Boku Share Discussion Threads

[alangrifbang] 17/5/2019 16:25

You poor deluded creature look in the mirror and repeat after me I AM A MORON!!!

[bam567] 17/5/2019 15:27

No, you are wrong Alansniffsbangers, not wanted but needed.

[alangrifbang] 17/5/2019 12:23

What are you still here for,get the message you and the moron Chimers are NOT wanted,

[bam567] 17/5/2019 11:06

Reality check right there for you. You can't say you haven't been warned.

[nico115] 16/5/2019 21:40

Chimers shirt from 80p ouch

[alangrifbang] 16/5/2019 16:03

More lies bam ,your not wanted here,and you can take the moron Chimers with you

[bam567] 16/5/2019 13:24

The room was packed full of investors !!! he says,

2 rows of 4 max !!! lmfao

[alangrifbang] 09/5/2019 16:30

Go away it's been so peaceful without you,get a proper job,

[bam567] 09/5/2019 16:00

The end

The dead cat bounce

[septblues] 07/5/2019 12:33

Thanks GHF

[glasshalfull] 07/5/2019 10:46

Hi Septblues

If you care to check back the thread from a month ago you’ll see I provided links to research material over several posts.

The Boku FY presentation (slide 34) highlights 2 months trading across the company.



Encouraging 2M Trading:
(my extract)

Identity
2M-2019:

Monitored numbers 65.4m +439% (2M-2018: 12.1m)
Billable Transactions 46.8m +85% (2M-2018: 25.3m)

Full year:

• TPV, Revenues, EBITDA all forecast to be at record levels

Hope that assists.

Kind regards,
GHF

[septblues] 07/5/2019 10:03

GHF

where did you get "BUT the first 2 months since acquisition has seen Boku Identity achieve fantastic growth +439% in the number of monitored users & the number of verification transfers increased +85%." from?

[thomas4billing] 03/5/2019 10:51

What is your exit target ?

[top tips] 03/5/2019 09:00

Steady as she goes. Made 50% already.. More to come.

[aleman] 02/5/2019 19:58

Glasshalful - good points. You might be right. Gross margin compression and investment in expanding Audiens for all the new data and clients BGO's client base would bring knocked BGO back a year. However, next year's forecasts have BGO growing faster and looking cheaper than BOKU, and the CEO has reportedly said that they he expects to beat the margin of EUS quoted in forecasts. Until their growth moderates, it's hard to tell which of the two looks best. I recommend that new investors hedge bets and buy both if they're interested in the sector.

[thomas4billing] 02/5/2019 15:01

Very interesting comparison. Well done

[glasshalfull] 02/5/2019 14:40

Afternoon Aleman,

Having reviewed both BGO & BOKU I came to a completely different conclusion.

Boku’s FY18 revs +45% to $35.3m which was a beat to Peel Hunt forecasts. Adj EBITDA that moved ahead from a loss of (-$2.3m) in FY17 to +$6.3m in FY18 which was also a beat by some +$1m.

Then we move onto FCF which went from FY17 figure of -$7.1m to +$13.2m in FY18 which again smashed forecasts.

Their MAU (Monthly Active Users) of 13.5m at year end was a +400% increase from 2yrs earlier. They also mentioned hitting 1m Daily Active Users in Feb 2019 & the newly formed Boku Identity (via the Danal acquisition) saw “monitoredR21; users increase +439% & the number of verification transactions increased +85% in the 2 months by end of Feb 2019.

I also believe BOKU’s merchant base with a large majority of the global players such as Apple, Spotify, Microsoft, Sony, Netflix, etc, provides them with the runway to dominate the DCB market. I just don’t observe the same explosive growth opportunities with BGO which was subject to downgrades in 2018.

Could BOKU also be in line to provide Apple with additional DCB services with their move into Apple TV+, News+ & Apple Arcade? Then there may also be the opportunity for BOKU Identity to offer ID or authentication to Apple in respect of their move into Financial Services as Apple are already their largest DCB customer.

It’s different views that make a market of course & I wish you the best with your BGO investment.

Kind regards,
GHF