Inquiring minds...October will be a very long month as we await a progress report on; Monitise 2.0 development, converting our 'huge pipeline', IBM integration & implications for business development, operations & financials, adoption metrics (retailers, users). Additionally, it would be great to hear / confirm that we are retaining & attracting the best talent. Net / net, we need to hear about progress executing the strategy. Only then will shareholders commit new capital
EB gets a Board seat with Travelport...LANGLEY, U.K., Oct. 1, 2014 /PRNewswire/ -- Travelport Worldwide Limited ("Travelport") announced today the appointment to its Board of Directors of Elizabeth Buse, former Executive Vice President of Visa Inc. and currently Co-CEO and member of the Board of Directors of Monitise PLC; Michael Durham, former President and Chief Executive Officer of Sabre Group Holdings and currently a member of the Board of Directors of Hertz Global Holdings; and Douglas Hacker, former Executive Vice President, Strategy of UAL Corporation and current member of the Board of Directors of Aircastle Ltd. Good for her. Let's hope that it's also good for us!
Reiteration...it would be nice to know the basis for their reiteration. Or, are they going on blind faith like the rest of us? I'm crazy long & would like to know more about the progress with developing Monitise 2.0, size & progress converting the pipeline ("huge" is insufficient) and, in time, adoption statistics (users & retailers by month)
RE: The land grab starts...as Napoleon said; "if we want to take Vienna, take Vienna". If we are in a land grab, we need to win the big opportunities. We need to be realistic about the value we bring so that we win. The only caveat being that any deal is economically sound. Why have we not closed the second of two deals that were reopened when we changed our model (per the Trading update in July)?
We need to know 'why' Apple Pay, PayPal & future Android Payments schemes would want to be part of our ecosystem; rather than just saying 'why wouldn't they'? The latter is insufficient for the investment community. What are we offering that makes us unique in their eyes?
The markets reward those companies that operate transparently; goals (short / medium term in addition to 2018), strategy, progress
How do we know if we are truly aligned with IBM if we do not know any details about the agreement? Do we deserve to know the extent of the relationship?
How will we know if we are winning the talent war...if we are not told about our organization model for the future, holes to fill, progress with recruiting beyond a few leaders? Are we sure we are retaining our best people? Share price matters!
How will we know if we can connect to Apple Pay if we are not told whether we have connected current customers (US Bank, PNC)?
How will we know...if we are executing with the sense of urgency required to win the land grab if we are not told about progress in developing Monitise 2.0? progress with business development (# banks). progress with adoption (retailers, registered users)?