Bango Share Discussion Threads

[lentjes] 20/3/2024 15:25

Are we sure bad, I thought this was all about the disappointment of the BoD not knowing the detail and under delivering on expectations not a bad set of results for the year in general, let’s not forget the connection to the global tech leader that cannot be named was complete in the summer of last year with first launches expected in H1 this year, this in itself could be be significant

[amt] 20/3/2024 14:40

We know what the results will look like, bad, let's hope they can give us contract news at the same time.

[vespasianthesubguest] 20/3/2024 12:32

Just get the results out already, the waiting is killing me

[amt] 20/3/2024 10:38

I reckon Boku is cheap having turned their business around in the last 18 months after a poor acquisition.
I wouldn't be surprised to see it with a billion market cap in 3 years or so.
So Bango...

Good day for Equals by the way

[lentjes] 20/3/2024 10:16

So Bango revenue is 55% of Boku revenue and has a market cap of 1 7th of Boku, albeit Bango have incurred the Docomo integration cost and invested heavily in their DVM offering which if as stated are one off costs and will massively reduce in the coming year this would indicate either Bango is significantly undervalued or Boku is significantly overvalued

I would be happy at middle ground being reached over the next 12 -24 months

[lentjes] 20/3/2024 09:26

Well let’s hope there are no further negative surprises in the Bango results

[amt] 20/3/2024 09:23

Looks like a weak day today. Perhaps people selling and buying Boku.

[amt] 20/3/2024 09:14

Boku up 12% now after results which we already knew about after earlier trading update. It shows the inefficiency in the market.
Boku has added 100m to market cap in a month which is more than Bango’s total 80m market cap.
Yet there were no surprises in Boku’s numbers.
Glad I bought there before latest big rise.

[lentjes] 19/3/2024 12:32

Raymondo has previously stated at a share price higher than we are today that with his and Anil’s share holding along with supportive long term investors he was confident of fending off any low ball attempt to take Bango out, let’s hope he still has the energy and the support of the long term investors for a fight if required

[jasperlachat] 19/3/2024 12:23

Vesp; this place used to be equally as quite until we all did our bollloxx (on paper).

[amt] 19/3/2024 11:34

I think its market cap is more like 7 times larger than Bango.
At this rate the growth in its market cap in one day could exceed Bango total market cap. It needs to go up a further 6% today to achieve that to about 2 quid.

[amt] 19/3/2024 11:30

Boku had a big setback with its ID acquisition but since it didn't work out and it sold it things have got back on schedule. In the last 6 months the opportunities have grown enormously so perhaps interest will pick up again.

[vespasianthesubguest] 19/3/2024 11:15

I checked out the Boku chat. Can't believe how quiet it is compared to this

[jasperlachat] 19/3/2024 11:08

Boku market cap now x 5.5 of Bango! Happy to back the tortoise here.

[lentjes] 19/3/2024 10:28

Bango have a strong presence in Asia and if they can crack the Asia market with their DVM technology then this has the potential to dwarf the US market

[amt] 19/3/2024 08:40

At the time Boku floated turnover was 24m and Bango 3m.
So Boku turnover up nearly four times and Bango up 15 fold or 10 fold excluding Docommo.
Boku have also made acquisitions.
Boku now looking to double in next 3 or 4 years. No reason why Bango can't.
The Boku business demonstrates the importance of EUS which underpins the business and provides the opportunities to build further income streams. Both around the 10 billion per annum mark now.
Boku also mention eyeballs and opportunities from that in advertising although very early days. It will be interesting to see what Bango have to say about that opportunity given what we have discussed about Audiens.

[lentjes] 19/3/2024 07:50

Yes, looks like a good set of results and lots of cash, interesting that Boku don’t appear to have pre announced the results day unless I have missed something, happy to be corrected but if not maybe Bango will follow the trend and just drop the results without notice

[amt] 19/3/2024 07:39

This from Investor chronicle article a few years ago when Boku listed. Interesting comment about Japan.
Of course with Docomo acquisition puts Bango in an even stronger position in Japan. Bango has certainly grown much faster than Boku since then.

Boku has greater scale than rival Bango – despite being mature – along with a specialised platform, and intellectual property, with 73 patents granted so far. However, while Bango’s revenues are significantly smaller than Boku’s, IC buy tip Bango has a strong direct carrier billing relationship in place with Amazon Japan, Amazon’s third-largest market, and has been working on global expansion. Shares in Bango have more than doubled during the past 12 months.

[colinroberts] 19/3/2024 07:32

With their cash position it almost seems a no brainer for them to go for Bango...

[amt] 19/3/2024 07:21

Terrific results from Boku and a very exciting outlook. They expect to grow at about 30% per annum and so the medium term target of doubling revenue in the medium term, looks like three years.
I expect them to be a billion pound market cap company by then.
Bango has the same opportunities in different Geographies so no reason why they can't do the same.

[amt] 18/3/2024 15:21

With the digital subscriptions market expected to reach nearly $600 billion by 2026, the DVM™ remains a pivotal solution, simplifying the pathway for telcos and other resellers to tap into the expanding consumer appetite for Super Bundling

Ten times bigger than DCB market so huge opportunity and Bango are the leaders with DVM

[a1canary] 18/3/2024 10:19

Oof, Wetherspoons Cambridge - that’s desperate times!

[amt] 18/3/2024 09:52

Looks very strong still