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strangely more protection for consumers with credit cards. how will it play out
Its visa credit cards which are expensive hence no prob with the debit cards
Whilst I think this spat will result in the short term Visa reducing their charges is this a step closer to amazon opening up additional DCB payment options for physical goods outside of Japan
Dare not think where the bango SP would go following a RNS announcement that amazon and bango had expanded their agreement for physical goods to cover the US, UK & Germany
https://internetretailing.net/editorial/editorial/editorial-does-amazon-visa-ban-mark-a-shift-in-what-payments-mean
Interesting vid, thx. I like the anticipated growth in revenues mentioned near the end - from ten(s) of millions today to hundreds of millions.....
Morning all, here's a short vid of the Bango Strategy Day:
https://youtu.be/VuqPEzZgG8k
But more or less in equilibrium no probs
I had been doing some study on sub atomic particules and had my science calculator switch to a mode which reduced my calculations by one thousand , so figures wrong when suming up percentages , sorry
So I have been nearer to the mark than some
3.3 million traded out of a total of ~76 million is 4.3%
How? I can't work it out I get about 0.0045%
Approx 4.5% of total stock just changed hands
Sure way for a down pan is to ave st of IC to tipsy it
I think there may be a Simon Thompson re-tip imminent... ?
https://twitter.com/surprised_trade/status/1455075687895814145
BGO the global platform for data-driven commerce, is powering the first Telco to offer bundled Microsoft 365 subscriptions, launching with a major global telecoms provider in the UK.
Microsoft (NASDAQ: MSFT), is leveraging the Bango Platform to enable resellers including Telcos, banks, retailers and insurance providers to bundle Microsoft 365 Personal and Microsoft 365 Family subscriptions as part of their customer offers. The consumer appeal of bundled media subscriptions has seen the marketing model become widely adopted, providing resellers with a powerful way to differentiate themselves. The addition of the world's leading productivity apps to the mix of services available to bundle is an exciting opportunity for resellers, giving customers more of what they want.
broker note ...
demand for Bango’s platform licenses seems to be growing rapidly. The company had signed its first platform license with BT last year and followed it up with Verizon earlier this year. At its strategy day it revealed that it had signed a total of five platform agreements already, three of which are with the top 30 non-Chinese telcos (including the BT and Verizon deals). These five alone are expected to provide annual recurring revenue of at least $7m by 2023. Signing up these telcos also enables Bango to expand its range of merchant relationships. This growth in merchants and the credibility of having signed major telcos like Verizon and BT, in turn seems to be attracting even more telcos to the fold. Bango is, therefore, currently in active discussions with a further 5 major telcos in the global top 30
... robust execution, high revenue and earnings growth and earnings upgrades. We, therefore, reiterate our strong buy recommendation and 260p target price
What suspension?
Suppose suspension is better than a drop
Always happy with holding shares in this company!! Eventually all the good news will stick to the share price. In the meantime I’m happy squirrelling away c 20% on this and will add.
Spacerat happy now after the surge following your comment
https://twitter.com/surprised_trade/status/1451440917806788648
broker note out with target price 260p
....On the data monetisation side, advertising spend using Bango Marketplace is surging across multiple verticals. It is clear to us that the significant revenue and earnings upside from investments made in the past are starting to come through. The recent pullback in the share price further increases the attractiveness of the stock. Strong Buy reiterated
...The company is also in discussions with another five major telcos, which if converted into firm contracts could result in an equivalent recurring revenue. With Bango’s unique offering and growing relationships with OTT providers and telcos, we would expect this segment to be a strong growth area for the business for many years to come.
Topped up. Really hard to fathom what is holding the share price back! The directors are more transparent than most and their expectations over the last 12 months have been confirmed.
Quite a few other large holders like HSBC it seems the free float is small. This could move very quickly. A real find IC have not mentioned them lately formerly a favourite of theirs
This fall dates from exactly the day Liontrust announced a topslice: when it was close to its highest since 2017. Who can blame them if they've doubled their money, which they probably have. They are still the largest shareholders by far, holding it in both the Special Sits fund, and Smaller Cos. Those are both great funds: Special Sits has the name & rep, but I did really well for years in Smaller Cos - low risk, but incredible regular steady performance. I always take note of Liontrust holdings.
Since then the CEO has upped his holding by a third at 183, and now this strategy day. Today's a better day to buy than the CEO, since he was trying to catch the falling knife on the way down, while we're now on the up trend, with today to boost it.
No regrets about my top up!
Done it: small top up. Put back some of those profits I took at 210.
But my buy is marked as a sell. Good sign I think for buyers: getting good prices. As we used to say at school: "Pile on!" :)
could not be sales and demand I suppose?