Bango Share Discussion Threads

[simonsaid1] 24/4/2017 15:46

If you're just using charts then no wonder you came to such a strange conclusion. Read some analysis of the company itself (Investors Chronicle, Proactive Investors etc). Technical analysis/chartism is always sketchy, but with AIM stocks it's truly utterly useless.

Also, if you're using data to make observations, you should have seen the small free float/share pool for this stock which means small imbalances in trades can cause large share price changes when expressed in % terms.

Apologies for any impoliteness, but we get this a lot on AIM boards - technical analysis junkies who know nothing about the companies they talk about making 'predictions' that betray a total lack of knowledge on the company on which the investor is speculating. They cause unwarranted panic for no more reason than they've 'identified a double-cross retracing Tesla curve pattern with a double twist entering its third trimester double-spike regression' etc etc.

[acefromspace] 24/4/2017 15:45

Still a hold for me. What's changed?

[deuchar] 24/4/2017 15:21

Simonsaid I'm an interested observer and my comment is based on the chart

[simonsaid1] 24/4/2017 15:17

... for any particular reason? Or are you a chart follower trying to profit from a short position?

Nothing to see here, the share price has grown hugely in recent weeks and there's some profit taking going on as many of us are sitting on substantial gains. I chose to sit tight since the company is in fantastic health and should hit £2 this year. It is still a Buy according to Simon Thompson, too.

[deuchar] 24/4/2017 14:32

These could go under a pound.

[lentjes] 21/4/2017 07:00

What I meant to finish with was that however should the India DCB announcement have a material impact on market expectations either positive or negative Bango would be duty bound to announce this to the market.

Let's see

[lentjes] 21/4/2017 06:49

Bango are very cute in their outlook in their annual report in that they have always announced a large pipeline of activations ( normally 100 plus)where in reality they only activate a handful of these each year which is understandable in that each activation takes several weeks and Bango do not have unlimited resources. I also think this is a sensible approach in that whilst the Bango platform has been tested to 2B EUS a steady increase in actual EUS is the correct implementation of the business model and risk approach.

This also gives Bango the gift to pick and chose which activations they announce to the market which these days are normally related to new markets where they want to raise the Bango flag providing any one activation does not materially affect market expectations of at least 100% growth in EUS.

Looking further at the India DCB in that prior to the announcement DCB was only available to 1% of national subscribers (post paid only) and that Bango could not forecast when the announcement would be made or the outcome to allow pre paid subscribers access to DCB I doubt any material income from India has been included in this years growth forecast. How this decision will impact the Bango EUS growth if at all will only become known in the coming years.

[amt] 21/4/2017 06:40

Probably a good strategy of keeping success low profile and continue to build the business rapidly without fuss. Makes it less noticeable to the opposition. I have seen so many companies make a song and dance and ended in dissapointment.

[simonsaid1] 20/4/2017 21:46

I think they're holding back on RNS simply because the company is in a growth phase signing significant contracts every few weeks. There would be fatigue from too many RNS. I'm gutted I can't buy more shares right now while we're trimmed from the profit takers. The most recent investor presentation slides aluded to a large number of contracts in negotiation, and we have seen that was true already since then and doubtless many more to come. My favourite stock in my portfolio, and in its own way one of the simplest investment cases.

[lentjes] 20/4/2017 21:21

Further update on India DCB

In summary I think BANGO are in the box seat with their API platform and all payment options & low cost base and can kill the opposition so the call is should Raymondo should issue a RNS regarding the India DCB announcement or sit back like the silent assassin and tickle his tummy in joy.

hxxp://www.medianama.com/2017/04/223-carrier-billing-india-2/

Any views apart from Jeza AKA Rubberbullets

[lentjes] 19/4/2017 19:43

rubberbullets

Never in so few words have I known a shorter demonstrate such a complete lack of understanding of a business model you hope (although I would think by now praying) will fail

Well done son, you win the award for fool of the day and that's even considering Jeza's performance in the HoC's.

[lentjes] 19/4/2017 18:25

Just in

If I read this correct I think this is good news for Bango as they now have access to pre paid subscribers in addition to previously announced post paid of which the article mentions pre paid is 95% ( approx 170m subscribers with Idea alone) of the Indian market and in any case Bango have all payment systems including wallets covered. Sounds like an App developer moaning that he will only get 17.43% which is better than zip as he is forgetting without the alternative payment methods in places like India there would be no way a selling his content.

Have I read this correct and any views ?

Also the Idea / Google carrier billing model gets a mention

hxxps://www.medianama.com/2017/04/223-india-direct-carrier-billing/

[simonsaid1] 18/4/2017 22:16

I asked Simon Thompson, he reckons it was just more profit taking and people hurrying to crystallise their gains from recent weeks. I bought more and Simon Thompson retains his 200p target price. Bango remain a fantastic company and there's nothing materially different, so full steam ahead as far as I'm concerned.

[simonsaid1] 18/4/2017 13:34

Well I bought more! Seems a great opportunity.

[deuchar] 18/4/2017 13:25

That as well

[rubberbullets] 18/4/2017 13:11

lots of stops being hit

[deuchar] 18/4/2017 13:03

someone is lightening their position ie taking profits

[simonsaid1] 18/4/2017 09:46

Yikes! Anybody know what's going on with the stock price this morning? No news anywhere and stock price is on the floor. Bizarre.

[lentjes] 14/4/2017 09:02

Just followed the attached link to the Bango careers page and they are looking to take on 9 new tech positions

Also interesting in the summary of Working at Bango halfway down the page it states the following

Bango is growing and has achieved success worldwide, but the best is yet to come !

Happy Easter to you all


hxxp://bango.com/careers/

[transhoneyqueens] 11/4/2017 04:10

MMX the next big boom stock

[lentjes] 10/4/2017 14:11

New activation

Viva on their own may not appear a big fish but they are part of the STC Group (Saudi Telecom Company) who as well as having the largest number of subscribers in Saudi also have a large foot print beyond the Saudi borders

hxxps://news.bango.com/2017/04/10/viva-bahrain-enhances-google-play-direct-carrier-billing-with-bango-platform/

[lentjes] 08/4/2017 05:39

New MSW10 / Xbox activation with Turkcell announced late yesterday who have 35m subscribers in Turkey and 70m group wide. Nothing to say this activation is with Bango but good to MS increasing DCB availability.