Bigblu Broadband Share Discussion Threads

[quepassa] 24/6/2019 10:31

Slightly outdated but ealier this month on 3rd. June, Numis again REITERATED their BUY recommendation with unchanged TARGET PRICE of 230p.

Numis continue to see MORE THAN 100% UPSIDE to current share price

ALL IMO. DYOR.
QP

[quepassa] 21/6/2019 11:16

Great. Good to hear.

lots of happy customers all over - and especially in rural locations as broadband is no longer a luxury but a growing necessity.

thanks for feedback.

QP

[rimau1] 21/6/2019 09:33

I’m in the UK, advertised speed i think is 35mb/s and i reckon mine is always between 15-30. Plenty fast enough to work from home/stream and download TV/conference calls etc. Used to have BT fibre in the same location and this is just as good. Happy customer, hope I am not the only one....

[quepassa] 21/6/2019 09:26

is your BBB connection in the uk or overseas? what speed do you get?

thanks.

QP

[rimau1] 21/6/2019 09:14

I was happy to have a top up here yesterday, i am hoping they have just drifted lower on no news, should have an update in the next couple of weeks. My BBB internet has been excellent since I had it installed in March so on the back of my own experience i am hoping for continued momentum in customer numbers growth supported by structural change in BBB’s markets.

[oohrogerpalmer] 19/6/2019 13:22

The mysteries of the stock markets.
Unless there is bad news hanging around how on earth can a share price drop over 30% !!
Baffling.

[tightfist] 14/6/2019 12:56

PS: Good to see what look like 3 chunky Buys!

[tightfist] 14/6/2019 12:54

I am mystified at the rapid drop, like you! Last year there was a TU on 4th July (to cover H1 to end May) maybe we will understand more then?.My other thoughts/speculations are (1) competition is emerging, (2) European volume is slow off the blocks, or (3) a placing is imminent. However, I thought that the acquisition "Build" phase is over?.Any comments? Still mystified tightfist

[paulisi] 12/6/2019 18:58

Why the big drop recently?

[oohrogerpalmer] 29/5/2019 20:34

Yes, it will make the share price rocket as high as his satellites!!!

[sharpshooter2] 29/5/2019 13:01

Will Musk Starlink project effect BBB future prospects?

[quepassa] 22/5/2019 08:09

BigBlu's AGM today at 1pm at Harwood Capital, 6, Stratton St., London W1J 8LD.

A corporate invitation to the Chelsea Flower Show prevents me from attending!

If anyone on this bulletin board attends today's BigBlu AGM, could you kindly post a resume of any pertinent points such as investor questions. -Thanks in advance.

Hopefully we shall receive an RNS statement later today about the AGM which will give a Trading Update.


ALL IMO. DYOR.
QP

[glaws2] 02/5/2019 11:12

No change in the holding of BGF - the issue of equity on 30 April has very slightly diluted them and they has passed through a percentage point (8) which is why they had to RNS the holding.

[quepassa] 02/5/2019 10:02

Yesterday 1st May, Numis issue a broker note on BigBlu and again

REITERATE their BUY RECOMMENDATION

with an unchanged Target Price of 230p.


Numis clearly have a strong conviction on this stock and see more than 75% UPSIDE to current share price.

ALL IMO. DYOR.
QP

[cottoner] 30/4/2019 09:05

Another go @ 130.

[bbluesky] 26/4/2019 17:49

Pigs might fly too!

[mrnumpty] 26/4/2019 12:30

There is an article in today’s ( Friday 26/4/2019 ) Business section of the Daily Telegraph ( page 5 ) about competitors . Already , billionaires such as Elon Mysk , Richard Branson and Jeff Bexos are backing ventures which aim to offer internet links using thousands ( yes , thousands ! ) of satellites in near-earth orbit . It seems now that “ one of the worlds richest men is backing an auacious plan to bring remote parts of the world online using giant solar-powered balloons “ . However , although the balloons will be the size of a tennis court , a weakness or at least ongoing cost , in my humble opinion , is that these helium balloons will only stay in earth orbit for a few months at a time . A further positive for us holders of Big Blu seems to me that this project by HAPSMobile , an affiliate of Mayasoki Son’s telecom company SoftBank is aimed at poorer countries along the equator , whereas BBB is primarily involved in advanced economies . Anyway , the Telegraph article also refers to an existing competitor technology by California-based AeroVironment , which is developing drones , at an altitude of 12 miles , flying for six months at a time , in order to provide high-speed internet .

[cottoner] 23/4/2019 15:17

Continuing to edge up.

[paulisi] 20/4/2019 17:00

Interesting - target price of £1.75

[cottoner] 18/4/2019 09:55

Blue skies ahead for BBB


By Mark Watson-Mitchell 16 April 2019

[oohrogerpalmer] 15/4/2019 08:33

Finally back at last year's consolidation price.
Onwards and upwards from here.

[tightfist] 15/4/2019 08:15

Hi QP,The Edison note is a very good, concise summary (note that it is BBB funded). I am intrigued about how the Eutelsat vs Viasat satellite wholesale service provision will shake-out in the coming years.Maybe I am glass half-full about BBB but given the storylines, the revenue growth forecast still looks pretty conservative to me, especially for 2020. (Maybe the discontinued Aussie fibre business is still within the comparable?).Cheers, tightfist

[quepassa] 15/4/2019 07:53

Impressive to see burgeoning BigBlu Broadband receiving coverage in the serious financial press care of the Weekend FT in their page 18 article headed "Small cap Focus Satellites".

The FT comments that BigBlu should benefit as a retail reseller of satellite broadband services as a result the recent shake-up and new competition within the satellite sector.

The FT article notes that BBB signed up 3,000 customers in the first quarter which is "more than its total organic growth in 2018".

The FT comments that, with Inmarsat de-listing, there are still a handful of sector companies within the UK market " where the country has historically punched above its weight".


ALL IMO. DYOR.
QP

[quepassa] 12/4/2019 15:06

NOT TO BE MISSED.

Trading at a significant 30% DISCOUNT to its peer-group Telco sector,

an excellent and concise research piece by Edison dated a week ago:-

hXXps://www.edisongroup.com/publication/exponential-increases-in-speeds-widen-market/23849/


ALL IMO. DYOR.
QP

[cottoner] 12/4/2019 14:10

Looking good so far.

Currently only 1250 @ 125p available online.