Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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A terrific update,and great to see the share price rising.I thought there might have been a sell on the news profit take.
Having Ray Anderson in the chair with his experience gives me a lot of confidence going forward
Very positive results video with the interview with Paul Larby.
https://www.proactiveinvestors.co.uk/LON:BGO/Bango-PLC
Very happy today, Bango continues to deliver even in these tough times for tech stocks. Well on its way to the “hundreds of millions” revenue they have promised.
Absolutely, and all the brighter by that DOCOMO acquisition stated to deliver $10M of EBITDA in 2024. One of the few ‘Tech’ stocks I’ve hung onto, for good reason !
Stellar RNS trading update. Happy Tuesday fellow lths, any spreadsheet heroes going to venture impact on SP in near term and predictions for end of 2023?
:)
Obviously there is so much revenue to count these days it’s taking longer until they can issue the update
J'espere demain. Mardi? Why no update yet? Last year was 11th Jan, a Tuesday.
But meantime the SP is breaking upwards a bit.
As they say in France 'confiture demain'
Over the next few years whilst the EUS from DCB will continue to grow it will become a secondary contributor to group revenue at which time the market will need to pay attention
The management definitely do not see Boku as a full rival, as they have so many more unique aspects to the BGO business. However the analysts will use Boku for comparison as they are in a very similar space and directly compete in the DCB component.
Thanks sixgr from me also although I would suggest that whilst Boku see Bango as a rival for DCB payments (especially with their low margins) there is so much more to Bango that Boku cannot offer beyond DCB payments I doubt Bango see Boku as a rival, maybe an M & A in the not to distant future once the Boku EUS starts to decline.
It will not be long until the market cannot afford to overlook Bango with the forecast earnings 24
Thanks sixgr.
They says that the ongoing growth forecasts are conservative and the NTT deal has been overlooked by the market. BGO trades at 5.4x '24 earnings compared to 14x for rival BOKU, so huge room for revenue and multiple growth.
It seems that Zeus Capital has Bango as one of its top picks for 2003. Does anyone have access to this and if so could they summarise what was said in the article ?
Yep looking forward to it.
Hopefully we get an update on how the NTT Docomo integration is progressing in the next couple of weeks
Wtf
should yo be let loose on the stock market?
Ha ha!!! 20 companies. More importantly why isn’t this trading at £3+, don’t make sense to me.
Are you serious? Hold 20 shares which at 186.5 equals £3.73. Do not spend it all at once,
Slowly Slowly Catchy Monkey, Trading Update due in 6 / 7 weeks, expecting massive progress in H2
Well I hold 20 shares and this baby makes up 20% of my portfolio. Have followed Bango for c15years but only invested in the last 2 years. Totally confident in the company and the management. The acquisition in August is a huge cherry on the top. Share price has significant upside imo and to be frank it would be fairly hard to stop the anticipated growth.
Not a single post in October, and all of 6 trades today.
Yet just look at the list of companies we work with.
I hold far far too many companies, as I have little confidence in myself as a share picker so I don't commit much to any one company (plus I'm not good at selling out completely), but back in June in my private notes I said this: "Honestly I think it 'a banker', first time I've ever said that. If I reduced to just 20 shares this would be one of them."
So many positives in the interims.... Including this:
"Acquiring DOCOMO Digital in late August has accelerated our journey from tens to hundreds of millions of dollars of revenue by over two years. It solidifies our position as a global leader and brings additional mobile operators and merchants into the Bango circle.
The Acquisition is an important event for the market as a whole. Merchants clearly now have a 'go to' platform for monetizing their content and services. Having one, market-wide monetization platform enables them to deliver better targeted marketing and collect more payments, all through a standard infrastructure.
The long-term agreement signed with NTT DOCOMO to provide payment services in the world's largest carrier billing market is a major endorsement of the Bango Platform."