Bango Share Discussion Threads

[philoosh] 03/4/2017 14:16

So whats the deal with drop today?

[lentjes] 01/4/2017 17:03

Amt

I think your exaggerating the figures

Our overheads will never get to 10m

Lol

[muffster] 01/4/2017 08:57

Breakeven and entering into profit looks likely based on the growth numbers. Exciting times here

[amt] 31/3/2017 18:21

Yes to put it into perspective it needs to get to 3 quid to break its previous high. With 2 billion of Eus at a margin of 1.5% thats 30m less overheads of say 10m by then. If it grows at that pace then pe of 50 on the cards then 1 billion market cap in say 5 years time. Very possible in my view if all goes to plan

[lentjes] 30/3/2017 17:57

Just thinking will we get a Q1 EUS update next week or will we need to wait until the H1 update in July ?

[simonsaid1] 30/3/2017 11:47

Well if the share price keeps up this momentum, a buyout becomes less and less attractive. I'm sure Bango are conscious of the need to keep the good news flowing to keep the stock price up and ward off buyouts. The danger is a copycat product from an existing major player, but that's always been a risk and Bango have simply outflanked them by being agile, easy to integrate and low cost.

I don't ramp my shares as hype growth never lasts and I'm an investor, not a trader. But as long as the share price keeps ticking up, buyout becomes unlikely, or will happen at such a high price that we'll all be happy (though I'd likely sell, as I've invested in the current management style as much as the product).

[lentjes] 30/3/2017 11:32

simonsaid1

My thoughts exactly, I think Bango now have their mucky fingers in so many payment pies the industry is waking up to the fact that it is not just about DCB EUS its more about the power of the Bango API platform and how user friendly it is for integration with all payment systems with little or no human interface.

Plug and play as Raymondo keeps saying and boy are we starting to play or should I say dance to the Bango beat

In relation to a buy out I agree Raymondo said in an interview last year that he wants to keep control but as we all know never say never if the price is right

The questing being what is the right price ???

[simonsaid1] 30/3/2017 11:00

Anyone with doubt only need watch the presentation they made a while back and a few recent results RNSs. Very difficult to make a counter argument I think, some companies just hit on a good idea that the market needs. I don't think a buyout is likely either, they seem to want to be the next PayPal/Worldpay. Some of their presentations alluded to payment models outside of DCB, this isn't a one trick pony.

[philoosh] 30/3/2017 10:24

Then I wish for good news and a rising share price with gusto..

[j777j] 30/3/2017 10:18

Agree and will sell some when it reaches £10 a share in a few years.

[simonsaid1] 30/3/2017 10:08

This is early days for this company, they're architected for growth and being very strategically managed. I plan to hold this for a very long time.

[lentjes] 30/3/2017 10:05

and wait until the good news starts flowing

[j777j] 30/3/2017 09:33

To 200p apparently.

[philoosh] 30/3/2017 08:44

So the question is will the share price go up again ?

[j777j] 28/3/2017 15:23

How about Square?

[smallcapinvestor1] 27/3/2017 09:24

Any independent payment processing company. Think PayPal, paysafe, paypoint, worldpay etc...

[j777j] 27/3/2017 09:17

Who is likely to take this over?

[philoosh] 24/3/2017 12:36

Lovin this growth. May it keep rising!!! ;)

[smallcapinvestor1] 24/3/2017 12:12

Simple forecasts using conservative eus run rate growth and margin number.400m eus 2017 exit run rate800m eus 20181200m eus 20191200m x 1.2% = 14.4mLess 5m platform less 2m costs = 7.4m profit on 20 times = 148m mcap or 228p per share.A takeout valuation for a global platform such as this would be much higher.

[hamidahamida] 24/3/2017 11:56

Going higher

[smallcapinvestor1] 24/3/2017 11:01

It's going up because the market is waking up to the fact that in a few years this company could be making serious money and valued at 15-20 times would represent a multi bagger from here.

[amt] 24/3/2017 08:51

Dont know about that but they seem to say that their platform has flexibility to change rapidly. Not sure what microsoft in India are putting in its place. The market seems to be positive about development given share price rise.