Bango Share Discussion Threads

[mark_jm] 19/7/2017 08:34

whats the relevance of this technology to Apple? Could it be aligned to Apples App store at some point, or is Apple going its own way?

[j777j] 19/7/2017 08:08

As Bango solidifies its global leadership position,I really do see Asos style share movement and £10 to £20 a share over the next 5 years or so.One for bottom drawer.

[lentjes] 19/7/2017 07:08

Morning amt

Absolutely agree and we have been here a few years now, link to an old Ovum report from 2016 attached which gives the market overview and potential value of DCB


hxxp://info.ovum.com/uploads/files/Carriers_could_capture_$142bn.pdf

[amt] 19/7/2017 06:40

Still early days in the story though.

[isaready] 18/7/2017 15:51

not watched these in ages , a mistake I see, seeing these 50p to now £2.

[nimrod22] 18/7/2017 14:06

Does the American market have much effect on the BGO share price??

[kaka47] 18/7/2017 13:32

Well and truly broken out

[nimrod22] 18/7/2017 13:03

ST of IC has upped his share price tip from £2 by another 50% in an online post today

[gersemi] 18/7/2017 12:53

Tipped by ST in the IC

[nimrod22] 18/7/2017 12:51

Why not!!!!

[smallcapinvestor1] 18/7/2017 12:42

Why the big move up, anyone know?

[lentjes] 18/7/2017 09:43

Raymondo in Sau Paulo tonight ?

Long way to go for a speech or maybe on holiday and just popping in ( I think not)

Brazil is the next big market to target and we are yet to hear what our guy Fernando Dias has been up to since his appointment in October last year as Bango's head of Latin America based in Sao Paulo.

Maybe a deal to be signed



hxxps://news.bango.com/2016/10/18/bango-makes-key-hire-to-lead-latin-american-operations/

[smallcapinvestor1] 12/7/2017 16:02

https://news.bango.com/2017/07/12/viva-kuwait-upgrades-google-play-carrier-billing-to-the-bango-platform-to-stimulate-growth/Another migration to bango

[smallcapinvestor1] 11/7/2017 19:46

Worth mentioning this update is ahead of cenkos current forecasts and if it stays that way there could be an upgrade at the sept interims. Really things here could not be going better.

[amt] 11/7/2017 13:13

May be a glass completely full analysis. If Bango got to 50m net income it would be growing like a train and so pe of 50 plus would be easily justified. ARM was on pe of 80 when its potential became clear. Pe of 80 would be 4 billion. Truth is like Brexit nobody knows but like Brexit we can speculate it might be great or it might be a disaster. I think with Bango we can eliminate the disaster scenario now and its just a question of how big can it get. They have prepared a system capable of dealing with at least 5 billion EUS at 1% margin thats 50m

[simonsaid1] 11/7/2017 12:13

Because the company is growing exponentially and the contracts it is winning are becoming more and more enormous in scale. Amazon Japan is widely suspected to be a test (in a well-developed DCB market) before global rollout across Amazon territories.

Then consider the deals with Google and Microsoft, and the global shift toward DCB especially in developing nations. It is extremely difficult to accurately value Bango right now, but I am prepared to pay above current levels for stock as I believe in the long run this will either become enormous, or be acquired by somebody.

If acquired, the deal would need to be appealing to Bango who are successful and have a working business model, so would need to add a significant premium to current MCap. If not, the deal won't happen. One of my other stocks (MMX) is in a similar position and currently dealing with takeover approaches - this really does happen.

[mjcrockett] 11/7/2017 12:12

amt may have been rather enthusiastic with his "billions" of market cap. However, if Bango were to be able to keep their annual costs around the £5 million mark then profits could exceed £40 million (if EUS continues to double YOY) in 4 years time and for a growing company with a p/e of 20 odd then a market cap of ONE Billion would be possible. Is that what you meant amt?

[mark_jm] 11/7/2017 11:19

why does 50 m income = billions of market cap?

[hamidahamida] 11/7/2017 08:53

CashCash on 30 June 2017 was GBP5.6m compared with GBP5.7m on 31 December 2016, due to reduced cash consumption as revenue increased, and improved receivables during the first half.On the verge of profitability people

[hamidahamida] 11/7/2017 08:31

My worry is big Predator will buy bango

[hamidahamida] 11/7/2017 08:09

Impressive

[amt] 11/7/2017 08:07

Yes looking good. Cleared the way for a major longterm upgrade. 5 billion EUS equals 50 million plus income and billions of market cap. At current growth rates only 4 years away.