Date | Subject | Author | Discuss |
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20/6/2025 07:23:02 | BGO discuused here by the 2 P's 22:30 |  missmimz | |
18/6/2025 18:08:22 | looks like AI generated stuff to me - yay its all great despite the fact they said they would make profst then delivered losses. Hey ho topline growth / gross margins and ebitda are fine. Lets not mention continued large exeptional costs - continual large share based payments , increasing finance costs , intangibles still increasing - ie more spend than being w/off.
this summary is living in an alternate world where as long as you grow sales ebitda and margins nothing else matters - nice fantasy stuff. |  rmillaree | |
18/6/2025 16:38:01 | Good data based summary of Bango PLC: |  weblinkman | |
16/6/2025 09:02:47 | Interesting discussion of BGO.L here: |  weblinkman | |
13/6/2025 16:27:56 | amt who would ever have thought it all those years ago ,I haven’t seen my friend yet to ask him about bango let’s hope he’s changed his mind ,have. good weekend , |  alangriffbang | |
13/6/2025 15:45:08 | Yes Alan, Boku is buying its own shares and is valued at 8 times Bango. I think Boku is also cheap. Boku is buying its own shares. |  amt | |
13/6/2025 15:18:39 | amt hi there funny isn’t it BGO gets the news and BOKU gets the biggest rise, gold is doing well ,GGP is going very well hope your ok , |  alangriffbang | |
13/6/2025 15:02:37 | thanks guys. Why wouldn't you want to be named? I mean, it's a very public product offering |  vespasianthesubguest | |
13/6/2025 14:34:54 | As said, this is all about the ramp up. It's worth noting that they said they had signed 6 new DVM clients in 2025 before this one and they had only announced 2 of them, so there's 4 others who didn't want to be named. |  6gr | |
13/6/2025 11:31:07 | I imagine its going to take a year or so before everything is in place and revenue starts to be generated. So 2026 is shaping up nicely. |  amt | |
13/6/2025 10:57:49 | So what does this mean now for the T1 trading update and forecasts? I presume they wouldn't include any forecasted income based on deals not yet confirmed of course, so previous numbers we've been given on their very short term forecasts, wouldn't have included this deal. So I guess we can expect them to be able to forecast in the projected revenue from this deal over the next year or two, and that would make the T1 look ahead much better? |  vespasianthesubguest | |
12/6/2025 11:05:04 | Nice foothold! |  vespasianthesubguest | |
12/6/2025 10:18:34 | Yep new territory for DVM but even more significantly potentially an easy entrance/expansion into Korea for content providers. So much potential here! |  jasperlachat | |
12/6/2025 09:59:26 | AND
Translate the KT one and its clearly very "2 way". KT brining KR merchants to Bango DVM as well as into KR. |  weblinkman | |
12/6/2025 09:44:01 | Nice contract win - no numbers announced though...Share have jumped on the back of this. |  paulisi | |
11/6/2025 13:34:03 | thanks weblinkman. It all sounds good doesn't it, but we'll just have to wait for these indications to materialize in the numbers for proof! |  vespasianthesubguest | |
10/6/2025 15:12:17 | New Report out. |  weblinkman | |
09/6/2025 11:49:26 | Completely agree 6gr. There is some very favourable trends in the results, which derisks the probability of success. The headcount at 180 will be a huge saving, no Frankfurt data centre and sailing on the success of Verizon subscriptions roll out. Confident that 2026 will be the year of profits, just a shame 2025 will be loss making and cash flow negative. Doesn't seem to be much that can stop 2026 being a profitable year though and markets are forward looking. New client wins from now on should drop to bottom line. Just need some new institutions to get on board. |  adtraderuae | |
09/6/2025 10:11:56 | There's a few new very positive bits in the announcements/videos, that haven't been really highlighted. 1. The growth chart of subscriptions under management is really encouraging, especially the organic element 2. The Verizon target for their subscription base ie 50% of customers to be on their bundling product 3. Staff numbers, which will have fallen from around 360 after buying Docomo, down to 180 at end-25.
I agree that it's still a hold, as it'll only re-rate when the cash profits are really clear, but the built-in reductions in costs and increases in sales, make this look great for the future. |  6gr | |
09/6/2025 09:21:22 | No demand even at these depressed levels....Company has lost all excitement after brutally resetting those unrealistic broker targets last year. Profitability (probably very small) in 2026 now, with more exceptional costs to come. It's a long hold unfortunately and clearly some shareholders think there are better opportunities around for next 18 months. I'll hold mine, for now anyway. |  adtraderuae | |
07/6/2025 05:41:58 | Youtube of the Investor Meet:
0:00 Introduction 2:10 Bango business mode 11:22 FY24: Financial review 26:45 DVM opportunity 33:48 Investing for the future 40:26 Outlook 47:35 Q&A |  weblinkman | |
06/6/2025 16:27:09 | Apparently they won't be or it's unlikely anyway |  amt | |
06/6/2025 15:50:04 | Boku will be knocking on the door shortly. |  jasperlachat | |
06/6/2025 14:24:13 | I think that the Institutional investors will take time to digest, but would hopefully see the details today and explanations as positive, so may influence support for the share price
Good Korean news and some positive results for H1 in 6-8 weeks time might trigger the next steps upwards (though likely small). |  6gr | |
06/6/2025 14:09:55 | I couldn't resist buying a few more. It occurred to me the imminent Korean announcement might boost the price so didn't want to miss out |  amt | |