Bango Share Discussion Threads

[kingbarolo] 21/5/2018 07:26

Boku’s focus on DCB narrows their scope considerably - their technology doesn’t enable the use of diagnostics. Doubling of EUS very promising and maintaining margins through the provision of diagnostics also very promising. Outlook good as far as I can see!

[amt] 21/5/2018 07:18

Thanks. January is a long time to wait.

BOKU are much more than Apple so there is an overlap although not sure how big the threat is. BOKU has a much bigger share of the overall market according to eus which makes the Bgo claims to be the biggest operator seem rather odd to me.

[kingbarolo] 19/5/2018 12:34

Many thanks for taking time to give observations. All good, it appears! Enjoy hols!

[lentjes] 19/5/2018 11:57

jerihatrick

Thanks for taking the time to post your observations from yesterday

All appears on track and now waiting for the next trading update in July

Have a great holiday wherever your going

[gerihatrick] 19/5/2018 11:03

Firstly-this AGM was brief and procedural. Secondly-Progressive has done an update summary since their 7 February and the figures are amended. I have now yet reviewed that. I feel that attending the Strategy day is in January is a better forum to gain an update on things and I will plan accordingly

Several comments-everyone seemed quite relaxed with developments. Ray had just returned from Italy and the communication with Audiens is going well as they match up their platforms. He was then leaving to head to the Far East.

There was a feeling that the Cambridge Analytica issue had had a negative impact them-irrelevant but both companies in Cambridge and BGO is also into data analysis.

The relationship with Amazon in Japan is going fine/even better than expected

EUS is expected to double or more. Some of that EUS will be at a lower fee but the upside is that it provides more extensive data which creates better analytics -and generates fees to make up for that

I asked about BOKU as a competitor-they are very focused on Apple-only 10% of the market and are narrowly focused on DCB only rather than wider use of information. BGO is agnostic across android/Apple.

India; Nigeria and Ghana-mobile wallets popular and Telefonica is a key player in Latin America. They are in discussions with 38 mobile operators.

I was re-assured by the comments but need to spend more time on the Progressive notes and to attend the Strategy Day in January. Now on holidays for 2 weeks!

[gerihatrick] 18/5/2018 21:20

No...it was very procedural and short. They were happy to have a Q and A afterwards. Will provide a brief summary over the weekend

[kingbarolo] 18/5/2018 15:26

Pretty sure AGM is this afternoon - possibly still going on!?

[smallcapinvestor1] 18/5/2018 15:24

Nobody went tothe agm today?

[nimrod22] 18/5/2018 13:18

Is there a live feed for the AGM?

[smallcapinvestor1] 18/5/2018 09:34

More consolidation in the payment processing sector with paypal buying izettle. Should be seen as a positive read across.

[simonsaid1] 09/5/2018 11:37

I have spoken at length with a few people at Bango very recently including Ray Anderson. They are acutely aware of the need to start talking about recent EUS figures and equally as important, the deals they're currently engaged in, and some that have already happened but can't yet be publicly disclosed. As I understand it the ability to discuss these publicly is not always under Bango's control.

It was made quite clear to me that they are looking to make announcements as soon as they're permitted to do so. I have accordingly been position building in recent weeks as I expect plenty of publicity over the summer, especially from the AGM onwards. The share is at a low point right now relative to recent years and even a modest recovery would make buys down here very lucrative for investors.

[kingbarolo] 09/5/2018 11:03

Looking at the charts, last year's AGM (24th May) was the catalyst for a very sharp move north in the share price Here's hoping!

[red5] 09/5/2018 08:10

This share has to go up in my portfolio nursing a 33% drop in share price since I bought

[lentjes] 08/5/2018 13:32

Unless anything in the deal has changed its now not long to wait until the 222m Vodafone subscribers move over and join the existing 212m Idea subscribers already accessing Google Play Store via the Bango Platform.

[gerihatrick] 07/5/2018 10:47

I plan to go to the AGM in Cambridge at 2 pm on the 18th. Any questions people would like asked? Cheers.

[red5] 03/5/2018 20:14

this has been such a drag on my portfolio only sucker not seem to be moving up oh well will have to stick with it i guess.

[nimrod22] 02/5/2018 09:09

That's my top slice back in, not quite at 156p as hoped, but a 11.6% gain will do.

[lentjes] 02/5/2018 06:24

Whilst nothing to say this is related to Bango on Monday MS activated DCB for Windows 10 / Xbox Down Under with Optus who have approx 10m subscribers

[simonsaid1] 01/5/2018 17:06

Heh - quite true - a single chartist here could think he's 'onto something' with a TA theory and dump a considerable number of shares, creating a self-fulfilling prophecy. Ironic!

Anyway, I've done well from Bango over the years buying these dips, so they can go ahead. I have full confidence that the run-up to the AGM will bring news and attention enough to bring the price back up. The free float being so small works both ways!

Right off out to dinner. Take care all.

[simonsaid1] 01/5/2018 16:46

A fair point. The tax element is minimal right now because they have over £130m in tax deductible losses from prior tax years to claim against.

Meanwhile the rate of EUS growth (presently around 100% per annum) means that real cash profit on an annual basis is extremely likely. Is it nailed on? Course not, or the shares would be a lot more expensive! I simply make the judgement call that they have enough growth catalysts and track record to continue this and to declare a maiden cash profit in the new tax year. Google Play migrations alone will cover much of this, along with the growing adoption of DCB for Amazon Japan and the assorted new contracts we saw in the last 12 months which take time to bear fruits.

You clearly disagree and that's fair enough, this is the nature of smallcap investing! I hope you choose the right ones and accrue wealth. We all try to back the right horse.

What I took exception to was the chap applying TA to a share with a low free float, which even seasoned TA people in the forex and indices would tell you is not relevant.

[chimers] 01/5/2018 16:41

No it became EBITDA profitable which as you know means A LOSS.

[chimers] 01/5/2018 16:10

The trend here is clear.
And its not an uptrend.

Enjoy.