Boku Share Discussion Threads

[kalkaar] 22/11/2018 11:09

shame these boards attract trolls with scant intelligence to discuss or debate.. childlike in fact.. if he/they were adults i would be more concerned that their lives are so sad and shallow they have to fill these boards up with their drivel.

I guess if and when they grow up they could share their valuable contributions to their children who i'm sure would be so proud of their achievements.

no amount of patience or tolerance should be afforded to such no-marks.

[bam567] 22/11/2018 11:09

Right, you've got support here at 117 if it busts through it will head all the way to 80p.

I reckon it's going to freefall from here, let's here the general consensus of the chat, type 1.freefall 2.to da moon 3.sits here and does nothing for 3 years.

#last stand

[amt] 22/11/2018 10:13

I have every confidence in Boku. If you think the share price mark down is bad it's nothing compared to Bgo which has been walloped and to me looks good value after their exceedingly bullish outlook last time.

[peterc1970] 21/11/2018 12:16

I don't begrudge the management taking some money off the table. They don't have excessive salaries for this kind of business. (£180k).

BOKU's peers have dropped in price, so has Boku, not such a surprise.

What is interesting is the conservative forecasts for the FY to 31st December.
$36.9m forecast, and they did $16.9m in H1

The TPV figures for Q1 were $727m, Q2 $773m
They said on 4th Sept that July and Aug TPV was $700m
On a per month basis that makes
Q1 $242m
Q2 $257m
July and Aug $350m (+36%)

If they have no growth from Aug to Dec, and do 6 months at $350m a month at 1% take (1.1% avg in H1), that makes H2 rev $21m and $38m FY which is ahead. Given what sounds like stronger 2nd half and the growth momentum, it looks like $40m+ achievable. With a very fixed cost base a large proportion of that extra should drop through to the bottom line.

Re: the "take" %, the Sept RNS had this, which seems to suggest the decline in average margin is nearly done.
" Our higher margin Settlement business (whereby Boku is directly involved in the settlement of funds, including currency conversion) has had a strong H1, thus slowing the mix effect of lower average take rates being created by rapidly growing (App Store) Transaction model business. Average take rates were expected to decline, however the mix impact of the above has now largely washed through. Take rates for H1 2018 averaged out at 1.1% compared with 1.7% for the same period in 2017; also marginally better than we had expected."

The next trading update will probably be in January, until then, up to Mr Market to decide the share price.

All imo and dyor etc

[bam567] 21/11/2018 11:39

I'm telling you right now guys you are being played like a fiddle. Look at the facts. There's a placing just after the price action reaches all-time highs and look who exits. For god's sake you've got the CEO taking out 1.5 million pounds. That will be his investment paid back. The price action then proceeds to rapidly head south. First class stage 1 pump and dump.

[bam567] 20/11/2018 12:01

hate being right #manipulated #fraud

[bam567] 20/11/2018 12:00

oops here we go.

[alangrifbang] 20/11/2018 08:41

Chimers what has happened to ripple the share you peddled across these sites ,I think you don't know anything about anything,if we had taken your advice and bought ripple we would have been a lot poorer this morning,now go away and find a proper job,

[bam567] 20/11/2018 08:28

Can't say I didn't warn you.

[thomas4billing] 20/11/2018 08:12

Yayaya... Others said the same 1 year ago (as Boku went IPO on 20 Nov 2017) when the entry price market was 59p and reached 72p end of the first day. It just did +100% in 1 year and it proved that all the metrics are very gold to keep growing...And even if it goes down, 2019 announcements for 2018 results will make it boom again... as Boku's customers do not plan to switch off carrier billing that generates millions of $ revenues every day, growing from 1 month to another

[bam567] 20/11/2018 06:40

You valuation is about to drop off a cliff

[kalkaar] 19/11/2018 15:14

a good (re-)read

tipped at 180p end of August and lots of good reasons why BOKU is a good investment right now:

hxxps://www.sharesmagazine.co.uk/article/boku-is-one-of-the-best-growth-stories-on-the-stock-market-today

nothing changed apart from the valuation becoming more favourable

[kalkaar] 13/11/2018 09:51

just wow.. over $30bn in one day!

Alibaba has set a new Singles Day sales record, generating more than $30.8 billion during the 24-hour shopping event.


hxxps://www.pymnts.com/news/retail/2018/alibaba-singles-day-online-shopping-sales-record/


"And the company reported that nearly all of those users — 98 percent — are on mobile."


just gives you an idea of the size of the mobile payments market.. i really don't think competition is a problem.. it's all about adoption, scale and partnering.. rinse and repeat once proven.

with over $2bn EUS, BOKU being the market leader, still has huge untapped potential given the size of the rapidly expanding digital mobile payments market.

[peterc1970] 09/11/2018 14:50

A large print of 180k @ 133p seems to have lifted it.

[alangrifbang] 08/11/2018 13:40

Well said thomas4billing ,I'm convinced that bam 657 and Chimers are the Same person,I only read posts by Boku investors ,any other posts I'm not interested in,