focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
The price of admission was always going to underwhelm the spike buyers on aim, its the cost of entry - same thing happened on GAN. I would rather it went up 17% of course but a fall to the placing price just is not worth worrying about. Anyway both investors here so lets leave this pointless conversation behind. Hopefully news on operational progress ref commercial roll out and Kantaro JV soon.
Bad day? The company raised 70 million dollars to execute a global growth and execution plan which could make the company worth billions in due course. A price always drops to the raise price which incidentally is about 100 percent from the March lows! If you are worried or complaining about a 10 percent fall from a spike you should not be investing!
I have followed this stock for 7 years - I've held for 4 of those and never made any money. However I am now in for the run into 2020. I couldn't bear it if this 10 bagged on auto growth having watched it for so long and I wasn't in to some degree. GL everyone : )
https://www.theaustralian.com.au/news/latest-news/dozing-truckies-to-get-tech-wakeup-call/news-story/0e813b46095222e8c82b5e27fa69b71f
not sure if been posted
Becomes a massive problem in pre profit companies in these market conditions. No II's have sold or bought any - it's just pi's...who are driven by emotion as this board tells you today. The more annoyed the poster the higher the likelihood they bought the recent spike and are disatisfied and expressing their frustrations. Thats fine...its a public bb. Forget the daily moves - seeing machines is an investment for 2020...just tuck them away.
they'll be why. ST comment today Bango a trading buy Aim-traded shares in Bango (BGO:225p), a provider of a state-of-the-art mobile payment platform that enables smartphone users to charge purchases made in app stores straight to their mobile phone account, rallied strongly after I last advised buying at 191p (‘On the upgrade’, 18 Jul 2017), hitting a high of 275p before profit-taking set in. To an extent that’s understandable as the price had almost trebled since I first advised buying at 93p ('Bang on the money', 26 Sep 2016). Interestingly, the buyers returned around the 200p level, and justifiably so as we can expect a robust trading update when the company reports half-year results on Tuesday 19 September 2017. In fact, with the exit run-rate of end-user spend processed through Bango’s payment platform hitting £300m at the end of June, up from £195m at the start of the year and well on the way towards analysts' year-end exit run-rate of £352m, the likelihood of Bango achieving run-rate break-even in the fourth quarter is well underpinned. I maintain my 300p target price and rate Bango’s shares a buy.
they'll be why. ST comment today Bango a trading buy Aim-traded shares in Bango (BGO:225p), a provider of a state-of-the-art mobile payment platform that enables smartphone users to charge purchases made in app stores straight to their mobile phone account, rallied strongly after I last advised buying at 191p (‘On the upgrade’, 18 Jul 2017), hitting a high of 275p before profit-taking set in. To an extent that’s understandable as the price had almost trebled since I first advised buying at 93p ('Bang on the money', 26 Sep 2016). Interestingly, the buyers returned around the 200p level, and justifiably so as we can expect a robust trading update when the company reports half-year results on Tuesday 19 September 2017. In fact, with the exit run-rate of end-user spend processed through Bango’s payment platform hitting £300m at the end of June, up from £195m at the start of the year and well on the way towards analysts' year-end exit run-rate of £352m, the likelihood of Bango achieving run-rate break-even in the fourth quarter is well underpinned. I maintain my 300p target price and rate Bango’s shares a buy.
They'd better hope that chip doesn't work then : )
Hi Ridler - following up on our chat ref royalties etc Timbo on advfn posted a v useful summary post AGM which he attended. Here is a small extract ref the royalties. SNG001 I questioned the BOD at length on the forthcoming AZ study and began by commenting that it seemed to be taking a long time to initiate, given that the deal was signed around 12 months ago. The response was that AZ wanted to do the study in the Northern hemisphere (more clinics, more asthmatics) and it should commence at the start of the cold season. When asked whether they thought there was any possibility that AZ were deliberately dragging their heels and had just acquired the rights to let the project wither on the vine (a tactic sometimes used by big pharma) the answer was an emphatic NO, they expanded by saying that the AZ staff working on the project appeared enthusiastic and committed. The study will use patients with more severe asthma (patients on step 4 and step 5 treatment, see figure below) From: http://erj.ersjournals.com/content/31/1/143.full.pdf+html Enrolled patients should experience an exacerbation triggered by an upper respiratory tract infection. I asked whether AZ had considered using an induced cold model, see news on retroscreen virology (recently renamed hVIVO): http://www.investegate.co.uk/Index.aspx?searchtype=3&words=HVO) The BOD responded that induced models may not produce reliable and sufficiently severe infections suitable for this purpose. I asked whether there would be a further milestone payment following commencement of the study, the response was that there will not be for this first study as it was a confirmatory study, but for future studies, certain milestone payments would be payable, I asked whether a breakdown of the milestone payments was in the public domain, the answer was no, as they are restricted by the agreement with AZ.
so good to be in medium term. I purchased some at 4 and will buy again if there is any weakness over the summer.
Potentially a few more contract wins for GIANT and a solid set of H2 results in a few months time