Added to YB: 2025-09-16
Pitch date: 2025-09-14
BGO.L [bullish]
Bango PLC
-21.55%
current return
Author Info
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Company Info
Bango PLC, together with its subsidiaries, develops, markets, and sells technology that enables the marketing and sale of products and services to mobile phone users.
Market Cap
GBP 122.3M
Pitch Price
GBP 1.16
Price Target
N/A
Dividend
N/A
EV/EBITDA
32.28
P/E
-33.50
EV/Sales
2.36
Sector
Software
Category
growth
On Bango's ($BGO.L) Subscription Bundling Opportunity
BGO.L: Leading payments/subscription bundling platform w/ ~£90M mkt cap. DVM (subscriptions) growing 100% YoY active subs to 19.2M, 21% ARR growth, <5% mkt share in nascent bundling space. 6 of top 8 US telcos as customers, recent DISH/MTN wins. DDL integration complete, growth capex declining. 7.5x est 1yr EBITDA, 6x 2yr out. FCF inflection expected FY26E.
Read full article (11 min)