View Past PerformanceBango バランスシートの健全性財務の健全性 基準チェック /16Bangoの総株主資本は$22.0M 、総負債は$14.5Mで、負債比率は66%となります。総資産と総負債はそれぞれ$76.6Mと$54.6Mです。主要情報66.01%負債資本比率US$14.51m負債インタレスト・カバレッジ・レシオn/a現金US$5.31mエクイティUS$21.98m負債合計US$54.65m総資産US$76.63m財務の健全性に関する最新情報分析記事 • Sep 19Does Bango (LON:BGO) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Dec 28Companies Like Bango (LON:BGO) Can Afford To Invest In GrowthJust because a business does not make any money, does not mean that the stock will go down. For example, although...すべての更新を表示Recent updatesお知らせ • May 20Bango PLC, Annual General Meeting, Jun 25, 2026Bango PLC, Annual General Meeting, Jun 25, 2026. Location: the bango cambridge office, matrix house, cambridge business park, cowley road, cb4 0wz, cambridge United Kingdomお知らせ • May 14Bango PLC Announces Board ChangesBango PLC announced the appointment of Darcy Antonellis as Non-Executive Independent Chair of the Board, with effect from the conclusion of the Annual General Meeting. Darcy Antonellis has served as a Non-Executive Independent Director of Bango since September 2023 and has played an important role in strengthening governance, Board evaluation and strategic oversight. She brings extensive executive and non-executive board level experience in public companies across technology, media and digital platform businesses. Darcy currently serves on the Boards of Cinemark and Xperi, with committee member roles in audit and nominations and having chair roles in remuneration, strategic planning and technology innovation. Darcy will succeed Ray Anderson, who will step down from the role of Executive Chair at the AGM and will remain on the Board as a Non-Executive Founder Director. Tony Perkins has informed the Board that he will not seek re-election as a Director at the AGM and will step down from the Board at the conclusion of the AGM to meet increasing commitments in his consultancy business. Tony served as Senior Independent Director and Chair of the Audit and Risk Committee during a period of substantial operational and financial evolution for the business.New Risk • Apr 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 43% per year over the past 5 years. Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$6.9m). Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (UK£53.2m market cap, or US$71.7m).Reported Earnings • Apr 28Full year 2025 earnings released: US$0.099 loss per share (vs US$0.048 loss in FY 2024)Full year 2025 results: US$0.099 loss per share (further deteriorated from US$0.048 loss in FY 2024). Revenue: US$52.2m (down 2.2% from FY 2024). Net loss: US$7.58m (loss widened 108% from FY 2024). Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.お知らせ • Apr 07Bango PLC to Report Fiscal Year 2025 Results on Apr 27, 2026Bango PLC announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on Apr 27, 2026New Risk • Apr 04New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 46% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Market cap is less than US$100m (UK£46.2m market cap, or US$61.0m).お知らせ • Jan 20Bango plc Provides Earnings Guidance for the Fiscal Year 2025Bango PLC provided earnings guidance for the fiscal year 2025. For the year, the company revenue is expected to be $52.2 million (Fiscal Year 2024: $53.4 million).Reported Earnings • Sep 16First half 2025 earnings released: US$0.042 loss per share (vs US$0.055 loss in 1H 2024)First half 2025 results: US$0.042 loss per share (improved from US$0.055 loss in 1H 2024). Revenue: US$25.2m (up 4.9% from 1H 2024). Net loss: US$3.19m (loss narrowed 24% from 1H 2024). Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 8.6% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.分析記事 • Sep 13Bango PLC's (LON:BGO) Shares Climb 34% But Its Business Is Yet to Catch UpBango PLC ( LON:BGO ) shares have had a really impressive month, gaining 34% after a shaky period beforehand...New Risk • Sep 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Aug 28Bango PLC to Report First Half, 2025 Results on Sep 15, 2025Bango PLC announced that they will report first half, 2025 results on Sep 15, 2025Reported Earnings • Jun 08Full year 2024 earnings released: US$0.047 loss per share (vs US$0.12 loss in FY 2023)Full year 2024 results: US$0.047 loss per share (improved from US$0.12 loss in FY 2023). Revenue: US$53.4m (up 16% from FY 2023). Net loss: US$3.65m (loss narrowed 59% from FY 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 50 percentage points per year, which is a significant difference in performance.お知らせ • Jun 07Bango PLC, Annual General Meeting, Jun 30, 2025Bango PLC, Annual General Meeting, Jun 30, 2025. Location: bango cambridge offices, 326 cambridge science park, milton road, cb4 0wg, cambridge United KingdomNew Risk • Jun 06New major risk - Revenue and earnings growthEarnings have declined by 58% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 58% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (9.0% average weekly change). Market cap is less than US$100m (UK£67.6m market cap, or US$91.5m).お知らせ • Jun 06Bango PLC Announces Board Resignations, Effective 30 June 2025Bango announced that Anil Malhotra and Frank Bury will not seek re-election to the Board at the Company's 2025 Annual General Meeting ("AGM") on 30 June 2025. Anil and Frank will formally step down from the Board at the conclusion of the AGM. Anil Malhotra will change from his role as Chief Marketing Officer to take on a new role, focusing on guiding Telcos and other resellers to integrate their AI strategies with the Digital Vending Machine® (DVMTM) platform, creating significant extra value for their customers.お知らせ • May 29Bango PLC to Report Fiscal Year 2024 Final Results on Jun 06, 2025Bango PLC announced that they will report fiscal year 2024 final results at 8:00 AM, GMT Standard Time on Jun 06, 2025New Risk • May 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Share price has been volatile over the past 3 months (8.6% average weekly change). Market cap is less than US$100m (UK£73.8m market cap, or US$97.9m).New Risk • Apr 19New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Market cap is less than US$100m (UK£61.5m market cap, or US$81.7m).お知らせ • Feb 25Bango Launches Super Bundling HubThe new technology is part of the latest Digital Vending Machine®? (DVM™?) product release from Bango, which is used by leading subscriptions hubs like Verizon +play and Optus SubHub. The need for this technology follows rising demand from subscribers, with research from Bango showing that 35% have lost track of how much they pay for subscriptions, while 49% are frustrated they can't manage all of their accounts and services in one place. As a result, 73% now want one single 'hub' for subscriptions. Super Bundling subscriptions hubs are increasingly used by telcos, banks and retailers to drive customer engagement, build loyalty and unlock new revenue streams, with 88% of telco leaders planning to launch a subscriptions hub. The new Digital Vending Machine CX provides the key functionality needed to deliver an all-in-one Super Bundling product, allowing telcos, banks, retailers and other businesses to: Quickly launch a branded subscriptions hub with pre-built, responsive, templates for desktop and mobile screens. Connect and offer sophisticated deals with hundreds of subscription partners including leading streaming services like Netflix, Disney+, Amazon Prime and YouTube Premium Analyze the performance of subscriptions, bundles and offers, tracking trends in activations and cancellations in real time Bango estimates that this white-label solution will save telcos and other resellers up to 18 months when developing and launching subscriptions hubs in future. The new DVM CX is one part of a wider update to the Digital Vending Machine®?, designed to make all forms of subscription bundling easier for any content provider or reseller, from end to end. Key features of the new end-to-end update include: Offeragement in cluding plan lifecycle: Effortlessly create and manage simple to complex subscription bundles with flexible pricing, discounts, and phased plans. powerful tools cut setup time from days to minutes, ensuring agility in launching and optimizing offers. Migration engine: Migrate existing, live consumer subscriptions onto a Super Bundling hub with no loss of service. Offer orchestration: Seamless, automated workflows that instantly activate subscriptions when customers select an offer. No delays, no friction - just fast, effortless onboarding. Smart top ups: Purpose built to support Top Up business models for offers, providing hassle-free subscription top-ups and renewals without interrupting the subscriber's service. Partner discovery: Explore and connect with over 100+ subscription services in the DVM ecosystem. This update is designed to break the current gridlock which is slowing down the creation and launch of subscription bundles and preventing many businesses from entering the market.お知らせ • Jan 20+ 1 more updateBango plc Announces CFO ChangesBango announce that Matt Wilson has been appointed as Chief Financial Officer, with immediate effect, replacing Matt Garner who has retired as CFO. Matt Wilson brings 17 years of international corporate finance experience across various industries. Previously, he was Group CFO of TFG London, as well as CFO of AllSaints, in the retail and consumer sector. Prior to that, he spent his career in private equity and investment banking. He is a certified Associate Chartered Management Accountant and holds a Masters Degree in Physics from the University of Oxford.New Risk • Nov 22New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: UK£78.0m (US$98.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$9.4m free cash flow). Earnings have declined by 42% per year over the past 5 years. Minor Risk Market cap is less than US$100m (UK£78.0m market cap, or US$98.2m).Reported Earnings • Oct 02First half 2024 earnings released: US$0.055 loss per share (vs US$0.056 loss in 1H 2023)First half 2024 results: US$0.055 loss per share (improved from US$0.056 loss in 1H 2023). Revenue: US$24.1m (up 19% from 1H 2023). Net loss: US$4.20m (loss narrowed 1.4% from 1H 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.お知らせ • Sep 12Bango PLC Announces Board ChangesBango PLC announced that Tony Perkins, a Non-Executive Director of the Board, has been appointed as Senior Independent Director. Tony takes over from Eric Peacock who leaves the Board on September 12, 2024 to focus on his health following a recent road traffic accident.お知らせ • Aug 29Bango PLC to Report First Half, 2024 Results on Sep 30, 2024Bango PLC announced that they will report first half, 2024 results on Sep 30, 2024New Risk • Aug 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$16m free cash flow). Earnings have declined by 20% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (6.7% average weekly change).分析記事 • Aug 02Bango PLC (LON:BGO) Screens Well But There Might Be A CatchThere wouldn't be many who think Bango PLC's ( LON:BGO ) price-to-sales (or "P/S") ratio of 2.6x is worth a mention...New Risk • Jul 01New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$16m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$16m free cash flow). Earnings have declined by 20% per year over the past 5 years.お知らせ • Jun 14Bango PLC Announces Appointment of Anthony Perkins as Non-Executive Director and Chair of the Audit CommitteeBango PLC announced that on 12 June 2024, Anthony (Tony) Perkins FCA, joined its Board as a Non-Executive Director. Tony has been appointed as Chair of the Audit Committee. Tony, a Chartered Accountant, is currently the Senior Independent Non-Executive Director and Chair of the Audit Committee at Yu Group PLC. He provides specialist knowledge of consumer markets through a directorship at DJ Squire & Co. Ltd, alongside other business advisory roles. Tony brings skills and experience in audit, risk management and financial reporting to the Bango Board. His early career was spent at BDO, one of the top five accounting firms, advising global clients. He was a member of the BDO leadership team where his roles included Head of the London Office and Head of National Audit. Anthony (Tony) John Perkins (aged 65) is, or has been, a Director or partner of the following companies or partnerships during the previous five years: Current directorships/partnerships: D.J. Squire & Co., Limited: Kal Portfolio Trading Company Limited (previously Yu Energy Limited); Yu Energy Holding Limited; Yu Energy Retail Limited; Yu Group plc; Yu Propco Ltd; Yu Water Limited; Yu Services Limited; Yu-Smart Limited. Previous directorships/partnerships: Bernhard & Co. Ltd.お知らせ • Apr 26Bango PLC, Annual General Meeting, May 22, 2024Bango PLC, Annual General Meeting, May 22, 2024, at 13:00 Coordinated Universal Time. Location: 326 Cambridge Science Park, Milton Road Cambridge United KingdomRecent Insider Transactions • Apr 19Independent Non-Executive Director recently bought UK£52k worth of stockOn the 15th of April, Frank Bury bought around 42k shares on-market at roughly UK£1.23 per share. This transaction amounted to 8.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought UK£103k more in shares than they have sold in the last 12 months.分析記事 • Apr 11Bango PLC (LON:BGO) Soars 27% But It's A Story Of Risk Vs RewardBango PLC ( LON:BGO ) shareholders are no doubt pleased to see that the share price has bounced 27% in the last month...お知らせ • Apr 10Bango PLC Provides Unaudited Earnings Guidance for the First Quarter of 2024Bango PLC provided unaudited earnings guidance for the first quarter of 2024. For the quarter, the company expects revenue to grow by over 20% from the first quarter of 2023.Reported Earnings • Apr 09Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: US$0.12 loss per share (further deteriorated from US$0.028 loss in FY 2022). Revenue: US$46.1m (up 62% from FY 2022). Net loss: US$8.83m (loss widened 312% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 70%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.New Risk • Apr 05New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Currently unprofitable and not forecast to become profitable next year (US$2.8m net loss next year). Market cap is less than US$100m (UK£78.3m market cap, or US$99.0m).お知らせ • Mar 26Bango PLC to Report Fiscal Year 2023 Results on Apr 08, 2024Bango PLC announced that they will report fiscal year 2023 results on Apr 08, 2024New Risk • Jan 27New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: UK£78.7m (US$100.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$2.8m net loss next year). Market cap is less than US$100m (UK£78.7m market cap, or US$100.0m).Major Estimate Revision • Jan 19Consensus EPS estimates have been downgraded.The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$50.3m to US$46.2m. Now expected to report a loss of US$0.068 per share instead of US$0.0041 per share profit previously forecast. Software industry in the United Kingdom expected to see average net income growth of 13% next year. Consensus price target down from UK£3.28 to UK£2.20. Share price fell 41% to UK£1.08 over the past week.Price Target Changed • Jan 18Price target decreased by 37% to UK£2.20Down from UK£3.50, the current price target is an average from 2 analysts. New target price is 21% above last closing price of UK£1.83. Stock is down 15% over the past year. The company is forecast to post a net loss per share of US$0.068 next year compared to a net loss per share of US$0.028 last year.お知らせ • Sep 20Bango plc Announces Appointment of Darcy Antonellis, as Non-Executive DirectorBango announces that Darcy Antonellis, a veteran of the US media and technology industries, has joined its Board as a Non-Executive Director. Darcy Antonellis currently serves as operating advisor at ABS Capital. She has held senior leadership positions in a range of major US businesses including Warner Bros Entertainment Inc. as President of Technical Operations and Chief Technology Officer, CBS Inc. and as CEO of media and entertainment technology provider Vubiquity Inc. (acquired by Amdocs). She serves on the Boards of Xperi Inc. and Cinemark Holdings Inc. During her career, Darcy has served in key roles during periods when world events have driven phases of rapid technology transformation. For CBS, she led operations and engineering in Saudi Arabia and Kuwait during the Gulf War, as well assuming leadership roles for the Network's coverage at successive Winter Olympic games. Darcy holds an MBA from Fordham University and a Bachelor's degree in Electrical Engineering from Temple University based in the US. She has received three Emmy awards in the areas of technology innovation (Warner Bros platform development) and production (CBS Olympics coverage). She is an SMPTE Fellow and holds various patents in the areas of digital video distribution and sound manipulation. Darcy Antonellis (aged 61) is, or has been, a director or partner of the following companies or partnerships during the previous five years: Current directorships/partnerships: Vionlabs AB, Xperi Inc. Cinemark Holdings Inc., Not2worry LLC, DMA Advisory & Assoc LLC, Previous directorships: Metaverse Acquisition Corporation, Adeia (previously Xperi Holding Corporation).Reported Earnings • Sep 19First half 2023 earnings released: US$0.056 loss per share (vs US$0.007 loss in 1H 2022)First half 2023 results: US$0.056 loss per share (further deteriorated from US$0.007 loss in 1H 2022). Revenue: US$20.3m (up 88% from 1H 2022). Net loss: US$4.26m (loss widened US$3.76m from 1H 2022). Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.分析記事 • Sep 19Does Bango (LON:BGO) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Sep 02Bango PLC to Report First Half, 2023 Results on Sep 18, 2023Bango PLC announced that they will report first half, 2023 results on Sep 18, 2023Reported Earnings • Mar 29Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: US$0.028 loss per share (down from US$0.006 profit in FY 2021). Revenue: US$28.5m (up 38% from FY 2021). Net loss: US$2.14m (down US$2.58m from profit in FY 2021). Revenue missed analyst estimates by 13%. Earnings per share (EPS) exceeded analyst estimates by 92%. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Feb 21Founder & Executive Chairman recently sold UK£1.4m worth of stockOn the 16th of February, Raymond Anderson sold around 600k shares on-market at roughly UK£2.31 per share. This transaction amounted to 9.4% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth UK£3.0m. This was Raymond's only on-market trade for the last 12 months.Recent Insider Transactions • Feb 05Founder recently sold UK£3.0m worth of stockOn the 3rd of February, Anil Malhotra sold around 1m shares on-market at roughly UK£2.26 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Anil's only on-market trade for the last 12 months.Price Target Changed • Jan 25Price target increased by 23% to UK£3.43Up from UK£2.80, the current price target is an average from 3 analysts. New target price is 53% above last closing price of UK£2.25. Stock is up 22% over the past year. The company is forecast to post a net loss per share of US$0.33 compared to earnings per share of US$0.0058 last year.お知らせ • Jan 24+ 1 more updateBango PLC Provides Earnings Guidance for the Year Ended December 31, 2022Bango PLC provided earnings guidance for the year ended December 31, 2022. For the year, the company expects Revenue up 59% to $32.9 Million (FY21 $20.7 Million).Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Lisa Gansky was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 30First half 2022 earnings released: US$0.007 loss per share (vs US$0.007 loss in 1H 2021)First half 2022 results: US$0.007 loss per share (in line with 1H 2021). Revenue: US$10.8m (up 8.9% from 1H 2021). Net loss: US$497.0k (loss narrowed 4.4% from 1H 2021). Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Aug 22Now 22% undervaluedOver the last 90 days, the stock is up 7.2%. The fair value is estimated to be UK£2.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings is also forecast to grow by 46% per annum over the same time period.Buying Opportunity • Jul 12Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.5%. The fair value is estimated to be UK£2.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings is also forecast to grow by 43% per annum over the same time period.Buying Opportunity • Jun 13Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be UK£1.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings is also forecast to grow by 42% per annum over the same time period.分析記事 • May 20Estimating The Fair Value Of Bango plc (LON:BGO)In this article we are going to estimate the intrinsic value of Bango plc ( LON:BGO ) by taking the expected future...Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Lisa Gansky was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 09Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: US$0.006 (down from US$0.014 in FY 2020). Revenue: US$20.7m (up 32% from FY 2020). Net income: US$442.0k (down 57% from FY 2020). Profit margin: 2.1% (down from 6.5% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to grow 28%, compared to a 28% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Dec 22Independent Non-Executive Director recently bought UK£94k worth of stockOn the 17th of December, Frank Bury bought around 50k shares on-market at roughly UK£1.88 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought UK£72k more in shares than they have sold in the last 12 months.Reported Earnings • Sep 09First half 2021 earnings released: UK£0.005 loss per share (vs UK£0.006 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: UK£7.13m (up 50% from 1H 2020). Net loss: UK£380.0k (loss narrowed 4.3% from 1H 2020). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 25Bango's (LON:BGO) Earnings Are Of Questionable QualityBango plc ( LON:BGO ) announced strong profits, but the stock was stagnant. Our analysis suggests that shareholders...Reported Earnings • Mar 17Full year 2020 earnings released: EPS UK£0.01 (vs UK£0.033 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£12.2m (up 31% from FY 2019). Net income: UK£743.0k (up UK£3.08m from FY 2019). Profit margin: 6.1% (up from net loss in FY 2019). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 08Imagine Holding Bango (LON:BGO) Shares While The Price Zoomed 377% HigherBuying shares in the best businesses can build meaningful wealth for you and your family. And highest quality companies...Is New 90 Day High Low • Feb 03New 90-day high: UK£2.15The company is up 31% from its price of UK£1.64 on 04 November 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is flat over the same period.分析記事 • Feb 01What Is The Ownership Structure Like For Bango plc (LON:BGO)?Every investor in Bango plc ( LON:BGO ) should be aware of the most powerful shareholder groups. Institutions often own...Is New 90 Day High Low • Jan 14New 90-day high: UK£1.84The company is up 17% from its price of UK£1.58 on 15 October 2020. The British market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 5.0% over the same period.分析記事 • Dec 28Companies Like Bango (LON:BGO) Can Afford To Invest In GrowthJust because a business does not make any money, does not mean that the stock will go down. For example, although...分析記事 • Nov 23The Bango (LON:BGO) Share Price Is Up 86% And Shareholders Are Holding OnWhen we invest, we're generally looking for stocks that outperform the market average. And while active stock picking...Is New 90 Day High Low • Nov 17New 90-day high: UK£1.80The company is up 25% from its price of UK£1.44 on 19 August 2020. The British market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.財務状況分析短期負債: BGOの 短期資産 ( $25.9M ) は 短期負債 ( $38.6M ) をカバーしていません。長期負債: BGOの短期資産 ( $25.9M ) が 長期負債 ( $16.0M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: BGOの 純負債対資本比率 ( 41.8% ) は 高い と見なされます。負債の削減: BGOの負債対資本比率は、過去 5 年間で0%から66%に増加しました。貸借対照表キャッシュ・ランウェイ分析過去に平均して赤字であった企業については、少なくとも1年間のキャッシュ・ランウェイがあるかどうかを評価する。安定したキャッシュランウェイ: BGOは、現在の フリーキャッシュフロー に基づくと、キャッシュランウェイ が 1 年未満です。キャッシュランウェイの予測: BGOの フリー キャッシュ フロー が過去のレートに基づいて増加または減少し続ける場合、十分な キャッシュ ランウェイ があるかどうかを判断するためのデータが不十分です。健全な企業の発掘7D1Y7D1Y7D1YSoftware 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 20:13終値2026/05/21 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Bango PLC 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関William LindsayBerenbergTom LikeCanaccord GenuityParaag AminPeel Hunt LLP1 その他のアナリストを表示
分析記事 • Sep 19Does Bango (LON:BGO) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Dec 28Companies Like Bango (LON:BGO) Can Afford To Invest In GrowthJust because a business does not make any money, does not mean that the stock will go down. For example, although...
お知らせ • May 20Bango PLC, Annual General Meeting, Jun 25, 2026Bango PLC, Annual General Meeting, Jun 25, 2026. Location: the bango cambridge office, matrix house, cambridge business park, cowley road, cb4 0wz, cambridge United Kingdom
お知らせ • May 14Bango PLC Announces Board ChangesBango PLC announced the appointment of Darcy Antonellis as Non-Executive Independent Chair of the Board, with effect from the conclusion of the Annual General Meeting. Darcy Antonellis has served as a Non-Executive Independent Director of Bango since September 2023 and has played an important role in strengthening governance, Board evaluation and strategic oversight. She brings extensive executive and non-executive board level experience in public companies across technology, media and digital platform businesses. Darcy currently serves on the Boards of Cinemark and Xperi, with committee member roles in audit and nominations and having chair roles in remuneration, strategic planning and technology innovation. Darcy will succeed Ray Anderson, who will step down from the role of Executive Chair at the AGM and will remain on the Board as a Non-Executive Founder Director. Tony Perkins has informed the Board that he will not seek re-election as a Director at the AGM and will step down from the Board at the conclusion of the AGM to meet increasing commitments in his consultancy business. Tony served as Senior Independent Director and Chair of the Audit and Risk Committee during a period of substantial operational and financial evolution for the business.
New Risk • Apr 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 43% per year over the past 5 years. Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$6.9m). Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (UK£53.2m market cap, or US$71.7m).
Reported Earnings • Apr 28Full year 2025 earnings released: US$0.099 loss per share (vs US$0.048 loss in FY 2024)Full year 2025 results: US$0.099 loss per share (further deteriorated from US$0.048 loss in FY 2024). Revenue: US$52.2m (down 2.2% from FY 2024). Net loss: US$7.58m (loss widened 108% from FY 2024). Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.
お知らせ • Apr 07Bango PLC to Report Fiscal Year 2025 Results on Apr 27, 2026Bango PLC announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on Apr 27, 2026
New Risk • Apr 04New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 46% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). Market cap is less than US$100m (UK£46.2m market cap, or US$61.0m).
お知らせ • Jan 20Bango plc Provides Earnings Guidance for the Fiscal Year 2025Bango PLC provided earnings guidance for the fiscal year 2025. For the year, the company revenue is expected to be $52.2 million (Fiscal Year 2024: $53.4 million).
Reported Earnings • Sep 16First half 2025 earnings released: US$0.042 loss per share (vs US$0.055 loss in 1H 2024)First half 2025 results: US$0.042 loss per share (improved from US$0.055 loss in 1H 2024). Revenue: US$25.2m (up 4.9% from 1H 2024). Net loss: US$3.19m (loss narrowed 24% from 1H 2024). Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 8.6% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
分析記事 • Sep 13Bango PLC's (LON:BGO) Shares Climb 34% But Its Business Is Yet to Catch UpBango PLC ( LON:BGO ) shares have had a really impressive month, gaining 34% after a shaky period beforehand...
New Risk • Sep 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Aug 28Bango PLC to Report First Half, 2025 Results on Sep 15, 2025Bango PLC announced that they will report first half, 2025 results on Sep 15, 2025
Reported Earnings • Jun 08Full year 2024 earnings released: US$0.047 loss per share (vs US$0.12 loss in FY 2023)Full year 2024 results: US$0.047 loss per share (improved from US$0.12 loss in FY 2023). Revenue: US$53.4m (up 16% from FY 2023). Net loss: US$3.65m (loss narrowed 59% from FY 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 50 percentage points per year, which is a significant difference in performance.
お知らせ • Jun 07Bango PLC, Annual General Meeting, Jun 30, 2025Bango PLC, Annual General Meeting, Jun 30, 2025. Location: bango cambridge offices, 326 cambridge science park, milton road, cb4 0wg, cambridge United Kingdom
New Risk • Jun 06New major risk - Revenue and earnings growthEarnings have declined by 58% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 58% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (9.0% average weekly change). Market cap is less than US$100m (UK£67.6m market cap, or US$91.5m).
お知らせ • Jun 06Bango PLC Announces Board Resignations, Effective 30 June 2025Bango announced that Anil Malhotra and Frank Bury will not seek re-election to the Board at the Company's 2025 Annual General Meeting ("AGM") on 30 June 2025. Anil and Frank will formally step down from the Board at the conclusion of the AGM. Anil Malhotra will change from his role as Chief Marketing Officer to take on a new role, focusing on guiding Telcos and other resellers to integrate their AI strategies with the Digital Vending Machine® (DVMTM) platform, creating significant extra value for their customers.
お知らせ • May 29Bango PLC to Report Fiscal Year 2024 Final Results on Jun 06, 2025Bango PLC announced that they will report fiscal year 2024 final results at 8:00 AM, GMT Standard Time on Jun 06, 2025
New Risk • May 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Share price has been volatile over the past 3 months (8.6% average weekly change). Market cap is less than US$100m (UK£73.8m market cap, or US$97.9m).
New Risk • Apr 19New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Market cap is less than US$100m (UK£61.5m market cap, or US$81.7m).
お知らせ • Feb 25Bango Launches Super Bundling HubThe new technology is part of the latest Digital Vending Machine®? (DVM™?) product release from Bango, which is used by leading subscriptions hubs like Verizon +play and Optus SubHub. The need for this technology follows rising demand from subscribers, with research from Bango showing that 35% have lost track of how much they pay for subscriptions, while 49% are frustrated they can't manage all of their accounts and services in one place. As a result, 73% now want one single 'hub' for subscriptions. Super Bundling subscriptions hubs are increasingly used by telcos, banks and retailers to drive customer engagement, build loyalty and unlock new revenue streams, with 88% of telco leaders planning to launch a subscriptions hub. The new Digital Vending Machine CX provides the key functionality needed to deliver an all-in-one Super Bundling product, allowing telcos, banks, retailers and other businesses to: Quickly launch a branded subscriptions hub with pre-built, responsive, templates for desktop and mobile screens. Connect and offer sophisticated deals with hundreds of subscription partners including leading streaming services like Netflix, Disney+, Amazon Prime and YouTube Premium Analyze the performance of subscriptions, bundles and offers, tracking trends in activations and cancellations in real time Bango estimates that this white-label solution will save telcos and other resellers up to 18 months when developing and launching subscriptions hubs in future. The new DVM CX is one part of a wider update to the Digital Vending Machine®?, designed to make all forms of subscription bundling easier for any content provider or reseller, from end to end. Key features of the new end-to-end update include: Offeragement in cluding plan lifecycle: Effortlessly create and manage simple to complex subscription bundles with flexible pricing, discounts, and phased plans. powerful tools cut setup time from days to minutes, ensuring agility in launching and optimizing offers. Migration engine: Migrate existing, live consumer subscriptions onto a Super Bundling hub with no loss of service. Offer orchestration: Seamless, automated workflows that instantly activate subscriptions when customers select an offer. No delays, no friction - just fast, effortless onboarding. Smart top ups: Purpose built to support Top Up business models for offers, providing hassle-free subscription top-ups and renewals without interrupting the subscriber's service. Partner discovery: Explore and connect with over 100+ subscription services in the DVM ecosystem. This update is designed to break the current gridlock which is slowing down the creation and launch of subscription bundles and preventing many businesses from entering the market.
お知らせ • Jan 20+ 1 more updateBango plc Announces CFO ChangesBango announce that Matt Wilson has been appointed as Chief Financial Officer, with immediate effect, replacing Matt Garner who has retired as CFO. Matt Wilson brings 17 years of international corporate finance experience across various industries. Previously, he was Group CFO of TFG London, as well as CFO of AllSaints, in the retail and consumer sector. Prior to that, he spent his career in private equity and investment banking. He is a certified Associate Chartered Management Accountant and holds a Masters Degree in Physics from the University of Oxford.
New Risk • Nov 22New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: UK£78.0m (US$98.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$9.4m free cash flow). Earnings have declined by 42% per year over the past 5 years. Minor Risk Market cap is less than US$100m (UK£78.0m market cap, or US$98.2m).
Reported Earnings • Oct 02First half 2024 earnings released: US$0.055 loss per share (vs US$0.056 loss in 1H 2023)First half 2024 results: US$0.055 loss per share (improved from US$0.056 loss in 1H 2023). Revenue: US$24.1m (up 19% from 1H 2023). Net loss: US$4.20m (loss narrowed 1.4% from 1H 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 12Bango PLC Announces Board ChangesBango PLC announced that Tony Perkins, a Non-Executive Director of the Board, has been appointed as Senior Independent Director. Tony takes over from Eric Peacock who leaves the Board on September 12, 2024 to focus on his health following a recent road traffic accident.
お知らせ • Aug 29Bango PLC to Report First Half, 2024 Results on Sep 30, 2024Bango PLC announced that they will report first half, 2024 results on Sep 30, 2024
New Risk • Aug 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$16m free cash flow). Earnings have declined by 20% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (6.7% average weekly change).
分析記事 • Aug 02Bango PLC (LON:BGO) Screens Well But There Might Be A CatchThere wouldn't be many who think Bango PLC's ( LON:BGO ) price-to-sales (or "P/S") ratio of 2.6x is worth a mention...
New Risk • Jul 01New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$16m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$16m free cash flow). Earnings have declined by 20% per year over the past 5 years.
お知らせ • Jun 14Bango PLC Announces Appointment of Anthony Perkins as Non-Executive Director and Chair of the Audit CommitteeBango PLC announced that on 12 June 2024, Anthony (Tony) Perkins FCA, joined its Board as a Non-Executive Director. Tony has been appointed as Chair of the Audit Committee. Tony, a Chartered Accountant, is currently the Senior Independent Non-Executive Director and Chair of the Audit Committee at Yu Group PLC. He provides specialist knowledge of consumer markets through a directorship at DJ Squire & Co. Ltd, alongside other business advisory roles. Tony brings skills and experience in audit, risk management and financial reporting to the Bango Board. His early career was spent at BDO, one of the top five accounting firms, advising global clients. He was a member of the BDO leadership team where his roles included Head of the London Office and Head of National Audit. Anthony (Tony) John Perkins (aged 65) is, or has been, a Director or partner of the following companies or partnerships during the previous five years: Current directorships/partnerships: D.J. Squire & Co., Limited: Kal Portfolio Trading Company Limited (previously Yu Energy Limited); Yu Energy Holding Limited; Yu Energy Retail Limited; Yu Group plc; Yu Propco Ltd; Yu Water Limited; Yu Services Limited; Yu-Smart Limited. Previous directorships/partnerships: Bernhard & Co. Ltd.
お知らせ • Apr 26Bango PLC, Annual General Meeting, May 22, 2024Bango PLC, Annual General Meeting, May 22, 2024, at 13:00 Coordinated Universal Time. Location: 326 Cambridge Science Park, Milton Road Cambridge United Kingdom
Recent Insider Transactions • Apr 19Independent Non-Executive Director recently bought UK£52k worth of stockOn the 15th of April, Frank Bury bought around 42k shares on-market at roughly UK£1.23 per share. This transaction amounted to 8.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought UK£103k more in shares than they have sold in the last 12 months.
分析記事 • Apr 11Bango PLC (LON:BGO) Soars 27% But It's A Story Of Risk Vs RewardBango PLC ( LON:BGO ) shareholders are no doubt pleased to see that the share price has bounced 27% in the last month...
お知らせ • Apr 10Bango PLC Provides Unaudited Earnings Guidance for the First Quarter of 2024Bango PLC provided unaudited earnings guidance for the first quarter of 2024. For the quarter, the company expects revenue to grow by over 20% from the first quarter of 2023.
Reported Earnings • Apr 09Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: US$0.12 loss per share (further deteriorated from US$0.028 loss in FY 2022). Revenue: US$46.1m (up 62% from FY 2022). Net loss: US$8.83m (loss widened 312% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 70%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.
New Risk • Apr 05New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Currently unprofitable and not forecast to become profitable next year (US$2.8m net loss next year). Market cap is less than US$100m (UK£78.3m market cap, or US$99.0m).
お知らせ • Mar 26Bango PLC to Report Fiscal Year 2023 Results on Apr 08, 2024Bango PLC announced that they will report fiscal year 2023 results on Apr 08, 2024
New Risk • Jan 27New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: UK£78.7m (US$100.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$2.8m net loss next year). Market cap is less than US$100m (UK£78.7m market cap, or US$100.0m).
Major Estimate Revision • Jan 19Consensus EPS estimates have been downgraded.The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$50.3m to US$46.2m. Now expected to report a loss of US$0.068 per share instead of US$0.0041 per share profit previously forecast. Software industry in the United Kingdom expected to see average net income growth of 13% next year. Consensus price target down from UK£3.28 to UK£2.20. Share price fell 41% to UK£1.08 over the past week.
Price Target Changed • Jan 18Price target decreased by 37% to UK£2.20Down from UK£3.50, the current price target is an average from 2 analysts. New target price is 21% above last closing price of UK£1.83. Stock is down 15% over the past year. The company is forecast to post a net loss per share of US$0.068 next year compared to a net loss per share of US$0.028 last year.
お知らせ • Sep 20Bango plc Announces Appointment of Darcy Antonellis, as Non-Executive DirectorBango announces that Darcy Antonellis, a veteran of the US media and technology industries, has joined its Board as a Non-Executive Director. Darcy Antonellis currently serves as operating advisor at ABS Capital. She has held senior leadership positions in a range of major US businesses including Warner Bros Entertainment Inc. as President of Technical Operations and Chief Technology Officer, CBS Inc. and as CEO of media and entertainment technology provider Vubiquity Inc. (acquired by Amdocs). She serves on the Boards of Xperi Inc. and Cinemark Holdings Inc. During her career, Darcy has served in key roles during periods when world events have driven phases of rapid technology transformation. For CBS, she led operations and engineering in Saudi Arabia and Kuwait during the Gulf War, as well assuming leadership roles for the Network's coverage at successive Winter Olympic games. Darcy holds an MBA from Fordham University and a Bachelor's degree in Electrical Engineering from Temple University based in the US. She has received three Emmy awards in the areas of technology innovation (Warner Bros platform development) and production (CBS Olympics coverage). She is an SMPTE Fellow and holds various patents in the areas of digital video distribution and sound manipulation. Darcy Antonellis (aged 61) is, or has been, a director or partner of the following companies or partnerships during the previous five years: Current directorships/partnerships: Vionlabs AB, Xperi Inc. Cinemark Holdings Inc., Not2worry LLC, DMA Advisory & Assoc LLC, Previous directorships: Metaverse Acquisition Corporation, Adeia (previously Xperi Holding Corporation).
Reported Earnings • Sep 19First half 2023 earnings released: US$0.056 loss per share (vs US$0.007 loss in 1H 2022)First half 2023 results: US$0.056 loss per share (further deteriorated from US$0.007 loss in 1H 2022). Revenue: US$20.3m (up 88% from 1H 2022). Net loss: US$4.26m (loss widened US$3.76m from 1H 2022). Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance.
分析記事 • Sep 19Does Bango (LON:BGO) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Sep 02Bango PLC to Report First Half, 2023 Results on Sep 18, 2023Bango PLC announced that they will report first half, 2023 results on Sep 18, 2023
Reported Earnings • Mar 29Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: US$0.028 loss per share (down from US$0.006 profit in FY 2021). Revenue: US$28.5m (up 38% from FY 2021). Net loss: US$2.14m (down US$2.58m from profit in FY 2021). Revenue missed analyst estimates by 13%. Earnings per share (EPS) exceeded analyst estimates by 92%. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Feb 21Founder & Executive Chairman recently sold UK£1.4m worth of stockOn the 16th of February, Raymond Anderson sold around 600k shares on-market at roughly UK£2.31 per share. This transaction amounted to 9.4% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth UK£3.0m. This was Raymond's only on-market trade for the last 12 months.
Recent Insider Transactions • Feb 05Founder recently sold UK£3.0m worth of stockOn the 3rd of February, Anil Malhotra sold around 1m shares on-market at roughly UK£2.26 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Anil's only on-market trade for the last 12 months.
Price Target Changed • Jan 25Price target increased by 23% to UK£3.43Up from UK£2.80, the current price target is an average from 3 analysts. New target price is 53% above last closing price of UK£2.25. Stock is up 22% over the past year. The company is forecast to post a net loss per share of US$0.33 compared to earnings per share of US$0.0058 last year.
お知らせ • Jan 24+ 1 more updateBango PLC Provides Earnings Guidance for the Year Ended December 31, 2022Bango PLC provided earnings guidance for the year ended December 31, 2022. For the year, the company expects Revenue up 59% to $32.9 Million (FY21 $20.7 Million).
Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Lisa Gansky was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 30First half 2022 earnings released: US$0.007 loss per share (vs US$0.007 loss in 1H 2021)First half 2022 results: US$0.007 loss per share (in line with 1H 2021). Revenue: US$10.8m (up 8.9% from 1H 2021). Net loss: US$497.0k (loss narrowed 4.4% from 1H 2021). Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Aug 22Now 22% undervaluedOver the last 90 days, the stock is up 7.2%. The fair value is estimated to be UK£2.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings is also forecast to grow by 46% per annum over the same time period.
Buying Opportunity • Jul 12Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.5%. The fair value is estimated to be UK£2.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings is also forecast to grow by 43% per annum over the same time period.
Buying Opportunity • Jun 13Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be UK£1.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings is also forecast to grow by 42% per annum over the same time period.
分析記事 • May 20Estimating The Fair Value Of Bango plc (LON:BGO)In this article we are going to estimate the intrinsic value of Bango plc ( LON:BGO ) by taking the expected future...
Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Lisa Gansky was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 09Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: US$0.006 (down from US$0.014 in FY 2020). Revenue: US$20.7m (up 32% from FY 2020). Net income: US$442.0k (down 57% from FY 2020). Profit margin: 2.1% (down from 6.5% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to grow 28%, compared to a 28% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Dec 22Independent Non-Executive Director recently bought UK£94k worth of stockOn the 17th of December, Frank Bury bought around 50k shares on-market at roughly UK£1.88 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought UK£72k more in shares than they have sold in the last 12 months.
Reported Earnings • Sep 09First half 2021 earnings released: UK£0.005 loss per share (vs UK£0.006 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: UK£7.13m (up 50% from 1H 2020). Net loss: UK£380.0k (loss narrowed 4.3% from 1H 2020). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 25Bango's (LON:BGO) Earnings Are Of Questionable QualityBango plc ( LON:BGO ) announced strong profits, but the stock was stagnant. Our analysis suggests that shareholders...
Reported Earnings • Mar 17Full year 2020 earnings released: EPS UK£0.01 (vs UK£0.033 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£12.2m (up 31% from FY 2019). Net income: UK£743.0k (up UK£3.08m from FY 2019). Profit margin: 6.1% (up from net loss in FY 2019). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 08Imagine Holding Bango (LON:BGO) Shares While The Price Zoomed 377% HigherBuying shares in the best businesses can build meaningful wealth for you and your family. And highest quality companies...
Is New 90 Day High Low • Feb 03New 90-day high: UK£2.15The company is up 31% from its price of UK£1.64 on 04 November 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is flat over the same period.
分析記事 • Feb 01What Is The Ownership Structure Like For Bango plc (LON:BGO)?Every investor in Bango plc ( LON:BGO ) should be aware of the most powerful shareholder groups. Institutions often own...
Is New 90 Day High Low • Jan 14New 90-day high: UK£1.84The company is up 17% from its price of UK£1.58 on 15 October 2020. The British market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 5.0% over the same period.
分析記事 • Dec 28Companies Like Bango (LON:BGO) Can Afford To Invest In GrowthJust because a business does not make any money, does not mean that the stock will go down. For example, although...
分析記事 • Nov 23The Bango (LON:BGO) Share Price Is Up 86% And Shareholders Are Holding OnWhen we invest, we're generally looking for stocks that outperform the market average. And while active stock picking...
Is New 90 Day High Low • Nov 17New 90-day high: UK£1.80The company is up 25% from its price of UK£1.44 on 19 August 2020. The British market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.