Bango Share Discussion Threads

[lentjes] 25/4/2017 06:37

Amt
Yes I saw that and also the Bango jobs page looking for 9 new positions indicates things are ramping up.

In relation to what is happening with Samsung and Amazon I'm convinced this is not just about App Store & DCB but something far bigger

[amt] 25/4/2017 05:24

hxxps://www.eventbrite.co.uk/e/bango-careers-event-tickets-33548641891
Clearly a lot going on with the biggest names including Amazon and Samsung

[amt] 25/4/2017 05:14

Bango have never been big in Europe as far as I csn see. Its other markets like India and emerging countries with higher populations where the big money will be made.

[lentjes] 24/4/2017 21:05

To be fair I have sent emails in the past ( nothing for several years now)and they did respond to each one of them although with answers that were e a bit wooly in that they can only announce to the market what they are allowed by their partners and can not say anything in the reply that is not already available in the market.

As previously posted I'm starting to think DCB may not be the key driver for EUS with Bango in the coming years with the increasing mention of other payments systems which will still hopefully pass through the Bango platform

Hay ho looks like we will need to wait until the next update to see how things are going, not long now, July I think

[simonsaid1] 24/4/2017 20:24

Well I think they can be afforded some slack given soaring activations and healthy numbers, but your point is taken. Have you written to the board? I often write to directors of my AIM companies and have found it often quite fruitful.

[lentjes] 24/4/2017 20:19

Good Point Simon

I'm not sure W10 is a great revenue stream but I did listen to a webinar last year in which Anil stated they had just had their best month with revenue from Xbox which I think is the money earner if there is to be one with MS as I doubt W10 will be a luxury one can afford for many people for years to come.

The point I'm making is why do Bango keep promising the market things are going to happen with MS W10 then nothing happens, surely this has the potential to cast doubt in anything they say and damage their reputation.

[simonsaid1] 24/4/2017 19:32

Thanks Lenjes, as usual fantastic detailed posts, much appreciated. Are we sure MS DCB routes are significant revenue sources? Not that I don't think they'd be nice to have, but to be clear this isn't on the scale of Bango's revenue streams from Google Play, Amazon apps etc. Do we have any idea what's actually at stake here? I guess people buy Xbox games and DLC, but doesn't feel like a giant market.

[lentjes] 24/4/2017 19:11

To make my point to date MS have activated 16 DCB routes with Windows 10 / Xbox (excluding legacy activations ) with Boku having activated 9 of these and Bango only 5 so not good progress after 15 months. Who the Austria activation was with is still to be confirmed and I'm not sure about 3UK

Austria Hutchison 3G Austria ???
Finland DNA, Bango Elisa Bango
France Orange Boku
Germany O2 Boku
Hungary Telenor Bango
Italy Wind Boku
Norway Telenor Bango
Poland Orange Boku
Russia Beeline Boku
Sweden Telenor Bango
Switzerland Swisscom Boku
Turkey Turkcell Boku
United States Sprint Boku
United Kingdom O2, Boku 3 UK ???

[lentjes] 24/4/2017 17:58

Further to the update on the MS DCB web page on 7th April and my post the following day it looks like the Windows 10 Turkcel DCB activation went to our old mates Boku.

Its been almost 15 months ( 5th Jan 2016 )since Bango made the fanfare of the deal with MS and expected rollout of multiple activations starting in the same month and then further stated the same with a global MNO deal in the September interim report yet nothing appears to happen ( with the exception of Telenor). The attached and the updates on the MS DCB web page clearly indicate this is not Bango limiting announcement what they are up to with activations with MS10 / Xbox this is clear evidence that nothing is happening in the Bango camp in this respect.

Good news is that MS are still on the uptake with DCB, the bad news its just not with Bango at the moment.

Despite the above which is frustrating till a good hold for me also.



hxxps://www.telecompaper.com/news/turkcell-offers-direct-carrier-billing-with-boku--1193181

[amt] 24/4/2017 17:37

Its always a rollercoaster ride with Bango and we get regular share price collapses for no reason at all. It would be good to trade it but problem is getting back in again.

[deuchar] 24/4/2017 16:32

Thank you simonsaid point taken

[simonsaid1] 24/4/2017 15:46

If you're just using charts then no wonder you came to such a strange conclusion. Read some analysis of the company itself (Investors Chronicle, Proactive Investors etc). Technical analysis/chartism is always sketchy, but with AIM stocks it's truly utterly useless.

Also, if you're using data to make observations, you should have seen the small free float/share pool for this stock which means small imbalances in trades can cause large share price changes when expressed in % terms.

Apologies for any impoliteness, but we get this a lot on AIM boards - technical analysis junkies who know nothing about the companies they talk about making 'predictions' that betray a total lack of knowledge on the company on which the investor is speculating. They cause unwarranted panic for no more reason than they've 'identified a double-cross retracing Tesla curve pattern with a double twist entering its third trimester double-spike regression' etc etc.

[acefromspace] 24/4/2017 15:45

Still a hold for me. What's changed?

[deuchar] 24/4/2017 15:21

Simonsaid I'm an interested observer and my comment is based on the chart

[simonsaid1] 24/4/2017 15:17

... for any particular reason? Or are you a chart follower trying to profit from a short position?

Nothing to see here, the share price has grown hugely in recent weeks and there's some profit taking going on as many of us are sitting on substantial gains. I chose to sit tight since the company is in fantastic health and should hit £2 this year. It is still a Buy according to Simon Thompson, too.

[deuchar] 24/4/2017 14:32

These could go under a pound.

[lentjes] 21/4/2017 07:00

What I meant to finish with was that however should the India DCB announcement have a material impact on market expectations either positive or negative Bango would be duty bound to announce this to the market.

Let's see

[lentjes] 21/4/2017 06:49

Bango are very cute in their outlook in their annual report in that they have always announced a large pipeline of activations ( normally 100 plus)where in reality they only activate a handful of these each year which is understandable in that each activation takes several weeks and Bango do not have unlimited resources. I also think this is a sensible approach in that whilst the Bango platform has been tested to 2B EUS a steady increase in actual EUS is the correct implementation of the business model and risk approach.

This also gives Bango the gift to pick and chose which activations they announce to the market which these days are normally related to new markets where they want to raise the Bango flag providing any one activation does not materially affect market expectations of at least 100% growth in EUS.

Looking further at the India DCB in that prior to the announcement DCB was only available to 1% of national subscribers (post paid only) and that Bango could not forecast when the announcement would be made or the outcome to allow pre paid subscribers access to DCB I doubt any material income from India has been included in this years growth forecast. How this decision will impact the Bango EUS growth if at all will only become known in the coming years.

[amt] 21/4/2017 06:40

Probably a good strategy of keeping success low profile and continue to build the business rapidly without fuss. Makes it less noticeable to the opposition. I have seen so many companies make a song and dance and ended in dissapointment.

[simonsaid1] 20/4/2017 21:46

I think they're holding back on RNS simply because the company is in a growth phase signing significant contracts every few weeks. There would be fatigue from too many RNS. I'm gutted I can't buy more shares right now while we're trimmed from the profit takers. The most recent investor presentation slides aluded to a large number of contracts in negotiation, and we have seen that was true already since then and doubtless many more to come. My favourite stock in my portfolio, and in its own way one of the simplest investment cases.

[lentjes] 20/4/2017 21:21

Further update on India DCB

In summary I think BANGO are in the box seat with their API platform and all payment options & low cost base and can kill the opposition so the call is should Raymondo should issue a RNS regarding the India DCB announcement or sit back like the silent assassin and tickle his tummy in joy.

hxxp://www.medianama.com/2017/04/223-carrier-billing-india-2/

Any views apart from Jeza AKA Rubberbullets

[lentjes] 19/4/2017 19:43

rubberbullets

Never in so few words have I known a shorter demonstrate such a complete lack of understanding of a business model you hope (although I would think by now praying) will fail

Well done son, you win the award for fool of the day and that's even considering Jeza's performance in the HoC's.

[lentjes] 19/4/2017 18:25

Just in

If I read this correct I think this is good news for Bango as they now have access to pre paid subscribers in addition to previously announced post paid of which the article mentions pre paid is 95% ( approx 170m subscribers with Idea alone) of the Indian market and in any case Bango have all payment systems including wallets covered. Sounds like an App developer moaning that he will only get 17.43% which is better than zip as he is forgetting without the alternative payment methods in places like India there would be no way a selling his content.

Have I read this correct and any views ?

Also the Idea / Google carrier billing model gets a mention

hxxps://www.medianama.com/2017/04/223-india-direct-carrier-billing/