Published on: February 26, 2019
This note summarises the information delivered at Bango’s Jan-19 Strategy Day and analyses the key messages. In particular, we look at the group’s updated strategy, with its increasing focus on the data opportunity and the new Bango Marketplace product. The core payments business continues to grow strongly and, in our view, the increased focus on data is both strategically sensible and represents a material growth opportunity. We continue to believe that Bango is well placed to deliver on its targets, and we are making revisions to estimates following the Strategy Day and recent Trading Update.