Bango Share Discussion Threads

[j777j] 03/2/2017 12:35

Just a pull back ahead of the inevitable assault on the 140p/150p area.A fast moving industry with lots going on and Bango is right up there on the cusp of profitability aftet 16 long years.

[lentjes] 03/2/2017 05:43

Also worth pointing out that Idea are the only MNO in India who support DCB with Microsoft which has been in place since early 2015 although I have not found anything in relation to which DCB provider they are using. If Bango Boost v2 adds the increase in spend as claimed then if Idea are not already using Bango for the windows store and considering the glowing feed back from Idea on the Bango web page you could see a migration over to the Bango platform which would also benefit from the Vodafone / Idea merger

[lentjes] 02/2/2017 17:56

I mentioned the other day that it looked like the merger between Vodafone and Idea in India would result in Vodafone handing over the keys and approx 200m subscribers to Idea and packing their bags. The below link is the latest update and if this pans out as suggested should be great news for Bango leaving us with approx 400m subscribers in India with DCB access to the google playstore.

hxxp://www.firstpost.com/business/vodafones-admission-of-merger-talks-with-idea-cellular-is-an-inflection-point-in-indian-telecom-history-3241680.html

[haozhen] 02/2/2017 16:05

lot of people moving shares around - my surprise thats so - but chance to buy more.
Bango Strong - in good place.

[amt] 02/2/2017 16:00

Probably go to 60 or 70p again if history repeats itself. Anyway will be a good opportunity to buy some more if it goes that low.

[simonsaid1] 02/2/2017 15:42

All working for me! But the stock price has mysteriously nosedived this afternoon.

[lentjes] 02/2/2017 15:35

You would think a teky company like Bango could make sure their new web page was working

[simonsaid1] 02/2/2017 12:41

Simon Thompson posted yesterday in the comment section under his most recent column in the IC:

'Regards Bango, the share price is volatile and had rallied from 86p to 120p in the two weeks after my article was published. Perhaps investors were expecting more from the Strategy day, so decided to bank these hefty short term gains. It doesn't in anyway negate the fact that this is a fast growing company with potential to move into profitability and deliver large share price gains in my opinion. I am happy with my previous analysis, and maintain my buy advice.'

[j777j] 02/2/2017 11:26

After 16 years of hard work an opportunistic bid is always a possibility.

[lentjes] 02/2/2017 09:20

amt

I think the key issue to come out of all this is that the Bango platform is now being positioned far beyond just DCB although DCB will remain the key revenue stream for the next few years

In relation to the Proactive interview title

Were just at the beginning of a really really big opportunity

Which idiot came up with that, do they not realise we are 16 years down the line from the beginning lol

[amt] 02/2/2017 07:42

Lots of flashy slides but nothing new there appart from low cost of going from 2bn to 3bn end users. The slide showing exponential growth in EUS has to be taken with a pinch of salt since there is a big acquisition in there. Is it really 2001 when Bango got involved I recall the model changed radicly a few years ago. If they require more cash not for an acquisition that would be a massive diappointment and let down. I cannot believe that would be the case though.

[amt] 02/2/2017 07:20

Only reson for more cash would be an acquisition which is likely given what they have said. As always I find it annoying that if thete is a placing its highly suspicious that the share price seemed to know it in advance.

[simonsaid1] 01/2/2017 17:02

Fascinating presentation, and very encouraging. I'm new to BGO so don't know if there's anything new in there, but the parts that leapt out to me were that adding retailers doesn't add any cost (additional $EUS goes straight to gross profit); The squirrelled away 'close to profitability'; And the dreamy end section looking at other technologies Bango could work with outside of the smartphone. Also good to see the list of new clients including Netflix, and their clear focus on Android which is so often misunderstood by people who overestimate the ubiquity of Apple products and their ecosystem.

[egrid1] 01/2/2017 16:23

The strategy day material is now available on the Bango website
hxxps://bangoinvestor.com/2017/02/01/bango-strategy-day/

[simonsaid1] 01/2/2017 15:26

remarkomsoc - what do you mean? The stock price has been below 100p for a few days now, fluctuating around there.

Any automatic sales from dipping below will have cleared by now, hence the more conservative price movements this past couple of days. We're back to regular trading.

[lentjes] 01/2/2017 14:51

Trouble with posting link to the interview but you can find it on the Bango web page

[lentjes] 01/2/2017 14:28

Hot off the Press

Looks like Bango are pushing themselves out in the market so again suggesting placing coming

At minute 4.20sec Raymondo is talking about acquisition opportunities and that if they do buy another DCB competitor its a one off cost and increases EUS but does not add additional overheads to the Bango annual running cost of GBP 5m.

[...]

[smallcapinvestor1] 01/2/2017 14:25

Worth noting also today apple want to double services revenue in four years I think they said. That's massive for app store spending and therefore direct carrier billing.

[smallcapinvestor1] 01/2/2017 14:23

Hargreave hale sold 50k shares for discretionary clients. That's nothing.No way is the a placing being arranged. Funds not needed at all.Much more interesting here is boku have installed former 4 imprint cfo to prepare for ipo i assume.The sooner this happens the sooner boku and bango can join forces and 2+2 will equal 5 or 6

[simonsaid1] 01/2/2017 12:26

Thanks, interesting analysis. So you think that either a placing to generate cash, or potentially a buy-out from a big tech firm is most likely. Either way there'll be plenty of news to keep the fires stoked.

[lentjes] 01/2/2017 12:08

simonsaid1

Possibly although the big selling appears to have stopped (for now) so maybe to it was as I said to keep the share price at the level of the already agreed placing or at a level where the placing is within a reasonable discount of the share price at the time the placing is announced to the market.

Bango would look rather silly if they have already agreed a placing in the 90s and the share price was running away above 120p

What is fact is that to keep the likes of Amazon, Microsoft, Google etc interested / involved in the long term development of the Bango platform and the new products they intend to bring to market Bango need a strong balance sheet and I don't think cash of GBP 5-6m is strong enough to convince the above mentioned to commit for the long term even if its enough to get them to profitability it would be a little close to the bottom of the curve for their liking.

A key point is that the Bango platform is being developed as an independent platform for the likes of Amazon, Micosoft & Windows to utilise so needs to be strong cash wise to keep its independence.

Only my thoughts and I could be wrong

[simonsaid1] 01/2/2017 11:06

Lentjes, are you saying that they wanted to lower the share price in order to improve their position for a fresh placing? Sorry if I'm being a dunce, struggling with the logic here.

[lentjes] 01/2/2017 10:42

Looks like both Hargreave Hale and Lion Trust were dumping shares on Friday trying to suppress the share price in the build up to the Strategy day. Whilst the strategy day appeared open to all I'm sure there were other briefings with the II's going on behind the scenes. I expect a placing with existing II's is immanent ( if not already agreed) somewhere towards the high 90s or maybe @ 100p.

Also both Hargreave Hale and Lion Trust still hold more shares than back in the summer of 2016.

Personally I don't have a problem with another placing especially if this is used to increase cash in the bank and therefore give partners further confidence in Bango's ability to remain as a going concern for many years to come or another acquisition of which I'm sure there are many vulnerable DCB players out there in the market with higher overheads thus require bigger margins required or in fact both of the above.

Remember following the last placing the share price increased so the market also understands / supports the rational for any placing.

[j777j] 01/2/2017 08:49

Highly doubt it as no new market sensitive material was discussed.I think just short term punters selling out.Remains a news driven stock and what we do know is news is capable of adding 50% to the value in very short timeframes.Gla