Bango Share Discussion Threads

[simonsaid1] 20/7/2017 11:35

... Have you not read any recent RNS's?

[isaready] 20/7/2017 11:03

guys, rollout is one thing, traction is another.

What evidence do we have they have finally increased their turnover and are moving towards something sustainable.

[simonsaid1] 20/7/2017 10:47

Simon Thompson just upped his price target to 300p due to the Amazon deal, and there's plenty of speculation about that Amazon will roll out Bango to other territories in time. Japan was an ideal testbed as DCB is so normalised there (fascinating to read about their mobile-based commerce culture), but I'd be very pleasantly unsurprised to see Bango in Amazon India (amazon.in), China (amazon.cn), and Brazil (amazon.com.br) for starters.

There are also many more new contracts in the pipelines, last time they said around 200, which may have gone up or down since. So there's still plenty of feedstock for growth here and plenty of space for additional premium-to-book in the share price.

[bookbroker] 20/7/2017 10:30

Feel the same about SPD., Ashley knows what he is doing, does anyone else!!!!

[bookbroker] 20/7/2017 10:29

Remember four years and counting back this stock where it is now, made a reasonable turn on it and sold, but saw the potential, since then it's like been in nomansland, but bought a few earlier in year around 90p, and sold 120p av., but off course they are now scaling up and the hard graft of investment appears done for now, dounno what the potential reward is, that's why I am reticent!

[bookbroker] 20/7/2017 09:50

I keep reading about the way cashless transactions are the way forward, certainly not in the UK, it is part of our culture to pay cash in many circumstances, many folk have no credit rating and therefore cannot have a credit card or direct debit phone arrangement, they have to use phone cards, pay for gas, electricity in stores, paying for goods via your phone bill is another nail in the coffin for the global debt! I have invested here, years ago and earlier this year, sold out, watching again but been in Wand., Bgo, looked at Tap., three cos. with explosive share price in 2017, fascinating stuff! On the LSE there are not many pure tech plays, so these three provide much excitement, but I still believe a general correction around the corner, been saying that for years but cheap credit and a few mega caps driving the US., all crazy stuff against massive global debt, but who really cares, it's all about now and screw tomorrow!

[hamidahamida] 20/7/2017 09:15

Sky is the limit

[simonsaid1] 20/7/2017 09:15

The latter. Bango has been hilariously undervalued for some time and Simon Thompson just pointed this out in the Investors Chronicle, so people are getting on board. New price target from IC is 300p and company in great health, plenty want in it seems.

[amt] 20/7/2017 08:51

Whats going on here ? Takeover ? Realisation of the potential ?

[lentjes] 20/7/2017 03:47

We have not had much news flow from Bango on Samsung DCB activations in the last year or so but hopefully the TIM Italy activation with 30m subscribers is another one in the bag for Raymondo and the team and the start of Samsung picking up the pace.

hxxps://www.telecompaper.com/news/tim-samsung-reach-carrier-billing-deal--1204606


Also I'm not sure how much cash is generated from the Samsung App store for Bango but I have always thought the Samsung deal was far more than just the App store and more about the IoT and all the connected devices as per attached article.

hxxps://www.mobilepaymentstoday.com/articles/samsung-king-of-the-iot/

[simonsaid1] 19/7/2017 10:31

'isaready' you might want to troll elsewhere. Last results were not 'poor', which you probably already know, but you're hoping some investors won't go and check for themselves and will instead sell. Why are you bothering to short a company like this? There are far more speculative and delicate stocks on AIM, this is a profitable and well-run company who keep signing enormous deals with giant companies.

I will be monitoring all of your posts and debunking them as needed. Your type are not welcome here.

[lentjes] 19/7/2017 10:29

Thanks smallcap

It would be nice if Bango could do a similar deal fro Boku as with BilltoMobile and migrate all the business into the Bango platform without additional resources being required

[smallcapinvestor1] 19/7/2017 10:16

Lentjes i doubt that very much. These dcb payment processors must remain independent of the app stores otherwise they would not be able to process payments for other app stores and in this case other apple competitors.

[lentjes] 19/7/2017 10:02

Smallcap

Whilst I hope you're correct if that was case would it not be better for Apple just to buy Boku ?

[isaready] 19/7/2017 09:41

when is BGos year end and what do we expect the turnover to be as last results are poor. I wonder, has the company finally make its mark for its service.

[smallcapinvestor1] 19/7/2017 09:41

Apple is rolling out dcb with boku. But boku is in trouble having failed to raise sufficient interest to ipo. Failed to raise funds required. Having a massively bloated payroll and a compared shareholder register. I've always thought it is inevitable that boku and bango will end up as one. What seems likely now is that bango will drive this in their own time and on their own terms at some stage. The other possibility is that Apple will move their business from boku to bango.

[lentjes] 19/7/2017 09:16

On the subject of Apple as from yesterday ( although the Apple web page has not been updated )you can also add Hutchison Hong Kong to the Apple DCB activations.

hxxp://www.irasia.com/listco/hk/hthkh/press/p170718.htm

Whilst not confirmed officially its almost certain that Bango & Hutchison have a global deal for Windows 10 / Xbox DCB but nothing to suggest they have the same deal with Apple.

[lentjes] 19/7/2017 09:02

mark-jm

That's the million dollar question, although there have been rumours that Bango and Apple have been talking my view is that Bango are focused on the android operating system at this time although you can not rule it out that they are working together behind the scenes, Boku have been linked with Apple but again nothing official from either side.

If it is announced that Bango are working with Apple then the share price would certainly move further north.

If you want to see which MNO's have activated DCB with Apple try this link

[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.