Boku Share Discussion Threads

[chimers] 21/11/2017 09:44

I send you my pants , now get scrubbing.

[amt] 21/11/2017 09:39

Thomas4 billing have you seen any forecasts. I might invest here but dont have enough detail.

[chimers] 21/11/2017 09:27

NAME "one of these "experts" be careful make sure you dont include me!!

[amt] 21/11/2017 09:00

Ok I found them in the link above. Difficult to interpret as so little detail. Surely there must be some better data to work with.

[amt] 21/11/2017 08:54

Are there any financials available for Boku. Where do I find them.

[chimers] 21/11/2017 08:53

simonsaid1 - 16 Nov 2017
- 16:10:37 - 21 of 46
more BANGO for your buck - BGO

If anybody is interested, I just posted the following on the LSE BB for Bango:

Lots of new names here, good to see word getting around on this excellent company. To see the breadth of Bango's global partnerships read their website bangoinvestor.com, but here are some recent news highlights:

- Amazon Japan: Bango has had a relationship with Bango for a long time for payments to the Amazon App Store, but as of this summer Amazon made a deal with Bango to allow its customers to use Bango direct carrier billing (DCB) across all physical products too. This was a major landmark for Bango, and hopefully just the first test in a global rollout of Bango DCB for Amazon. The concept of paying for goods through your phone bill is catching on, and Japan is ahead of most of the world with its adoption, so this is a great market to kick off physical goods purchasing, a new paradigm for DCB.

The last set of Bango figures came out when the Amazon Japan deal had only just started going into operation, however CEO Ray Anderson shared that between the end of June and the end of August, annualised End User Spend (EUS) through the Bango platform rose from £300m to £400, and the Amazon deal only came online toward the very end of that period. The next results are due in January and the company has already said it expects to double EUS, which it has done for the last several years in succession.

In an Investors Chronicle podcast in late September, Simon Thompson revealed that in an earlier discussion with Raymond Anderson, he told him that other Japanese physical goods online retailers were queuing up in the wake of the Amazon deal.

This deal was extended last week to also include Amazon Prime and Student subscriptions, now also payable via Bango DCB.

- South Korea: Bango announced a major strategic move into South Korea, appointing a Country Manager and exploring possibilities in this rich, technologically advanced territory. Last time they did this was with Japan in early 2016, and that obviously bore substantial fruits! The South Korean market is similar in many ways so this is very promising.

- Egypt: As Bango pursues growth across Africa, which is largely mobile-first so a key growth market, last week they announced a deal with Victory Link in Egypt. This brings Bango DCB on Google Play to all 3 major mobile carriers in Egypt, opening up a large new potential market.

- Nigeria: Continuing the theme of African expansion, a new deal was just announced with 9Pay in Nigeria, one of the most mobile-centric countries in the world, for a mobile wallet product.

- PSD2: In January 2018 new European regulations are coming in which allow DCB to be used to pay for physical goods in Europe for the first time, and removes many of the obstacles to unconventional payments online (removing advantages of traditional credit card processors). Online retailers of physical goods will be able to integrate the Bango platform for the first time, and many new deals are expected to follow.

- Infomedia: New strategic partnership entered into with one of Bango£s historic rivals. Transactions from both will use Bango platform for payments, and Infomedia merchant services. This brings an immediate increase in EUS. Partners have been referring to Bango as the £standard£ for mobile payments, and this deal underlines that. Overall, the direction of travel is clear. The next trading update is in January and you can see why many of us who have been here for a long time are extremely excited to see the next set of numbers. The rate of expansion is exponential at the moment and Bango appears to be the platform of choice for retailers and mobile operators around the world implementing Direct Carrier Billing.

[thomas4billing] 21/11/2017 08:46

Very funny to see Bango's extremist and agressive fans create a fake news message flow about Boku... Usually, we do that for Company we believe in. Guys, are you so cared that the world leader for Direct Carrier Billing who is just doing 5 times more business than your baby, succeed ? Obviously, You should not act that way even if you are scared for your savings. Not the right attitude as Direct carrier Billing is a huge growing market with plenty of space for everybody... if one grows, the other grows and the other way round.You still saying that a USA Company should not float in London... This non sense. If you know well the story, you will know that even if Boku is a US HQ company, CEO is British and lives in London, CFO is English and lives in London, Europe is one of the most advanced market with Asia in Direct Carrier Billing, big part of the teams operate from UK, and Boku is the baby of a marriage that happens back in 2009 between a UK Based Company (Mobilcash) and Paymo which was founded by another London Guy. #Bemoreobjective #Doyourhomework #donotworrybehappy

[ramridge] 20/11/2017 09:45

NASDAQ requires companies to be profit making before they can IPO, unlike UK's AIM which just allows any rogue, charlatan to IPO with a dodgy company.

[larva] 20/11/2017 09:45

nicely put chimers, that what i thought

[mirabeau] 20/11/2017 07:09

20 November 2017

Boku, Inc.

("Boku" or the "Company" and, together with its subsidiaries, the "Group")

Admission to Trading on AIM and First Day of Dealings

Boku, the world's leading independent direct carrier billing company, is pleased to announce the admission today of its Common Shares to trading on the AIM Market of the London Stock Exchange ("Admission"). Peel Hunt is acting as nominated adviser and sole broker to the Company in relation to Admission.

Highlights

Dealings in the Common Shares will commence today under the ticker "BOKU" with the ISIN USU7744C1063

Significantly oversubscribed placing by Peel Hunt which saw strong demand from a wide range of institutional investors

The placing raised £45 million and consisted of (i) a placing of 25,423,728 milion new Common Shares, to raise gross proceeds of £15 million for the Company; and (ii) the placing of 50,847,458 million existing Common Shares, to raise gross proceeds of £30 million for selling shareholders, all at a placing price of 59 pence per share ("Placing Price")

The Company's market capitalisation as at Admission, based on the Placing Price, is c.£125m


The Company's Admission Document will be available at

as of Admission.

Jon Prideaux, CEO of Boku, commented:

"The AIM Admission today is a significant milestone for Boku and strongly positions the Company to accelerate its growth plans. We are delighted with the backing shown by a wide number of quality institutional investors and thank them for their support.

"Boku is very well positioned in the direct carrier billing market and there are significant opportunities for growth which we intend to capitalise on. We very much look forward to life as a public company and to updating the market on our continued progress in the months and years ahead."

---------------------------------------------------------------------------