Member Info for slowburner

Whilst its great to Ray Anderson topping up at bargain basement prices it would be further encouraging to see some of the other BoD's topping up

If past performance is repeated the Bango SP almost doubles after Ray Anderson buys shares

Just mulled over the PER updated and whilst I can see in most cases how they get to the numbers for 2020 even though I think they are the conservative side I'm struggling to understand the lack of recognition for the reported delayed contracts which I assume will be up front payments circ £2m to be banked in Q1 which I had expected would provide a ahead start on what had been previously forecast

We also need to remember we will incur a one off cost of £1m in H1 2020 accounts for the payment to Mr Maras which looks as though this is considered, providing this is still payable after the late conclusion of an Audiens related contract

Ticks all the boxes for me

Not insignificant

https://en.wikipedia.org/wiki/YouTube_TV

Disney up and running with 10 million subscribers in the first day, target 60 -90 million subscribers by 2024 could be hit 2 years early

Disney deal with Verizon gives 17 million Verizon customers free access via phone package although Disney being paid by Verizon

Bango have agreements with both Verizon and Disney

https://www.bloomberg.com/news/articles/2019-11-13/disney-running-more-smoothly-but-not-netflix-level-smoothly

Anil sounding confident

Interest in Bango Marketplace has caught Bango by surprise

So late Thursday Disney announced it had now included Amazon Fire as compatible devices filling a gapping hole from the original launch

https://www.cnet.com/news/disney-plus-streaming-service-launch-release-dates-prices-shows-movies-avengers-endgame-preorders/

Not long now until the kids can stream all their favourite Disney shows and give mum & dad a rest all for as little as US$7 per month

https://www.cnet.com/news/disney-plus-streaming-service-launch-release-dates-prices-preorders-shows-movies-avengers-endgame-marvel/

Interesting write up by Ray Anderson, this could be a massive step change in EUS / data flowing through the Bango platform with credit card inclusion

Looks like Netflix are starting to roll out their low cost mobile plan including India which allows DCB payment, massive potential

https://www.soyacincau.com/2019/10/24/netflix-malaysia-mobile-plan-rm17-month/

I like the last para

Lastly, the Bango management team has, in our view, a solid record of delivering growth in
the subscriber base alongside service expansion. Bango Resale reaches over a quarter of
the world’s population and the Bango Platform is now processing over £1bn of EUS on an
annualised basis – over 22x the FY 2015 level. Furthermore, as Bango CEO Ray Anderson
recently pointed out - the business has gathered more payment data in the last twelve
months than the previous five years combined.

Not had time to fully digest

https://www.businesswire.com/news/home/20191015005969/en/Audiens-Expands-Technology-Partnerships-Mailchimp-Adjust

Looks like the AE Tolls first roll out is in Dallas with Verizon

https://tapnpay.info/

Look like we also have a new web page pushing the Marketplace to the forefront of the business and letting the Payments business take a back seat but fueling the growth with the increasing EUS

https://bango.com/

Just in case you missed this one

https://bango.com/news/press-releases/post/audiens-appoints-rob-sharland-as-global-sales-vp-to-lead-international

I think only achieving EUS £440/450m (doubling on H1 2018) is already priced into the SP. If there is an indication that achieving the increase of £700m is on track which would be in the region of £500m based on the seasonal 40-60 split then I suspect the SP will get a boost.

Also there is no recognition of revenue in the SP from the Market Place or Audiens side of the business so any positive progress here and again this should provide a boost to the SP

Not long to wait until all is revealed and I must say Ray Anderson appeared very up beat & confident in the appScatter Proactive video when talking about the up and coming Trading Update but there again you would expect that to be the case

Bango Proactive new video. All looks promising with appScatter and big leap in app developers accessing the Bango market place from September

Most interesting from 5m30sec into the video Ray Anderson gives an update on Bango and the TU to be issued in the next week or so. Good hint all looking good and stated doubling of EUS for the last 4 years then corrects himself by saying 4 & 1/2 years now so for me this is confirmation EUS has doubled sine H1 last year so that should put EUS @ £440m minimum.

Margin & cash in bank will be key metrics for me

https://www.youtube.com/watch?v=mhLvdQCGzKQ

Issue the Trading Update asap and don't drag this out until the end of July, you demonstrated this is possible in December so why not for this TU

Your LTH's deserve this at the very least

and obviously Ray Anderson knew this announcement was coming which has the potential to spook the market so best to send a message that all is OK

The change in house broker could also explain the complete lack of any news being announced since late January when the fall out occurred.

So Cenkos have paid the price for the fall out / difference of opinion for the outlook.

Not long until we find out who was correct.