Added to YB: 2026-07-24
Pitch date: 2026-07-22
BGO.L [neutral]
Bango PLC
-6.25%
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 69.6M
Pitch Price
GBP 0.72
Price Target
1.43 (+99%)
Dividend
N/A
EV/EBITDA
24.71
P/E
-9.16
EV/Sales
1.64
Sector
Software
Category
growth
2 Sells, 1 Update, 1 Intriguing Company That Could Take Off - Bango PLC
BGO.L (holding update): Bought 59p. Narrative flip coming as high-growth DVM (90%+ GM, +13% YoY, ARR +31%, 119% NRR) overtakes declining DCB (-5%). 12 new DVM contracts/yr, top 7/8 US telcos signed. Capex peaking FY26, cash conversion ahead. £52m cap, ~£60m EV; target £100m, +100% in 12mo.
Read full article (4 min)