Boku Share Discussion Threads

[kalkaar] 28/8/2018 07:27

Could have easily announced it with the interims but glad it's got its own RNS as it's pretty significant in so many ways.. expecting lots more news and agreements going forward..



Boku, Inc.

("Boku" or the "Company")


Boku offers DCB for Huawei Customers



Boku (AIM: BOKU), the world's leading independent direct carrier billing company, is pleased to announce that it has secured an agreement with Huawei Consumer Business Group ("Huawei") to provide the company with a carrier billing platform as a payment method for purchases from HUAWEI AppGallery, HUAWEI Mobile Cloud and HUAWEI Themes.

Huawei is China's leading smartphone manufacturer. According to IDC, Huawei rose to become the world's second largest smartphone manufacturer in Q2 2018 with a global market share of 15.8%.

The agreement will see Boku provide Huawei's growing consumer base around the world the ability to purchase content and services from HUAWEI AppGallery, HUAWEI Mobile Cloud and HUAWEI Themes. Huawei wants to use Boku to give their consumers a seamless and convenient way to make purchases on their handsets so they can enjoy the content on their phones as soon as possible. Target markets include many countries, including the UK, Sweden, Denmark, Switzerland, Norway, Belgium, France, Russia, Spain and Austria.

Jon Prideaux, Boku CEO, commented: "We are very pleased to be working with Huawei. Over the past few years, charging the cost of purchases for your phone bill or pre-paid balance has become the norm for app stores and we've played a leading role in this development. We're proud to be working with China's leading smartphone manufacturer to provide a seamless and convenient payment method ."

[mirabeau] 28/8/2018 07:08

180p-200p easy on today's news. This is a major coup for BOKU

[redbarge] 26/8/2018 12:35

@KALKAAR yes they did ... great find and post

[kalkaar] 26/8/2018 10:15

not sure if this has been posted previously but Crystal Amber Fund (CRS) reported in their Monthly NAV report (RNS 8/8/18) that as at 31-July-18 they held 1.7% of BOKU.

as far as i can gather they didn't have a position prior to this.

be interesting to see if they have increased this during August, will post up following the Aug NAV update CRS make in September.

[redbarge] 25/8/2018 15:25

Yes that is pretty illiquid. I don't have access BOKU to monitor the stock they don't have any arrangments with Interactive Brokers. I appreciate the insight there thanks.

I'm just not a great fan of highly illiquid stocks making new highs. I prefer a gradual climb with sensible corrections giving it good foundations as it climbs.

Anyway lets just hope its all good. Thanks for the responses.

[kalkaar] 24/8/2018 15:09

Certainly large volume today..indicating large orders were being worked on in the background that seem to have been filled today.Although tight market when small (~10k) but consistent sells are absorbed and the price still ticks up usually a sign of this.

[mirabeau] 24/8/2018 13:08

It's a pretty illiquid stock fella so any above average interest can cause decent swings in the price

L2 at present is

3 v 3 (15k either side)

EMS is 5k

[redbarge] 24/8/2018 13:06

Boku just hit 1.63 today. Has anyone noticed that there is very little buying volume going through? I'm not complaining but it just seems a little odd....

[kalkaar] 22/8/2018 21:56

seems enough happy to jump on the bandwagon take a few pennies profit, jump off only to see it surprise on the upside moves.. wasn't expecting the usual huge discreet buys over August but will be keeping an eye out for them when the big boys return from their breaks.Already had guidance confirmed in the trading update so hopefully we'll get some further update on the ID product launch, new clients, current metrics and prospects for the immediate future..With so many institutional backers in BOKU can't imagine their exit being to sell into an junior market where liquidity is likely to be a big issue.. begs the question how do they plan to exit.. not saying this will happen here but wouldn't be surprised to see such a quality Fintech company such as BOKU bought out by other gargantuan players looking to strengthen their market position in what is likely to be a very lucrative growth area for several years yet.Until such time or to get to that stage and whilst still being the "scale player" they could look to buy out their smaller competitors or make strategic acquisitions once they've got enough free cash flow.. I know the latter had been touched upon by the CEO.. Whichever route they take, given the pedigree and calibre of the CEO, John Prideaux, i would be compelled to stick around to see where BOKU is in 2019..Hoping for a continued positive statement (current and future) and the share price will look after itself even after the run up they've had.As always, all imho and one should always dyor.

[thomas4billing] 22/8/2018 17:26

Some Gods heard me and keep making my holidays blessed ! I guess it can go much higher prior Semester Results scheduled for September 4th !

[thomas4billing] 20/8/2018 12:27

As we are approaching official semester results (that look great !!) scheduled for 4th september, share price should keep increasing by then and go even further after... The best is ahead !! Who noticed that one (LinkedIn news) ? Even Netflix has just appointed in August 2018, ex-BOKU Chief Commercial Officer who used to be Mopay Founder & CEO, Mr Ingo Lippert, before getting acquired by Boku back in 2014, as head of Direct Carrier Billing which means that big players as Netflix take Carrier Billing very very seriouslyThe best is ahead !My best is 180p by October 31st 2018 !

[kalkaar] 17/8/2018 13:06

with the fair amount of selling absorbed (presumably for an order yet to be disclosed), hopefully this is the start of the next leg up..

Interims Tuesday Sept 4th..

[thomas4billing] 13/8/2018 13:10

H1 revenues were amazing ! H2 is very very promising .. especially Q4. This Carrier billing business always gets Q4 roughly twice bigger than Q1.. (more music, more games, more entertainment in December than in January every single year). I look forward to 2019 announcements regarding 2018 performances !!

[kalkaar] 09/8/2018 17:45

Pullback in an uptrend healthy and takes some of the hot air out imho..As mentioned in a previous post little buying or selling can move the price given how tightly they are held.. so works both ways.BOKU have been taking about getting into the ID checking space so if anything better regulation will mean more business for companies that can do the data checking and verification from top to bottom.

[kalkaar] 09/8/2018 08:31

good read:

hxxps://www.boku.com/like-clockwork-story-behind-monthly-payment-volume-spikes/

[kalkaar] 03/8/2018 08:54

haha i see what you did there Thomas :) have a good holiday!

momentum everything in these stocks.. in no time has moved up so impressively from upper 90's..

very useful to keep watching brief on the "delayed reporting" trades and end of day buys.. been a pretty consistent pattern over the last number of weeks.

[thomas4billing] 03/8/2018 08:48

It looks like there are folks who want me to have great holidays... Merci BOKU !

[thomas4billing] 02/8/2018 11:47

I am going on holiday tonight. I will not mind to see the share price reach 150p when I am back to pay some extra mojitos and boat tours. Should be easy... just need to ask small folks like Apple, Google, Microsoft, Spotify, Netflix to activate a couple of new destinations with Boku and ask Amazon to partner with the Carrier Billing World leader

[kalkaar] 01/8/2018 22:56

Big volume today and the price moving up again.. Apple doing so well could well be the driver.Sometimes the most frustrating thing about holding stocks like these is the period in between results when there's no news and the share price drifts..That's when a comparison to a competitor (a la Bango) is a good thing.

[kalkaar] 30/7/2018 11:35

yes after a period of consolidation, where the price held up without so much as a real pullback and in the face of some decent selling, this appears to be the next leg up..

looks promising, not much free float mind, so price can move rapidly..

[mirabeau] 30/7/2018 09:13

This is breaking out

[kalkaar] 26/7/2018 12:53

Notice of Results



Boku (AIM: BOKU), the world's leading independent direct carrier billing company, will announce its results for the six months to 30 June 2018 on Tuesday 4 September 2018.

[thomas4billing] 12/7/2018 11:56

Big Data, Sucured authetification business... For me, that sounds even more promising !