Bango Share Discussion Threads

[wynmck] 29/6/2020 10:46

it was the 10th July last yr

[johndoe23] 29/6/2020 10:43

Trading update usually end of July. Could be w/c 20th july

[lentjes] 29/6/2020 09:01

I thought we already had the TU when Paul Larbey released his Proactive interview lol

Anyway not long to wait either way

Any thoughts on EUS & cash in bank ?

On any normal year to keep in line with @ least doubling EUS I would expect £1.4 - 1.5m EUS on the basis H1 is a lot slower than H2 (normally 40-60 split), there again this is not a normal year

For cash in bank we had £2.69m @ year end and I expect another circ £2.5m after expenses from the NHN buy in so after some cash burn as we don't have revenue from Audiens I expect cash @ £3m - £3.5m although if EUS has increased significantly from my estimated EUS £1.4 - 1.5m due to Covid-19 any additional EUS spend will drop straight to the bottom line .

There again if revenue from The Bango Marrketplace is starting to ramp up cash in bank could further be boosted.

[amt] 29/6/2020 07:15

I wonder if we will get a trading update this week or will we have to wait until next week. I cannot wait.

[amt] 25/6/2020 10:10

No, it's a huge market but it shows carrier billing is a major opportunity.

[egrid1] 25/6/2020 09:52

Any implications for Bango?

[amt] 25/6/2020 09:50

It's perfect so you can buy on the dips. You cannot really gripe about an illogical share price movement its not in the control of the company. The company has delivered and its certainly not a jam tomorrow outfit. Relax and don't watch day to day movements.

[alangriffbang] 25/6/2020 09:04

AMT this is exactly my gripe about this share ,rises quickly and drops quickly ,if you look back over the years you will seen that this happens every time ,no wonder it’s in my jam tomorrow file ,

[ic777] 24/6/2020 11:05

I have almost zero doubt it will go above 2

[amt] 24/6/2020 10:52

The whole market is down today

[sheriffned] 24/6/2020 10:38

chimers has been placed in a care home in Hedes

[arab3] 24/6/2020 10:22

What happened to chimers, did he end up in a care home in Skye ?

[ic777] 24/6/2020 09:55

Once again exhibiting the same pattern...but if it ends today up then that would be a very bullish sign.

[alangriffbang] 24/6/2020 07:47

JC777 ,I’m with you on this it’s been an absolute horror story over the years ,even now without any news I am sure it will fall back , you need nerves of steel , I’m surprised boku share price is so low ,good luck and keep smiling ,

[ic777] 24/6/2020 07:02

Alot of investors (including myself) have gone through the roller coaster ride of Bango's share price over the years. False starts, disappointments, over-exuberance aplenty over the years. On hindsight, it is true that the industry was very competitive and services were almost commoditised...but Bango's apparent mix of client profiles gives them insights that no other DCB provider has...moreover with the industry consolidating, this should reduce margin pressure...and we will likely end up with a lower cost player with scale like Boku and a data-centric player like Bango...between the 2, I have no doubt which will eventually be more profitable...Bango's share price could be between a dime to even 100 pounds in 5-10 years...wide range of outcomes.

[amt] 24/6/2020 06:28

I am much more bullish than many on this one. It may be irrational exuberance but anything is possible if exponential growth continues for the next couple of years then the 10m cash should be coming through on that timescale. Then add in Audiens and the marketing side

[amt] 23/6/2020 19:25

Sounds like the trading update when it comes will not dissapoint. I have been invested in and out of Bango over the years but it was clear everything was coming together over the last 18 months. I have never been more excited over an investment.

[svenice7] 23/6/2020 13:36

Great podcast Peter, as always.

[mauricemonkey] 23/6/2020 11:27

Translation:

I sold out at the highs, but I missed the bottom - now I need it to head South so I can reload ready for when they show their first annual profit

[bookbroker] 23/6/2020 10:59

I like that above, ‘could be making cash profits of £10mln within a few years’, should be doing that now, this company has so many false dawns over the years it should been sunk by the competition. Wherever that may be! I sold this stock once around £2.80 years ago, it has been a perennial disappointment, share price doing well now, but this is just a roller coaster, which will likely test a pound again.

[stentorian] 23/6/2020 10:25

Thanks mfhmfh,

I think he thinks it is a 1H call rather than one on just Softbank

5:09
"it's an incredible set of results in six months."

Paul Larbey, CEO Bango

Hopefully when he releases these results (10 July last year) we will retest previous 280p highs.

[thewheeliedealer] 22/6/2020 21:12

Hi all,

My mate Peter @Conkers3 and myself did a Twin Petes Investing Podcast a few days ago and part of our discussion covers BGO which I actually bought myself last week. We also chatted about loads of Stocks and as always a fair bit of general Portfolio Management educational stuff. Anyway, if you use Apple, Audioboom, Overcast or Spotify you can find it under the 'Conkers Corner' Channel (you want TPI Podcast 25) and you can find it on Soundcloud at the link below.

I hope you enjoy it and find it useful,

Cheers, WD
@wheeliedealer