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Am surprised no comment re what appears to be huge deal in India. Am visiting there now and the app seems to be used by many businesses large and small. Payment with the app on a smart phone means no card required and no payment machine required by vendor. Work's by scanning a qr code smart phone to smart phone. This could be. a good way for PI to gain exposure to fast growing Indian economy. Maybe a billion consumers. Could be significant even for a company with a market cap as large as Boku.
There is a bit of confusion out there in the market this morning about trading update EBITDA of $27.3m versus $25.8m.
- They decided to pay $2m worth of bonuses to the wider employee base given the amazing traction in 2023 after the year closed. Half of this, which is non-contractual, is being asked to be accounted for in FY23 by the new auditor despite cash impact being FY24 - makes sense.
- If you search for 226 in the release, you will see that their AWS payments have been redefined; they go from being accounted for in depreciation to being accounted for in opex. The new auditor takes a different view to the prior here, and c.300k has been taken from depreciation and put into opex in FY23 because of this - again, makes sense to me.
- These things together account for the difference, and we are not reading too much into it!
STRONG BUY
I am new to this company, but am a holder.
I would be interested to hear others view on the growth of the company and how much development is taken to intangibles rather than going through the P&L - to me it looks as though LPMs are the star of the year but how much of that revenue has to be shared with the partners - or is that $16m just our share? Also, why did the core business seem to only grow 15%, if I am not mistaken?
All info gratefully received.
Generally, an extremely docile board for such a large (AIM?) company!
The recent lows in September seem to be in the rear view mirror. I remain underwater, but not inclined to add to my losses through averaging down; my preference being to average up.
A mention here might be of interest https://citywire.com/investment-trust-insider/news/expert-view-888-mands-asos-boku-mj-glesson/a2406745
One situation which remains off the radar is Boku (BOKU), where the payments company’s recent deal with Amazon and expansion into new territories is a highlight. This is especially a standout given https://www.share-talk.com/traders-cafe-with-zak-mir-a-week-in-small-caps-saturday-1st-october-2022/
Ordinarily, payments company Boku (BOKU) signing a three year deal with Amazon, would have delivered a soaring share price. In this case https://www.share-talk.com/traders-cafe-with-zak-mir-a-week-in-small-caps-saturday-24th-september-2022/
Yes of course, do forgive my complete and utter ignorance. The metrics are so strong that investors have decided that dumping their Boku shares is the right strategy. I've always placed my faith in companies where upon the share price has literally tanked. "STRONG BUY" Let me guess, you're a bag holder at the 195p mark. Good luck seeing that price again. You'll see the IPO price first before you'll see anything above 100p. Please do show me the strong metrics you speak of, educate me....
clearly you don't understand the business not know how to read an RNS.
All operational metrics are roaring. Bottom lines has been affected by currency which is external to the company and should wash trough over time.
Boku is at the forefront of digital payments. STRONG BUY
A luke warm update, snail pace growth. Not impressed. I see an abundance of potential in this business. However, I'm beginning to wonder whether or not Boku and its CEO has the capability to actually start producing real growth without needing a pandemic and a global lockdown to accelerate the business.
Reads very well.
Disappointing to see the MM massively pushing the price down meaning the purchases under the share buyback programme are t more than a 50% discount to where this was trading at a few months ago.
In some ways its a big positive as the company is acting fast to repurchase shares they see as significantly undervalued (so a clear statement from the insiders they think shares are mispriced) but equally disappointing that MMs have surpressed the price when compared to others in the second where prices are up 20% or so in past month.
When a share buyback is announced a share price usually heads north. So why this has done to opposite puts some serious questions to Peel Hunt and their MM colleagues as to how they've managed to avoid this happening in what is a limited traded share.
Some serious volume coming in today and for this entire month overall. We could be at the beginning of a reversal. We shall see.
The shares to rely on in a recession: Investing experts flag 80 small and mid-cap UK firms that could thrive as an 'unusual' slump looms.
https://www.dailymail.co.uk/money/investing/article-10850263/The-UK-shares-rely-recession-Experts-pick-80-stocks.html
I struggle to understand the selling pressure, swing to profitability, no more identity, strong outlook, margin expansion. STRONG BUY
Very warm update on BOKU today. Growing tech company that will benefit strongly from changes in payment methods. BUY.
Hopefully this new link-up should push the SP a bit higher.
they are now covering BOKU on their channel
https://discord.gg/YBm85AXHte
A lot of investment last year with acquisitions and will there be more and further partnerships to follow - we shall find out , possibly ?
https://www.sharesmagazine.co.uk/events/event/shares-investor-evening--webinar-200121
Is Trading 212 a US Broker? because if so you can't buy through a US broker. For Example, Interactive Brokers are a US based broker and you can't buy Boku through them. If not have you asked Trading 212 why ?
Warm comments from Midas column. Share price growth to continue during 20221.
Does anyone know why I can't buy these shares on trade212?
Thanks
This bad covid time will expand Boku trade. Strong Buy.
I believe Boku will strongly progress. This is a share to keep. Takeover more than possible. Core investment for me.
CFO buying stock.
https://realmoney.thestreet.com/articles/06/17/2015/if-cfo-buying-his-companys-stock-maybe-you-should-too