Bango Share Discussion Threads

[lentjes] 30/11/2016 11:07

Smallcap

Up until recently I would agree in that as far as I know Bango did not have relationships with the initial MONO's who activated iTunes DCB in places like Russia, Japan & Switzerland (other than 02 in Germany)so it would indicate that Boku who did have relationships were involved in the initial activations. However, the recent activations in Belgium, Norway, Saudi, Taiwan & UAE are in Bango's main markets and with some of Bango's long term partners so this could indicate that Bango could now be involved.

In addition I have always had the opinion that it would not make sense for Apple to focus on only one payment platform long term as if this was the case they may as well buy the payment platform company and bring it internal within the Apple Empire. However, this may not fit with some of the MNO's who already have their strategy and agreements in place for DCB with the various payment platforms.

There is also the possibility that Apple have decided to DIY and not use any of the external payment platforms which could explain why there has been no confirmation as to which payment platform they are using in relation to any of the iTunes DCB activations. However, with the number of activations taking place unless Apple are DIYing I doubt they can keep the lid on this much longer if they are using an external platform (s)so I do expect the long wait is soon to be over.

Good or bad news for BANGO we will wait and see

[smallcapinvestor1] 30/11/2016 10:01

I would imagine that for now any apple dcb integrations are done with boku.

[lentjes] 29/11/2016 16:37

J777J

You may be right but I doubt the II's or Raymondo will let it go on the cheap and they hold all the cards ( sorry shares)although whats you view on the share price if they are to let it go cheap ?

[lentjes] 29/11/2016 16:33

DU are probably one of BANGO's most supportive MNO partners so it will be interesting to see if they have stuck with BANGO for the Apple deal

From last year

hxxp://www.cambridgenetwork.co.uk/news/du-launch-carrier-billing-five-app-stores-bango-payment-platform/

[j777j] 29/11/2016 16:28

Many years rolling out a global footprint.Now the hard work is done cue an opportunistic bidder to buy it on the cheap.

[lentjes] 29/11/2016 15:53

Another BANGO MNO partner joins the Apple roll out of DCB

hxxps://menaherald.com/en/2016/11/29/du-carrier-billing-now-available-app-store-apple-music-itunes-purchases/

[lentjes] 29/11/2016 08:55

No indication if BANGO are involved as Apple are staying silent on whether they are using a third party payment platform or DIYing (as Raymondo calls it) although BANGO do have strong relationships with both leading MNO's in Belgium ( Telenor & Telia) & Norway ( Proximus & Orange).

Either way I see this as good news as it demonstrates carrier billing is gaining traction as an accepted payment method.

[n3ild] 29/11/2016 08:32

Using Bango?

[lentjes] 29/11/2016 07:11

Apple carrier billing now launched in Norway & Belgium

[lentjes] 28/11/2016 18:07

How strange

The RNS indicates that LLP have upped their holding by 1.6m shares although looking back at the BANGO major share holders LLP have held approx 17% = approx 11m shares since the placing last year and I have not seen a RNS in which they reduced their holding

Anybody shed any light on this

[lentjes] 28/11/2016 15:34

LIONTRUST INVESTMENT PARTNERS LLP upped their holding by 1.6m

That could explain the drop in SP

I wonder who sold or whether this came from the MM's

[smallcapinvestor1] 28/11/2016 15:29

Liontrust upped holding from 9.47m to 11.1m shares. Now above 17%.

[j777j] 28/11/2016 13:52

Gianluca buying shares?

[talkman2] 17/11/2016 08:48

And still the sp,goes down

[lentjes] 14/11/2016 14:22

hxxp://indianexpress.com/article/technology/tech-news-technology/indian-mobile-game-downloads-to-grow-at-58-percent-cagr-over-next-5-years-nasscom-4371354/

[lentjes] 08/11/2016 16:53

Maybe an RNS in the morning ?

hxxp://www.digit.in/apps/google-opens-carrier-billing-option-to-all-mobile-networks-in-india-32383.html

[lentjes] 06/11/2016 10:21

hxxp://www.beacontranscript.com/accessible-google-play-store/7454/

[lentjes] 04/11/2016 16:15

Now this is very interesting in that Etisalat is the first of the Apple MNO's launching DCB already partnering with BANGO and BANGO are kings of the UAE DCB market

[j777j] 02/11/2016 13:14

Healthy pull back from around 110p,a pause on the way to 160p ?

[lentjes] 30/10/2016 07:14

Whilst I fully understand the BANGO business model for DCB ( margin on EUS via DCB = profit) and that there are 4 beneficiaries from the EUS ( App developer, App store, MNO & BANGO )can anybody shed some light on the business model for other payment systems such as Wallets & mobile money all which are now mentioned on the BANGO website and in recent RNS.

[lentjes] 27/10/2016 16:20

It will be interesting to see if they take this back up above 100p or keep it around the 90p area

Time will tell

[lentjes] 26/10/2016 14:05

Lots of positive news flow from the Bango blog / newsroom / and industry awards as well as the general industry on the rise of DCB and additional payment systems that Bango are involved with but still the share price drifts lower

Is this being taken down again as it was in Feb / March ?

Games being played one way or another but hold tight

[lentjes] 25/10/2016 16:20

Hi Hao

Was this the meeting you mentioned and any news from your friend who was on holiday last time you posted

hxxps://news.bango.com/2016/10/25/things-we-learned-at-the-bango-alternative-payments-nexus/#more-2513

[davr0s] 24/10/2016 16:42

Another IC tip heads south - they do have a habit of doing this