Bango Share Discussion Threads

[j777j] 26/1/2017 10:35

Chartwise could be about to head towards the 143p/150p level.


Gla

[smithless] 26/1/2017 10:33

I have been a shareholder for the last 7 years and yes I have top slice along the way. The analytics software has been available ever since Bango came to market ie trends, customer behavior and i personally don't think the current update is much more, if anything. As for breakeven, I have lost count how many times we were going to get to that point.

My problem with the company is the constant fund raises it has made and failed promises. Another fund raise will be on the way - guarantee that.

Sorry to sound so bit and twisted, but the RNS today annoyed me, but I live in hope by 2020 it may start making a profit.

[j777j] 26/1/2017 10:03

"Bango Boost v1 achieved significant success for operators by focusing on the causes of friction in payment routes. It increased basic transaction success rate by between 20% and 40%, and sometimes more. Bango Boost v2 expands on this, providing stores and merchants with comprehensive data analysis, including benchmarking performance against the wider market."Clearly the company feels this could again boost transaction success rates. v1 increased success rates by sometimes more than 40% and the co clearly believes v2 could build on that, which will lead to sharply higher revenues.I still see the shares hitting 200p this year and the possibility of a bid.Gla.

[lentjes] 26/1/2017 09:23

Guys

Totally agree and I have full faith in Bango going forward

Still don't think this warranted an RNS and if it did why not get one of the big boys to make a statement to which the market would take note instead of a 2 bit company

As I said its more about promoting Psonsr than Bango

[aleman] 26/1/2017 09:07

If breakeven comes in Q3 instead of Q4, profits for the next two years could be £4m and £10m, rather than the forecasted £3m and £8m. The market cap is not demanding for a company that will lose money this year and make £8-10m in 2019. It could easily be double if the market had confidence in forecasts. I think 70p was too cheap. The current price seems more around where it probably ought to be.

% of revenue/EUS falling was said to be down to securing a better than expected number of large contracts. If more smaller contracts are signed, it is expected to rise again. I'm quite happy with the revenue margin staying at 1.8% if it is because they continue to win lots of big contracts

[smallcapinvestor1] 26/1/2017 09:02

This is a major new product launch for bango and completely worthy of an RNS. We want newsflow and the company has obliged.Bango boost version one was I think a fairly rudimentary system which alerted stores and merchants when and why transactions were failing. For instance when a users transaction limit was below the cost of the most popular items in the most popular game. The MNO could raise the limit to allow the customer to buy the particular item.This version adds more market wide analysis and benchmarking so as they have stated it will increase end user spend even more.The comment above about revenue falling as a percentage of eus is incorrect. The revenue mix is currently shifting with platform fees falling and being replaced by eus revenue. Platform fees have now almost gone and therefore this shift is almost over. The only important metric is eus margin which at 1.8% is very high and holding steady for now.We should all expect over time this will come down.The share price has been strong because the clever institutions have been increasing their holdings because they recognise that a tiny British but global leading fintech with a dominant platform that connects the biggest tech companies in the world with hundreds of millions of end users had the potential to make them multiples of their money.Enormous barriers to entry and operating in a segment that is showing exponential growth.Can anyone on this board see the age of the app coming to an end? Or is it more obvious that increasingly our lives are becoming more and more integrated with the apps we use and rely on for more and more of our daily lives. Think about all the mundane jobs you used to do that you now use apps for.Think about amazon echo and the smart home and smart car going forward. Everything will be connected and and apps will be at the centre of it all.We will be living our lives with apps and there is a very strong chance that bango will be the company processing the Payments for a large number of us around the world.The investor day on Monday is another reason for the strong share price as it will be the moment that bango will explain to us how they intend to open up the platform to other payment mediums. PayPal, credit cards etc.

[smithless] 26/1/2017 08:41

As a long suffering shareholder, all I can say is end user spend will have to reach £300m + before it breaks even. You will see % of rev to EUS is falling, so that figure could be higher. It up 68%!!! in the last 30 days and has got well ahead of itself IMHO

[aleman] 26/1/2017 08:26

I put the recent spike in the share price down to the good growth metrics shown in the update of two weeks ago that confirmed things were on track and even hinted that breakeven might be in Q3 rather than Q4.

[smithless] 26/1/2017 07:35

With regards to today RNS, I thought V1 was already doing what it says V2 will do. The company has always had an analytic side to the business monitoring customers spending habits. I'm not sure this warrants the recent spike in the share price and as Pokemon Go (RIP) contributed a significant % of revenue in H2 2016, 2017 may not see the growth hoped for IMHO

[j777j] 24/1/2017 13:39

If the share price clears 115p I am looking for 143/150p as the next stop.Gla.

[lentjes] 24/1/2017 10:05

Forgetting the recent share price movement and volumes in January the latest update on major share holders on the BANGO Investor page dated 31st December indicates that the II's took advantage of the drop in share price between the 11th October high of 114p and the December lows of mid 60s to up their holdings with Lion Trust, Hargrave Hale & Cavendish increasing and minimal reduction from Inflection and Sneller.

Shareholder: Number of shares (% of issued share capital)
LIONTRUST ASSET MANAGEMENT: 11,155,924 (17.12%) Increase 142K
HERALD INVESTMENT MANAGEMENT: 9,281,267 (14.24%) No change
ODEY ASSET MANAGEMENT LLP: 7,088,000 (10.88%) No change
HARGREAVE HALE: 3,519,000 (5.40%) Increase 228k
INFLECTION POINT INVESTMENTS LLP: 3,095,139 (4.75%)reduced 40k
MR RICHARD SNELLER: 3,025,000 (4.64%) reduced 25k
CAVENDISH ASSET MANAGEMENT: 2,517,033 (3.86%)Increased 391K

[smallcapinvestor1] 23/1/2017 17:36

Massive volumes today too. Personally I am excited. This move and the investor day coming up. The future is bright for us lot.

[smallcapinvestor1] 23/1/2017 17:34

Bango shareholders are so cool.Shares up 13% and looking to move to new 52 week highs and no one says a word, until now!!

[johnma] 23/1/2017 10:50

Harvard Business reviewhttps://hbr.org/2017/01/fintech-companies-could-give-billions-of-people-more-banking-optionsAlso check out VIP

[j777j] 23/1/2017 08:14

After many false dawns,the market is understandably asleep on this company.Having said that, the stockmarket is like the fashion industry where almost overnight out of favour becomes must have and vice versa.Gla

[geraldus] 22/1/2017 13:31

Thankyou for all your groundwork Lentjes,certainly looking more positive here. GLA.

[lentjes] 22/1/2017 10:10

Its now official

The Google Accepted Payment Methods now confirm Carrier Billing available for both Vodafone and Airtel in India



With over 300m subscribers it would be great news if this is with Bango and I would expect a further push on the SP

Lets hope we get a RNS this week confirming this is with BANGO

[sharesevents] 19/1/2017 15:10

Promotional post - The Growth and Innovation Forum will show you how to take advantage of new investment opportunities in technology stocks and funds. Come and see Rachel Elias-Jones, CFO – Bango and 20 other companies present at the Growth and Innovation Forum on 31st January 2017 at Business Design Centre London. Find the next stock market ‘winner’. Satellite Solutions Worldwide +79%, CyanConnode +43%, Instem + 44%, Summit Therapeutics +32% and XLMedia +46% all attended last year. Click to register to attend for free

The other companies also presenting Jaywing, RedstoneConnect, Blancco Technology Group, CloudCall, Frontier IP Group, CyanConnode, Bango, LoopUp, CityFibre, TP Group, AJ Bell, ANGLE, Legal & General UK Alpha Trust, Defenx, Instem, WANdisco, Collagen Solutions, Avacta, One pm Finance, Cenkos Securities and Mirada.

[lentjes] 19/1/2017 08:51

Windows 10 & Xbox one DCB activated in Austria with Three @ approx 3.6m subscribers.

Bango did launch Windows DCB with Three UK in June 2015

Good chance this is again with Bango and if so are Three the major MNO mentioned in the September report. Three are owned by Hutchinson

[amt] 18/1/2017 20:50

Margin seems to have gone up a bit in latest numbers if I recall correctly.
Sort of company that could become multi billion if growth goes exponential or could fisel out. Signs are very encouraging though so its one of my potential 10 baggers.

[nimrod22] 18/1/2017 20:28

Simon T's tip as mentioned above by Markie7, mentions the possibility of 200p share price this year.

[j777j] 18/1/2017 15:22

Strategy DayBango will host a Strategy Day in London for investors on 30 January 2017. It will provide the opportunity to meet Bango's management team and to learn how Bango is capitalizing on its investment in payment technology to grow market share for its customers through the power of the Bango Payment Platform. Hopefully this will show Bango is about to become a serious global player.