Bango Share Discussion Threads

[spawny100] 10/12/2017 11:16

Interesting article

[spawny100] 10/12/2017 10:21

Been researching and found that there are many other companies offering dcb platforms - a few examples are Megacyst, Centili, HiPay, Intigral, Fortumo (and of course Boku who recently listed here). Are people confident that Bangos platform is as good, or better, than all these others and is gaining traction in new markets at least as quickly?

Another point it seems (as I have mentioned before) that Google Play have their own API for inapp purchases. Am I right in thinking that Google Play are using Bango in some markets? If so then BANGOS system must be better in some way? Perhaps Google will look to take them out before they get too big? Certainly if they expand into dcb payment for web context like chunks of text then they will be competing for Googles ad revenue as well. Interesting times.

[haozhen] 10/12/2017 03:25

I hear by my friend in Mexico about BGO.L has some DCB with NETFLIX or maybe iFLIX - ANY KNOW HERE? Not on www.bango.com at this moment

[spawny100] 09/12/2017 19:14

Charts looking good for a big pop upwards to 300-350 to me

[spawny100] 09/12/2017 14:58

Just been researching micro/nanopayments a little lately because of all the excitement and hype around satoshipay recently. I'm of the view that Bango already have a platform that can cater for this market. Hoping they are looking to push into this market. They already have many of the very biggest guns on board that recent startups can only dream of. I've emailed Ray to ask about any developments in this area.

[lentjes] 07/12/2017 20:02

Not sure if anybody researched the MTN Group in Africa featured in Episode 2 of the MEF feature on carrier billing with Herman Singh MTN Chief Digital Officer talking about working with Bango

MTN Group only have 232 million subscribers across its operations with 62.5 million in Nigeria

[spawny100] 06/12/2017 16:54

Thanks sc. Yes I was wondering that too actually as Anderson has stressed the ability of the Bango platform to incorporate many differing types of payment. I'm sure he is watching cryptos with interest with a view to this in the future.....

[smallcapinvestor1] 06/12/2017 16:49

I don't think these will be a competing payment method for a long long time if ever, but at some point the bango platform might actually cater for cryptos and micro payments and be a beneficiary rather than a competitor.

[spawny100] 06/12/2017 14:30

Anyone have any opinion on satoshipay/cryptos as a potential competitor to Bango/dcb? It looks to me like Bango are an established tried and tested method but will have more and more competition from the likes of the above setup as they become more taken up and widespread. I hold both so it's not a deramp. I don't see Bango losing their edge overnight for sure.

[lentjes] 06/12/2017 14:23

Episode 2

Lots of people in Africa want to pay they just need a method. DCB & wallets the way forward

hxxps://mobileecosystemforum.com/2017/12/06/executive-insights-carrier-billing-global-outlook-opportunities-herman-singh-mtn-group/

[lentjes] 06/12/2017 11:02

egrid1

Thanks for the article and interesting reading.

In relation to 50% of all online payments in Japan going via DCB if this is correct I dare not think of what % is passing through the Bango platform.

5 weeks to go until we get an indication

[egrid1] 06/12/2017 10:22

I am not sure if anyone has linked to the following article:



In particular, recognising that Amazon in Japan has opened up to DCB in recent months, and Bango are providing the DCB service - the following stood out:

In Japan DCB – now accounts for 50% of all online purchases.

I don't recall seeing that figure before. I was aware DCB was popular in Japan, and that Bangos tie up was with carriers that hold approximately 75% of market share in Japan... but I am not sure I have seen previously a figure to suggest that 50% of online ecommerce goes through DCB.

[lentjes] 06/12/2017 09:24

Trading update is normally 2nd week January.

PSD2 comes into force on 13th Jan so we may also get some news on how Bango will benefit and what deals have been done or planned in the trading update

[nimrod22] 06/12/2017 09:06

Is there a date for the next trading announcement/update? January 18?

[lentjes] 06/12/2017 07:24

Maybe BANGO have their mucky paw prints all over this one.

Nothing to say they have but just shows how DCB and IoTs can develope together

[lentjes] 05/12/2017 18:23

Latest article on PSD2 & Carrier Billing

[tradingworldnow] 05/12/2017 13:36

woody if that happens, what will their turnover actually be, and potential profit.

[davr0s] 04/12/2017 18:25

Good old IC tip - as ever up then down lower. They are just a curse on any share in my experience

[mad foetus] 04/12/2017 08:50

It wants to go up this morning. A couple of buys could take us past previous highs.

[lentjes] 02/12/2017 06:51

Latest from MEF



Ps thanks for the tip spawny

[chimers] 01/12/2017 07:54

Afraid Im not happy with this anymore and am going to dump the lot.
Just sayin.

[spawny100] 01/12/2017 07:48

Thanks Lentjes - good find.

(nb if you put a capital H in the hyperlink it will make it live :->)

[lentjes] 01/12/2017 05:19

Nice statement at the end of the attached articles

hxxps://www.vccircle.com/iifl-fund-acquires-51-mn-stake-in-nazara-technologies/

[woodcutter] 29/11/2017 11:51

agreed old chum, you might like to check my figures though

I've messed with it for hours and figure as long as the recorded annualised EUS run rate given in the results is beaten by the actual EUS rate for the following two consecutive periods then the growth model is still valid. Once that begins to diminsh then we are probably beginnning to witness some levelling off of growth.

Personally i think we're a long way off that as other income streams keep coming on line. Indeed I'm beginning to think they outght to be expanding the capability of the platform above £5B

The key thing for me (apart from the chart) for my next addition is the actual EUS this time around at FY17, if, as i hope, that hits above £300m actual EUS. I'll most likely accumulate.

woody

[nurdin] 29/11/2017 09:16

A very useful post there Woody..saved me trawling through all the historical data to see the previous trends..thanks.I suppose my main gripe is that you cannot use annualised EUS numbers as defined to deduce any other financial parameters like revenues etc,it is only a broad indicator of the general trend...if that.I would be much happier if they annualised quarterly numbers which would atleast have some semblance of likely actual outcome.