Member Info for slowburner

Odey must be nearly out now

Maybe just see this as a nice buying opportunity especially if you can hit the low point, from the RNS he still has a chunk of stock to offload so further drop expected and somebody must be buying albeit at discount to market value and considering the volume of stock he is dumping on the market the SP is holding up well

Interview Paul Larbey
Sounds like there will be a big progress and outlook update at 2022 full year results on 28th March and further deals expected to be announced before hand

Is it just me or did Paul Larbey come across like an exited kid who’s just woke up to find he’s running a candy store and he can eat as much as he wants for free

Strange SP movement and trading over the last few weeks even for Bango, let’s hope this is the start of the major SP re-rate we have all been waiting for and is fully justified

If you DYHW on the potential ahead of Bango the progress to date is only the tip of the iceberg

Happy with the steady climb, hopefully up to broker forecast and beyond although I hope not so quick so I get chance for another ISA top up

Obviously there is so much revenue to count these days it’s taking longer until they can issue the update

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

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

Hopefully we get an update on how the NTT Docomo integration is progressing in the next couple of weeks

Slowly Slowly Catchy Monkey, Trading Update due in 6 / 7 weeks, expecting massive progress in H2

The strong US$ against the GBP is not such an issue and can in fact be a good thing, its when the US$ is strong against other currencies mainly in Asia in which BGO operates which can impact earning as mentioned in the TU issued 2nd August and unfortunately the US$ is also making gains against most currencies, that said I see this as a short term issue and as long as Bango generate sufficient cash to fund ongoing operations and investment which they are doing then it will only be time until until the currency markets correct themselves and the fruits of BGO growth will be fully understood.

Somebody wants our shares, don’t fall for it

Another1.1% (836K) top up by NHN

Pen167

Many thanks for your thoughts, informative as always

Pen167

I noticed that Verizon dropped Play Store DCB a few weeks ago, do you think this is linked to the Verizon launch or as a result of a fall out with Google

I do agree that its most likely Bango are involved

https://www.androidpolice.com/google-play-store-confirmed-finally-to-drop-verizon-from-carrier-billing-program/

Does anybody know if you can track the volume of trades in Bango on OTCOX

With all the positive news flow, trading update and brokers falling over themselves with targets between 260 &300p I think the Bango SP resembles a coiled spring ready to be unleashed and expect to see a re-rate as we approach the results day in March

65% upside from today's SP, that would be a good start on the re-rate

Make that 3, are they not in a close period so close to the TU

Interesting they give the SP in US$

Sorry make that 2 directors think its a steal at these prices, Paul Larbey topped up on 1st October