Bango Share Discussion Threads

[bad robot] 05/5/2016 15:54

They are keeping that 8% spread.

[bad robot] 05/5/2016 15:37

Very slow and they deter buyers with the spread. Offer gone up by 3p since open and bid by 2p.
and only 2 sells

[lentjes] 05/5/2016 13:26

Further bonus in the last para and I don't think this is just related to India

hxxp://thenextweb.com/in/2016/05/03/googles-launch-carrier-billing-india-thats-pretty-massive/

[lentjes] 05/5/2016 11:23

A further bonus is I think we also get Spotify which will be available to purchase via the Google Play store with Idea

[bad robot] 05/5/2016 10:40

aha too coincidental. They are filling orders, look at the delayed reporting buys.

[bad robot] 05/5/2016 10:31

very slow for some reason, I think MMS keeping it under radar, slowly moving up

[linton5] 05/5/2016 10:07

cool lovely news INDIA

[bad robot] 05/5/2016 08:08

yes great news

Market will pick up

[lentjes] 05/5/2016 07:46

Great news today

[lentjes] 29/4/2016 13:03

And guess which payments platform Three UK launched carrier billing on the windows phone store. Looks like another one in the bag and how many more are taking place under the radar ?????

hxxp://www.neowin.net/news/three-ireland-adds-support-for-carrier-billing-to-windows-store

[yesrupnel] 28/4/2016 10:37

Thanks for the links - very useful esp. the youtube

[lentjes] 27/4/2016 15:05

Maybe this is the start of the Amazon projects that Ray mentioned in the 15th September 2016 interim report

Report extract

Amazon is also progressing its use of DCB with Bango, with a number of projects underway, and exciting developments expected 2016.

hxxp://www.rcrwireless.com/20160331/carriers/sprint-teams-amazon-direct-prime-billing-premium-tag2

Also in the recent Edison interview he stated that in the coming period we will start to roll out activations with some of our partners with which we have only a few activations so far (Amazon & Samsung spring to mind and maybe one more ??? )

www.youtube.com/watch?v=N2yJlijdshw&feature=youtu.be

Things are hotting up

[lentjes] 16/4/2016 09:23

Further to my post on 16th March on the new Vodafone feature charge to mobile looks like Vodafone have also kissed and made up with Google after their spat in 2013 (at least in Germany anyway).



hxxp://www.androidpolice.com/2016/03/17/google-play-carrier-billing-comes-to-vodafone-in-germany-and-tele2-in-russia/

[lentjes] 01/4/2016 11:05

It will be interesting to see the share trading activity over the next days. Its almost 30 days since some big sells went through and the new tax year starts next Wednesday.

As of 10th March no further II'S or BoD have reduced their holding since Inflection Point & Schroders did 3rd March

Liontrust Asset Management 11,107,924 17.24%
Herald Investment Management 9,281,267 14.40%
Odey Asset Management LLP 7,088,000 11.00 %
Inflection Point Investments LLP 3,135,139 4.87%
Schroders Investment Management 2,880,525 4.47%
Hargreave Hale 2,501,266 3.88%
Wellington Management Company 2,162,314 3.36%

BANGO do need to get the news flow going but maybe its all linked to the above and also would hope we get some news late next week once the MS Build 2016 is finished and people get back to work.

[lentjes] 30/3/2016 18:05

This sounds like good news from the ongoing MS Build 2016 announcement once we start activating with Windows 10

hxxp://www.theverge.com/2016/3/30/11332012/windows-10-xbox-app-stores-combining-microsoft/in/11095515

[lentjes] 30/3/2016 08:34

30Rock

Whilst I would agree with your first statement that BANGO are turning to a profit at a slower rate than planned they are making progress year on year as they change from upfront fees to business model based on margin on EUS.

However,the existing services of Paysafe & WorldPay are now becoming old hat as with Paysafe why would you want to go to the trouble to put money on a card and then need to put card numbers on your phone when you can just press the buy button on your phone and its charged to your pre paid credit / or bill. The digital goods payments market is changing and the MNO's having invested billions in their networks around the world are after a slice of the cake being generated via their networks and DCB is the way they will ensure they get their cake.

The next stage is that the MNO's will start charging all merchants for purchasing via their networks and again this will form part of the growing market for DCB.

[30rock] 30/3/2016 02:01

The share price tells a very clear story, the valuation of this company is much lower then the previous hype. It's turning a profit at a slower rate than forecast.

Comparing to the likes of other more established tech companies, this one is fighting to survival by finding opportunities in niche markets whilst defending it's margins (perhaps even at a 0 sum game). Paysafe dominates the UK market, and WorldPay for the Global market.

[lentjes] 17/3/2016 12:00

10.28am 732,945 trade at 43p looks like a buy but in any case had no impact on the share price I'm still convinced the recent share price decline has been manipulated to move shares around between mates for one reason or another.

We also never got to find out who sold the 1.5m shares that's if it ever was a sell.

[bookbroker] 16/3/2016 07:58

Is there any profit though! You, J777J, were the torchbearer for BLUR, surprised you have any cash left after that malingering disaster!

[j777j] 16/3/2016 07:56

They are busy making a massive land grab.The encouraging news is the acceleration in both activations and customer pipeline.

[bookbroker] 16/3/2016 07:17

Jam, Jam and more Jam, enough to make you puke!

[amt] 16/3/2016 07:13

They have plenty of cash so why bother with RNS releases, the share price is not important in the short term unless funding is needed. So why spend time reporting everything, they are probably too busy running the business. Sounds like the business is accelerating. Perhaps want to keep it under the radar when competition is around.

[j777j] 16/3/2016 07:12

16th march 2016 Peel Hunt Bango Buy price target 100p reiterates