Bango Share Discussion Threads

[j777j] 17/1/2017 08:38

First stop should be a retest of the 115p 12 month high.

[markie7] 16/1/2017 15:35

Simon Thompson tip today has set this off. I am in as a result. Looks interesting!

[j777j] 16/1/2017 14:51

Said it many times,now the land grab is in place wait for the opportunistic bid to come.Was 250p not that long ago.

[lentjes] 16/1/2017 14:47

It will be interesting at what point / price this will be taken over

[amt] 16/1/2017 14:20

SP starting to wake up. This is a classic stock with spectacular potential. 2 billion eus growth gives say 36 million income or say 30m profit. Market cap of 60m. Opportunity over the next 5 years is enormous. A few years ago such a company would already have market cap multiples of where we are now. The strategy update of 30 January may be a turning point whereby sentiment could turn in favour of the Company.

[lentjes] 15/1/2017 14:45

I suspect we will get an RNS in the next week or so updating on the acceleration on rollout with Microsoft announced in the September report which was planned end 2016.

I suspect the major MNO mentioned could be Ooredoo

[geraldus] 13/1/2017 03:59

Also hoping for some positive feedback from the strategy day lentjes.

[lentjes] 12/1/2017 23:03

So from my post 3rd Jan items 1,2 & 4 achieved ( albeit at the lower end)3,5 & 6 pending

This is now getting very interesting in that whilst further landhrab will be welcome thinking back to Raymondo's last interview and considering the EUS volume this may now be all about turning the volume up on the available content with existing users

Looking forward to the EUS outlook statement in the results although I think we have a couple of nice RNS to come pre 14th March

[lentjes] 12/1/2017 21:36

Slowly slowly catchy monkey !

[aleman] 12/1/2017 10:00

On those numbers, one wonders if they might turn cashflow positive in Q3, rather than Q4.

[smallcapinvestor1] 12/1/2017 09:13

Numbers are ahead of cenkos forecasts but no upgrades yet.In hoping for End 17 breakeven End 18 5m profitEnd 19 10m profit At that point if it is achieved it should be worth 100-150m or two to three times current price.

[amt] 12/1/2017 07:44

Interestingly in Q4 annualised Eus grew by perhaps 25m. 167 in September now 195m So even if keeps at that pace we get to near break even by end of 2017. It looks like growth is taking off in a big way. Say 295m m by end of 2017 or possibly 350m if growth rate continues to accelerate as in Q4. Revenue 5 to 6m annualised. The uping of capacity to 2billion shows where management think this is going with income (cash inflow) running into tens of millions. With market cap of 50m this could be exciting but dyor

[amt] 12/1/2017 07:26

The margin seems to have gone up since H1. The rate of growth is very encouraging. At this rate by end of 2017 should be cash positive. Expect cash burn of about 1m in next 6 months. Eus say 220 Revenue 2m costs 3m.

[smallcapinvestor1] 12/1/2017 07:15

Strong trading statement out. Eus growing as fast as I'd hoped and margin remaining stable.Also it appears investors are invited to strategy day.

[lentjes] 07/1/2017 09:57

Smallcap

Can you point me in the right direction as to where I can find details about the
Bango investor strategy day and do you know if PIs can attend

[lentjes] 06/1/2017 17:41

Francis55

Feel free to buy some more shares if this is the reaction lol

[geraldus] 06/1/2017 15:02

Yes,move over pokemon super mario run is here with more to follow.

[smallcapinvestor1] 06/1/2017 14:58

Fti consulting.I think this rise is down to the blockbuster apple app store numbers just released.App store spending is exploding and only going one way. this is starting to feel very right indeed.

[lentjes] 06/1/2017 13:30

Smallcap

Where did you get 30th Jan date from ?

[smallcapinvestor1] 06/1/2017 13:15

Such a big rise today. Any reason that anyone knows of?

[j777j] 06/1/2017 10:48

Maybe a US listing required to realise true value.

[smallcapinvestor1] 06/1/2017 10:10

Bango investor strategy day 30 January should be fascinating. You don't arrange these unless things are going very well and you want to highlight your optimism.

[j777j] 05/1/2017 08:47

Will it make Techinvest 2017 tips out this week?

[lentjes] 04/1/2017 17:06

Come on Smallcap get with pace the Google DCB launch in India is almost a week old now

However I have doubts that they are using Bango as they appear to be having teething problems and still using some sort of SMS system which does not indicate the plug and play model of the Bango platform

Also Vodafone appear to be favouring Boku recently.

Happy to be wrong on this occasion