Bango Share Discussion Threads

[lentjes] 26/6/2017 12:39

Microsoft have updated their DCB activation list on Friday last week with a raft of legacy activations removed and Base & Proximus added for Belgium.

Whilst I have nothing to support this I suggest Proximus is at least another Windows 10 / Xbox in the bag for Bango and although this would appear to be just be a switch from the legacy activation the revenue possibilities from Xbox are far greater than the old Windows Phone Store.

Maybe at last Microsoft are getting their act together and we will see many more Windows 10 / Xbox activations in the coming months.

[kaka47] 23/6/2017 16:07

I never said I don't like bango I love what they are doing I just think valuation is bit high for me to invest right now maybe if the price stays around these levels or drops by Xmas I am a buyer:)

[smallcapinvestor1] 23/6/2017 11:42

https://twitter.com/bangodotcom/status/878189445467357184Lots of hiring at bango. Exciting times as they continue to ramp the platform and expand globally with new offices.

[kaka47] 23/6/2017 11:16

simonsaid1 - 22 Jun 2017 - 14:08 - 1334 of 1347 - 1Lol think how much cash he has lost with all these doom predictions. Since his doomsaying we're up, what, 20% now? Hilarious.Fast growing company with tons of new contracts including Amazon, as well as Google and Vodafone and countless others. You are the worst troll ever, lol.Please give me stock tips so I can do the exact opposite and make some good moneySIMONSAID1...YOU WANTED A STOCK TIP so I gave you big sofa technology

[kaka47] 23/6/2017 11:07

You wanted to know now you want to report make up your mind

[kaka47] 23/6/2017 09:47

So if we apply the same ratings as bgo big sofa technology will be close to £2 Current price 25p

[kaka47] 23/6/2017 09:44

Person who wanted to know my share BIG SOFA TECHNOLOGY BSTonly capped at £14 million growing over 200% for last few years Plenty of cash will become profitable next year forecast to grow even faster signed deals with Ipsos P&G SSI

[kaka47] 23/6/2017 09:39

Person who wanted to know my share BIG SOFA TECHNOLOGY BSTonly capped at £14 million growing Plenty of cash will become profitable next year over 200% for last few years forecast to grow even faster signed deals with Ipsos P&G SSI

[amt] 22/6/2017 18:41

I am surprised anyone bothers to answer Kaks47. He has nothing useful to say so please just ignore him.

[simonsaid1] 22/6/2017 16:32

Try reading this, to understand why Amazon Japan is so transformational for Bango:

hxxp://webcache.googleusercontent.com/search?q=cache:6MxP2lj6cloJ:www.paymentscardsandmobile.com/japan-ahead-europe-direct-carrier-billing-penetration/+&cd=1&hl=en&ct=clnk&gl=uk

'Internationally the leader in DCB, particularly for physical goods, is Japan. Since the start ofGlobal carrier billing revenue 2015 vs 2020 the 20th century, Japan and the wider far-east has developed into one of the most technologically advanced regions in the world. High levels of advancement are evident more than anything else in mobile, with Ovum estimating that the Asia Pacific region makes up well over half of global DCB revenue with a multi-billion dollar worth.'

[simonsaid1] 22/6/2017 16:28

If you're not a short seller, how are you this naive? Do you not understand how forward P/E works for growth companies? If you really don't then sorry for shouting, I guess.

Given the scale of contracts Bango is signing, including Amazon Japan which you STILL haven't acknowledged (come on man!), the low cost of operations (they have nearly finished recouping the huge cost they paid years ago to build out infrastructure to handle all these new deals - how neat is that), the market is still valuing pretty conservatively.

If you mainly trade main market I can see why AIM P/E ratios might look unlikely. But evaluating a business in early growth is a very different activity to an established one that can't move as fast.

Spend some time reading about the Amazon Japan deal (including 2 carriers KDDI and NTT Docomo which are 3/4 of the entire Japanese cell market!). Amazon Japan does around $10bn of revenue a year. Even a small slice of that is enormous for Bango. And this is Japan, where direct carrier billing is totally normalised into the culture.

All this while over 200 other contracts are being negotiated for new deals elsewhere. You are seriously undervaluing and underestimating this company.

But that's fair, if you want to make bad investment decisions feel free. But stop posting things here which are simply incorrect and betray a lack of understanding of the company and the sector. Otherwise we will assume you're a day trader/short seller, and you will get a rough time from all of us.

[kaka47] 22/6/2017 16:16

I am not a short seller all I am saying is this no way in a million years bgo should be capped at over 100 million, to justify this kind of valuation at this stage bango should be making minimum £3 million profit.

[kaka47] 22/6/2017 16:09

Next results will trigger collapse

[lentjes] 22/6/2017 15:53

kaka47s ring just got another 4.9% hotter, burn baby burn

What you gona tell the folks back home lol

[simonsaid1] 22/6/2017 15:47

What? Revenue here comes from every transaction and is proportional, so end user spend is the only thing that matters. The cash burn rate tells little as this is in rapid expansion mode, but profitability is now very close and they've been very explicit about it. EUS is going through the roof, and that's before the Amazon Japan deal started, which of course you don't mention. Because you're a scumbag short seller.

The expectations they refer to are seen in every results release and in many columns in the press. I'm not going through RNS's for you.

You're very bad at this.

[kaka47] 22/6/2017 15:37

Jam tomorrow producer Bango (BGO) has served up a ramptastic RNS'S again and again distinguishing itself by missing out all of the metrics a sane investor would want to know about. In short there are lots of ramptastic verbage but not one of the key metrics punters might need to make a rational decisionAnd so on the subject of vanity (sales) we are told, er, nothing at all. Instead we are told that "annualized End User Spend (EUS) is up massively LOL So that is customer spend not revenue. "Margin remains in-line with Bango and market expectations". Right so what is that. Mug punters why should Bango actually tell you what that means? Sell sell SELLHYPED UP GET OUT WHILE YOU CAN

[simonsaid1] 22/6/2017 14:08

Lol think how much cash he has lost with all these doom predictions. Since his doomsaying we're up, what, 20% now? Hilarious.

Fast growing company with tons of new contracts including Amazon, as well as Google and Vodafone and countless others. You are the worst troll ever, lol.

Please give me stock tips so I can do the exact opposite and make some good money.

[kaka47] 22/6/2017 13:57

Correction overdue

[kaka47] 22/6/2017 13:49

Please can someone tell me how many shares were in issue 5 years ago......

[kaka47] 22/6/2017 13:47

Over hyped and burning cashRevenue just 2.6 million Market cap 100 million Get out while you can

[deuchar] 20/6/2017 12:47

Hi simonsaid this does seem to be a little gem and totally overlooked-thanks for your sensible comments

[hamidahamida] 20/6/2017 07:56

Diamonds are forever Simon