to take them up for US expansion after they are done with Asia traffic. Maybe Sybase will want to buy them for US connectivity after Europe is done. Who knows. Maybe Singapore based Nextnation will want to take them up for US expansion after they are done with Asia traffic. Maybe Sybase will want to buy them for US connectivity after Europe is done. Who knows.

]]> By: Clint http://www.mobileindustryreview.com/2006/11/anonymous_tip_whos_about_to_buy_mblox_.html/comment-page-1#comment-9032 Clint Sat, 25 Nov 2006 10:24:51 +0000 http://www.smstextnews.com/2006/11/anonymous_tip_whos_about_to_buy_mblox_.html#comment-9032 Could this be Avant Capital Plc looking for an exit of their 7.9% stake in mblox? Recent activity in Avanti suggest they are looking to liquidate assests to return value to shareholders. The current book value of their stake in mblox is around £5.6m valuing the whole of mblox at around £70.9m. Many shareholders are of the opinion ( I for one ) that this is a vast under estimate of mblox true value. Difficult to get financial or trading figures for mblox, so this is merely speculation. Below is an extract from Avantis recent final results press release. mBlox Inc During February 2006, mBlox successfully closed a $25 million fund-raising, which was led by a new investor Trident Capital, the $1.5 billion Silicon Valley venture capital fund, which focuses on businesses providing information connectivity. The fund-raising was also strongly supported by existing mBlox investors, including Bank of America Venture Partners, Norwest Venture Partners and Novus Ventures. The funds were raised by mBlox to support further product roll out and geographical expansion. In the fund-raising, Avanti invested a further £1.73 million to bring its total investment to £3.56 million and its holding in mBlox to 7.9%. As a consequence of this investment, the carrying value of the company's shareholding in mBlox has risen from £1.83 million to £5.6 million. As at 30 June 2006, the carrying value of its investment was 65 pence per ordinary share. Could this be Avant Capital Plc looking for an exit of their 7.9% stake in mblox?

Recent activity in Avanti suggest they are looking to liquidate assests to return value to shareholders. The current book value of their stake in mblox is around £5.6m valuing the whole of mblox at around £70.9m.

Many shareholders are of the opinion ( I for one ) that this is a vast under estimate of mblox true value. Difficult to get financial or trading figures for mblox, so this is merely speculation.

Below is an extract from Avantis recent final results press release.

mBlox Inc

During February 2006, mBlox successfully closed a $25 million fund-raising,
which was led by a new investor Trident Capital, the $1.5 billion Silicon Valley
venture capital fund, which focuses on businesses providing information
connectivity. The fund-raising was also strongly supported by existing mBlox
investors, including Bank of America Venture Partners, Norwest Venture Partners
and Novus Ventures. The funds were raised by mBlox to support further product
roll out and geographical expansion.

In the fund-raising, Avanti invested a further £1.73 million to bring its total
investment to £3.56 million and its holding in mBlox to 7.9%. As a consequence
of this investment, the carrying value of the company’s shareholding in mBlox
has risen from £1.83 million to £5.6 million.

As at 30 June 2006, the carrying value of its investment was 65 pence per
ordinary share.

]]> By: njar http://www.mobileindustryreview.com/2006/11/anonymous_tip_whos_about_to_buy_mblox_.html/comment-page-1#comment-7504 njar Mon, 13 Nov 2006 09:16:42 +0000 http://www.smstextnews.com/2006/11/anonymous_tip_whos_about_to_buy_mblox_.html#comment-7504 lets not forgt that Mblox and Mobilesys merged too lets not forgt that Mblox and Mobilesys merged too

]]> By: njar http://www.mobileindustryreview.com/2006/11/anonymous_tip_whos_about_to_buy_mblox_.html/comment-page-1#comment-7345 njar Sun, 12 Nov 2006 16:27:38 +0000 http://www.smstextnews.com/2006/11/anonymous_tip_whos_about_to_buy_mblox_.html#comment-7345 I suspect Jamba still route some traffic through mBlox in the UK, but they also leveraged direct connectivity and I believe moved most traffic to go through those pipes. mQube is a US SMS aggregator and is second only to mBlox's number 1 status, such that Verisign already has this area covered, certainly in their key market. Buying mBlox would add further global coverage, but suspect may be a bit pointless for Verisign, and there are alternatives they could pick up more cheaply that would give them coverage in remaining key target markets. I suspect Jamba still route some traffic through mBlox in the UK, but they also leveraged direct connectivity and I believe moved most traffic to go through those pipes.

mQube is a US SMS aggregator and is second only to mBlox’s number 1 status, such that Verisign already has this area covered, certainly in their key market. Buying mBlox would add further global coverage, but suspect may be a bit pointless for Verisign, and there are alternatives they could pick up more cheaply that would give them coverage in remaining key target markets.

]]> By: Alex http://www.mobileindustryreview.com/2006/11/anonymous_tip_whos_about_to_buy_mblox_.html/comment-page-1#comment-7335 Alex Sun, 12 Nov 2006 15:58:06 +0000 http://www.smstextnews.com/2006/11/anonymous_tip_whos_about_to_buy_mblox_.html#comment-7335 Jamba were - if not still are - an MBlox customer in the UK. It came out in the wash last year when the whole 'Crazy Frog' debacle kicked off as after an investigation ICSTIS fined MBlox £40k as they were the service provider maintaining contracts with the six UK networks allowing Jamba to deliver their subscription service. If you dig a bit deeper into Verisign, they're quite busy in the wholesale/carrier side of mobile. With Jamba they've got the consumer side quite nicely looked after, so if you add Mblox into the mix you've got that missing link to go into the middle the mobile chain. Jamba were – if not still are – an MBlox customer in the UK. It came out in the wash last year when the whole ‘Crazy Frog’ debacle kicked off as after an investigation ICSTIS fined MBlox £40k as they were the service provider maintaining contracts with the six UK networks allowing Jamba to deliver their subscription service.

If you dig a bit deeper into Verisign, they’re quite busy in the wholesale/carrier side of mobile. With Jamba they’ve got the consumer side quite nicely looked after, so if you add Mblox into the mix you’ve got that missing link to go into the middle the mobile chain.

]]> By: njar http://www.mobileindustryreview.com/2006/11/anonymous_tip_whos_about_to_buy_mblox_.html/comment-page-1#comment-7271 njar Sun, 12 Nov 2006 11:50:42 +0000 http://www.smstextnews.com/2006/11/anonymous_tip_whos_about_to_buy_mblox_.html#comment-7271 Verisign the company that isn't into mobile but has recently aquired mQube, 3United, and let's not forget Jamba!! Neither MQube or 3United had UK connectivity as far as I can tell but Jamster has (or did) have direct UK network connectivity for wholesale SMS billing, such that Verisign does have a relatively easy ride into the UK market in terms of getting set up, if note gaining traction. Verisign the company that isn’t into mobile but has recently aquired mQube, 3United, and let’s not forget Jamba!! Neither MQube or 3United had UK connectivity as far as I can tell but Jamster has (or did) have direct UK network connectivity for wholesale SMS billing, such that Verisign does have a relatively easy ride into the UK market in terms of getting set up, if note gaining traction.

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