Bigblu Broadband Share Discussion Threads

[mfhmfh] 06/9/2019 09:26

someone buying in 25,000 chunks

[weatherman] 03/9/2019 13:01

"Outlook
The Company is extremely well placed to continue driving organic growth through the partnerships and product suites in place whilst new products with faster broadband speeds and unlimited download limits are also set to underpin growth. There continues to be strong demand for alternative super-fast broadband solutions and, as such, the Company is strategically well placed to continue growing its customer base with both churn rates decreasing and gross margins improving throughout the remainder of the financial year.
We also expect strong cash generation from the business in the second half of the financial year, which together with secured funding for Quickline, will significantly decrease net debt by the period end. We anticipate net debt to fall to less than 1.5x EBITDA by the year end. "

[quepassa] 03/9/2019 12:52

Very impressed that they have a 50% share of the Aussie market , especially as this is a significantly expanding market with clear room for exponential growth.

ALL IMO. DYOR.
QP

[mfhmfh] 29/8/2019 11:35

lots of stock at 110p

[5chipper] 28/8/2019 06:37

Is an 18% customer churn rate not a bit concerning?

[tightfist] 16/8/2019 15:13

I believe they said they are Avanti's largest customer - but I still get the impression that AVN are not a major supplier to BBB. But dependent enough for under-performance to be an irritant?

[weatherman] 10/8/2019 20:23

Mention in the Daily Mail today - mostly positive with accelerated growth and £10m profit, but notes debt, one off costs and Avanti supply problem.

[mfhmfh] 06/8/2019 10:13

very positive news today. IMHO.

[quepassa] 06/8/2019 06:17

About today's RNS detailing a new £12m funding package for BBB's recent UK acquisition, Quickline.

The CEO, Andrew Walwyn says the following:-

""Since we acquired Quickline, its performance has exceeded our ambitious expectations. It has also been at the forefront of broadband technology developments to deliver fixed wireless services, with fibre like performance, without the high cost and lengthy timescales associated with full fibre roll-out.

"The market opportunity for a fibre backed fixed wireless network roll-out has never been so attractive with significant investment in the space, including government support, which will mean many more homes and businesses will get connected to next generation super-fast broadband sooner and cheaper than before."


Very upbeat and positive.

Read RNS for full context which highlights the government's determination, stimulus and very attractive user-grants in its continuing drive to roll out fast bb connections to every corner of the UK.


Very positive UK backdrop for a non-urban bb specialist like BBB/Quickline.

The rapid uplift and near doubling in valuation of this subsidiary from acquisition price in 2017 of £8m to a current Enterprise Value of £15million is astonishing.


ALL IMO. DYOR.
QP

[tightfist] 01/8/2019 06:52

Yes QP, it's worth re-reading the 6th December update to appreciate AW's forward-looking view and then this latest announcement. The European organic growth potential seems to be finally unlocked - I guess the remaining questions are management of customer relations/churn and margin trend. ARPU is IMO presumably reasonably safe but will ETL want higher wholesale pricing?.Interims were on 30th August last year, tightfist

[quepassa] 31/7/2019 07:31

THAT IS ASTONISHING.

THEY HAVE SIGNED UP A REMARKABLE 10,000 NEW SATELLITE CUSTOMERS SINCE DECEMBER VIA EUTELSAT'S PREFERRED PARTNER PROGRAMME.

The partnership is now extended to an "unlimited" number of packages with speeds up to 50mbps as well as Eutelsat providing assistance with installation, marketing and subscriber equipment

Impressive growth targets and off to a flying start under the EBI/Eutelsat programme which bodes very well for further rapid subscriber uptake.

ALL IMO. DYOR.
QP

[mfhmfh] 25/7/2019 09:21

check out section on broadband:

[bbluesky] 24/7/2019 06:54

Somewhat ironic that Boris is following an EU initiative!!

[mfhmfh] 23/7/2019 19:05

I though the same when I hear the new Prime Minister's speech.

He was very specific to mention broadband which is not traditionally a major political theme in comparison to the NHS, etc.

[quepassa] 23/7/2019 11:30

In his victory speech just now, Boris Johnson vows to give every home in the UK full-fibre broadband. That is quite specific detail for Johnson to mention in the same breath as Hospitals and Education. Highlighting the importance he puts on the vital necessity of broadband for everyone in even the remotest rural communities as a key driver in the economy.

Looks like the new government will invest significantly in this sector, one way or another - whether that is by incentives, tax-breaks or grants remains to be seen.

This has to be great news for providers of broadband to the non-urban UK communities with the UK govenment's new PM giving total backing to this sector.

And yes, in my view i am certain that this would also include fibre broadband or broadband service with equivalent speed.

I take this as potentially excellent news for BigBlu.

ALL IMO. DYOR.
QP

[tightfist] 20/7/2019 06:49

Yes, notably good finish, and good coverage. However, I have just seen the 24d post/link by weatherman and it may go some way to explaining the recent dip. .It's very disappointing because the topic of unacceptable? "customer churn" was discussed at the London meeting last March and lots of assurances were given regarding customer service improvements, including the hire of a new CS chief..Reads as a BBB own-goal in ISP website quotes - IMO Churn has been a big dent in creating NET new customers numbers/revenue.

[mfhmfh] 19/7/2019 16:10

nice finish today

[mfhmfh] 13/7/2019 10:45

also tipped in Shares Magazine.

[mfhmfh] 11/7/2019 13:41

tipped by ST in IC today:

'Record new customer growth drives BigBlu into orbit'

[quepassa] 01/7/2019 11:55

"... A MEANINGFUL DISCOUNT TO BBB's UK LISTED TELCO PEERS. WE BELIEVE BBB's STRONG GROWTH POTENTIAL IS YET TO BE REFLECTED IN ITS SHARE PRICE".

Hot off the press this morning from highly-regarded Edison Research who publish a QuickView update on BigBlu today.

Excellent concise update note well worth reading in full.

ALL IMO. DYOR.
QP

[weatherman] 26/6/2019 09:15

May be this story didn't help last few weeks. They need to improve customer relations. hxxps://www.ispreview.co.uk/index.php/2019/06/bigblu-broadband-blunders-in-billing-debt-collection-and-support.html

[quepassa] 26/6/2019 07:31

The 7% growth in customer numbers in the last six months is STRATOSPHERIC. - Any other telco would cut off their right arm to achieve customer growth rates which were a mere fraction of 7%.

BBB is in my view a growth stock with enormous upside potential in an under-researched growth sector.


ALL IMO. DYOR.
QP

[p1nkfish] 25/6/2019 21:33

Only just had chance to read it, recent sell off puzzling.
Very promising results with what looks like more to come.

[weatherman] 25/6/2019 08:10

Total customer numbers only up 7%, but markedly increasing revenue and margins. The outlook suggests an acceleration in customer take up with Eutelsat satellites which is very positive for the year as a whole. It should be a £100m co imo.

[quepassa] 25/6/2019 06:55

Yes, agree.

Those are just STUNNING figures.

And the growth rates are fantastic for revenues, customer numbers, margins and churn rates with an EXTREMELY BUOYANT AND HIGHLY CONFIDENT MANAGEMENT OUTLOOK.


ALL IMO. DYOR.
QP