Bango Share Discussion Threads

[vespasianthesubguest] 24/3/2024 11:14:19

@weblinkman - thanks.

[amt] 24/3/2024 10:11:51

Malcom, that's as maybe but I don't understand your conclusion. Although past share price performance and future performance have some correlation I dont think its safe to conclude that it can be used to make investment devisions without taking into account other factors. I am describing how the market has valued these companies and in my view got it wrong. At some point this should correct. Fonix may well perform very well in the future but I would be surprised if it trebles in value in a couple of years time but I think that is more than possible for Bango.
Fonix doesn't have the opportunities ahead of it that Bango has being a global company.
You may think Fonix is a better investment going forward than Bango but only time will tell.

[lentjes] 24/3/2024 08:15:47

Maybe Bango should take a short breather on their way to world domination and build the balance sheet

Results will need to come this week if they are to stick to their financial diary posting, miss this and they will spook the market further

[malcolm caton] 24/3/2024 07:51:35

My holding in FNX is up 69% ,my holding in BGO is down 18% .I know which I prefer!

[amt] 24/3/2024 07:37:39

Interesting also to compare Bango with Fonix another carrier billing company.
They are growing much more slowly than Bango and Boku but are more mature and producing good profits and dividends rather than going for all out growth.
The market values them at 260m over three times Bango.
If Bango decided to just go for profits and cut back on growth and investment they could be at double the profitability of Fonix.
So Bango should be valued at a much higher market cap than Fonix.
When comparing the two in terms of scale you have to look at GP rather than turnover because of the definitions they use.
Fonix is predominantly UK and Bango global.
Pe ratio of Fonix is 26.
The UK market only seems capable of valuing companies making profits whereas is clueless at using imagination and looking a couple of years into the future.

[weblinkman] 23/3/2024 09:39:50

Visit hxxps://bangoinvestor.com/rns-feed/ and there is a popup "Subscribe for updates"

[amt] 20/3/2024 19:48:13

Results will be published here.
When I say the results will be bad, I mean the trading update was dissappinting so perhaps better to say good but disappointing.

[vespasianthesubguest] 20/3/2024 17:26:04

thanks 6gr.

[6gr] 20/3/2024 17:05:14

It'll be released on the London Stock Exchange website. I subscribe to Research Tree and they send me alerts on stock I'm following, both news and any research. Costs me £8 per month to get research on 3 stocks, but there is a free version (without any research).

[vespasianthesubguest] 20/3/2024 16:56:51

where do you guys normally go to see the full results? You keep checking their website or you get emailed? I don't think I'm on the list actually.

[lentjes] 20/3/2024 16:14:42

Let’s hope they can still stand by the numbers and have not uncovered further unexpected costs either past or going forward and also re confirm they don’t need a raise

They also need to come clean with regards Deep and what happened

If they are going to pre announce the results then they’re running out of time to get this out in March and Easter short 2 weeks not the best time for releasing results

[vespasianthesubguest] 20/3/2024 16:00:28

Yeah it's the commentary I'm interested in now and reading between the lines

[6gr] 20/3/2024 15:35:55

They've already said what the numbers will be with the Trading Update (other than EUS). All we'll get is a lot more detail and hopefully a better explanation of the last minute adjustments they already announced.

Ideally they'll also add some more positive news about what has happened so far in Q1 '24.

[lentjes] 20/3/2024 15:25:59

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 14:40:36

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 12:32:46

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

[amt] 20/3/2024 10:38:39

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 10:16:27

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 09:26:20

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

[amt] 20/3/2024 09:23:31

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

[amt] 20/3/2024 09:14:59

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 12:32:53

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 12:23:35

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

[amt] 19/3/2024 11:34:25

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 11:30:57

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.