Member Info for Wagas

So Kestrel are doubling down...let's hope they have a clue.

Something a bit odd about RG heading for the exit now. He bought in around the mid 30's price so is incurring a significant loss just at the time when Tosca is buying aggressively and the company outlook seemingly looks a bit brighter. Ah well he knows more than I do so let's wait and see what happens next.

Starting to approach a more reasonable valuation now so I'll buy with a long term view. £60m valuation for this company was always ridiculous IMO. I like the product and they have some clever people behind it, although clever people don't always create a profitable company. Certainly will be a growing industry though and with UBI's partners we look well positioned.

This is a typical Cambridge tech company run by geeks who don't know how to make a profitable company. Nice bit of tech, great partners, but where's the profits? This sector is red hot right now, everything makes sense except Bango is 15 yrs old and should have a much better bottom line by now. £50m market cap is hard to justify IMO.