Bango Share Discussion Threads

[hamidahamida] 13/3/2017 10:14

Full year results out tomorrow

[lentjes] 12/3/2017 14:14

I recall they also said something about not announcing every activation in one of the RNS or maybe Raymondo in one of his interviews and providing they stay within the market guidance then they are within their rights not to say anything.

Any thoughts on March EUS ?

[smallcapinvestor1] 12/3/2017 12:40

They haven't stated it publicly but Ray did say at the investor day when asked about it that they would not be announcing new payment routes or activations any more. It doesn't mean they are not happening though.

[lentjes] 07/3/2017 13:27

Microsoft have updated their DCB web page (attached) and the following have been removed from the legacy feature Windows Phone 8.x and Windows 10 Mobile devices

02 Czech Republic
DNA Finland
Indosat Indonisa
Verzion USA
Vietnamobile Vietnam

Not sure of the relevance to Microsoft commitment to DCB Windows 10 & Xbox and if any of the deletions are as a result of M&As.

[lentjes] 01/3/2017 18:33

Sorry guys & gals I missed Three Austria from the newbie iTunes carrier billing roll out today

As you say simonsaid all good for raising the DCB profile

[simonsaid1] 01/3/2017 10:42

Thanks for these informative posts. It's a shame Apple didn't use Bango, but anything that raises awareness of DCB is a good thing for us. ATB

[lentjes] 01/3/2017 10:24

Apple / itunes carrier billing rolled out in Italy and Singapore as from today



Just to be clear there is nothing to indicate this has anything to do with Bango but is good news for the DCB industry.

[lentjes] 27/2/2017 15:05

2.5m Samsung Galaxy Note 7 phones using Bango payment system being dumped on the emerging market.

[hamidahamida] 23/2/2017 11:03

IMHO £5 million revenue will push us in to cash flow positive territory
And then sky is the limit

[lentjes] 20/2/2017 12:39

Good news for Bango. Total 360m subscribers

The U.K.’s Vodafone and Aditya Birla group firm Idea Cellular are likely to finalise within a month the mega merger deal that will create India’s largest telecom firm, according to sources.

“The companies are likely to announce a definitive signing agreement by February 24-25,” said a source.

“They are almost ready to sign the agreement and should not take more than a month to announce it,” according to another source.

[lentjes] 17/2/2017 15:32

Very few if any shares available and no problem selling. The MMS /IIs have the share price where they want it and are keeping it there for what ever reason but suggest we will find out next week

As stated previously I still think a placing is around the corner but for good reasons.

[simonsaid1] 16/2/2017 18:50

Take a look at the last trade today. Tiny little trade, just £337, yet wiped over 4% off the stock price in a single trade! Bizarre.

[simonsaid1] 07/2/2017 12:31

Forgive me for what may be a stupid question, but I'm puzzled by the trade prices here. All day yesterday and today we've had 95p bid and 100p offer. Yet most of the trades are 96-98p. This is not the mid price, this is the executed trade price. I don't understand!

[lentjes] 03/2/2017 13:39

Looks like Microsoft are withdrawing support for some of the legacy DCB activations with the following no longer showing on the Microsoft DCB web page updated last night

Columbia Movistar
Ecuador Claro
Finland Elisa ( still supported with full Windows 10 & Xbox)
Jordan Umniah

[j777j] 03/2/2017 12:35

Just a pull back ahead of the inevitable assault on the 140p/150p area.A fast moving industry with lots going on and Bango is right up there on the cusp of profitability aftet 16 long years.

[lentjes] 03/2/2017 05:43

Also worth pointing out that Idea are the only MNO in India who support DCB with Microsoft which has been in place since early 2015 although I have not found anything in relation to which DCB provider they are using. If Bango Boost v2 adds the increase in spend as claimed then if Idea are not already using Bango for the windows store and considering the glowing feed back from Idea on the Bango web page you could see a migration over to the Bango platform which would also benefit from the Vodafone / Idea merger

[lentjes] 02/2/2017 17:56

I mentioned the other day that it looked like the merger between Vodafone and Idea in India would result in Vodafone handing over the keys and approx 200m subscribers to Idea and packing their bags. The below link is the latest update and if this pans out as suggested should be great news for Bango leaving us with approx 400m subscribers in India with DCB access to the google playstore.

hxxp://www.firstpost.com/business/vodafones-admission-of-merger-talks-with-idea-cellular-is-an-inflection-point-in-indian-telecom-history-3241680.html

[haozhen] 02/2/2017 16:05

lot of people moving shares around - my surprise thats so - but chance to buy more.
Bango Strong - in good place.

[amt] 02/2/2017 16:00

Probably go to 60 or 70p again if history repeats itself. Anyway will be a good opportunity to buy some more if it goes that low.

[simonsaid1] 02/2/2017 15:42

All working for me! But the stock price has mysteriously nosedived this afternoon.

[lentjes] 02/2/2017 15:35

You would think a teky company like Bango could make sure their new web page was working

[simonsaid1] 02/2/2017 12:41

Simon Thompson posted yesterday in the comment section under his most recent column in the IC:

'Regards Bango, the share price is volatile and had rallied from 86p to 120p in the two weeks after my article was published. Perhaps investors were expecting more from the Strategy day, so decided to bank these hefty short term gains. It doesn't in anyway negate the fact that this is a fast growing company with potential to move into profitability and deliver large share price gains in my opinion. I am happy with my previous analysis, and maintain my buy advice.'

[j777j] 02/2/2017 11:26

After 16 years of hard work an opportunistic bid is always a possibility.

[lentjes] 02/2/2017 09:20

amt

I think the key issue to come out of all this is that the Bango platform is now being positioned far beyond just DCB although DCB will remain the key revenue stream for the next few years

In relation to the Proactive interview title

Were just at the beginning of a really really big opportunity

Which idiot came up with that, do they not realise we are 16 years down the line from the beginning lol

[amt] 02/2/2017 07:42

Lots of flashy slides but nothing new there appart from low cost of going from 2bn to 3bn end users. The slide showing exponential growth in EUS has to be taken with a pinch of salt since there is a big acquisition in there. Is it really 2001 when Bango got involved I recall the model changed radicly a few years ago. If they require more cash not for an acquisition that would be a massive diappointment and let down. I cannot believe that would be the case though.