No Comment: What speculation looks like — MTSL/MER Telemanagement

As it is the case for all postings in this blog, my standard disclaimers apply for this posting.  However, since this posting discusses investments, I urge you to review the disclaimers laid out in the About section with extra diligence. Moreover, even if you have already reviewed these disclaimers in the past, you need to review them again, as they are subject to change without notice.  Do it now, and remember that whatever I say in this blog posting is simply my opinion — it is not science, it is not advice, and it is not an attempt to make you act in any way whatsoever.

…. And, if you find yourself enjoying this posting, consider supporting the blog through a donation. For your convenience, PayPal links are provided to the right and at the end of the posting.

Revenue and margin drop off — Volcano eruptions in per share price

MTSL chart R-O-O chart3

And… From the company’s 20-F filing for fiscal year 2012:

During 2012, Simple Mobile was acquired by TracFone and in October 2012, we renewed our agreement with them to provide for minimum monthly payments of $300,000 during the year ending December 31, 2013. Recently, we were advised that TracFone intends to migrate the hosted billing services to their own platform. It is unlikely that we will receive significant revenues from TracFone in 2014, which will adversely affect our operating results.

And… extracted from the company’s 20-F filings from fiscal years 2008 through 2012:

2010 - 2012 Revenues MTSL -- Adjusted


Recognizing Speculation in Equities – MER Telemanagement Solutions redux
Chicken coming home to roost
The sting of the scorpion – MER Telemanagement Solutions proves me right… again
Stand Fast — The near-final chapter of the saga of MER Telemanagement Solutions

Dont be a Mooch!

If you have enjoyed or think you will benefit from this posting, you can express your appreciation through donation via PayPal right now.   For this type of posting a one-off donation of $10 is suggested.