Bango Share Discussion Threads

[lentjes] 21/8/2017 17:06

Bango careers looking for 10 new positions with 4 based in San Jose CA.

Busy times ahead


hxxp://www.bango.com/careers/

[nimbo1] 21/8/2017 15:57

well i just topped up with 5000 shares so hope it doesn't test 190's...but choppy markets so anything is possible.

[bookbroker] 21/8/2017 14:36

See it as a buying opportunity, I think it will test the 190's, and I'll be topping again!

[simonsaid1] 21/8/2017 14:30

Preposterous dip, but there are a lot of AIM rainbows to chase right now so I do understand why people are raiding shares like this. Shame though as there are few companies in better health and with more exciting prospects than Bango. Enormously important results on the way and new contracts all the time, and we're about to come into profit. Profit for Bango means more than many other companies, as ongoing operating costs are so low.

[nimrod22] 21/8/2017 13:54

SP starting to look oversold

[bookbroker] 20/8/2017 10:20

Appears this may retest 190p or thereabouts before concerted rise!

[nimrod22] 20/8/2017 09:23

took some profits at the recent peak, but still hold plenty of shares, waiting for the surge to 300p or possibility of becoming a takeover target.

[lentjes] 15/8/2017 16:40

Further M&A taking place in relation to DCB, small numbers but this will be the trend over the next few years as the small guys will find it difficult to compete with the low margins set by Bango

[lentjes] 14/8/2017 16:24

From the Bango web site earlier today although nothing we don't already know and 10 days old.

hxxp://www.rcrwireless.com/20170804/opinion/carrier-billing-tag10

[simonsaid1] 14/8/2017 15:29

Sadly there appear to be quite a few people here doing that and it's preventing the price from rising properly.

Remember that top slicing/free riding may seem attractive, but it kills the effect of compound gains and whilst removing risk, also lessens reward.

GLA.

[markie7] 14/8/2017 15:02

sold half here to get my initial investment back plus a bit of profit. going to run the rest until the end

[simonsaid1] 14/8/2017 10:18

'Kreature' was wrong, as usual, because he is what scientists refer to as 'really stupid' and 'a waste of oxygen'.

[kreature] 11/8/2017 12:26

Should drift down past 207 then 200, so no rush to buy imo

[lentjes] 11/8/2017 11:14

They sure do, with such a small float the share price is extremely volatile both directions.

I'm not saying it will but it would not surprise me to see this finish back where it started or even a blue finish.

Its been several weeks since the last RNS so news can be expected in the next weeks ( Bango normally issue RNS on Mondays / Tuesdays )so you would not want to be out of this at the finish on any Friday.

[smallcapinvestor1] 11/8/2017 11:10

Japan getting bombed might put a few people off using amazon. Although they might buy their nuclear biological warsuits on their mobiles!Joking aside, this will end up being a great buying opportunity.

[nimbo1] 11/8/2017 10:41

they really know how to move this about - guess the threat of war doesn't help!

[lentjes] 10/8/2017 16:44

Not sure how big these guys are but further consolidation taking place

hxxps://www.telecompaper.com/news/tpay-acquires-carrier-billing-provider-dcbegypt--1207596

[lentjes] 10/8/2017 15:19

Simon

I would think any sniff of takeover talks and the share price would fly towards the £4 mark so I would think the takeout price would be nearer to the £5 mark and they would still be getting a bargain considering its taken 16 years to set up and the potential going forward.

At £4 Raymondo would only walk away with £26.4m which I doubt he would think sufficient for 16 years graft especially when he is fully aware of the true potential of what he has created.

For me a take over at the £4 / £5 mark whilst lower than where I think the share price could get in several years would be a great way out as then the decision was not mine to make.

All so at the £4 / £5 mark the big II's could walk away with a good return for the long tern investment as I reckon there all sat with averages well below a quid.

[simonsaid1] 10/8/2017 14:48

Yes I'm expecting a takeover bid soon around the £4 mark. Will have to be at a premium as the company is doing well and has no compulsion to sell. That's when the bidding party has to offer a sufficiently meaty premium.

[smallcapinvestor1] 10/8/2017 14:27

FT article "explosion in digital purchases fires up sleepy payments industry "Worldpay /vantivPaysafe t/o by private equity Ingenico/bamboraEveryone jockeying for position in mobile payments.Bango is a sitting duck.

[smallcapinvestor1] 09/8/2017 12:16

My next level to top slice is 500p

[esther1975] 09/8/2017 11:47

Shake that tree

[kreature] 09/8/2017 11:35

I would have sold at 270. Oh yeah I did.

[lentjes] 08/8/2017 12:26

Simon

If you google Embrace and their market update on 7th Feb this year it gives the reason.

In summary it's everything the Bango platform is and everything Embrace is not when it comes to DCB

[simonsaid1] 08/8/2017 12:09

Nice find Lentjes, I wonder what the 'external factors' preventing their 'international DCB rollout' were. Perhaps customers being scooped up by a leaner, better-prepared and better-connected rival?

Honestly, how can a startup hope to compete when Bango already have contracts with Google, Amazon and many major carriers around the world? And have almost finished paying off initial capex, and about to move to profit with razor-thin opex, tons of additional capacity already built-in to the business, and even cheap expansion costs if they need to. Just win:win... win!