Bango Share Discussion Threads

[amt] 22/6/2017 18:41

I am surprised anyone bothers to answer Kaks47. He has nothing useful to say so please just ignore him.

[simonsaid1] 22/6/2017 16:32

Try reading this, to understand why Amazon Japan is so transformational for Bango:

hxxp://webcache.googleusercontent.com/search?q=cache:6MxP2lj6cloJ:www.paymentscardsandmobile.com/japan-ahead-europe-direct-carrier-billing-penetration/+&cd=1&hl=en&ct=clnk&gl=uk

'Internationally the leader in DCB, particularly for physical goods, is Japan. Since the start ofGlobal carrier billing revenue 2015 vs 2020 the 20th century, Japan and the wider far-east has developed into one of the most technologically advanced regions in the world. High levels of advancement are evident more than anything else in mobile, with Ovum estimating that the Asia Pacific region makes up well over half of global DCB revenue with a multi-billion dollar worth.'

[simonsaid1] 22/6/2017 16:28

If you're not a short seller, how are you this naive? Do you not understand how forward P/E works for growth companies? If you really don't then sorry for shouting, I guess.

Given the scale of contracts Bango is signing, including Amazon Japan which you STILL haven't acknowledged (come on man!), the low cost of operations (they have nearly finished recouping the huge cost they paid years ago to build out infrastructure to handle all these new deals - how neat is that), the market is still valuing pretty conservatively.

If you mainly trade main market I can see why AIM P/E ratios might look unlikely. But evaluating a business in early growth is a very different activity to an established one that can't move as fast.

Spend some time reading about the Amazon Japan deal (including 2 carriers KDDI and NTT Docomo which are 3/4 of the entire Japanese cell market!). Amazon Japan does around $10bn of revenue a year. Even a small slice of that is enormous for Bango. And this is Japan, where direct carrier billing is totally normalised into the culture.

All this while over 200 other contracts are being negotiated for new deals elsewhere. You are seriously undervaluing and underestimating this company.

But that's fair, if you want to make bad investment decisions feel free. But stop posting things here which are simply incorrect and betray a lack of understanding of the company and the sector. Otherwise we will assume you're a day trader/short seller, and you will get a rough time from all of us.

[kaka47] 22/6/2017 16:16

I am not a short seller all I am saying is this no way in a million years bgo should be capped at over 100 million, to justify this kind of valuation at this stage bango should be making minimum £3 million profit.

[kaka47] 22/6/2017 16:09

Next results will trigger collapse

[lentjes] 22/6/2017 15:53

kaka47s ring just got another 4.9% hotter, burn baby burn

What you gona tell the folks back home lol

[simonsaid1] 22/6/2017 15:47

What? Revenue here comes from every transaction and is proportional, so end user spend is the only thing that matters. The cash burn rate tells little as this is in rapid expansion mode, but profitability is now very close and they've been very explicit about it. EUS is going through the roof, and that's before the Amazon Japan deal started, which of course you don't mention. Because you're a scumbag short seller.

The expectations they refer to are seen in every results release and in many columns in the press. I'm not going through RNS's for you.

You're very bad at this.

[kaka47] 22/6/2017 15:37

Jam tomorrow producer Bango (BGO) has served up a ramptastic RNS'S again and again distinguishing itself by missing out all of the metrics a sane investor would want to know about. In short there are lots of ramptastic verbage but not one of the key metrics punters might need to make a rational decisionAnd so on the subject of vanity (sales) we are told, er, nothing at all. Instead we are told that "annualized End User Spend (EUS) is up massively LOL So that is customer spend not revenue. "Margin remains in-line with Bango and market expectations". Right so what is that. Mug punters why should Bango actually tell you what that means? Sell sell SELLHYPED UP GET OUT WHILE YOU CAN

[simonsaid1] 22/6/2017 14:08

Lol think how much cash he has lost with all these doom predictions. Since his doomsaying we're up, what, 20% now? Hilarious.

Fast growing company with tons of new contracts including Amazon, as well as Google and Vodafone and countless others. You are the worst troll ever, lol.

Please give me stock tips so I can do the exact opposite and make some good money.

[kaka47] 22/6/2017 13:57

Correction overdue

[kaka47] 22/6/2017 13:49

Please can someone tell me how many shares were in issue 5 years ago......

[kaka47] 22/6/2017 13:47

Over hyped and burning cashRevenue just 2.6 million Market cap 100 million Get out while you can

[deuchar] 20/6/2017 12:47

Hi simonsaid this does seem to be a little gem and totally overlooked-thanks for your sensible comments

[hamidahamida] 20/6/2017 07:56

Diamonds are forever Simon

[simonsaid1] 19/6/2017 16:12

I expect one in July simply because of their strategy of not releasing constant RNS's on small deals. To my mind, this makes interim trading updates more likely and important, and the main catalyst for share price growth. However, the Amazon announcement may have been intended instead of a trading update, given the enormous impact of that news. I don't think historical precedent for trading updates et al are likely to tell us much, so much has changed here.

I am not even top-slicing this share until at least the end of the year, so not too concerned (I'm at 53% profit and the current price is well-supported every day), though an update is always welcome. I think more Amazon deals are likely, along with other activations, EUS increases and potentially some M&A activity as we approach profit. I have said before that dividends and a FTSE all-share listing for this company don't seem impossible fantasies now. So trading update would be fun reading and probably the catalyst to £2, but in the bigger picture not a big deal.

As always, the little diamond in my portfolio.

[lentjes] 19/6/2017 15:59

Simon

Thanks for the response

I would have thought that it would be in the interest of both MS & 3 to promote the activation but hay ho maybe they see it differently.

Anyway we should get an indication if Bango are involved the the next update

What's your thoughts on the next update, July trading update or will we need to wait until mid September H1 results ?

[simonsaid1] 19/6/2017 14:45

Well Bango we know doesn't want to make statements on every deal, and Hutchinson/3 have no reason to announce it or that Bango are the backend provider, unless they see it as a major marketable sales driver. I suspect it's seen as a more subtle change and not requiring promotion.

[lentjes] 19/6/2017 14:24

What I find interesting about the Hutchison 3 Windows 10 activation's in Austria, Denmark & Sweden is that apart from the MS Windows DCB web page which states DCB is live you can not find any information.

I know Bango have said they will not make announcements (nothing to confirm either way) but this does not explain why there is no information available from Hutchison / 3 or general news articles which you would think they would be the case with 3 promoting DCB.

Anybody have any views ?

[simonsaid1] 16/6/2017 11:06

Thanks both, some encouraging morning reading.

It's always refreshing reading about Bango. A rare, straight, uncomplicated, profitable and growing company in the murky waters of AIM.

I wonder when this moves to the FTSE (if Raymond thinks it's worth the legwork, as I understand it there are more burdensome regulatory implications).

[smallcapinvestor1] 16/6/2017 10:51

Amazon Japan deals could mean beating plan to double eus this year. That would mean reaching breakeven and profitability even earlier. Physical goods transactions are much bigger than digital purchases, therefore bigger commission to bango. Breakeven Maybe q3 this year??After that it's just a gravy train as the platform costs remain flattish but more and more routes are activated, more direct connections are moved to bango, more amazon territories are rolled out, more carriers, online retailers and app stores jump on board and eventually more physical goods retailers and high street retailers are added to the platform. It's no longer a case of 'if', its actually proven and happening now so it's a matter of how fast. With increased scale will come the big predators undoubtedly but only when bango is multiples of its current size.

[lentjes] 15/6/2017 18:30

Whilst I have nothing to support this my gut feel is that the latest Windows 10 / Xbox activations by 3 who are owned by Hutchison (look the up on Wiki)is the global deal mentioned by Bango in the September 2016 RNS.

If this is proven correct we can credit Austria, Denmark & Sweden to the Bango activation list with more to come in addition to 3 UK which is already confirmed.

[lentjes] 15/6/2017 09:51

Nothing to say this is Bango related but looks like 3 have activated DCB Windows 10 / Xbox in Denmark & Sweden beginning June.

The web page states its was updated on 2nd June but it was only updated late last night

[markie7] 13/6/2017 17:29

Monitise is utter basket case though. Bango isn't.

[hamidahamida] 13/6/2017 15:53

Bid would be the worst possible scenario for bango this moment in time