Bango Share Discussion Threads

[lentjes] 14/7/2016 07:28

Amt.

If Bango hit profit in the next year which I agree could now be be a possibility and they prove the increased capacity of the Bango platform which they are testing now if working to plan ( hopefully confirmed in September ) then there would be no meed for further share dilution and you can move the decimal point to the right on the 2013 £3.00 share price

Interesting there was no fall back in the share price late yesterday as we normally get when the Bango share price spikes so let's see what today brings. In any case this is still a 3 - 5 year plan going forward

Remember there are only approx 15m shares ( less than 30% ) on the open market

[amt] 14/7/2016 06:24

hxxp://www.adweek.com/news/technology/pok-mon-go-inspiring-small-retailers-so-has-augmented-reality-gone-mainstream-172478

The perfect storm for Bango. We could see EUS rocket over next 12 months and be at breakeven much sooner than I had thought. Then after that it's just a question of how big the company can become. First stop 600m end user spend and say 7m net profit. Interesting to note the share price was 3 quid in 2013 before the business model was proven. Will that be tested in the next couple years or am I dreaming. At last a success on the AIM market.

[lentjes] 13/7/2016 18:52

Bought BilltoMobil
Launched with Google play in India
283% increase in YOY EUS
GBP 8m in bank
& now Pokemon Go comes along

Not sure what's to get exited about

Ps

Do you think Ray. Rachel and Jeza could be done for insider trading in May lol

[smallcapinvestor1] 13/7/2016 18:38

Great day for long suffering holders here. Hopefully the start of a much bigger move. there is certainly enough to be excited about in terms of the opportunity.

[j777j] 13/7/2016 15:39

WALL STREET JOURNAL


J.P. Morgan analyst Haruka Mori said she assumed Niantic and Pokémon Co. would split the game revenue, excluding the portion due to Apple Inc. or Google, which operate the app stores from which the game is downloaded. Ms. Mori said that if the app had monthly revenue of ¥30 billion ($292 million), Nintendo’s annual income would likely rise by ¥25 billion. The Pokémon Go Plus device to be sold as an add-on could raise profits by a roughly similar amount if 50 million units are sold, she said.

So they are thinking $3,500,000,000 annual sale type numbers.

Yuuuuuge

[lentjes] 13/7/2016 11:25

This can also be good news as to why everybody should use DCB for security reasons

[j777j] 13/7/2016 10:00

Fyi Peel Hunt reiterated 100p price target for Bango this week.

[j777j] 13/7/2016 08:33

Bit of resistance at 80p,then I expect a retest of the 90p placing price

[smallcapinvestor1] 13/7/2016 08:31

Only offer is at 67 to buy 10k. Bidding for 25k

[amt] 13/7/2016 08:27

As somebody pointed out yesterday the seller has gone so a rapid retrace to 90p seems on the cards.

[smallcapinvestor1] 13/7/2016 08:26

Shares racing ahead now. After the US acquisition. Positive trading update. Launch in India and pokemon go phenomenon there is a lot of good news not reflected in the price.

[lentjes] 13/7/2016 07:36

Amt

I like the positive thinking

Do you think this is all linked to BANGO setting up in Japan and that silly interview Ray did last year on Bloomberg about bringing back the crazy frog

Anyway it appears to be doing the trick

[amt] 13/7/2016 07:17

Tens of billions seems a bit far fetched. Anyway let's take 10 billion. If Direct pay is 10% and Bango take 40% of market that's 400m not far of triple existing EUS

[hastings] 12/7/2016 12:15

Yes smallcapinvestor it appears that this could prove to be highly beneficial to BGO. Indicative perhaps that they have chosen to specifically comment on Pokemon which has broken their usual protocol.

[smallcapinvestor1] 12/7/2016 10:24

https://bangoinvestor.com/2016/07/12/pokemon-go-positive-impact-on-end-user-spend/

[smallcapinvestor1] 12/7/2016 08:31

I'm sure you have all read about pokemon go the new smash hit Nintendo app avaliable on android. This could be material to bango. You can read on the bbc headline news today about this game and how many downloads is has already in only three territories that it has launched so far. The game is full of in-app purchases and could be material for EUS on bangos platform.

[j777j] 12/7/2016 08:14

Stock overhang cleared in the 40's,should go up and retest the 90p placing price next.

[lentjes] 11/7/2016 17:48

Smallcap

I doubt it is Schroders or inflection point or any of the other top II's.

I would say the seller is whoever Peel Hunt dumped its shares onto as on 26th May they had 1.5m shares but are now down below 36k. I think its all linked to the mystery share selling end Jan / early Feb this year which included a single 1m plus share dump which went unexplained for what ever reason.

I agree once this is cleared the share price should climb back up especially in that for the last year BANGO have delivered on if not exceeded all promises and nobody expected the BilltoMobile RNS.

That's unless there are dark forces at work !!!!!

[smallcapinvestor1] 11/7/2016 10:24

I meant 10p added to the share price today but this wont happen as there is an ongoing large seller probably either schroders or inflection point or possibly both. Whoever it is has decided they want out but as soon as they are cleared the stock will head back up to the last placing price level. The company and their advisers should be working to find a new institutional buyer at these levels to clear the seller.

[lentjes] 11/7/2016 08:39

Boonkoh

Bango cash burn is fixed with the exception of the one off cost for BilltoMobile so I expect cash to be around GBP 8.1m based on the following

2015 year end cash GBP 12.1m
Less 6 month cash burn GBP 2.5m
Less cost of BilltpMobile GBP 2.5m
Plus margin on EUS let's say GBP 1m

Gives cash at end June approx GBP 8.1m

Summary no need for raising more cash just yet unless further M & A planned or upgrade in the BANGO platform capacity but would not rule out in future as BANGO have always stated cash in the bank is the key for MNO & APP partners going forward

[amt] 11/7/2016 08:37

Even if they had zero income they will have cash of over 7m Even Burning 4m per year with zero income means no cash call. Income in second half must be close to 2m so very close to break even. I doubt whether cash will fall below 6m now. For next year let's assume EUS of 250 m that would give breakeven with income of 5m if we get to EUS of 600m that's 7m net profit.

[boonkoh] 11/7/2016 08:15

Absent from announcement today: How close are they to break even and what's the current burn rate and cash situation? Looks like an overly rosy trading statement designed to pump up the share price for another placing.

[j777j] 11/7/2016 08:08

Seems to be gaining positive momentum,with further announcements expected,as flagged in todays rns.A retest of the 90p placing price would be a good first port of call.

[amt] 11/7/2016 07:54

100p a share I hope you mean. It was over 100p before all the subsequent good news

[smallcapinvestor1] 11/7/2016 07:52

Very reassuring statement this company has real momentum now. Feels like on the home straight towards profitability. Should be worth 10p a share today imo.