Bango Share Discussion Threads

[amt] 08/4/2024 07:40

Results confirm no more unwanted surprises.
The opportunity for DVM is enormous and that is where the future is.
Audiences to be used in DVM but joint venture wound down.
The worst is over so should expect a steady recovery in the year ahead.
I think the Financials should have had more to say about the impact of Fx in numbers rather than comments. Plus the inter Co loans issue is unclear, now in reserves whereas they previously mentioned it hitting p&l.

[18bt] 08/4/2024 07:35

Some pretty strong statements from Chair, CEO and CFO should I think reassure the market. Looking forward to watching the body language at the 10am presentation.

[weblinkman] 08/4/2024 07:35

Web links:

RNS
hxxps://polaris.brighterir.com/public/bango_plc/news/rns/story/w1k0eex

Annual Report
hxxps://bangoinvestor.com/wp-content/uploads/2024/04/Annual-report-FY23-Interactive.pdf

[dr biotech] 08/4/2024 07:29

No further docomo surprises…

[kaos3] 08/4/2024 07:23

no comments after 15 min... wow

it sounds very good to me on the surface - growth. to be able to see the reality beneath - costs, cash situation ... i will have to read it all

outlook did not given me the answers in an easy way ....
tech companies always give numbers of growth in contracts

but rarely net cash/ebitda etc

which is of the same importance

[74tom] 08/4/2024 07:19

Wow, those accounts are awful, balance sheet looks incredibly weak. This looks uninvestible at first glance but will post some more detailed analysis later on.

[parob] 08/4/2024 07:19

Bango has delivered a strong first quarter, sustaining good momentum and growing in-line with the plan. We reiterate our guidance for the full year.

[s34icknote] 05/4/2024 17:53

Pick a few up this pm

[vespasianthesubguest] 05/4/2024 15:59

I spoke too soon! :) As you say, encouraging buying! Have a good weekend all!

[parob] 05/4/2024 15:13

Some encouraging buying today showing confidence ahead of the results on Monday.

[amt] 05/4/2024 14:45

Already fully loaded. Just hope the outlook is reasonable on Monday, we already know what the approx results look like. Can't imagine the share price falling from these levels in any event.

[vespasianthesubguest] 05/4/2024 13:01

All quiet on the western front going in to next Monday it seems in terms of share price movement clues. If they can restore some confidence and no more hidden surprises we should be bagging a nice increase from now going into 2025 anyone buying at these levels! I'll be taking full advantage of barclay card's interest free money transfer this month a buy a load! Fingers crossed.

[amt] 29/3/2024 07:56

Let's hope so.

[lentjes] 29/3/2024 06:08

Whilst the seller appears to pause and then take advantage of any up tick in the share price it does indicate once they are out we should see blue sky, we also maybe seeing investors taking advantage of the depressed share price for off setting tax at year end,

It will be interesting to see what happens to the share price next week ahead of the results the following Monday 8th April which now fall in the new tax year, if the Bango BoD are feeling bullish with Q1 and use the results day to also provide a trading update and evidence the missed targets are in fact a one off then you can see the market pilling in and with PI’s armed with their new 20k ISA allowance the share price could see a major recovery

[jasperlachat] 28/3/2024 17:10

Happy Easter all - this time next year……….

[adtraderuae] 27/3/2024 08:35

Seller is quickly back to absorb the buys......

[amt] 27/3/2024 08:20

Looking strong again and a much thinner market so not much selling anymore

[vespasianthesubguest] 26/3/2024 09:43

thanks Lentjes. Always appreciate the commentary.

[lentjes] 26/3/2024 06:24

With the 2023 full year results pushed into April this gives the BoD the opportunity to update investors and issue a TU for Q1 2024, let’s hope they take it

2024 Q1 Revenue US$ 10-11m (taking account low seasonal billing period) with some further cash burn so US$ 2.75m cash in bank

[lentjes] 25/3/2024 14:41

It would appear for some time there is a relentless seller and a happy taker as though the share price is trading at pre agreed price around 99p, if it moves up it gets knocked down, in a similar way it appears to get supported if it drops below, maybe Larbey was hinting in his Proactive interview that he had been notified there was one of the II’s going to off load their entire stock which he was off the opinion it was an over reaction and a great opportunity for a new investor to enter the game, it may now be the new investor has been found and agreed to take the stock around 99p and maybe they also need to get the deal done before 8th April ahead of any reaction on the results day whether up or down thus the increase in trades, I do think once the seller has cleared their stock we will see an uptick

[vespasianthesubguest] 25/3/2024 12:19

I think i'll blow my entire bonus on this when i get it mid year. Swing trade of year.

[lentjes] 25/3/2024 10:45

I see the Webinar @ 10am on Monday 8th April is down for only 1 hour, I would think the Q&A session alone would take this time and more

[amt] 25/3/2024 10:39

Yes better than late on a Friday before a Bank Holiday.

[jasperlachat] 25/3/2024 09:57

2 month close period on RA’s share purchase - then Easter. Couldn’t really be any earlier than the 8th.

[vespasianthesubguest] 25/3/2024 09:47

I was betting on this Thursday but hey ho!