Bango Share Discussion Threads

[stentorian] 30/1/2018 10:17

It is very simple.

Slide 6 of the presentation is titled "The Market Opportunity".
Point 1 - "Smartphones take online commerce to 7 billion humans" It is not Bango contacting these 7 billion humans - it is the number estimated to have a smartphone. As a smartphone user it is an opportunity to Bango.

The world population maybe 7.5 billion (the graph shows it as 8 billion) - but that includes babies and babies don't have smartphones, hence the difference between world population and smartphone humans.

[haozhen] 30/1/2018 09:45

HEY YOU SAY:
I see in the slides that they are in contact with 7 billion humans. Are they in contact with anybody else?

YOU KNOW BGO IS VERY SERIOUS ABOUT IOT - SO WE KNOW THEY WORKING WITH MANY DEVOCE MAKER AND THERE LOCAL NEYBOUR IS ARM / SOFTBANK - IOT IS IN THE SLIDES.
I THINK THAT IS TEH MEANING _ GADGETS

[lentjes] 29/1/2018 18:45

Article on the Bango twitter account

Bango active in all leading markets

[amt] 29/1/2018 16:19

Dont understand some of this stuff. Has the business model chamged. They dont mention Direct carrier billing that much but it seems to be all about advertising.

[j777j] 29/1/2018 16:08

Thanks for the slide show.Am more bullish than ever on this and still think the share price will surprise to the upside as further positive newsflow develops during the year re new contracts,partnerships and EUS.

[nimbo1] 29/1/2018 14:51

on good volume too

[nimrod22] 29/1/2018 14:50

220p by end of the day?

[lentjes] 29/1/2018 13:55

Also from our partner MTN last Friday

[lentjes] 29/1/2018 13:50

Microwsoft have updated their DCB activation list for Windows 10 & Xbox on Thursday last week to include T-mobile with 6m subscribers in the Czech Republic

Nothing to suggest this is with Bango

[j777j] 29/1/2018 11:47

As a trade I see an easy 50p plus to be made in a fairly short timeframe.

[nimrod22] 29/1/2018 10:54

I see in the slides that they are in contact with 7 billion humans. Are they in contact with anybody else?

[leading] 29/1/2018 10:30

I asked Bango for access to the strategy day slides.

They are here:



Apologies if the hyperlink needs editing, I haven't figured that out.

[nimrod22] 27/1/2018 17:37

Not sure that he stated end of 2017 for the 300p.
His comments on 29th August 2017 were; "In fact, with the exit run-rate of end-user spend processed through Bango’s payment platform hitting £300m at the end of June, up from £195m at the start of the year and well on the way towards analysts' year-end exit run-rate of £352m, the likelihood of Bango achieving run-rate break-even in the fourth quarter is well underpinned. I maintain my 300p target price and rate Bango’s shares a buy".
For those who have sold out at around 260p top,there now appears to be another bite at the cherry on the next run up in share price.
Simon T does get things wrong, there's been a few, who doesn't, Warren Buffet buying into Tesco's etc.
There's money to be made here in BGO either buying now on the dip, maybe holding longer term, or just catching the ride up and down with some buying and selling despite directors taking a few liberties en-route with cheap buy-in prices. Let the dice roll and have some fun....

[simplesimon1] 27/1/2018 14:53

Is this the same Simon Thompson that forecast 300p target by end of 2017?

[bookbroker] 27/1/2018 14:48

He would, but he is no less in the dark than everyone else holding this stock, it has a superlative rating on the basis of increasing the volume of business through its platform, but what exactly are they generating in revenue and is it showing a material improvement to warrant such valuation.

[zimbtrader] 27/1/2018 11:16

Don't panic folks! Simon Thompson is still positive and now rates them a buy at 200p. Just 2 days after he rated them a buy at 217p...

;-)

[lentjes] 27/1/2018 10:18

Lesson 2 research your investments

[simplesimon1] 26/1/2018 23:37

By the time of “the strategy update” the market for Bango had already gone bang. The investors who backed the company going into last years growth period and who paid the salaries got burned really bad. Anderson and Malhotranot did well and I guess that is what counts.

[j777j] 26/1/2018 12:24

You clearly out of your depth.You need therapy.

[slicethepie] 26/1/2018 11:39

Pretty clear none bothered to attend the strategy update.....

[j777j] 26/1/2018 11:13

Extraordinary tantrums and hissy fits on here.
Can only guess from short term punters playing with borrowed money.
The more cash the co has is better for all investors.

Buy tantrums and sell the euphoria.

Co is in an interesting space at an interesting time.