Bango Share Discussion Threads

[j777j] 19/8/2016 10:01

I think the list is fairly endless.Could this be another overnight sensation that actually took a decade of hard work to build?It feels very close to reaching an inflection point.

[lentjes] 19/8/2016 09:56

What about the big credit card companies, will DCB hit them the most ?

[j777j] 19/8/2016 09:22

Look at a PAYS with a 2 billion sterling mkt cap and the Paypal with a $45 billion mkt cap.There are many potential suitors out there and Bgo would be chicken feed for them.

[lentjes] 19/8/2016 09:12

J777J

I agree business model looking good and with DANAL we start to diversify away from reliance on Google although Google will still be the key going forward even if Apple do come knocking on the door.

With regards to being vulnerable to an opportunistic bid I'm with you and have stated before that the II's & management( but more the II's as they hold the cards) wont let this go cheap especially that the average placing is approx GBP1.00 with a placing above the GBP 2.00 and there cash has been sat with Bango for many years so they would want a good return.

However, I do think there is still a way to go until a TO is on the cards but who do you have in mind when you say the big players ?

PS

SP ticking up nicely again today with not a lot of shares available especially as Mr Sneller has been hoovering them up but I still think the MM's are in control and will continue to play games

[j777j] 18/8/2016 08:15

After many years,it is becoming apparent the business model is very close to being proved.My concern is the vulnerability to an opportunistic bid by a much larger player.It is interesting to see new institutional shareholders coming on board.I can't see the management accepting anything below 200p.Gla

[lentjes] 16/8/2016 21:03

Now japan, the big Apple is moving fast

[lentjes] 16/8/2016 07:44

Nothing to say this is with BANGO but the fact that Apple are now rolling out DCB to further carriers is good news as I'm sue at some time BANGO will be involved

hxxp://mashable.com/2016/08/15/taiwan-apple-carrier-billing/#Kc7APwODaaq3

Apple is quietly adding more modes of payment for iTunes, to cater to users who don't have or don't want to add a credit card to their accounts.

On Tuesday, it started allowing users in Taiwan and Switzerland to pay for their apps, books and music through their phone carrier. (In Taiwan, that excludes books because Apple doesn't sell its eBooks there.)

So far, only Far EasTone users in Taiwan will get the option. Apple hasn't announced which telco it's tied up with in Switzerland, but it's likely to be Swisscom, which has previously launched carrier billing with Apple competitors Google and Windows.

[lentjes] 15/8/2016 13:27

Q&A: Bango and Danal partnership

Posted on August 15, 2016 by Sukey Miller


Danal_Bango MOU Ceremony InvestorOn 12 August, Bango announced that it had signed a memorandum of understanding with Korean mobile commerce company Danal, aimed at strengthening its global payments footprint and for mutual technical and business benefit.

To provide extra information on this announcement, below are answers to the key questions asked by investors in response to this announcement.

Q: What impact will this have on End User Spend (EUS)?
A: The reason for the partnership is to significantly grow EUS across the Bango Payment Platform and to improve EUS for Bango store partners. At this early stage Bango is not sharing any specific EUS expectations.

Q: When can we expect to see any impact on EUS from this partnership?
A: Additional EUS generated directly from this partnership is likely to appear in 2017.

Q: How big is Danal’s payment business?
A: Danal provides full investor information on its website – hxxps://www.danal.co.kr. In 2015 its Direct Carrier Billing (DCB) business EUS was reported to be well in excess of $1Bn – excluding the USA based BilltoMobile business which Bango now operates.

Q: What are the key benefits of such a partnership?
A: Danal payment methods integrated into the Bango Payment Platform will enable Bango’s global partners to increase their payment reach and make more sales. Danal merchant partners will gain access to the payment providers integrated into the Bango Payment Platform.

Q: Which Danal merchants will Bango integrate/activate?
A: Danal has a wide range of merchants using its payment platform, see Danal’s major customer list here. Any of these will be technically able to use the Bango Payment Platform. The DCB routes that they can activate will be dependent on their commercial agreement with each mobile operator – as with an app store. The payment routes integrated with Danal will be made available to Bango customers and displayed in Bango Grid as they become available, just like Mobile Network Operator (MNO) payment routes. Bango store partners will see the commercial terms for activation when they use Bango Grid and can then request activation.

Q: What is the DCB opportunity for Bango in China given that Google Play is not active there?
A: Bango does not currently plan to establish a direct presence in China. Bango will be supporting Danal in activating Chinese merchants through the Bango Payment Platform, and Bango will be supporting its major global customers with their plans to enter China, including their use of Danal billing routes. Danal has an extensive payment infrastructure in China, for example in support of its products which enable Chinese citizens to spend money outside China.

Q: The release says, “Danal payment methods will be integrated into the Bango Payment Platform” – what payment methods are included?
A: Potentially any payment route will be supported, but the initial focus will be on mass market payment options that are attractive to Bango customers.

Q: What is the commercial model for this partnership?
A: Danal and Bango typically charge a small fee for collecting payments through their respective platforms. Both companies therefore benefit by generating additional spending through their platforms through this collaboration.

Q: Are there any unusual opportunities available through the Danal partnership?
A: Danal has significant involvement in physical goods sales through DCB, and in biometric authentication – both of these areas are of interest to Bango and Bango customers. Danal also has an innovative sharing platform called SSOCIO, which will require ubiquitous payment capabilities as it rolls out worldwide.

[lentjes] 15/8/2016 09:45

Mr Richard Sneller has increased his holding to 3m, lets see if we get an RNS as to who is selling, maybe Schroders again which would put them below the 3%

[lentjes] 13/8/2016 11:18

Latest share holders as at 10th August 2016, I think having Cavendish on board is a good sign as they normally only go long and Sneller is no dim wit.

Also if you look on the FT site it shows Credit Suisse AG (1.49M), Majedie Asset Management Ltd (1.27m) & Killik & Co. LLP (1m) have a total of 3.76m (all less then 3%) between them but I'm not sure if the site is up to date. In any case the number of shares available to PI's gets less and less by the day

Schroders have dumped a further 400k
Hargreaves increased by 223k
New share holder Cavendish Asset Management 2,126m
New Share Holder Mr Richard Sneller 2m

LIONTRUST ASSET MANAGEMENT: 11,107,924 (17.07%)
HERALD INVESTMENT MANAGEMENT: 9,281,267 (14.26%)
ODEY ASSET MANAGEMENT LLP: 7,088,000 (10.89%)
MR RAYMOND ANDERSON: 6,628,949 (10.19%)
MR ANIL MALHOTRA: 3,986,815 (6.13%)
INFLECTION POINT INVESTMENTS LLP: 3,135,139 (4.82%)
HARGREAVE HALE: 2,723,000 (4.18%)
SCHRODERS INVESTMENT MANAGEMENT: 2,474,725 (3.80%)
WELLINGTON MANAGEMENT CO: 2,133,157 (3.28%)
CAVENDISH ASSET MANAGEMENT: 2,126,033 (3.27%)
MR RICHARD SNELLER: 2,000,000 (3.07%)

Other Directors: Number of shares (% of issued share capital)
MR MARTIN RIGBY: 14,067 (0.02%)
MR GERRY TUCKER: 17,045 (0.03%)
MISS RACHEL ELIAS-JONES: 4,100 (0.01%)

[j777j] 12/8/2016 15:39

Pokemon Go already had 11million paying users in the US and UK.Sales exceeded $250 million in first month.

[lentjes] 12/8/2016 07:59

Amt

Another piece in the jigsaw and yes great news on China although I think the market will only react big time once we hit EBITDA positive

[amt] 12/8/2016 07:23

Cracking the Chinese market would be amazing if they can do it following success in US they are becoming a top global player

[amt] 12/8/2016 07:17

Pivotal moment for Bango with todays strategic announcement. Well done Lentjes for spotting it earlier. Theoretically should see share price take off from here but the market is a strange place.

[lentjes] 11/8/2016 06:52

The meeting with DANAL will be ongoing or even complete so it will be interesting to see if we get a RNS either today or tomorrow maybe Monday when they arrive back in the UK

I think the next major milestone going forward will be the confirmation of increase in the BANGO platform capacity. If things continue to go to plan EUS will be approaching 50% capacity of the proven capacity £600m in the next 6 -12 months so if BANGO continued with the 100% yoy increase in EUS then for forward selling of capacity to both MNO's and App stores in new markets the increase the in capacity of the BANGO platform will need to be proven / demonstrated in the next 6 months.

I wonder if part of the deal with DANAL will be that BANGO technology is incorporated into the DANAL Platform therefore increasing the capacity without the requirement to upgrade the BANGO platform. I recall from the BilltoMobile deal BANGO stated that the BANGO technology was already being used by BilltoMobile prior to the M & A

Anyway what ever the outcome I suspect any further deal with DANAL will have a major impact on EUS.

[amt] 10/8/2016 08:10

Keep the share price going up and Everybody loves Ramondo.

Only started watching repeats recently and its the funniest sitcom I have ever watched. Even better than Dads Army and Fawlty Towers Blackadder. Very cleverly written

[lentjes] 09/8/2016 18:16

Keep it up Raymondo

Bango eyes tie-up with Danal for expansion in Asia

South Korean mobile payment provider Danal is set to boost its partnership with Bango, a US-based mobile payments firm, in a bid to strengthen their foothold in the global markets, the Seoul-based company said Aug. 9

Ray Anderson, chief executive officer of Bango which provides tech to enable consumers to charge app store purchases directly to their phone bill, and other key officials will hold a meeting with counterparts at Danal on Aug. 11 during their visit to Korea.

“Bango’s visit is aimed at tapping into Asia’s payment markets and expansion of its global business while discussing new joint projects with us,” an official at Danal said.

The meeting comes after Bango acquired the US-based carrier billing service BilltoMobile from Danal in a deal worth US$3.5 million in May.


hxxp://www.koreaherald.com/view.php?ud=20160809001013

[lentjes] 08/8/2016 11:46

Ticking up nicely

Maybe something to do with the new 15 Pokemon Go launches in Asia including Indonesia which is one of BANGO's main markets

hxxp://thenextweb.com/apps/2016/08/08/pokemon-go-goes-live-available-in-15-more-countries-but-leaves-india-and-china-on-the-waitlist/#gref

[smallcapinvestor1] 05/8/2016 16:08

Anyone know why the sudden jump in volume today starting at 4pm. A tip somewhere?

[lentjes] 03/8/2016 17:37

Article in The Times interview with our leader Raymondo

Not sure what he is saying but sounds positive

hxxp://www.thetimes.co.uk/article/dont-just-take-the-money-and-run-you-may-live-to-regret-it-0s65t2hv9?shareToken=04f503b361de89f653d26ab404cc5e44

[lentjes] 26/7/2016 22:09

BANGO already have a relationship with Ooredoo in the Middle East so could be another one in the bag with 3.5m customers. Hopefully confirmed on 20th September if not before.

hxxps://www.ooredoo.qa/portal/OoredooQatar/pr-google-direct-billing?p=1446983002386

[smallcapinvestor1] 21/7/2016 09:20

Amusing tech note from peel hunt today. Tongue in cheek comment comparing bango to ARM. Following the arm take over they say The king is dead long live the king. The point is its another British tech platform.

[smallcapinvestor1] 18/7/2016 16:44

"In-app purchases have brought in billions of dollars for long-popular games such as "Candy Crush" and "Kim Kardashian: Hollywood." "Pokemon Go" could join the elite group because "people are ga-ga over it," said Mike Vorhaus, an industry analyst at Magid Advisors. About 20% of players are buying loot, compared with 3% for many mobile games."

[smallcapinvestor1] 18/7/2016 16:34

You must all read this.it's amazing,if true.https://techcrunch.com/2016/07/15/pokemon-gos-retention-rates-average-revenue-per-user-are-double-the-industry-average/