Bango Share Discussion Threads

[j777j] 12/6/2017 12:37

If not taken over well before then,these will be up around £20 a share in 5 years.Books your seats early.

[simonsaid1] 12/6/2017 11:43

'Research from technology consultancy Ovum suggests that the DCB market could generate transactional value in excess of $25bn (£19bn) by 2020. A realistic market share of 8 per cent would give Bango an annualised end-user-spend of $2bn in four years time.'

'The beauty of the business model is that, having made a sizeable £30m-plus investment in a payment platform capable of handling $2bn plus of annual EUS, and with overheads stable, the profitability of the business is highly operationally geared to incremental increases in revenue. This explains why analyst Ian McNally of broking house Cenkos Securities believes Bango is well on course to making gross profit of £8.2m, cash profit of £3m, pre-tax profit of £1.1m and EPS of 1.8p, based on year-end annualised EUS of £669m, in 2018. And if Bango continues to grow at its current heady rate then profits are set to soar in future years.

For instance, based on the sensible assumption that as EUS rapidly scales up gross margins earned will contract from the current 2 per cent level to say 1.4 per cent in three years' time, then on £1.5bn-worth of transactions Bango's gross profit could surge to £20m and generate north of £10m of net profit, a hefty sum in relation to Bango's market capitalisation of £64m.'

That was Simon Thompson speaking BEFORE the Amazon Japan deal was known about, let alone activated - and that deal alone is transformative for Bango's End User Spend rates, given the popularity of DCB payment in Japan and the fact that the deal involves the country's largest mobile carriers and largest online retailer!

I can only assume you don't invest in smallcap growth companies very often.

[kaka47] 12/6/2017 11:21

Don't get me wrong as I said before I do like the company I am just uncomfortable investing at such a high price this moment in time

[kaka47] 12/6/2017 11:15

Eye popping MCap £110 million Turnover just £2.6 million

[kaka47] 12/6/2017 11:14

Don't worry boys I am still here

[hamidahamida] 12/6/2017 11:05

Next Trading update should be out in few weeks Can't wait

[simonsaid1] 12/6/2017 10:32

Lol the trolls always go quiet when growth is sustained. He was trying to ramp a share for AudioBoom last time he was here, which has dipped almost 13% since he 'shared' his tip with us, while Bango is up over 20% in the same period.

[acefromspace] 12/6/2017 10:28

Where is our mate Kaka?

[simonsaid1] 12/6/2017 09:27

Tipped by Daily Mail/This Is Money over the weekend, hence rises this morning.

Still a ways to go to Simon Thompson's 200p price target, so even people buying now should have at least another 17% to go, and given the Amazon announcement (which many of us think is likely a technical test run before more Amazon deployments roll out), that 200p price target, which was envisaged before the Amazon deal and before the stunning numbers for this year came about, is looking a little conservative.

Agreed with J777J that some kind of M&A activity could well be in Bango's future, though they may resist as they're making great money and expanding rapidly, and are clearly destined for the FTSE now. I see this as a potential future dividend payer (though I am aware tech stocks don't always do this and tend to use profits to fund growth). Either way, merger/buyout or not, the future looks good. Solid company.

[j777j] 12/6/2017 09:01

A much larger fish will take over Bgo.

Proof of concept,beyond all reasonable doubt.

[acefromspace] 12/6/2017 08:10

Be nice to finish north of 160 today.

[lentjes] 10/6/2017 11:54

Article with Raymondo, Jon Prideaux, CEO of Boku & Grahame Riddell Microsoft’s Director of Carrier Billing talking about DCB

hxxp://mobileecosystemforum.us4.list-manage1.com/track/click?u=9c8b248dbd9778315e29239c0&id=0e8bdecb73&e=b52623250b

[lentjes] 10/6/2017 10:34

Bango

This is Money Share Punt of the Week although its makes you wonder where they do there research with the statement listed since November 2015 ?

Published 21.50hrs last night so the share price may get a lift on Monday

[lentjes] 08/6/2017 21:41

Hi Simon

Sorry for that trying to post on my phone and had something I had been reading up on in my copy / paste being a IoT fan, big things coming on that side but not sure how soon but could be big, I think Bango will also be involved with Samsung / Amazon but not sure of how soon.

Anyway attached link from the Bango web site

hxxps://blog.bango.com/2017/06/08/the-evolution-of-android-carrier-billing-900-million-and-counting/

[simonsaid1] 08/6/2017 20:08

That came up as an article about smart pallets?

[lentjes] 08/6/2017 19:42

All looking good

oops will re post

[lentjes] 07/6/2017 18:31

New video on Bundling on the Bango web page and on youtube


hxxp://bango.com/

[acefromspace] 07/6/2017 16:12

Says You on the Bango board. Why? Didn't they do a placing recently too? The market does not agree with you at the moment.

[kaka47] 07/6/2017 15:53

One thing is for sure they are growing faster then bango

[acefromspace] 07/6/2017 14:49

Revenues are good but what about profit from that rev? They are also burning cash for fun.

[simonsaid1] 07/6/2017 13:42

Kaka, reported to ADVFN.