Bango Share Discussion Threads

[lentjes] 14/1/2016 08:28

Director selling shares ( even if for capital gains tax) the day before a trading update giving EUS at the minimum end of expectations stinks

Mr Malhotra you should be ashamed of yourself

[geraldus] 11/1/2016 12:27

Odey increasing,above 11%.

[lentjes] 08/1/2016 13:13

Just a little research in relation to possible end users if MS & BANGO activate all existing agreements with the Windows 10

10 activations (that we know about)would give approx 153 million subscribers (according to WIKI 2015 data) with access to Windows 10

Indosat Indonesia 69 million subscribers (approx mid 2015)
Etisalat UAE 9 m
Lusacell Mexico 9 m
Rogers Canada 10 m
Three UK 11 m
Telefonica Columbia 13 m
DU UAE 8 m
Movistar Mexico 21 m
Uminah Jordan 3 m

Lets hope they all spend GBP 2.00 each per annum. Wishful thinking !

[lentjes] 05/1/2016 09:05

Guys

Great news this morning although I see this as only confirmation that we are still in the game with MS which was obvious once the Windows 10 logo was posted on the BANGO website late last year. BANGO still need to convert this in to EUS and this will depend on how many MONO's they can sign up and with how many subscribers / end users but as stated I still see this as great confirmation were still in the game and can expect further announcements in the coming month (s). I suspect the already Windows Store accounts will be activated relatively quickly as agreements are already in place between all parties.

What could be more interesting and have more of an impact on the EUS and share price (unless we get any Apple activations)is in relation to the September statement regarding exciting developments with AMAZON expected in 2016. I did a little digging and came across this set of permissions required to operate the AMAZON Underground app which AMAZON launched in August last year.

Receive and Send SMS

This permission is used to make it easier to create an Amazon account or set up Mobile Carrier Billing with only your mobile phone number. Amazon uses these permissions to verify your mobile number but does not save to servers or save the content of any messages other than the verification message (see link below)

www.amazon.com/gp/help/customer/display.html?nodeId=201887200

Whilst the AMAZON Underground app is related to free apps its clear the intention is to get everybody on board with free apps and activated DCB and once using the free apps it should be easy to transfer this into paying for additional items once the deals with MNO'S are finalised

It also confirms that AMAZON are going down the DCB route in addition to the German activation end 2014.

Sprat to catch the mackerel comes to mind !!!!

[amt] 05/1/2016 08:07

Share price went up a lot the last two days for no particular reason but this news has given it a Bango boost.

[18bt] 05/1/2016 07:42

fitton - very prescient given this morning's announcement

[fitton] 04/1/2016 22:46

An old but good article about carrier billing.The potential market for Bango is huge.

[lentjes] 03/1/2016 12:45

cancel that

hxxp://www.developingtelecoms.com/business/operator-news/6191-cell-c-restructures-debt-as-blue-label-acquires-a-holding.html

[lentjes] 02/1/2016 09:50

Report almost a month old but should the bid be accepted this would help increase EUS in SA with an additional 20 million mobile users getting access to DCB on Google, Blackberry & Samsung via the BANGO payment system.

hxxp://www.fin24.com/Tech/Companies/telkom-confirms-bid-to-buy-cell-c-20151109

[lentjes] 24/12/2015 13:38

Welcome jump in share price yesterday on small volume. Ray's interview on Bloomberg ( see link) may have had something to do with the jump but having watched the interview I'm not sure of its purpose or what he was trying to achieve. The only comment of any interest was that EUS have increased by approx 100% year on year which we all expected would be bettered as the forecast only included for 2014 activation and it was expected any new 2015 activations would increase this further.

I think therefore we can only expect total 2015 EUS to be in the region of 45 - 50 million which is 20% of what is required for break even.

Still a long way to go

[lentjes] 19/12/2015 11:29

Windows 10 by 02 went live in Germany yesterday. Not sure who with but suspect maybe Boku again

[amt] 17/12/2015 11:08

Good research Lentjes it does worry when companies hype themselves. I expect them to back up that 40% claim with actual numbers going forward otherwise I will not be best pleased.

[lentjes] 17/12/2015 10:21

I have only just noticed but Windows 10 now appears on the BANGO web site. Did anybody notice when this appeared ?

I'm sure they could not do this without agreement with Microsoft

[lentjes] 17/12/2015 06:51

40% Mystery Explained.

The 40% ( actually 43% according to the September report )is based on activations not EUS and was also produced on data from end 2014 at which time both Google and Mircosoft had not started the ramp up of DCB. Therefore as BANGO already had 75 activations with Blackberry and a few with Google, Microsoft, Mozilla & Samsung they could easily claim the 43% of the activated market. I think if the report was produced on today's stats with Google and Microsoft having approx 130 activations each of which BANGO only has approx 10 - 15% max then I doubt they could report they have 43% of market.

[lentjes] 16/12/2015 13:56

Maybe he knows something especially on the last statement

Andy Bovingdon, VP of Marketing, Bango

2016 will be THE defining year for carrier billing.
1. Microsoft will roll out carrier billing across all Windows 10 devices. Billions of customers with PCs, tablets, smartphones and Xboxes will purchase everything, from games, music and video to Office apps, from their mobile account, using any phone – including iPhone or Android.

2. Google will deliver a step change in carrier billing worldwide from both airtime accounts and operator wallets by leveraging partnerships with app store specialists (like Bango) rather than doing it themselves (DIY).
3. After their first launch, Apple will quickly expand iTunes carrier billing availability during 2016, confirming carrier billing as mainstream as only Apple can.

The challenge all stores will face in 2016 remains one of quality at scale – how they launch a massive grid of operators quickly without compromising revenues, or customers experience and satisfaction. A platform will emerge as the preferred standard.

[amt] 16/12/2015 06:44

That 40% figure is a mystery. I do think the 100% increase is very likely but I had hoped for more.

[geraldus] 15/12/2015 20:56

Thanks amt.Boku might put in a bid if they are doing that well.

[lentjes] 09/12/2015 18:08

So looks like Liontrust and Herald took approx 3.5m shares, Inflection 250k and we have a new investor Odey Asset management @ 7m shares. Thoughts anybody ?

Before placing

LIONTRUST ASSET MANAGEMENT: 9,422821 (18.07%)
HERALD INVESTMENT MANAGEMENT: 7,525,712 (14.43%)
MR RAYMOND ANDERSON: 6,624,036 (12.70%)
ANIL MALHOTRA: 4,006,815 (7.69%)
SCHRODERS INVESTMENT MANAGEMENT: 3,428,001 (6.57%)
INFLECTION POINT INVESTMENTS LLP: 3,074,639 (5.90%)
HARGREAVE HALE: 2,427,593 (4.66%)
WELLINGTON MANAGEMENT CO: 2,171,456 (4.16%)

After


LIONTRUST ASSET MANAGEMENT: 11,089,488 (17.21%)
HERALD INVESTMENT MANAGEMENT: 9,281,267 (14.40%)
ODEY: 7,000,000 (10.86%)
MR RAYMOND ANDERSON: 6,624,036 (10.28%)
ANIL MALHOTRA: 4,006,815 (6.22%)
SCHRODERS INVESTMENT MANAGEMENT: 3,428,001 (5.32%)
INFLECTION POINT INVESTMENTS LLP: 3,264,639 (5.07%)
HARGREAVE HALE: 2,427,593 (3.77%)
WELLINGTON MANAGEMENT CO: 2,171,456 (3.37%)

[lentjes] 08/12/2015 06:42

If history repeats itself we should get a RNS shortly the same as happened after the last placing disclosing the carrot that was dangled in front of the IIs. I also expect RNS on the 40 activations that have been in the pipeline since the interim statement in September. Come on Ray give us a nice Xmas present