Bango Share Discussion Threads

[geraldus] 04/1/2017 15:05

Yes, does look interesting,would be good to hear from the company.More volume lately at least.

[smallcapinvestor1] 04/1/2017 13:38

This looks very encouraging.

[francis55] 04/1/2017 09:48

Lentjes that an amazing overview- thanks very much.I owe you one...

[lentjes] 03/1/2017 23:51

Francis55

Whilst J777J forecast of GBP 2.00 per share is not unrealistic and to be honest with a tailwind could easily be surpassed a number of key issues would need to fall into place over the next 12 months for this to happen

1 EUS

As mentioned in your post the 2016 final EUS needs in my opinion to far exceed the CEO forecast of 100% increase excluding the BilltoMobile EUS so we should be looking at an end December 2016 EUS above the GBP 200m and a total 2016 EUS of approaching GBP135-145m (past half way to profit based on margin 1.7%).

Providing the above is achieved then you could say the CEO is true to his word and the profitability and much more will be in reach towards the end of 2017.

2 Margin

Whilst the low cost operating model of Bango makes it hard for competitors to compete and helps with the land grab any further reduction will push the breakeven / profitability day further down the line and would lead to a further cash call and shareholder dilution.

3 Partners

Whilst Bango have made progress with both Microsft and Google for me this is a bit too much eggs in one basket so it’s time that other relationships with the likes of Amazon & Samsung start bearing fruit. In relation to Amazon I do think 2017 will be the launch year of whatever they have been working on as they are losing too much ground on the likes of Microsoft, Google and now Apple and I also think the Amazon announcement will be big news for Bango.

We also need to start seeing results from the MOU with DANAL during 2017.

4 Bango Platform Capacity

Bango have for several years stated that the Bango platform has been tested up to one billion US$ and is scalable a little or no cost. Whilst I agree it’s pointless scaling up the platform prior to nearing the capacity (I think they have said they want 25% capacity being used on a regular bases before scaling up) if the predictions of growth and the new markets coming on line are to be believed the time must be now for the increased capacity to be proven and confirmed to the market and the Bango potential partners.

5 Other Payments Methods

Whilst the business model for DCB is clear Bango have given limited information on the business model related to other payment methods although the company reports and website now refer to these in some cases more than DCB itself. Bango need to come clean on what the business model is in relation to other payment methods. Are they offering these for free hoping to pick up the DCB revenue ?

I would also like to understand our arrangement with PayPal ?

6 Physical Goods

This will be the icing on the cake when it happens so watch out for any announcement on this issue as sparks will fly

In relation to the share price movement the Bango share price has been a rollercoaster for many years and games are being played for what ever reason and its not hard for the MMS to play these games with only a limited amount of shares in circulation.

There is also the big IIs who hold most of the shares with an average buy in price to join the club at 85-95p per share and these guys will want to see a profit at some point.

The risk I see is that we are in a very competitive market with low margins and rely on the likes of Google, Microsoft etc and also that we are up against some big payment companies who may not like the progress DCB is making so could try to take Bango out by whatever means.


Hope this snap shot helps and good luck

[j777j] 03/1/2017 08:10

2017 should be a pivotal year for bango and expect the share price to hit 200p at some stage.Has had a lengthy correction,so not a bad place to start accumulating.

[francis55] 02/1/2017 17:11

Humble apologies as late to this one and contemplating buying in tomorrow - but can someone tell me the reasons for the drop in price since summer and if CEO is true to his word on growth since year ends 2015 as looking good based on last update and growth in business opportunities but we all know opportunities dont nessesarily turn into profits. A snap shot would be ideal.. many thanks...

[lentjes] 01/1/2017 14:04

Further to the confirmation that DCB is now live with Airtel and Vodafone in India the statement below from the September report would give some hope that Bango are involved

The addition of new DCB routes, especially in countries with large populations such as India has increased the reach of DCB through the Bango Payment Platform to more than 1.7 billion users. Integrations are underway which could expand that reach to over 2 billion once activated.

My view

There are not many large subscriber markets that could achieve a 300m increase in users although according to WIKI as of September 2016 Airtel had 260M and Vodafone had 201m.

Hopefully a RNS coming next week

[lentjes] 30/12/2016 16:57

This would be a nice start to the year if Bango are involved

hxxp://m.tech.firstpost.com/news-analysis/airtel-and-vodafone-carrier-billing-on-google-play-store-going-live-in-india-355537.html

[j777j] 22/12/2016 08:54

Is this going to be a Techinvest 2017 tip?

[lentjes] 19/12/2016 13:27

Great news

Both google play activations last week in Bahrain & Oman go to Bango

Traction building

[geraldus] 15/12/2016 20:35

Thanks Lentjes for the latest video.

[lentjes] 15/12/2016 18:15

Latest from Proactive

proactiveinvestors.co.uk/companies/stocktube/6620/great-time-to-take-a-look-at-bango-plc-says-progressive-equity-6620.html

[lentjes] 14/12/2016 19:08

Maybe if Raymondo is still buddies with Prince Thomas we will get an RNS in the morning although only 2.5m subscribers but every little helps

Hot of the press

Ooredoo, a leading communications company in the region, has launched a direct carrier billing service with Google, to make it easier for Android users in Oman to purchase apps, games, and digital content on their devices.

With the introduction of direct carrier billing with Google, customers can now perform any online purchase transaction through the Google Play Store by paying for their purchases via their mobile phone balance without the need of using their credit cards, said a statement from the company.

Direct carrier billing allows users of select mobile operators to pay for digital content on Google Play by billing purchases to their mobile accounts, postpaid or prepaid, it said.

Prince Thomas, director of digital marketing and new business, Ooredoo, said: “Removing the need to share personal details online by using direct carrier billing or ‘Pay by Ooredoo’ is a safe and secure method for making digital transactions on mobile devices.”

“Thanks to this new facility, customers who do not have a credit card will soon be able to shop the fantastic selection available in the Google Play Store, allowing them to keep up with the latest online trends in entertainment, education, lifestyle and business,” he stated..

“We are delighted to be the first to bring this service to Google Play for customers in Oman, giving them access to a wide variety of services,” he added.-TradeArabia News Service

[lentjes] 08/12/2016 09:45

Statement below is from H1 Results so you would think that Raymondo would want to get on with these rollouts to max the income from all the new Xboxes that Santa & Rudolf drop down the chimney's

Bango has since launched DCB for Windows Store into three European countries across four MNOs, and the pace of rollouts is expected to be accelerated during the second half due to an agreement with a major MNO Group. In addition to Windows 10 PC, tablet and smartphones users, DCB is now available to Xbox One users.

[lentjes] 30/11/2016 11:07

Smallcap

Up until recently I would agree in that as far as I know Bango did not have relationships with the initial MONO's who activated iTunes DCB in places like Russia, Japan & Switzerland (other than 02 in Germany)so it would indicate that Boku who did have relationships were involved in the initial activations. However, the recent activations in Belgium, Norway, Saudi, Taiwan & UAE are in Bango's main markets and with some of Bango's long term partners so this could indicate that Bango could now be involved.

In addition I have always had the opinion that it would not make sense for Apple to focus on only one payment platform long term as if this was the case they may as well buy the payment platform company and bring it internal within the Apple Empire. However, this may not fit with some of the MNO's who already have their strategy and agreements in place for DCB with the various payment platforms.

There is also the possibility that Apple have decided to DIY and not use any of the external payment platforms which could explain why there has been no confirmation as to which payment platform they are using in relation to any of the iTunes DCB activations. However, with the number of activations taking place unless Apple are DIYing I doubt they can keep the lid on this much longer if they are using an external platform (s)so I do expect the long wait is soon to be over.

Good or bad news for BANGO we will wait and see

[smallcapinvestor1] 30/11/2016 10:01

I would imagine that for now any apple dcb integrations are done with boku.

[lentjes] 29/11/2016 16:37

J777J

You may be right but I doubt the II's or Raymondo will let it go on the cheap and they hold all the cards ( sorry shares)although whats you view on the share price if they are to let it go cheap ?

[lentjes] 29/11/2016 16:33

DU are probably one of BANGO's most supportive MNO partners so it will be interesting to see if they have stuck with BANGO for the Apple deal

From last year

hxxp://www.cambridgenetwork.co.uk/news/du-launch-carrier-billing-five-app-stores-bango-payment-platform/

[j777j] 29/11/2016 16:28

Many years rolling out a global footprint.Now the hard work is done cue an opportunistic bidder to buy it on the cheap.

[lentjes] 29/11/2016 15:53

Another BANGO MNO partner joins the Apple roll out of DCB

hxxps://menaherald.com/en/2016/11/29/du-carrier-billing-now-available-app-store-apple-music-itunes-purchases/

[lentjes] 29/11/2016 08:55

No indication if BANGO are involved as Apple are staying silent on whether they are using a third party payment platform or DIYing (as Raymondo calls it) although BANGO do have strong relationships with both leading MNO's in Belgium ( Telenor & Telia) & Norway ( Proximus & Orange).

Either way I see this as good news as it demonstrates carrier billing is gaining traction as an accepted payment method.

[n3ild] 29/11/2016 08:32

Using Bango?

[lentjes] 29/11/2016 07:11

Apple carrier billing now launched in Norway & Belgium

[lentjes] 28/11/2016 18:07

How strange

The RNS indicates that LLP have upped their holding by 1.6m shares although looking back at the BANGO major share holders LLP have held approx 17% = approx 11m shares since the placing last year and I have not seen a RNS in which they reduced their holding

Anybody shed any light on this