Bango Share Discussion Threads

[lentjes] 15/7/2016 10:07

It would put the icing on the cake from the progress achieved over recent months if Bango could announce a couple more activations between now and 20th September when they issue their H1 results. Maybe another launch in India or the 1st in Japan or an update on the long awaited Amazon partnership. I think we need something to keep the momentum going

Also the partnership with Samsung could do with an update.

[smallcapinvestor1] 15/7/2016 10:06

Pokemon go getting ready to launch in 200 more countries.

[j777j] 15/7/2016 09:08

Odey is a shrewd hedge fund manager,so nice to know he likes the company enough to build a very sizeable stake in it.Who do we think pushed the share price down?Could easily have been the same guys whilst at the same time building their stake.All skullduggery.Having said that,bgo does seem to finally on the verge of a breakthrough.

[smallcapinvestor1] 15/7/2016 08:28

Amused that this article has a quote taken from this thread. All some interesting comments re China and Mexico.

[lentjes] 15/7/2016 06:20

Amt

Don't forget in some countries DCB is starting to be used for physical goods such as event tickets, parking, trains, coffee and food outlets.

Also BANGO continue to refer to other payment methods they are developing with details yet to be announced

Summary yes a 20 / 30 bagger is a dream but not an impossible dream

[amt] 14/7/2016 21:36

Suppose they double the number of connections from 150 to 300 by 2020 and expenditure on apps doubles and proportion of end user spend goes from 2% to 10%
that's a 20 fold increase in EUS to 2 billion pounds per annum then at 2% margin that's 40m in GP Say overheads 10m then net profit 30m gives an idea of what is realistically possible. Could easily become a billion pound company on that basis or 20 bagger from here or am I dreaming ?

[lentjes] 14/7/2016 18:40

Interesting RNS

Odey appears has increased his holding by a further 367,800 shares giving him a 11.47% holding although he it appears he has done this via a CFD I think

Long or short I wonder or hedging the volatility

Any one shed any light on what Odey is up to, good news or bad news for the share price ?

[lentjes] 14/7/2016 11:19

As I say not key to long term master plan for BANGO but great for short term revenue

Pokemon Go now live in UK, the more the merrier

[amt] 14/7/2016 08:05

so is your target 30 quid Lentjes

[lentjes] 14/7/2016 07:28

Amt.

If Bango hit profit in the next year which I agree could now be be a possibility and they prove the increased capacity of the Bango platform which they are testing now if working to plan ( hopefully confirmed in September ) then there would be no meed for further share dilution and you can move the decimal point to the right on the 2013 £3.00 share price

Interesting there was no fall back in the share price late yesterday as we normally get when the Bango share price spikes so let's see what today brings. In any case this is still a 3 - 5 year plan going forward

Remember there are only approx 15m shares ( less than 30% ) on the open market

[amt] 14/7/2016 06:24

hxxp://www.adweek.com/news/technology/pok-mon-go-inspiring-small-retailers-so-has-augmented-reality-gone-mainstream-172478

The perfect storm for Bango. We could see EUS rocket over next 12 months and be at breakeven much sooner than I had thought. Then after that it's just a question of how big the company can become. First stop 600m end user spend and say 7m net profit. Interesting to note the share price was 3 quid in 2013 before the business model was proven. Will that be tested in the next couple years or am I dreaming. At last a success on the AIM market.

[lentjes] 13/7/2016 18:52

Bought BilltoMobil
Launched with Google play in India
283% increase in YOY EUS
GBP 8m in bank
& now Pokemon Go comes along

Not sure what's to get exited about

Ps

Do you think Ray. Rachel and Jeza could be done for insider trading in May lol

[smallcapinvestor1] 13/7/2016 18:38

Great day for long suffering holders here. Hopefully the start of a much bigger move. there is certainly enough to be excited about in terms of the opportunity.

[j777j] 13/7/2016 15:39

WALL STREET JOURNAL


J.P. Morgan analyst Haruka Mori said she assumed Niantic and Pokémon Co. would split the game revenue, excluding the portion due to Apple Inc. or Google, which operate the app stores from which the game is downloaded. Ms. Mori said that if the app had monthly revenue of ¥30 billion ($292 million), Nintendo’s annual income would likely rise by ¥25 billion. The Pokémon Go Plus device to be sold as an add-on could raise profits by a roughly similar amount if 50 million units are sold, she said.

So they are thinking $3,500,000,000 annual sale type numbers.

Yuuuuuge

[lentjes] 13/7/2016 11:25

This can also be good news as to why everybody should use DCB for security reasons

[j777j] 13/7/2016 10:00

Fyi Peel Hunt reiterated 100p price target for Bango this week.

[j777j] 13/7/2016 08:33

Bit of resistance at 80p,then I expect a retest of the 90p placing price

[smallcapinvestor1] 13/7/2016 08:31

Only offer is at 67 to buy 10k. Bidding for 25k

[amt] 13/7/2016 08:27

As somebody pointed out yesterday the seller has gone so a rapid retrace to 90p seems on the cards.

[smallcapinvestor1] 13/7/2016 08:26

Shares racing ahead now. After the US acquisition. Positive trading update. Launch in India and pokemon go phenomenon there is a lot of good news not reflected in the price.

[lentjes] 13/7/2016 07:36

Amt

I like the positive thinking

Do you think this is all linked to BANGO setting up in Japan and that silly interview Ray did last year on Bloomberg about bringing back the crazy frog

Anyway it appears to be doing the trick

[amt] 13/7/2016 07:17

Tens of billions seems a bit far fetched. Anyway let's take 10 billion. If Direct pay is 10% and Bango take 40% of market that's 400m not far of triple existing EUS

[hastings] 12/7/2016 12:15

Yes smallcapinvestor it appears that this could prove to be highly beneficial to BGO. Indicative perhaps that they have chosen to specifically comment on Pokemon which has broken their usual protocol.

[smallcapinvestor1] 12/7/2016 10:24

https://bangoinvestor.com/2016/07/12/pokemon-go-positive-impact-on-end-user-spend/