Bango Share Discussion Threads

[mauricemonkey] 18/6/2018 13:22

Lots of words.
Nothing said.

[chimers] 18/6/2018 13:00

The only reason I dont SLAUGHTER this thread and company is because Simon has asked me not too, so I agreed due to liking him.

I posted today as I wont simply ignore ongoing scams when I see one.

I had said what I wanted to say but you all seem intent on keeping me here to say more so......I WILL.

[chimers] 18/6/2018 12:58

Yes I can "elaborate" but .......WONT.

[egrid1] 18/6/2018 12:54

If my breakeven was £2.00 (it is actually half that), I would still have been better off ignoring your advice to sell and buy crypto!

Rather than being 20% down, I would have been 75% down.

No wonder you have been quiet of late.

[pastybap] 18/6/2018 12:52

Chimers - can you elaborate further on ST being "under investigation"?

[egrid1] 18/6/2018 12:37

Chimers, how are those cryptocurrencies you were touting since December going?

Apart from down down down!

IOTA - the one I think you were promoting, is down about 75% as of today.

[mauricemonkey] 18/6/2018 12:33

Maybe. But very much in doubt. The only time you can be sure a price will achieve a target is when it gets there.

[chimers] 18/6/2018 12:25

I said it before and I will say it again, this is going to £1.

It is not in doubt nor up for debate, thats whats happening.

Gluk.

[simonsaid1] 18/6/2018 12:14

Just written up in Investors Chronicle, glowing recommendation from Simon Thompson at this price.

[haozhen] 18/6/2018 09:15

I Liked/buy ADYEN - GOOD CO.
I think many similar with BGO.L - also good smart tech company.
ADYEN and BGO work for the big boy - like GOOG - and it behind scene - no brand expensiveness cost.
BGO is more the wide / alternat pay / crypto. Like wallet DCB. Newer more spread number people.
ADYEN is like the main credit card systems. Rich peopel who have bank / card. Compet. PAYPAL.
Both fit byside the ANT/ALIPAY we have big here.

I am thinking if ADYEN want move to wide reach might take BGO by buying. ADYEN have lot cash. ADYEN can maybe use BGO data model and tech on data to get more return from payment processor side. I keep watching careful.

[nimrod22] 16/6/2018 23:25

Was curious about Adyen after recent IPO.
hxxps://comparisons.financesonline.com/adyen-vs-bango

[spawny100] 16/6/2018 21:59

Constant "dribs and drabs of contracts" is not inspiring language SS - need to brush up on the PR speak ;->. I agree with you though regarding free float and MM activities. Plenty of small caps hammered lately for precisely the same reasons. BGO looks to have some value at this price but I am waiting to see some recovery and a bowl shaped pattern and would look to buy at around 200. Otherwise it's a slippery slope down.

[alangrifbang] 16/6/2018 12:32

Sorry Simon you can tell I am new to this,I still hope Simon Thompson writes a positive article soon,otherwise people will lose interest and it will only drift down again,

[simonsaid1] 14/6/2018 21:07

I am not Simon Thompson, lol, but thanks?

[alangrifbang] 14/6/2018 18:37

Hello Simon,I hope you make the article good and people listen,

[simonsaid1] 14/6/2018 15:42

I left a comment for Simon Thompson and he responded - he will be releasing an update article on Bango shortly.

Given the only material change since before this dip has been the new deal announced yesterday, I strongly expect him to reiterate his buy stance and hopefully stoke some interest. I have stocked up as much as I can at these silly levels.

[simonsaid1] 14/6/2018 10:34

Really into silly money now with these prices, and very little actual selling. Just aggressive market makers and a very low free-float of shares. On the bright side, this is why it skyrockets when there's significant good news. Agree with Lentjes, the Entel announcement is more about regional development than that one deal in itself.

The next set of EUS figures should show substantial growth with these constant dribs and drabs of new contracts, and the growth of Amazon physical retail in Japan.

[lentjes] 14/6/2018 09:03

If the Vodafone / Idea merger goes ahead before the end of June as planned it will be interesting to see if BANGO issue a RNS or make any comment in the trading update. Remember that unless anything has changed it was planned that the Vodafone subscribers are to be migrated over to the Idea network. I wonder if this migration is considered in relation to the expected migration of Google Play Store over to the Bango platform ?



Interesting email being sent out by Vodafone India with regards to the merger and that the combined entity will invest in infrastructure and roll out smarter technologies, Internet of Things, better customer service, high-speed home broadband, digital wallets, cloud services and VoLTE technology, among others

many of which sit nicely with the Bango strategy / platform.

[lentjes] 13/6/2018 22:06

So having read the RNS from his morning again I think this is more about Bango getting a foot hold in another new region / market rather than the Google activation with Entel itself which continues Bango's strategy of only announcing significant developments rather than every activation

Note the last para of the RNS and Raymondo's subtle distinction between this new / first activation in South America and previous activations in Latin America

This is the first Direct Carrier Billing launch for Google Play within South America. It follows the first Direct Carrier Billing launch for Google Play across Latin America with AT&T Mexico in 2015, also through the Bango Platform".

[lentjes] 13/6/2018 20:33

Agree but remember when announcing the trading update or H1 results Bango have a new cash burn stream with committed investment of approx GBP500k over 12 months with Audiens which should be a one off non recurring item.

This for me is cash well spent

[amt] 13/6/2018 20:11

More importantly its cash flow I am interested in. They need to show that cash is being generated and not consumed with the next set of results.

[simonsaid1] 13/6/2018 15:47

That is utter nonsense bookbroker. If you only look at 'bottom line' then you are not doing a good job of researching company financials, missing most of the actual story. Bango crossed the threshold into operational profitability several months ago, meaning this financial year will show the company's maiden net profits. These are also free of tax, thanks to previous accrued losses as the business was scaled up.

Deals like this one with Entel absolutely add to the bottom line, in a very straightforward way. The share price has always been volatile, largely because very few of Bango's shares are publicly traded, most are held institutionally and by employees and directors. This means the small pool being traded by PI's are exceptionally volatile. We saw a few nice runs up recently and will no doubt have another again soon.

Updates like this are not the ones that huge increases are made of, but they contribute to EUS and ultimately profit for the company. We've had a few idiots come on here and quoted annual losses thinking they're making some brilliant point, but all they're doing is showing they don't understand investing in startups or how leveraged debt and capex costs work. As it happens we can finally stop discussing that soon as the company is now making a profit, and that profit increases sharply as EUS rises because the opex costs are almost completely static. It's a very cleverly designed business!