Bango Share Discussion Threads

[lentjes] 28/11/2016 15:34

LIONTRUST INVESTMENT PARTNERS LLP upped their holding by 1.6m

That could explain the drop in SP

I wonder who sold or whether this came from the MM's

[smallcapinvestor1] 28/11/2016 15:29

Liontrust upped holding from 9.47m to 11.1m shares. Now above 17%.

[j777j] 28/11/2016 13:52

Gianluca buying shares?

[talkman2] 17/11/2016 08:48

And still the sp,goes down

[lentjes] 14/11/2016 14:22

hxxp://indianexpress.com/article/technology/tech-news-technology/indian-mobile-game-downloads-to-grow-at-58-percent-cagr-over-next-5-years-nasscom-4371354/

[lentjes] 08/11/2016 16:53

Maybe an RNS in the morning ?

hxxp://www.digit.in/apps/google-opens-carrier-billing-option-to-all-mobile-networks-in-india-32383.html

[lentjes] 06/11/2016 10:21

hxxp://www.beacontranscript.com/accessible-google-play-store/7454/

[lentjes] 04/11/2016 16:15

Now this is very interesting in that Etisalat is the first of the Apple MNO's launching DCB already partnering with BANGO and BANGO are kings of the UAE DCB market

[j777j] 02/11/2016 13:14

Healthy pull back from around 110p,a pause on the way to 160p ?

[lentjes] 30/10/2016 07:14

Whilst I fully understand the BANGO business model for DCB ( margin on EUS via DCB = profit) and that there are 4 beneficiaries from the EUS ( App developer, App store, MNO & BANGO )can anybody shed some light on the business model for other payment systems such as Wallets & mobile money all which are now mentioned on the BANGO website and in recent RNS.

[lentjes] 27/10/2016 16:20

It will be interesting to see if they take this back up above 100p or keep it around the 90p area

Time will tell

[lentjes] 26/10/2016 14:05

Lots of positive news flow from the Bango blog / newsroom / and industry awards as well as the general industry on the rise of DCB and additional payment systems that Bango are involved with but still the share price drifts lower

Is this being taken down again as it was in Feb / March ?

Games being played one way or another but hold tight

[lentjes] 25/10/2016 16:20

Hi Hao

Was this the meeting you mentioned and any news from your friend who was on holiday last time you posted

hxxps://news.bango.com/2016/10/25/things-we-learned-at-the-bango-alternative-payments-nexus/#more-2513

[davr0s] 24/10/2016 16:42

Another IC tip heads south - they do have a habit of doing this

[amt] 24/10/2016 12:06

Yes if this takes off it could be a multi multi winner and the risk doesnt seem that great so much cash on the balance sheet and little cash burn going forward. Perhaps there is another small acquisition on the way. The share price seems all over the place the last year so doesnt seem a reliable indicator of what is to come

[aleman] 24/10/2016 12:01

Market cap not much above £50m. Doesn't seem a great deal for a leading company in this sector. Granted, they can't all win but a few of them are set to make an awful lot of money and BGO seems to have cemented its position as the dominant player in a large app store niche. On current/recent trends BGO might make about £3m in 2018 and £8m in 2019. Now that the CEO and Cenkos analyst have said breakeven should be 12 months away in Q4 2017, any slowdown in growth that might jeapordise that would need an RNS. No news is now actually good news. People should be buying on no news as each week that passes is a week nearer rapidly growing profits. Arguably that 200p IC price target and Numis 100p one should increase about 1-2% per week until the news on growth changes.

[blueliner] 24/10/2016 10:10

And to think investors were paying up to 110p for this stock at the start of October.

[lentjes] 24/10/2016 07:53

Taken from 2015 Results

Bango systems are regularly tested to verify that they can comfortably process well in excess of $1Bn/GBP650m EUS per year using the current datacenters, hardware and software that deliver the Bango Payment Platform technology and services. During 2h2016 Bango will confirm that the current architecture can reliably, safely and securely process substantially beyond the currently verified levels, with little or no incremental operating cost.

Question

Due to the fall in the GBP is the capacity of the BANGO Payment Platform now US$1.2 billion or down to GBP500m ?

I have never understood the capacity statement as surely a platform is based on the number of transactions v value and if the value of each transaction changes the capacity either decreases or increases therefore they should state how many transaction per minute / hour etc the platform can handle and then state what they anticipate the average transaction to be for the business model.

Hopefully they announce the outcome of the testing this year as stated above

[lentjes] 20/10/2016 21:33

Extract from H1 RNS

The addition of new DCB routes, especially in countries with large populations such as India has increased the reach of DCB through the Bango Payment Platform to more than 1.7 billion users. Integrations are underway which could expand that reach to over 2 billion once activated.

So

Plus 300m additional users underway ?, was this a hint on another India activation ?

Airtel have 250m users and Vodafone have 200m users in India

It is not easy to break into the India market so as Bango are already active this could be a major attraction to the likes of google and the mentioned MNO's

We should know in the next week or so whether this is another Bango activation

[lentjes] 19/10/2016 18:40

SP held up well today despite the apparent selling !! (although nice 32k buy after hours)so looks like the MM's have it where they want it, Still think the share price rise and drop was contrived for what ever reason and not driven by market forces .

Possible good news on the horizon in that it looks like Google are rolling out DCB with Airtel Vodafone in India soon and as Bango has partnerships with both and has the connection / experience in India lets hope this is another one in the Bango bag

hxxp://mashable.com/2016/10/19/google-play-carrier-billing-airtel-vodafone-india/#F1dnx94T3aq5

[lentjes] 18/10/2016 20:19

Well what a roller coaster since the H1 results and it will be interesting to see if this now settles back down around the 90p level, just shows that even with relatively low volumes although high for Bango the share price can be manipulated either way.

After being in Bango for several years you get used to the MM's playing games and I would not be surprised if we get another holding RNS in the next week or so following a mates share swap.

New appointment today appears to be further progress although you wonder why its taken so long to justify appointing a Head of Operations in South America

[smallcapinvestor1] 18/10/2016 14:57

properly dull thread this week. maybe you all too busy selling stock.

[smallcapinvestor1] 18/10/2016 14:24

Bango Makes Key Hire to Lead Latin American Operations Bango (AIM: BGO), the mobile payments company, announces that it has hired Fernando Dias to head-up operations in Latin America. This is the latest move in Bango’s strategy to expand global support for app store partners. Based in Bango’s office in Sao Paulo, Fernando will drive the roll-out of Bango’s globally successful model for activating carrier billing across the region.

A long-term and high-profile executive in mobile technology businesses, Fernando has played a leading role in the development of Value Add Services across Latin America. He was Chief Executive of Pure Bros, one of the pioneers of carrier billing for mobile content in the region, and most recently won new business for Minutrade, a business focused on mobile customer loyalty.

“Bango partners will benefit from Fernando’s vast experience working in this region,” said David Keeling, Chief Operations Officer at Bango. “We know that Latin America is a region where app stores are very keen to reach more customers, Bango is committed to working with operators and other payment providers to meet that need”.

Bango has a successful history in the region, having launched carrier billing for the BlackBerry app store in 2013 in Chile, Colombia and Mexico, and then the Window Phone and Mozilla Firefox content stores across multiple countries. Last year, the first ever launches of Direct Carrier Billing for Google Play in Latin America were completed by Nextel and Iusacell in Mexico, enabled by the Bango Payment Platform.

Latin America as a continent represents a significant opportunity for the major app stores to leverage carrier billing. With his wealth of local knowledge and extensive network of relationships across operators and mobile stores, Fernando will work with Bango partners to open up access to the full app store experience across Latin America.

Commenting on his new role, Fernando said: “I am excited to be joining the winning app store carrier billing provider. Bango is perfectly positioned to fill the huge gap in Latin America that limits full access to app store content by supporting our partners including Google, Amazon, Microsoft and Samsung, to roll out carrier billing across Latin America.”

About Bango

Bango is the standard platform chosen by leading global stores to deliver mobile payments to everyone. As the next billion consumers adopt their first smartphone and look for universal payment methods, Bango will be there to unlock the world of apps, video, music, games and other content that brings those smartphones to life. Global stores plugging into the Bango Payment Platform include Amazon (AMZN), Google (GOOG), Samsung (005930: Korea SE) and Microsoft (MSFT). Bango also partners with leading payment providers around the world to drive new users and revenues through its industry-leading mobile payment solutions. For more information, visit www.bango.com.

[smallcapinvestor1] 18/10/2016 10:05

loose holders getting shaken out - great buying opportunity IMO