Bango Share Discussion Threads

[amt] 09/5/2016 17:53

I can see 2017 being profitable and 2020 reaching 20m net profit. After that could see explosive growth in profitability. Surely with this acquisition they should hit 200m end user spend by close of 2017. Don't know what upside is 20m on a pe of 30 would give a nice ten bagger though. Could all be a dream.

[lentjes] 09/5/2016 12:52

amt

Yes the increase in the capacity of the Bango platform is a nice surprise in addition to the RNS this morning. Bango did say in March 2015 finals that they would test the capacity in H2 so looks like they have brought this forward or is there further to come ??

The RNS states 15 x today's EUS so based on end March GBP75m plus further 2 months increase (lest say EUS begining May GBP90m )we could have a capacity of GBP 1.35 billion and at 2% would be a margin of GBP27m less overhead at GBP5m

Nice couple of days and things looking good

[lentjes] 09/5/2016 09:03

Don't forget guys the GBP55m EUS for Billto Mobile will be increased once BANGOBOOST kicks in

[amt] 09/5/2016 08:21

Yes I noticed that looks like hinting at an upgrade to the outlook.

[smallcapinvestor1] 09/5/2016 08:20

Notice the the eus spend growth rate is accelerating.

[amt] 09/5/2016 08:20

Share price off to the races, potential looks enormous if they can show inflection point even better

[kaka47] 09/5/2016 08:11

Great deal

[amt] 09/5/2016 08:11

e Bango Payment Platform, which is highly scalable and able to support at least 15x current EUS levels, will add substantial additional EUS, with no additional operational cost after migration

That's a big increase over previous statements. It was 10 times before. So billion eus at 2% would give say 15m net income. At people of 30 could prove interesting for share price if they execute and my calculations are correct.

Great acquisition at premium of 60p too.

[linton5] 09/5/2016 07:55

Lovely bubbly the jigsaw is taking shape chaps

[lentjes] 05/5/2016 21:46

Interesting article especially 2nd para from the end

hxxp://www.moneycontrol.com/news/business/google-challenges-appleindiacredit-card-alternative_6520201.html

Guess who Google are with in Indonesia !

[lentjes] 05/5/2016 16:49

J777J

I had suspected that this was taken down for a Take Over (still no explanation on the 1.5m sell end Feb) but I think anybody wanting to Take Over Bango would have to persuade the II's to take a big hit which I doubt they will as I think the average fund raising sits at approx 90p per share and 64% of stock 9at last count) is held by the II's.

I also think that there are many more activations happening and we only get to hear about the new territories these days ( South Africa, South America & now India) so if anybody is thinking of a TO they will need to act quick and have deep pockets.

[bad robot] 05/5/2016 16:14

I am not sure. I thought Bango would have boomed in the morning.

[linton5] 05/5/2016 16:00

So what's your thoughts br next resistance is 60p

[bad robot] 05/5/2016 15:54

They are keeping that 8% spread.

[bad robot] 05/5/2016 15:37

Very slow and they deter buyers with the spread. Offer gone up by 3p since open and bid by 2p.
and only 2 sells

[lentjes] 05/5/2016 13:26

Further bonus in the last para and I don't think this is just related to India

hxxp://thenextweb.com/in/2016/05/03/googles-launch-carrier-billing-india-thats-pretty-massive/

[lentjes] 05/5/2016 11:23

A further bonus is I think we also get Spotify which will be available to purchase via the Google Play store with Idea

[bad robot] 05/5/2016 10:40

aha too coincidental. They are filling orders, look at the delayed reporting buys.

[bad robot] 05/5/2016 10:31

very slow for some reason, I think MMS keeping it under radar, slowly moving up

[linton5] 05/5/2016 10:07

cool lovely news INDIA

[bad robot] 05/5/2016 08:08

yes great news

Market will pick up