Bango Share Discussion Threads

[kaos3] 11/12/2024 08:11

i can not open english subtitles

[weblinkman] 11/12/2024 08:04

Powerful 20min TV program in Japan TV featuring Bango. (With subtitles).
6 million viewership and highly regarded channel.
Presumably Bango unable to share because of copyright?

and Posted by BGO employee:

[kaos3] 06/12/2024 08:21

yes- close to 300 ... i stand corrected. thank you

[amt] 06/12/2024 07:05

Team isn't small after integration of Doccomo staff.

[kaos3] 05/12/2024 14:19

no new clients , deals announced

maybe they have enough on their hands. eg converting deals into reality. specially with the introduction of the new interfaces. they are being installed to shorten lead time for the new clients. but probably also the old working contracts are being tech upgraded. all with the usual bugs and glitches common at the start + white label software development + finishing integration + data mining + AI inclusion

and team is small. very small imho

rebuilding complete xisting infrastructure, upgrading it. long term moat, short term suffering

maybe old hands with more knowledge can comment on my remarks if there is anything at all to it

[6gr] 05/12/2024 13:31

I'd just like to not be significantly down. I was very happy to buy in bulk when I found it and it was around £2, for the long-term prospects. So to see it fall so far on some technical misses last year-end is hard, mainly because I could have had double the amount of shares if buying now (which was of course impossible to predict). I've bought some more recently, but am maxed out, so the amounts are small and it barely moves my entry average.

Let's hope they hit the '24 forecast and then the illiquid market should act in our favour.

[amt] 05/12/2024 11:45

Patience required as always but yes it is frustrating especially as fully loaded already. What a bargain for a new investor. Could be wrong though.
Sce doubled just by posting a couple of new jobs on their website. Funny old market at the moment.

[6gr] 05/12/2024 10:42

The big news will be end-Jan with the full year Trading Update. I'm not bothered by lack of news in the interim, as historically none of the positive new releases (eg client signings) have moved the share price anyway.

[parob] 05/12/2024 08:44

Getting close to that support level again.

[kaos3] 05/12/2024 08:18

i was saying the same on the news front recently - so i am not alone

[adtraderuae] 05/12/2024 08:14

This stock needs some newsflow! Usually a trading update after Black Friday but given CEO stock purchase this looks unlikely now, due to an obvious black out period. Management really are not helping themselves here with zero news, no trading update, no new contracts, no estimates or targets for future years. Impossible to value so a slow fall in SP! Frustrating and could be so much better with improved communication.

[amt] 04/12/2024 22:24

I had a chuckle at that chart. So 2.10 by January 2025. Its possible but how these charts work is a mystery.

[6gr] 29/11/2024 11:17

One of them sold to pay for a divorce.

[amt] 29/11/2024 09:25

Maybe they spent it or gave it away for IHT reasons. They already have a lot of shares. Also plenty of share options.

[lentjes] 29/11/2024 08:51

It would be encouraging if the 2 founders put some of the cash they took out in 2022 @SP2.30 back on the table, again if they like Larbey believe in the story why would you not, it would also be encouraging to see Matt Garner get some skin in the game

[amt] 29/11/2024 07:57

In conclusion I think I can relax in the knowledge that its very unlikely bad news is on the way. I am fully loaded so I can't really buy anymore.
I recall last year when the share price was over 2 quid he mentioned that the Directors thought it undervalued. At that time one of the non exs bought a lot of shares.

[kaos3] 29/11/2024 07:27

he believes in the story in the long term - and the price atm is irrelevant. he is simply buying in regular intervals at these share price ranges. now just happens to be at the bottom of the range (assumption)

that is my take

[hastings] 29/11/2024 07:27

Agree Lentjes, I consider it a decent purchase. As for the timing, I'd guess he's just avoided the closed period, so it's a positive for me.

[lentjes] 29/11/2024 07:15

Agree not significant in relation to company stock volume but £46k to Larbey along with his earlier purchases I regard as significant, especially when you consider he could just wait for his share options to mature

[muffster] 29/11/2024 07:06

Ps they are regular purchases..he bought in April and October. Not significant amounts either.Can't read much into it.

[lentjes] 29/11/2024 06:50

So its agreed by all that as of the date of purchase Larbey was not aware of an event that would require a RNS to be issued that would significantly increase the share price

That leaves the status of trading on the purchase date, if Larbey was in possession of trading information ( I’m sure Bango are aware of the EUS and DVM revenue by the minute) that the market forecast had already been significantly smashed then he would / should not be allowed to purchase stock and if he did this would be a breach of IT rules. However if Larbey,s gut feel was that December which is traditionally Bango’s biggest trading month was going to be a banger and it proved so good that it resulted in the market forecast being significantly higher than expected and that this could be demonstrated to have been the case then this would not be a breach of IT rules

[jasperlachat] 28/11/2024 21:54

amt - my understanding is that you can presume that there is no impending RNS as of today. There’s no compunction to report trading above forecast, hence the need for the 1 month close period.

[alangriffbang] 28/11/2024 19:36

amt good luck to you you deserve it ,

[amt] 28/11/2024 19:24

Jasper Is that the case even if significant information not in public domain ?