Bango Share Discussion Threads

[lentjes] 09/5/2024 11:53

Trades looking positive, we may even get a tick up in the share price today

[amt] 09/5/2024 09:39

The term super bundling was invented by Bango and its interesting that if you Google Super Bundling Bango is at the top of the list.

[jasperlachat] 09/5/2024 08:11

There is a strong link between alcohol and Bango in this household. Champagne days ahead though.

[lentjes] 08/5/2024 18:34

Good spot amt, also in the discussion video at minute 7 they discuss Verizon plus doing well, again no obligation to Verizon just someone’s view from a far

Having a beer in the evening sunshine 4 the first time this year in the garden of England

[amt] 08/5/2024 18:04

It makes it clear that Verizon had no editorial rights over the article.

[lentjes] 08/5/2024 14:39

Trading volume very slow, looks like we will need to wait for the TU mid to end July unless they drop a jaw dropping RNS, still no TR1 notification so providing everyone is playing by the rules all the long term II’s appear to be still with us

[6gr] 08/5/2024 08:27

Don't get me wrong, I'm a huge believer, but it's a report sponsored by Verizon, recommending Verizon...........

As to earlier comments, Bango will be under NDAs so cannot name the others, as they don't want to admit in public that it's not their own technology.

[lentjes] 08/5/2024 08:17

Just whether Bango can make a good enough margin as they go up through the tiers once the initial launch target is achieved

[amt] 08/5/2024 08:05

Looks like Verizon are the ones who are actively pushing this, only a matter of time before the others do.
Good articles Lentjes, thanks.
Meanwhile the stockmarket carries on oblivious to the opportunity

[amt] 08/5/2024 08:02

However, AT&T’s Internet Air was not available nationally in March 2024 when I researched this report.

Interesting,

[lentjes] 08/5/2024 08:00

Who needs who the most, not the tech companies or the credit card boys, telcos hold the key to all

Like you say good to see the telcos waking up that they are the kings and that super bundling is not just service you relate to Bango, it’s now global industry wide recognised service description

[amt] 08/5/2024 07:53

Ultimately you could imagine this as a rival to Google playstore and the start of the telecoms companies taking back from Google some of its market. Let's hope that Bango becomes the platform to do that. Always seemed odd that the Telecoms companies make relatively little compared to the platforms that use them.

[amt] 08/5/2024 07:48

Very interesting and good to see it from the Telecoms side to show its really happening.
I guess Verizon are happy to go public so that's why Bango mention them. Also if I recall correctly Bango won an award with their DVM

[lentjes] 08/5/2024 07:22

7min discussion on bundling Verizon plus gets a positive mention towards the end

[lentjes] 08/5/2024 06:27

Whilst Bango confirm they have signed multiple DVM contracts they only ever refer to Verizon and the Ozzie Optus offering, to convince the market on DVM I suggest they need to expand on who else is taking up the DVM technology and who they have signed up with, if the telco industry super bundling is going stratospheric as Bango suggest then I can’t see why it’s such a big secret for the telcos that they have signed up with Bango, obviously Verizon and Optus don’t see this as an issue

AGM 2 weeks today although not expecting any fireworks, maybe an RNS on a new deal in the run up

[amt] 07/5/2024 17:38

Let's hope so, if they are correct then we can expect
a lot of upside to Bango forecasts this year.


hxxps://bango.com/super-bundling-how-music-streaming-services-can-cut-through-the-noise/

"In the key of Super Bundling
Over the next 12 months, we predict that Super Bundling will go stratospheric as more and more consumers are attracted by the freedom and flexibility of consolidated subscription management and billing."

[amt] 07/5/2024 17:21

Yes Alan, looks like you timed your investment well. My portfolio is at last doing much better despite a few mistakes recently, both selling and buying the wrong things. Much depends on Bango though.

[malcolm caton] 07/5/2024 10:33

Trading volume in this share has fallen since mid April,why?

[alangriffbang] 07/5/2024 10:20

amt see is up 13% today wonder where it will finish,

[amt] 07/5/2024 09:54

After a period of consolidation looks strong this morning and perhaps a good rise later on

[amt] 27/4/2024 16:49

From Boku so 23% seems to match closely with what they had. Here is the extract

Total Payment Volume ("TPV") of $10.5 billion in 2023, up 18% from $8.9 billion in 2022. On a constant currency basis*, TPV was 23% higher than 2022

They did the currency calculation and for them it made a 5% difference.

[amt] 27/4/2024 14:43

That assumes no growth in Docomo or given the fx impact say 10% growth in Docomo in local currency.
We have to remember Bango reports in USD so fx vs Japan reduced sales by at least 10% vs prior year.