Bango Share Discussion Threads

[markie7] 21/3/2017 09:11

Bangoooooooooooo!

[smallcapinvestor1] 21/3/2017 09:07

Wow another strong move up this morning 123-5 as i write. Market starting finally to wake up to the platform potential here. News flow this year should be very exciting too.

[lentjes] 20/3/2017 18:39

Well that cheered up a miserable Monday

[simonsaid1] 20/3/2017 13:24

It's up because Simon Thompson just updated his Strong Buy recommendation with a 200p price target. He reports back from the results call with great optimism.

[smallcapinvestor1] 20/3/2017 13:15

You go out and the stock is down a penny. Come back an hour later and it's up 10p. I love that ?

[lentjes] 16/3/2017 06:40

Nothing to support this but my gut feel is that this has Bango's mucky paw prints all over it and if so may in fact warrant an RNS as its another new market for Google.

Anyway either way all good news for the global march of DCB adding to visibility amongst subscribers.

Telenor Empowers Customers to Shop on Google Play Store Using their Mobile Balance

hxxps://www.phoneworld.com.pk/telenor-empowers-customers-to-shop-on-google-play-store/

[kaka47] 15/3/2017 18:18

Nice finish

[smallcapinvestor1] 15/3/2017 17:01

Company results meetings going well I assume judging by the share price today.

[muffster] 14/3/2017 21:41

Android phone sales were apparently 4 out of 5 phones sold in 2016, very encouraging, particularly when their platform can deal with huge increase is EUS at no additional outlay

[muffster] 14/3/2017 21:40

Great results. Bango enters 2017 in a very strong position, enjoying significant growth in End User Spend, closing-in on profitability and with a healthy cash balance.

[amt] 14/3/2017 21:25

Yes all about land grab. Happy for them to grab as much EUS as possible and not worry too much about margin

[lentjes] 14/3/2017 20:50

That would make great business sense in that why not use the additional generated capacity of the Bango platform which is far beyond your needs for the near term to put your competitors out of business,

As long as they balance it with breakeven and some profit

[gsbmba99] 14/3/2017 20:01

Progressive Equity issued a research note today. No change to their forecasts. In year EUS of £266m in FY17 and £492m in FY18. Revenue of £3.7m in FY17 and £6.5m in FY18. EPS pre-exceptional and excluding amortisation of acquired intangibles of (6.1p) in FY17 and (1.8p) in FY18. According to Progressive, the increase in EUS from £132.3 to £266m in FY17 will yield additional revenue of £1.1m which translates to only 0.82% margin on the incremental EUS. In FY 18, Progressive forecast that incremental EUS of £226m will generate incremental revenue of £2.8m or 1.23%. I spoke to Rachel Elias-Jones at length at a conference earlier this year. I asked her specifically what circumstances could cause the sharp decline in revenue/EUS that Progressive were forecasting. She mentioned the tiering of contracts (not a believable explanation) and then said that the company might, for instance, seek to take business away from a competitor. In such circumstances, she said, they might agree not to charge on the existing EUS and only charge on the incremental EUS they achieve by growing the EUS using things like Bango Boost. The results announcement talks a lot about "migrations" of existing direct relationships to the Bango platform and I wonder whether these "migrations" are what she was referring to. It might help to explain why the anticipated increase in EUS in FY17 yields such a poor conversion to revenue but more in FY18.

[oshy92] 14/3/2017 11:29

Morning.

Short Bango TV interview with CFO following this mornings results:

www.fmp-tv.co.uk/company/bango-plc-investor-video/

[smallcapinvestor1] 14/3/2017 10:41

Because some investors are short term and not very clever.

[simonsaid1] 14/3/2017 10:23

In light of this good news, why is the stock price in the mud today?

[smallcapinvestor1] 14/3/2017 10:19

"Bango has also continued to develop its relationships with the other major stores that choose to use the Bango Platform, and the first fruits of these activities will become more apparent in 2017"I think we can assume here that the above extract may be a reference to amazon as well as other app stores.Reading the rest of the statement in full I realise it is even more bullish than I first realised. The full statement from ray about the platform effect and the migration of previously direct integrations into the bango platform is unbelievable.

[smallcapinvestor1] 14/3/2017 09:14

I wouldn't worry about amazon. The company are very confident that that will become a very fruitful relationship but is all very confidential until it happens. It's a bonus if it comes in we are not relying on it for EUS to keep growing

[haozhen] 14/3/2017 09:06

About lenjes note / question about AMNZ - please somebody check slideshow or meeting to see if on that chart or so on.

[haozhen] 14/3/2017 09:04

I think about smallcapinvestor note on chairman that he is right to note it. That chairperson is very cautious and like accountant type guy - so when he writes optimism and rose future we know it might be quite nice !!! I think Bango do very nicely now - and lot of cash to make sure no more raising / dilushion.. Now share price need to reflect.

[smallcapinvestor1] 14/3/2017 08:08

Very good results and wonderful confident outlook statement and chairman's statement. "Activation pipeline steiner than ever"Doubling of EUS again this year "at least".We should be at £400m run rate by the end of this year, exciting stuff.

[simonsaid1] 13/3/2017 10:23

High volumes today pushing price up - IMHO traders getting themselves positioned for positive results, to then sell off and make some quick profit.

[hamidahamida] 13/3/2017 10:14

Full year results out tomorrow