Boku Share Discussion Threads

[redbarge] 26/6/2018 14:04

Chimers, for a stock you don't own and don't like you don't half waste your time sniffing around it. I just don't get why you are always here. If it doesn't interest you then move on. You seem to waste a lot of your own personal energy on something you clearly don't like. Why ?

[chimers] 26/6/2018 12:04

BLAH BLAH BLAH...............SHOW ME THE MONEY!!!!

[superhotchilli] 26/6/2018 11:23

Your analysis seriously lacks substance, Mr Chimers! I can see your point on EBITDA but that's often the case with most growth stocks. Here is some more info for those interested in the company...Boku's direct carrier billing platform provides an alternative customer acquisition network for digital content merchants and has been adopted by leading names such as Apple, Google, Microsoft and Spotify. This is driving strong transaction growth across the platform, which will generate a revenue CAGR of 29% from FY16 to FY20 with rapid expansion of EBITDA margins to 38.7% by FY20. The valuation reflects strong growth potential, particularly in terms of cash generation.*EBITDA and EPS (diluted) are normalised, excluding amortisation of acquired intangibles, exceptional items and share-based payments.Boku's direct carrier billing (DCB) platform connects merchants with the billing, identity and sales systems of mobile network operators (MNOs). Supporting merchants to offer DCB helps them to acquire customers and convert them to loyal, paying customers. For example, Apple's shift to DCB has driven a step change in paying users and Spotify saw a 20% uplift in activation rates when setting DCB as the default payment mechanism. Boku has signed up the leading merchants in key digital content categories (music, app stores, games) and, after a period of investment to connect merchants and MNOs to its platform, is seeing strong volume growth and achieved EBITDA profitability in H217.Boku's recent FY17 trading update confirmed that total payments volume (TPV) grew at least 200% y-o-y to $1.7bn, resulting in revenue growth of at least 40%. They forecast continued strong growth in TPV over FY18-20 as existing merchants extend the carrier billing option to more countries and more carriers and the adoption of digital content continues. With a relatively flat operating cost base, they forecast a rapid acceleration in profitability. Boku expect to reach operating profitability in FY18 and by FY20 to be generating a free cash flow yield of 7.3%.Near-term EV/EBITA and P/E multiples are at a premium to peers, but the company has strong sustainable earnings growth potential. Boku recently confirmed that it achieved EBITDA profitability H217. Based on strong TPV growth in FY18-20 and a relatively fixed cost base, they forecast a rapid acceleration in EBITDA profitability over that time period, to reach a margin of 28.9% by FY19 and 38.7% by FY20. With low capex requirements, they forecast strong cash generation and a net cash position of $31.9m by the end of FY19. The company has no current plans to pay a dividend. They expect returns to be invested in driving growth, either internally or through targeted acquisitions.With growth forecast to continue in FY20, expect the FY20e EV/EBITDA multiple to fall to 12.4x and normalised P/E to fall to 20.0x.

[chimers] 26/6/2018 11:02

Bango is dropping back down today currently only up 0.58% and falling.

Boku will drop to 80p and if that floor does not hold it will smash through it to 20p

[chimers] 26/6/2018 11:01

Why are you so WORRIED then sonny? RLMFAO

[superhotchilli] 26/6/2018 10:53

The percentage of Boku shares not in public hands is 64.6%. The stock is also very hard to buy as it's an American Company listed here so I don't think your opinion will have any movement on the share price. Most brokers don't allow trades in Boku. Bango is up another 2% today.

[chimers] 26/6/2018 10:45

Yeah that just means there are plenty shares to be DUMPED.

[superhotchilli] 26/6/2018 10:36

Well it has plenty of institutional investors that think it might! BOKU MAJOR HOLDERS INCLUDE Khosla Ventures (aggregated entities)9.46%Benchmark Capital Partners VI, L.P.8.85%NEA Ventures (aggregated entities)6.42%River & Mercantile5.65%Schroder Investment Management4.92%DAG Ventures (aggregated entities)4.79%Index Ventures (aggregated entities)3.66%Mark Britto3.63%Legal & General Investment Management3.58%

[superhotchilli] 26/6/2018 08:47

And the share price has still gone through the roof. You sound like someone that shorts Ocado! :)

[redbarge] 25/6/2018 11:53

50 day broken. New support at 96p but looks weak. If 96p breaks then next stop 90p and that is where the 100 day is sitting, so we will need to see if that will hold.

[redbarge] 16/6/2018 08:29

98p support broken let's see if the 50 day can save the day...

[redbarge] 20/5/2018 13:52

appears to have support at 98p. It looks like a healthy pullback and hopefully will consolidate before its next advance. All in all appears to be overall bullish....

[thomas4billing] 18/5/2018 21:46

When Apple Music grows, Boku grows...https://www.billboard.com/amp/articles/business/8456192/apple-music-hits-50-million-subscribers?sessionid=YXA3JADFouCxLId9K0A4P5Ch-e37Zn8dGX5fkNO72K4&__twitter_impression=true

[intelligentinvestor1] 04/5/2018 10:32

Looks like it has a strong resistance at around 110 p. May be it is taking a pause for the next big run.

[thomas4billing] 01/5/2018 08:31

Paysafe + Great 2017 Results + Continuous Growth + More to Come = Exponential growth

[amt] 27/4/2018 08:53

A good win. Paysafe is a major player with market cap of nearly 3 billion.

[thomas4billing] 27/4/2018 08:36

Boku, Inc.('Boku' or the 'Company' and, together with its subsidiaries, the 'Group')Agreement with Paysafe GroupBoku (AIM: BOKU), the world's leading independent direct carrier billing company, is pleased to announce an agreement with leading global payments provider Paysafe Group ('Paysafe').Boku provides Paysafe with carrier billing deposit services for its NETELLER and Skrill digital wallet services. This added functionality enables verified consumers to use their mobile phones to upload funds to their NETELLER and Skrill wallets. Carrier billing deposits into NETELLER and Skrill digital wallets can be used by consumers to make purchases from a variety of online merchants.Paysafe's additional services supported by Boku are currently available to consumers in the UK, Norway, Sweden and Switzerland.Jon Prideaux, CEO of Boku Inc., commented:'This deal with Paysafe really showcases our e-money capability; Boku breaking barriers, taking Carrier Billing into places that it's not been to before. Paysafe is totally the right partner for such a move and we're delighted to see our product being distributed by such an important mainstream payments company.'Lorenzo Pellegrino, CEO of Paysafe's Digital Wallets Division, comments:'With the growth of mobile changing the way we manage our everyday lives, including how we pay, we are making it easier than ever for customers to use our digital wallets from a device. Our multi-territory service supported by Boku supports our goal of offering NETELLER and Skrill customers new ways of transferring funds and making purchases directly from their mobile phone.'

[mirabeau] 27/4/2018 07:14

Paysafe agreement

[thomas4billing] 24/4/2018 14:04

100p SP: Checked Ebitda positive for 6 months: CheckedOver $ 3 Billion transactions scheduled in 2018: checked (given Q1 results)Lots of cash in Bank: checkedRevenues growing: CheckedWhat will prevent share price to reach 200p knowing that Boku business is 4 to 5 times bigger than Bango and Cap is not yet twice bigger ?

[thomas4billing] 20/4/2018 14:55

Question is : Will it reach 100p tonight or next week ?

[amt] 20/4/2018 07:32

Big director purchase gives confidence this is going places.