Bango Share Discussion Threads

[lentjes] 24/8/2017 11:07

In relation to Microsoft activations I did post this on 22nd July in which Graham Riddel Microsoft’s Director of Carrier Billing & CEO Satya Nadella stated they intend to increase the number of DCB billing routes on the Windows Store to 60 by the end of the year.

Its significant to note in the article that the Microsoft business model has also changed over the years from a model in which they would sell the latest Windows version to the W10 model in which they gave it away to free for existing customers and are now reliant on gathering as many users as possible and monetise them later through ‘post-purchase’ sales.

DCB ????

As they are closing down the legacy activations I also take the increase in activations to refer to the Windows 10 & Xbox activations.

hxxps://mobileecosystemforum.com/2017/07/18/one-billion-windows-10-users-grahame-riddell-microsofts-grand-dcb-vision/

[smallcapinvestor1] 24/8/2017 10:45

Let's not build too much hope and hype into expectations for the next figures. It has been slow and steady for years. Management prefer to play things down rather than up and I expect that trend to continue.

[simonsaid1] 24/8/2017 10:36

Bango have said they don't want to RNS every new integration, because there are so many, which I understand. But does this mean that, as a publicly listed company, they can't announce them at all? I suppose they probably can't!

Kind of annoying that we always have to guess until results time. But boy, is next months update going to be big. It will only have the very earliest 'Amazon effect' in the numbers, but I'm more interested in the other stuff (profit crossover, new integrations, projections).

[lentjes] 24/8/2017 10:08

The lack of confirmation as to who EE are using to process the DCB is a good sign as normally when its Boku they announce this to the world

[nimbo1] 24/8/2017 09:48

hxxps://www.telemediaonline.co.uk/bango-brings-cross-device-carrier-billing-millions-windows-10-users/

don't see why it wouldn't be...

[lentjes] 24/8/2017 08:57

Yesterday Microsoft added EE UK to the list for DCB availability on Windows 10 & Xbox. Can not find anything stating who EE UK are using for payment processing but with 30 million subscribers this would be a nice one to have for Bango especially in that Windows 10 & Xbox revenue is higher in the developed world rather than emerging markets.

Anybody heard anything as to who EE UK are using ?

If it is Bango doubt we will get an official announcement but we may get a clue in the H1 update in 3 weeks.

[nimrod22] 23/8/2017 11:08

Could quite easily run back up to the 260p zone

[nimbo1] 23/8/2017 10:36

no worries, all i care about is it is going up a bit today : )

[muffster] 23/8/2017 09:59

Hmm reads as buy on my printout... Apologies it's a sell

[nimbo1] 23/8/2017 09:20

it was a sell at 2.65.

[muffster] 23/8/2017 09:16

Racing back up now. Recent director buy at 2.65

[stocky] 23/8/2017 06:35

Does anyone know what the expected revenues are for this year?

[muffster] 22/8/2017 22:37

Well said Ace. Also please remember this is a thinly traded share and hence drifts are larger than a heavily traded share. Works the same on the upside too.... Big run up expected

[acefromspace] 22/8/2017 15:52

Me too! Hindsight is a wonderful thing :-)

[simonsaid1] 22/8/2017 11:43

Several of the reasons I invested have indeed changed - exclusively for the positive, though! If I knew then what I knew now I'd have bought a great deal more when I first bought at just under £1.

[acefromspace] 22/8/2017 11:35

Have any of the reasons you invested in Bango changed? If not, then ride it out. I traded it this time and made 50% but then missed the big rise. Back in now. Good bounce of the major trend line this AM. A nice little run into great results should see at £3.

[deuchar] 22/8/2017 11:30

Cheers simonsaid

[simonsaid1] 22/8/2017 11:26

You're very right bookbroker. Cheers.

[bookbroker] 22/8/2017 11:15

You Simon, so you have no reason to worry particularly, a good return in the year to date!

[simonsaid1] 22/8/2017 11:06

Bookbroker not sure who that was to. My average is 122.6p so I'm still in good profit. But I think you meant the other chap.

[nimbo1] 22/8/2017 10:47

This is perfect timing for a low (clearly a month is a long time on aim anyway so may not be in already) and then run into September results. Will probably also get another tip update from ST to bring in some more punters.

[bookbroker] 22/8/2017 10:47

Depends what ur average is !

[simonsaid1] 22/8/2017 10:44

Deuchar I am still saying not to panic as this company has solid fundamentals and tons of very realisable potential.

I am more broadly of the opinion that publicly listed companies should be more willing to comment during periods of volatility. Not doing so can further destabilise markets.

Make no mistake, I have a substantial holding in Bango and continue to periodically buy, as I believe this is among the safest bets on AIM and significant rerates are definitely on the cards for the future.

I just had a bit of a grump. I am a mere mortal, and one who isn't feeling wonderful right now for non-share related reasons, so this is rather bad timing. Ho hum.

[deuchar] 22/8/2017 10:32

Hello Simonsaid you're the one that told me not to panic!

[simonsaid1] 22/8/2017 10:31

You're right Bookbroker. I just got frustrated I suppose. It doesn't deserve to lose all of that uprate. Genuine and serious operational progress is being made. The small free float and attention from IC and traders makes the volatility pretty terrifying sometimes.

I am riding out this dip and haven't sold into it, no way. Amazing potential for this company that is actually being realised, an absolute AIM gem. Just hope the market wakes up to it again soon.