Added to YB: 2026-06-03
Pitch date: 2026-06-01
BGO.L [bullish]
Bango PLC
-6.56%
current return
Author Info
The Boon Fund writes about their investments in UK shares. Outperforming the FTSE All-Share, every year, for the last three years. 49% total return vs 15% over three years. They transparently publish their entire portfolio, as well as all buys and sells that they do. Sign up for the newsletter.
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 63.2M
Pitch Price
GBP 0.61
Price Target
0.84 (+38%)
Dividend
N/A
EV/EBITDA
-18.74
P/E
-8.32
EV/Sales
1.52
Sector
Software
Category
value
YTD to May 2026: Performance, Buys, Sells, and Commentary - NEW POSITION: Bango
BGO.L (new position): UK telco software at 58.9p, PT 84p (+38%). DVM platform enables Telco bundles (e.g. SIM+Netflix), 95% gross margin, 7 of top 8 US telcos + 42 customers signed; revenue locked in as contracts renew. Capex peaking now then falling. Payments (DOCOMO integrated) a cash cow. SOTP: Payments at 5x EV/EBITDA, DVM at 1x sales—fair value easily double.
Read full article (2 min)