This note aims to summarise the information delivered at Bango’s recent Strategy Day, and to analyse the key messages. Our analysis focuses on three areas: the ongoing delivery of the virtuous circle strategy; the growing importance of data to the group - monetising the Bango “Data Mountain”; and platform expansion as a driver of future growth. Overall, in our view the Strategy Day reassures on the group’s ability to achieve its goals, and we re-iterate our forecasts f
06 Feb 2020
Expanding the ecosystem to drive growth
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Expanding the ecosystem to drive growth
Bango plc (BGO:LON) | 122 -5.5 (-3.5%) | Mkt Cap: 94.1m
- Published:
06 Feb 2020 -
Author:
Blaine Tatum -
Pages:
13
This note aims to summarise the information delivered at Bango’s recent Strategy Day, and to analyse the key messages. Our analysis focuses on three areas: the ongoing delivery of the virtuous circle strategy; the growing importance of data to the group - monetising the Bango “Data Mountain”; and platform expansion as a driver of future growth. Overall, in our view the Strategy Day reassures on the group’s ability to achieve its goals, and we re-iterate our forecasts f