KayCatso
21 Jul 2016
Pokemon GO - catch'em'all If you could catch a Squirtle or a Jigglepuff here we might get more interest in the page/company!I hope the craze does more for the share price as I could do with the price catching a few more pennies. Still well down on my initial investment.On a serious note. Can anyone estimate what it might actually do for BANGO revenue? Will the company really benefit in a tangible bottomline benefit due to the craze?
one4all
19 Jul 2016
should look at BOXHILL, should also gain from payments thru google play.. unlike bango that has risen 40% on the back of pokemon box has not moved at all
barno99
18 Jul 2016
Sitting duck for a takeover The Pokemon show and Subsequent games that will follow in the same Genre, will focus PayPal and others to view Bango as a tasty bolt on for an already successful business.It's a matter of when not if ..Unfortunately this country has a track record of selling great businesses to foreign companies .Take a look at Arm this morning.. What a price, but what a business!!Buy and hold very tightly..If Pokemon and other games are even slightly as successful as they say Bango will profit massively.. Great times ahead for sure!My target short term 100p, 12 months 180p.
barno99
17 Jul 2016
4-5 million installs a day wow. [link] going to be a huge revenue spin off for us here..
barno99
14 Jul 2016
Bango to go boom!! [link]
barno99
13 Jul 2016
From Bango.. Wow "Pokemon Go looks like it will be the next global mega-phenomenon, like a Hotmail, eBay, Google or Facebook," it added.
barno99
13 Jul 2016
Wow this could be huge !! [link]
barno99
13 Jul 2016
Pokemon go .. Banjo should benefit ... Bango PLC (LON:BGO) up 30% to 75.8p. Company commented yesterday it might benefit indirectly from success of Pokemon Go.
barno99
13 Jul 2016
Very solid buy. Target 100p short term . [link] plus increase in turnover..Bango is going to be a monster!200p target for me buy!
spankaroo
09 May 2016
Bango valuation? If one does a valuation of Bango based on the acquisition today of BilltoMobile it would be worth approx £4.5m. Why it has a market cap of £37m is beyond me. As for it making a profit in 2018 ............
simms45
16 Mar 2016
Re: Any Info? Bango are toast. I was bearish back in 2013 and surprised the share price lasted as long as it did. Bango have almost no revenue of merit. For all their bluster they barely took more than £3m in revenue barely better than my local corner shop. This was a 50% drop on the prior year, yet all their costs are rising. In the world of "race to zero" where without any identifiable barrier to entry transaction costs tend t 0 Bango are in the wrong place. with the move towards transactionless payments Bango are in a tight spot. The smoke and mirrors of their accounting to have the gaul to focos on End user spend id laughable but even when you look at that total spend by consumers through its platform that is a pitiful £50m. That is barely 1 day of app transaction spends through the Iphone. Bango had better hope Apple or Google buys them soon as they are running out of time.
Zappados
23 Jan 2016
Any Info? Why is this share going 'down the pan' again? Does anyone have any insight?
iPedro
29 Oct 2015
Is Apple Next? RNS Today:Bango notes the recent press commentary about the availability of Direct Carrier Billing for some iTunes users in Germany:Link 1 - [link] Germany is working with Apple related to carrier billing,” a spokesperson told us in an email. “Payment via the O2 phone bill is now available for Apple Music, iTunes, App Store and iBooks Store Purchases. The service is gradually being rolled out and will be available for all O2 customers (prepaid and postpaid) in Germany by the beginning of November 2015.”We have heard on the grapevine that Apple had been talking with Bango, a carrier billing provider, to roll out carrier billing functionality on iTunes. Another source says that it’s not Bango working on this deal, pointing out that O2 also has a relationship with Boku, another carrier billing provider that O2 has backed financially.However, contained in the report Bango refers to published by Progressive Equity research,Link 2 - [link] for the term 'Boku' in the report highlights only the following information:"US-based, Boku claims connections to over 250 operators globally. It also has a blue-chip list of merchant clients, including EA, Facebook, Sony and Spotify. However, we note that the website does not list any of the key mobile app stores on its client page. Boku is privately / VC owned, and has completed a number of fundraisings over recent years. As a private company, publicly-available financial information is limited. However, market sources suggest that the company delivered revenue of c$200m in 2013 and has raised over $75m of funding over the recent past."Searching for the term 'Bango' and further digging reveals this:"Competitive PositioningPerhaps unsurprisingly, the initial DCB deployments were instigated by MNOs attempting to interface directly with the app stores. However, anecdotally, we believe that over recent years operators are appreciating the value of leveraging third party platforms to offer carrier billing in app stores. Telefonica Group, for example, launched an in-house DCB platform called BlueVia in 2010...."Googling 'Boku BlueVia' and 'Boku O2' arrives at a number of results that link to various articles, in particular these two (articles also available on the Boku website):Link 3 - [link] Link 4 - [link] it suggests in the Progressive Equity research PDF, Link 2, just a bit further down from the last snippet about Competitive Positioning, that the business created by Boku's partnership with BlueVia and O2 around 2010 and 2011 has since been taken over by the Bango service:"...However, after just 2 or 3 years, this was dropped, with Bango picking-up much of the business that was slated to run across the BlueVia platform..."We estimate that there are currently 278 DCB activations globally, with Microsoft, Google and Blackberry representing 263 of these. Of the 278, we believe 127 are direct app store:MNO relationships, with the remainder being third-party connections. Of the third-party activations, the market is dominated by one player – Bango, which has 119 activations. This represents a share of over 40% of the total market (278), and is almost three times the aggregate of the key third-party DCB suppliers. As will be discussed below, Bango was an early entrant into the mobile payment space. Over the past sixteen years it has made significant investments in both its platform and product set. The benefit of this historic investment appears to be apparent - it has almost half the market. Bango is the exclusive DCB provider to the Amazon, Blackberry, Mozilla and Samsung app stores. It has one third-party competitor on the Mic
Valuespotter
15 Oct 2015
£52,275 trade The price action today is saying this was a buy (probably with delayed report) 12:31:46 82 63,750 £52,275
Ex Directory
27 Jul 2015
Developments in Asia [link]
