Bango Share Discussion Threads

[amt] 20/5/2020 07:47

Thanks IC777 I have often heard Bango quote the remarkable effectiveness of Bango Boost but have never really thought of the true scale of its effectiveness and what it could mean to Bango. Its an amazing business model that Bango have and surely its current value is just a fraction of where it could end up. I can't remember the size of the market overall for apps or what the potential of EUS could be.

[ic777] 20/5/2020 07:25

That is what it means I think..looks like Bango is really gaining traction and Telcos are choosing them because of their full suite including data crunching and marketplace...but not sure how this translates to profit...on another note, marketplace looks like it has some interesting new audiences such as those focused on casinos/sports etc.

[amt] 20/5/2020 07:17

Mobile operators relying on Bango Boost data typically increase revenue by 20-40 percent, with some achieving growth of more than 70 percent.

What exactly does this mean
For example if EUS is 1billion does that mean it's adding spend value of 200 to 400m. Surely that cannot be correct. That seems such an enormous amount that if true and Bango take a decent share of that would increase Bango revenue enormously
Plus it would make using the Bango Platform a no brainer

[ic777] 20/5/2020 07:11

Good news...Google play with some big telcos

[ic777] 20/5/2020 07:10

hxxps://polaris.brighterir.com/public/bango_plc/news/rns/story/w91g5gx

[weblinkman] 19/5/2020 18:26

CEO in 2019, now EXEC Chair increased his shareholding.

[lentjes] 19/5/2020 12:07

As I said II’s staying firm with most increasing. Since 31st December 2019 Cavendish have sold down by approx 514k although these and more have been scooped up by the likes of Hargreaves, Odey & Lion Trust with the net effect the II’s now hold a further 200k shares between them since end December . If you compare the April 2019 holding to the April 2020 holding the II’s have increased their holding by just over a million shares between them which for a closely held share is in my opinion a strong vote of confidence

[egrid1] 19/5/2020 11:28

The stakes have hardly changed, other than NHN taking the stake.

As of 30 April, 2020:
LIONTRUST ASSET MANAGEMENT: 11,176,633 (15.06%)
ODEY ASSET MANAGEMENT LLP: 8,779,949 (11.83%)
HERALD INVESTMENT MANAGEMENT: 8,589,600 (11.58%)
HARGREAVES LANSDOWN ASSET MANAGEMENT: 7,506,001 (10.11%)
MR RAYMOND ANDERSON: 6,608,725 (8.91%)
MR ANIL MALHOTRA: 3,973,271 (5.35%)
NHN CORPORATION: 3,515,500 (4.74%)
CAVENDISH ASSET MANAGEMENT: 3,491,422 (4.70%)

As of 30 April, 2019
LIONTRUST ASSET MANAGEMENT: 11,119,316 (15.79%)
ODEY ASSET MANAGEMENT LLP: 8,745,927 (12.42%)
HERALD INVESTMENT MANAGEMENT: 8,689,600 (12.34%)
MR RAYMOND ANDERSON: 6,572,816 (9.33%)
HARGREAVES LANSDOWN ASSET MANAGEMENT: 6,244,184 (8.86%)
MR ANIL MALHOTRA: 3,982,371 (5.65%)
CAVENDISH ASSET MANAGEMENT: 3,682,840 (5.23%)


As of 29 June 2018
LIONTRUST ASSET MANAGEMENT: 10,761,036 (15.34%)
HERALD INVESTMENT MANAGEMENT: 8,959,600 (12.77%)
ODEY ASSET MANAGEMENT LLP: 7,125,188 (10.16%)
MR RAYMOND ANDERSON: 6,572,816 (9.37%)
HARGREAVES LANSDOWN ASSET MANAGEMENT 4,669,566 (6.66%)
MR ANIL MALHOTRA: 3,982,371 (5.68%)
CAVENDISH ASSET MANAGEMENT: 3,267,840 (4.66%)
HARGREAVE HALE: 2,931,675 (4.18%)
INFLECTION POINT INVESTMENTS LLP: 2,850,139 (4.06%)
KILLIK & CO: 2,153,229 (3.07%)

[weblinkman] 19/5/2020 10:53

You can see the Institutions growing their stakes here:
hxxps://bangoinvestor.com/aim-rule-26/
WLM

[lentjes] 19/5/2020 07:47

Normally we get 40% increase in H1 EUS and the remaining 60% in H2. Maybe this year as a result of the outbreak and associated lock down then the resulting impact on the economy in H2 we may see a reversal of the trend

Also good to see the big IIs staying firm in their holding with most increasing as er the updated Bango web page

[amt] 19/5/2020 07:05

Yes although it would be a remarkable achievement to achieve doubling under the circumstances and an incredibly bullish system.

[stentorian] 18/5/2020 19:24

Maintaining the doubling of EUS should see the half year equate to last year's full year with roughly half the overhead.

[amt] 18/5/2020 18:58

I couldn't work out why the last deal didn't get the share price moving. Still a long way to go in the months and years ahead

[johndoe23] 18/5/2020 18:44

When I saw simon thompson article, I thought 140p by end of week. Might revise that...0-)

[stentorian] 18/5/2020 14:35

I liked this comment from Simon Thompson: "Ahead of further likely contract awards, I am upgrading my target price from 150p to 200p. Strong buy."

[amt] 18/5/2020 14:19

Presumably Simon Thompson has met or Zoomed if that's a word with management

[red5] 18/5/2020 13:20

Just goes to show doesnt it anyway .....Chimers is f~#£30

[johndoe23] 18/5/2020 12:17

Upgrades and also strong buy recommendation

[metis20] 18/5/2020 12:16

ST (IC) upgrades from 150p to 200p (26 minutes ago)

[egrid1] 18/5/2020 11:59

Simon Thompson upgrades today target now 200p

[septblues] 18/5/2020 11:09

SS1 - good point - let's move on

[amt] 16/5/2020 08:01

red5. Please don't go down that route. No matter how stupid or annoying somebody is let's try and keep an element of kindness in our souls. Of course if he did get the Coronovirus I would wish him well for a full recovery but we shouldn't need to ask that question.