Member Info for slowburner

Well at least one director thinks its a steal at these prices

Just posted by Bango

https://bangoinvestor.com/what-does-the-kakaopay-partnership-bring-to-bango/?utm_source=sendgrid.com&utm_medium=email&utm_campaign=website

Both

I recall the bango CEO stated in the September H1 results the group is on track to comfortably meet year end targets

Looking forward to Jan trading update

Lets hope we at the start of a Bango Santa Rally

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

So I have been nearer to the mark than some

Approx 4.5% of total stock just changed hands

Morrison’s payout day so money flooding in to Tesco and Sainsbury’s

Thanks for posting Pen167

I did see the post from Bango on my email but haven’t had the time to click on the link

So it’s double bubble, what’s not to like about being paid for the platform usage by the telco and also still raking in a percentage on the EUS spend from the merchants

Nice

In addition to the RNS last week following Apples announcement to allow alternative payments I'm sure the news from South Korea yesterday is just as positive for Bango. I would also think NHN were fully aware of the positive implications when buying up further chunks of Bango over the last few weeks.

https://techcrunch.com/2021/08/31/south-korea-passes-anti-google-law-bill-to-curb-google-apple-in-app-payment-commission/?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAL-4pK4u-S_Bk2Bxx7PLrEnBr54wFz-del4g2tr7FWWTmSnaV5EnY1AG9c-3-o59jOnTJUeACnZvik2OrdY9MShzh7VR57qF2uOX9q5lMvmy_qDgqIQc7pCTDh_Ny5xAYbJvL7mjHOwIf02C0kXTdqnG_AWB5nbhFaXNoUn0sCQm

So NHN mop up another 1m shares to take them to just short of a 10% stake in Bango

They must be confident and have big plans

So Liontrust off-load just over 1m shares, lets see if we get a RNS as to who purchased

It would be interesting to understand how much of this growth is filtering through down to Bango and Audiens

https://www.nhn.com/ko/pr/pressReleaseDetail.nhn

hopefully with these delayed trades the games & SP manipulation are nearing the end game and we can get back to the rollercoaster SP we all prefer

It does appear something brewing in the background, could be we are nearing the end game although Ray Anderson was confident this would not be allowed to happen unless for a large premium of today’s SP. It could be NHN taking up the remainder of Odey’s holding which would put them as the majority share holder

Suspect we don’t have much longer to wait

So all on track

Give it a week or so and the SP will start tick up to its new trading range which I suspect will be around £2.60 - £2.80 awaiting the end of the year results, may even hit £3 - £3.50 on a spike but then dropping back. If the Jan and July 2022 TU ‘a confirms continued growth then all being well SP of £4.50 - £5 by end of next year

Looks like somebody may have let the cat out of the bag

Another 650k / £1.4m shares for NHN, whilst NHN are stake building I think this is more about protecting their investment from a low ball Take Out approach as mentioned by Ray Anderson rather than an actual Take Out.

Not saying they wont take Bango out at a later date, lets see if we get an RNS from the seller, Odey ?

This is like a Tik Toking time bomb ready to go booooom !

3) Could Facebook decide to prevent Bango running campaigns on its site in the future? Are there other places where you run / can run these campaigns or are you reliant on Facebook? Is it correct that you are trialling Tiktok for campaigns?

Paul Larbey: CEO: “When we developed Bango Audiences, they were designed to be applied to any digital marketing platform that allows you to target that campaign at a list of users, making it very platform agnostic. One of the reasons we talk about Facebook so much, and the reason we started with Facebook, is that the bulk of the app developer advertising spend is with Facebook, somewhere between 60-70%. Given it has the lion’s share of the app developer marketing budget, it was absolutely the right place to start. However, we are agnostic and indeed, we are working with Tik Tok, as well as other platforms, to bring the power of Bango Audiences to businesses that market using those different platforms. It benefits those platforms too, as they are all competing for a share of the same advertising spend and they want as much of that spend as possible. So, if we can make a platform perform even better, deliver better results and a better return on that advertising spend, then clearly, they are going to attract more of the overall marketing spend”.