Bango Share Discussion Threads

[amt] 27/12/2018 08:22

If EUS for 2019 is say 1 billion then I would expect cash generated of 4 or 5 million so even on what looks like a known barring a sudden fall in growth its only on pe of 15 of so. As mentioned for 2020 then 15m of cash generation is reasonable. Put that on a pe of 30 and its looking very good indeed.

[alangrifbang] 27/12/2018 08:21

Yes amt ,it's so good it's the biggest loser today,

[amt] 27/12/2018 08:14

My estimate is run rate at December 2018 over 700m. So by December 2019 should be approaching 1.4 billion. At that rate it should be generating 10 million of cash annualised in a years time. So forward pe could be seen as only 6. If this is going to be a big growth company it appears to be hugely undervalued. It all depends on how this is seen by the market. If its a huge growth company then it could ten bag in a couple of years. If its seen as a plodder then perhaps just double but barring something unforseen then I cannot see a downside.

[drydata] 27/12/2018 08:04

Just viewed RNS.
GOOD TO KNOW:
(1) EUS more than doubled again
(2) No worries on revenues
(3) Audiens seems safe after 11 months
(4) Strong pipeline
(5) Good cash
(6) Costs under control
(7) Positive Management sentiment
QUESTIONS:
(5) When will get more info on Bango Marketplace - seems very important!
(6) Is Strategic Day streamed normally ? QnA?

[amt] 27/12/2018 07:56

So over 330m EUS in H2 vs 180m H2 last year.
Now at break even. So perhaps 5m profit in 2019 with EUS of 1million.

[onjohn] 27/12/2018 07:18

- EBITDA for the year as a whole below market expectations.

Well behind schedule profit was expected 6 years ago


Why mention cash if it wasnt a worry


Target is 14p

[bookbroker] 27/12/2018 07:15

Alangrifbang - is that the update you have been looking forward too?

[bookbroker] 27/12/2018 07:13

60p coming!

[alangrifbang] 26/12/2018 20:30

Amazing,the Dow is up 600 points what a difference a day makes

[alangrifbang] 25/12/2018 19:56

Happy Christmas simon,I look forward to a good year ,starting with an update,

[alangrifbang] 25/12/2018 19:54

Happy Christmas simon,I look forward to a good year ,starting with an update,

[simplesimon1] 25/12/2018 00:33

Merry Christmas Alangrifbang I hope you are staying around so that we can share in the rebound.

[kaka47] 21/12/2018 10:24

Share to Double From 28pQUIZ Clothing Market cap GBP34mGBP 12.5m cash in the Bank up 30% 1st half Online sales up 44% GBP20m 1st half Group sales up 19% 66.7Mil1st half EBITDA GBP5.6m up 11%No DebitRevised FY19 revenue forecast GBP132m up13%Revised FY19 EBITDA forecast GBP 11.5m no changeTrading on 3x profitDIVIDEND YIELD 2.75% progressive

[amt] 21/12/2018 07:11

DavRos simply because the business is growing fast and the opportunity is enormous

[alangrifbang] 20/12/2018 21:05

I would like to add if I was a lot younger I would take a lot of interest in the stockmarket ,I'm 80 years old and have traded for 60 years ,and the excitement is nothing now to me,good luck,

[alangrifbang] 20/12/2018 20:55

I won't be selling now,we have an update in the first half of January ,I am carrying a huge profit in this share sa I bought them many many years ago,I still have 22 shares in my portfolio and they are staying put,

[davr0s] 20/12/2018 20:30

For me there is a difference between being patient and not facing up that a share is in decline for whatever reason. How do you know that BGO will make new highs again? It might, and if it's trending there I'll likely be back in, but there is nothing to say that it must get back there and some keep going down. I have no idea which will be winners or losers and more does anyone else

[davr0s] 20/12/2018 20:27

I buy back when I see price breaking consolidation areas on volume, and typically when I see the 100mda average rising. Picking bottoms and tops is a fools game as there will always be counter trend rallies so you have to make sure you don't get sucked in and then the downtrend continues. Think it's Minervini that says 80% will lose 50%, and 50% will lose 80% in a bear market - almost nothing will escape. The biggest losers will be those that rose without strong earnings so that's where I'd put BGO. So you would expect this to reach 50p on average for a share of this type if the market goes full bear which it hasn't, and it might not, but you have to be ready as it can and will do so at some point - and these are averages. Stocks can lose a further 50% when a market goes into a bear so we may not be near the bottom. Some will go bust and never recover. So by coming out of falling shares I avoid taking the 50%+ loss when it comes but I hook back in when the next bull resumes at much lower levels. I systematically trade and had 60 holdings coming into the year and now just have 4 and am almost entirely cash now and have been for many weeks. So I haven't felt this weakness and have held onto gains, albeit small, for the year.f

[amt] 20/12/2018 20:12

Yes it's all very well selling out but when do you buy back in. I suspect in a couple of years both Bgo and Boku will be at all time highs. It's a question of patience. Just look at the chart over the last 7 years or so. A down is followed by 6 or 700% increase.

[davr0s] 20/12/2018 19:49

My intention of posting is not to peddle misery here but to get some of you guys to realise that holding shares in down trends is the path to portfolio destruction, no matter what brokers and gurus say. Don't believe me - go read what the most successful traders have done for decades - they all, almost to a man/women, buy strength and sell weakness. I trade full time nowadays and completely remodelled my approach in recent years and thank goodness I did - I had to to ensure I remained in the game when periods like this arrived