Bango Share Discussion Threads

[lentjes] 25/5/2020 10:57

amt

I have a feeling we are ahead of the curve

[amt] 25/5/2020 07:16

If things continue on current trajectory to give 2.2 billion EUS for current year then by December EUS will be running at 3billion annualised and by December 2021 6billion annualised.
1 billion generates cash positive just. So if. 0.4% revenue is realistic then that's 20 million in cash. At that pace a pe of 50 is realistic. Arm was at 100 on its way IP. That would give a forward market cap of 1billion. I see that as possible in a couple of years especially if the marketing revenue kicks in which I have not taken into account. DYOR no advice

[alangriffbang] 22/5/2020 14:51

I have to eat my words ,the post has been delivered today after all ,Simon certainly has given it a very good write up and makes it a strong buy ,my broker at invest direct also rates it as a strong buy ,let’s hope it comes good this time ,

[alangriffbang] 22/5/2020 13:27

On average they deliver to me three times a week ,nothing today and if they don’t deliver tomorrow it will be Tuesday again ,no good complaining they won’t do anything ,

[18bt] 22/5/2020 13:05

Off topic - given how low COVID infection rates are, I don't understand why the Royal Mail is still up the creek - but it is here as well. But then they did fire their CEO last week ...

[alangriffbang] 22/5/2020 08:58

Bango AGM listed for today ,hope we learn more ,

[stentorian] 21/5/2020 21:48

AGB, Good point.

[alangriffbang] 21/5/2020 21:30

Stentorian ,last weeks IC didn’t arrive until this Tuesday , the post is completely up the creek ,

[volsung] 21/5/2020 16:35

Sorry. Wrong board

[volsung] 21/5/2020 15:55

Been watching some rimming videos to pass the time.
Why do women do that? It can't just be the taste.

[stentorian] 21/5/2020 15:54

ST's column in the IC will hit the doormat tomorrow.

[amt] 20/5/2020 20:29

Bango continues to offer lots of promise and continues to deliver at phenomenal speed as EUS doubles every year and now generates cash and profits. The continued rapid global rollout continues showing tremendous success in the commercialisation of its market leading software.

[metis20] 20/5/2020 14:00

Adjusted EBITDA* for the full year was positive at £0.45m (2018: -£0.87m)

· Cash at 31 December 2019 was £2.69m, an increase from the cash position at 30 June 2019 of £2.25m

above from Final Results for the year ended 31 December 2019 -

[gerihatrick] 20/5/2020 13:04

the more telecoms providers sign up the more telecoms providers will want to sign up! They will generate extra revenue in their participation, the better/more extensive the data and the better the targeting!

[amt] 20/5/2020 10:55

They are now making profits or at least generating cash. Its been about land grab and getting Bango established as a market leader and that takes time and money plus many years of developing complex software and gaining experience and expertise to implement it. The cost base is more or less fixed so now is a turning point where any extra revenue falls straight to the bottom line. With exponential growth profits and cash will come through quickly now.
Plus the new source of revenue from marketing just starting we don't know how big that can grow. It's a bit like an early Google in that respect.

[return_of_the_apeman] 20/5/2020 10:31

Thanks Geri

[gerihatrick] 20/5/2020 09:38

If you google Progressive Equity Research Equity it is all there. You have to sign in but it is free access. They cover it well.

[return_of_the_apeman] 20/5/2020 09:06

Wondering what the revenue sharing agreements look like here or more likely costs per transaction

I currently don't understand why they have not made a profit so far

Has anyone got any projections to hand, if not I will do a bit of digging

Thanks in advance

[amt] 20/5/2020 08:36

Did you see Easyjet got hacked and a couple of thousand of credit card details seem to have been accessed.
With carrier billing there is no security risk. Somebody would have to steel your mobile. If its password protected then no problem.

[return_of_the_apeman] 20/5/2020 08:34

What a fantastic rns, hopefully some traders will look to take profits, which will enable me to buy my first batch on any dip

Fingers crossed

[red5] 20/5/2020 08:21

lets hop so Amt....good momentum building

[amt] 20/5/2020 08:15

Bango have been working with Google and importantly with Amazon for some years. Can you imagine the opportunity on physical goods aswell which is hardly touched by direct Carrier Billing at this stage.
Market cap has reached a nice round 100million
My next target is 1 billion over the next five years.
Based on doubling EUS every year and Audiens starting to deliver.

[red5] 20/5/2020 08:12

so working with google how big is that ??? Is'nt that major?

[amt] 20/5/2020 08:10

I think global carrier billing is about 40 billion per year expected to be 170 billion by 2026

Bango are doubling every year so must be rapidly gaining market share, mind you that's the telcos outsourcing more and more.