Bango Share Discussion Threads

[lentjes] 03/7/2018 13:31

Pandora

They may not be the biggest but their up there with the big boys

[nimrod22] 03/7/2018 12:47

Bango tipped as a buy again today in the online Investors Chronicle update

[lentjes] 03/7/2018 12:05

Whilst the recent deals are great for the future growth the short term share price is now all about the trading update due in the next 10 days. So what should we expect the actual EUS to be ?

Remember end Feb 2018 annualised EUS was running at £465m (£38.75m per month /£8.94m per week) so if this was maintained throughout H1 without any further growth (unlikely) we would be at approx £232m for H1 which is 250% YoY increase and normally H1 is a slow trading period as can be seen from the 2016 & 2017 results with EUS numbers in H2 nearing doubling H1 in both years

H1 2016 £46.17m
H2 2016 £86.13m
H1 2017 £92.31m
H2 2017 £149.09m

One factor to keep in mind is that whilst EUS will grow margins will slip although this should not be a surprise to investors as Bango have always indicated this will happen and in m y opinion great for attracting new business.

The issue I will be interested in and keeping an eye on will be the revenue / cash burn with Audiens

Anyway not long to wait

[nimrod22] 03/7/2018 11:09

There's bound to be some drop after the recent 30% jump in the share price. Much now depends on the figures which may or may not be made available if there is the expected trading update.

[simonsaid1] 03/7/2018 11:05

Will be some who got in a few weeks ago <160p cashing out. But results here in a few weeks should provide a boost, in publicity and share price I've taken some extra shares in this dip for a trade to >200p.

[smallcapinvestor1] 03/7/2018 10:46

Disappointing reaction to good news today

[haozhen] 03/7/2018 08:39

I NOTED "Announced acquisition of AdsWizz, creating the largest digital audio advertising ecosystem globally" ABOUT PANDORA ON LENJES POSTING.

I NOTED BGO.L HAD VERY NICE DATA INFORMATION FOR ITS MERCHANT CUSTOMER. BUY AUDIENS. YOU ALL SAW IT. I MAKE THIS A VERY NICE ADVANTAGE FOR BGO.L AND I EXPECT MORE POWER ON THAT.

[smallcapinvestor1] 03/7/2018 08:34

Can't wait for the trading update in about two weeks

[lentjes] 03/7/2018 08:21

Pandora

Highlights from Q1 2018 Financial Report


Q1 Revenue was $319.2 million, growing 12% year-over-year excluding ANZ & Ticketfly
Q1 Subscription revenue was $104.7 million, growing 63% year-over-year excluding ANZ & Ticketfly
Ad RPM hit an all-time Q1 high of $55.52, growing 9% year-over-year
Total subscribers were 5.63 million, growing 19% year-over-year
Q1 Revenue and Adjusted EBITDA significantly exceeded our forecast
Announced acquisition of AdsWizz, creating the largest digital audio advertising ecosystem globally.

[simonsaid1] 03/7/2018 08:16

Another great A-list client on the books. Great to see Bango is the go-to for these kinds of deals.

[amt] 03/7/2018 08:04

Yes indeed. My decision to buy back in looks justified for now. BOKU also on the up. Happy days

[smallcapinvestor1] 03/7/2018 07:58

Pandora mobile bundle in the us. More wonderful news. Bango really motoring now.

[lentjes] 28/6/2018 15:32

amt

Suggest this is driven by local market conditions and deals struck between the telco & Amazon, in the UK Amazon have given Vodafone subscribers access to music & video but maybe holding out for the monthly / yearly subscriptions where as in India they may see that there is no point trying to get them to pay for the monthly / yearly subscription due to affordability.

Only my thoughts

[nimrod22] 28/6/2018 11:28

There's only 1,354,051,854 people in India

[egrid1] 28/6/2018 10:02

Lentjes, you may be spot on with that.

The article you have linked to mentions "India's leading telco, Bharti Airtel, had inked a similar deal with Amazon Prime in January this year." That was announced as the Bango deal in India in January.

So now Vodafone is doing the same thing in India, with Amazon, and we already know from yesterdays announcement that Vodafone has linked with Amazon in the UK using Bango, it all points to the India Vodafone deal being with Bango too. Though I note that the deal with vodaphone in the UK is for Amazon Prime Video, rather than the Amazon Prime deal that was done in India.

Any thoughts on why the difference?

[amt] 28/6/2018 08:41

Looks like Chimers has chimed his last.

[lentjes] 27/6/2018 18:18

Try this



Suggest the silence by Bango on the MNO may point to the deal is direct between Vodafone and Amazon and looking like the Bango technology comes with anything Amazon are doing going forward and therefore Bango have no agreement with Vodafone to go public

I have a gut feel the same has already happened in India with Vodafone and Amazon using the Bango technology and also for Google Play Store among others



If so once the cat is out of the bag watch the share price fly

[nimrod22] 27/6/2018 14:33

Graeme Davies of IC gives Bango's news a nod and a buy rating

[nimrod22] 27/6/2018 13:26

probably the last chance to buy in at sub 200p

[sharewiz1] 27/6/2018 10:54

Actually, when you type "bango vodafone amazon prime" into Google, this is what comes up:
hxxps://www.businesstoday.in/sectors/telecom/vodafone-postpaid-plans-free-amazon-prime-membership-offer-netflix/story/279535.html
Prime / Netflix bundling is now also live on Voda India!

[haozhen] 27/6/2018 10:43

Thank you - I noted it Vodafone - very famous company.
More big than Airtel but small than Docomo which Bango got.
But, is big in globe stakes. Good to learn about BGO doing that progress.
But secret till now! Need get better watching about wat AMZN doing ...

[sharewiz1] 27/6/2018 10:41

Voda UK is 17.5M subscribers - according to Wikipedia. Nice!

[sharewiz1] 27/6/2018 10:38

from a quick search of the payment plans, it appears to be Vodafone:
hxxps://www.vodafone.co.uk/mobile/music-tv-and-sport

[haozhen] 27/6/2018 10:21

Please. What MNO is chose?. Is thought be big leader in UK, in world?
Amazon well known. NICE for BGO

[clive205] 27/6/2018 10:11

Closing anywhere near these levels will confirm the uptrend.