Member Info for slowburner

https://telecom.economictimes.indiatimes.com/news/disney-mobile-video-traffic-reaches-7-exabytes-within-a-month/75598162

In addition to Netflix and Spotify revenue surging during the Covid 19 lockdown everywhere you look on the news gaming revenue is also surging as per the attached article on Tencent. Whilst I'm unaware of any Bango / Tencent partnership this again demonstrates the uptick across the entire market in which Bango operates as a payment platform and which for now is probably their main revenue stream

For the impact of Covid 19 on the Bango market place it will be interesting in that with the down turn in the economy marketing budgets have been slashed so will this result in the market place growth slowing down or will app developers be more inclined to carryout more focused marketing using the Bango market place.

Looking forward to the TU update although I have a gut feeling that we may get an indication of how Covid 19 is impacting EUS spend and market place revenue before the TU.

Interesting times ahead

https://telecoms.com/503883/tencent-profits-as-gaming-surges-during-covid-19-pandemic/

Another indication that Bango could be making good progress during difficult times around the world

https://news.sky.com/story/coronavirus-every-day-looks-like-the-weekend-says-spotify-11980585

and this will all be 12 month subscriptions

https://www.telecompaper.com/news/netflix-adds-nearly-16-mln-new-customers-in-q1-double-its-forecast--1335500

No prizes for guessing which payment Platform is being used

https://www.telecompaper.com/news/ooredoo-qatar-starts-carrier-billing-for-youtube-premium-subscription--1335297

Keeping with the theme I was thinking my new tag could be Bango Lightyear

to infinity and beyond

Bango careers page clearly indicates how the company is growing both at home and around the globe

The Account Director in Tokyo is interesting especially his last duty under the first bullet point under business development. I think this puts to bed the the question do we or don’t we have a relationship

https://bango.com/careers

The fact Facebook have accelerated the launch of their gaming app gives a good indication how lucrative the gaming revenue has become during the Covid 19 stay at home lockdown

Looking forward to the EUS July trading update unless Bango decides to issue an update on the day of the AGM

https://mashable.com/article/facebook-gaming-mobile-app-launch/

haha

Not a fan of gambling companies myself and not sure if Bango have any links with gambling companies but the attached will also be contributing to DCB awareness and an uptick in EUS via DCB . Even if Bango do not have any gambling links the exposure of DCB to additional users will help in other DCB related markets. As the article states once you have a user comfortable with a payment method and its easy to access / use then this will become their default payment method going forward

https://www.telemediaonline.co.uk/editorial-carrier-billing-and-mobile-gambling-a-match-made-in-heaven/

add this to the mix, nothing to say Bango are involved

https://www.bbc.co.uk/news/business-52211207

I recall that prion to Bango purchasing Audiens the Bango SP had been hovering around the £2 range and that the market did not vote favourable to the investment as this put a burden on the Bango cash thus the sharp decline in the SP

The SP at the beginning of 2018 was based on an end 2017 EUS £271m and an exit run rate of EUS @ £400m

We have now recouped our Audiens investment so that this should not be a burden as well as still holding a 40% stake in an enlarged business and we have end 2019 EUS @ £1.2 billion with exit run rate circ £2 billion in addition to the Bango market place

It’s not hard to imagine where the SP is heading

Huge difference between raising funding on the open market to receiving a strategic investments from such an influential partner as NHN

Massive statement of confidence and intent

https://bangoinvestor.com/2020/04/03/an-inside-view-on-the-bango-and-nhn-corp-global-data-partnership-announcement/

£2.75 per share by my calculation

So in 2 years we have all our investment in Audiense back and still own 40% of the business with a great partner and get to use the technology in the Bango market place

Good business to me

Is that £9.7m in the kitty for 3.5m additional shares and 60% of Audiens.

https://www.telemediaonline.co.uk/editorial-esports-play-to-win-as-consumers-crave-entertainment/

Now we are in Q2 it would be nice to have news on the deals referred to in the December 2019 Trading Update which are still in negotiation and are expected to close in 1H 2020.

https://bango.com/news/general/post/telus-on-bango-what-our-partners-say

I would be surprised if Bango are not involved in someway although nothing for sure. 02 appear to be the exclusive MNO distributor in the UK although I would think there will be several bundled packages with other MNO's.

I would also not be surprised if they already have a foothold in the Disney Plus US market especially with Bango's relationship with Verizon

As you say it would be a another great client to come into the Bango circle