JohnyCash
27 Jun 2017
BNN = Data. Data. Data. Don't underestimate the potential here......The world’s most valuable resource is no longer oil, but dataA NEW commodity spawns a lucrative, fast-growing industry, prompting antitrust regulators to step in to restrain those who control its flow. A century ago, the resource in question was oil. Now similar concerns are being raised by the giants that deal in data, the oil of the digital era. These titans—Alphabet (Google’s parent company), Amazon, Apple, Facebook and Microsoft—look unstoppable. They are the five most valuable listed firms in the world. Their profits are surging: they collectively racked up over $25bn in net profit in the first quarter of 2017. Amazon captures half of all dollars spent online in America. Google and Facebook accounted for almost all the revenue growth in digital advertising in America last year.Such dominance has prompted calls for the tech giants to be broken up, as Standard Oil was in the early 20th century. This newspaper has argued against such drastic action in the past. Size alone is not a crime. The giants’ success has benefited consumers. Few want to live without Google’s search engine, Amazon’s one-day delivery or Facebook’s newsfeed. Nor do these firms raise the alarm when standard antitrust tests are applied. Far from gouging consumers, many of their services are free (users pay, in effect, by handing over yet more data). Take account of offline rivals, and their market shares look less worrying. And the emergence of upstarts like Snapchat suggests that new entrants can still make waves. But there is cause for concern. Internet companies’ control of data gives them enormous power. Old ways of thinking about competition, devised in the era of oil, look outdated in what has come to be called the “data economy” (see Briefing). A new approach is needed.What has changed? Smartphones and the internet have made data abundant, ubiquitous and far more valuable. Whether you are going for a run, watching TV or even just sitting in traffic, virtually every activity creates a digital trace—more raw material for the data distilleries. As devices from watches to cars connect to the internet, the volume is increasing: some estimate that a self-driving car will generate 100 gigabytes per second. Meanwhile, artificial-intelligence (AI) techniques such as machine learning extract more value from data. Algorithms can predict when a customer is ready to buy, a jet-engine needs servicing or a person is at risk of a disease. Industrial giants such as GE and Siemens now sell themselves as data firms.This abundance of data changes the nature of competition. Technology giants have always benefited from network effects: the more users Facebook signs up, the more attractive signing up becomes for others. With data there are extra network effects. collecting more data, a firm has more scope to improve its products, which attracts more users, generating even more data, and so on. The more data Tesla gathers from its self-driving cars, the better it can make them at driving themselves—part of the reason the firm, which sold only 25,000 cars in the first quarter, is now worth more than GM, which sold 2.3m. Vast pools of data can thus act as protective moats.Access to data also protects companies from rivals in another way. The case for being sanguine about competition in the tech industry rests on the potential for incumbents to be blindsided by a startup in a garage or an unexpected technological shift. But both are less likely in the data age. The giants’ surveillance systems span the entire economy: Google can see what people search for, Facebook what they share, Amazon what they buy. They own app stores and operating systems, and rent out computing power to startups. They have a “God’s eye view” of activities in their own markets and beyond. They can see when a new product or service gains traction, allowing them to copy it or simply buy the upstart before it becomes too great a t
JohnyCash
27 Jun 2017
Broker Target : 208p Keep the faith !! (But DYOR)SHARE PUNT OF THE WEEK: BNN Technology provides web services for Chinese firms and top football clubsIts payments platform supports the Chinese state media group Xinhua's mobile app, which has more than 140m users. It also provides exclusive football-based mobile content through tie-ups with major clubs such as Arsenal, Manchester City and Barcelona.WHAT'S THE LATEST? BNN has landed a deal targeting China's 2,800 towns and counties with apps for paying utility bills, mobile top-ups and car fines. Two further platforms will arrive in the next 12 months to provide job-seeking services to China's 35m students and credit rating services to both companies and individuals.In recent weeks BNN's plans for a secondary listing on Nasdaq have been boosted by the arrival of a new chairman, Harry Keiley, from America's second-largest pension fund, CalSTRS. WHO BACKS IT? Some of the world's biggest and oldest funds, including Capital Group, with more than 5 per cent, as well as Fidelity, with 4.2 per cent, and Henderson, with 4.3 per cent. Chief executive Darren Mercer, who founded BNN ten years ago and listed it on AIM in 2014, also has a 12.2 per cent stake.WHY SHOULD YOU INVEST? BNN is well placed to build one of China's biggest databases, helped by the country's migration online, an offshoot from its growing middle class. Fast broadband and mobile phone ownership are also part of Premier Li Keqiang's Internet Plus strategy. Similar businesses are highly rated on the Nasdaq in the US, which could mean a stronger valuation in London. Broker Mirabaud's target price is 208p, against nearly 70p today.
be_cool
22 Jun 2017
Re: Very strange! why whats going on next week…..?? i bailed out the other day as i bought in at 79p and since i bought them they have consistently dropped over 3weeks…. i lost 7k … i honestly thought once i sold they would shoot up but they have not they have continued to dropped BNN is out of favour due to inconsistent news with no income from it….. AIM is a terrible market unless you release good news or at the very least give presentations to the markets to raise BNN business to serious investors….. the current board have not done this at all hence the SP has fell and will continue unless they change their communications and start to market themselves better.good luck all
toady27
22 Jun 2017
Very strange! There are lots of positive moves within BNN and if you read various articles and opinions, you can not pinpoint why this share is continually falling!. It's a very strange situation. I think that staying put is the only option at this stage. It really can't go lower. It will hold around 60 for a few days and then progress forward. Next week we will smiling again.
be_cool
20 Jun 2017
Right that's me done Sorry al my stop loss has kicked in lost 6k in is dog of a share..... Lost for words had high expectations due to China contacts but no money and no positive news means market is not happy hence the so drifting down...but don't worry now I have sold it will rise over a quid as it did before... Take care all and good luck
be_cool
19 Jun 2017
No no no people The reason this sp is going down is because I have invested ... every single time I invest it goes down...but don't worry I'm bailing very soon as my stop loss is 60p... down 6k gutted..arh well I assure you once I sell it will rise like a rocket...its called sods law... take care everyone
Shymongrel
16 Jun 2017
Re: Rubbish PR Is this a clever double bluff? Are you one of the PR advisers?
mackackoo
15 Jun 2017
Re: Rubbish PR Too much short term up side - not least the NASDAQ listing - and the strong institutional demand for me to indulge you in a spot of de-ramping.
JakNife
14 Jun 2017
Re: Rubbish PR Why do you care so much about the PR? Fundamentally, the company simply has bad economics, that's what you should care about, not the PR!!
be_cool
14 Jun 2017
Re: Rubbish PR Totally agree .... it's painful to watch the sp what the heck are the board doing it's halved in value over 3months
mackackoo
14 Jun 2017
Rubbish PR I've said it once and I will say it again. This company has rubbish PR advisers.
CornishTinker
13 Jun 2017
Re: What the heck is going on Is anyone on this discussion board going to the AGM on 28 June 2017? That might be a good source of info
be_cool
13 Jun 2017
What the heck is going on Give me a break since I bought in here this sp has dropped. So unlucky and gutted.... what ever happened to no news is good news.... come on bnn what's you going on .
CornishTinker
04 Jun 2017
Re: No updates for a while Interesting article in the Mail on Saturday 3rd June. Very positive but not sure they are always well informed.
JakNife
01 Jun 2017
Re: Hang on ========== ========== ==To be fair the market cap here is large and will be very volatile until it finds its feet in terms of profit etc. Today's news seems positive with end user numbers exceeding all expectations so far.========== ========== ==Incorrect. The end user numbers haven't exceeded my expectations.
