Section Items

Clarification
The comments on this page are some of the thoughts that I had when considering this company and not a recommendation to take an action or to refrain from taking an action.

As you know we have no information about your circumstances, understanding of your investment goals or the level of risk that is acceptable to you. So it would be completely unreasonable to read these commentaries as recommendations.
Is This Just Pump And Dump?
I may or may not own the shares which have commentaries on this site.

Commentaries tend to be created when I look at a share and decide if it is one that I want to buy either now or when I next have an unallocated pot.
Financials
As companies often report numbers in slightly different ways there are a number of entries to cover this and as these are rough notes there will usually be empty items.

The debt columns are shown as positive values if there is any debt, all other negative values are shown within parenthesis and without a sign.

Commentary On Boku Inc

Title: Boku – Big Drop But Who Are They?
Company: BOKU - Boku Inc
Share Price Then: 69p
Author: Ian Smith
Date: Tue 14 Jan 2020
Comments: Boku are a FTSE AIM 100 company that have just dropped 25% on the latest trading update.

Being an AIM company meant that I had no idea who they were, having looked at their web site I am still not sure.

They are involved in payment and identity proof based on using the mobile phone to buy goods and services and have the charge appear on the mobile phone bill.

2019 saw $5.0bn worth of transactions process in comparison with $3.6bn in 2018, Monthly Active Users of the Boku payments platform in December 2019 increased to 17.8 million, up 2.6 million from the half year and 4.4 million higher than December 2018

Payments revenue is expected to be approximately $43.3m, an increase of 23% (2018: $35.3m).

So why the big drop?

Actually for me it doesn’t matter! Although an AIM company it trades on the SETSqx exchange which is is a trading service for securities less liquid than those traded on SETS. and my share dealing platform doesn’t support that.
Financials:
ItemCurrent PeriodPrevious Period
Year20192018
Period12 Months12 Months
Revenue£50m£35m
Earnings
Adjusted Earnings
EBITDA
Adjusted EBITDA£10m£6m
Statutory Profit
Adjusted Profit
Total Debt
Net Debt
Read Count: 225

Commentary History

Date Ticker Title
Tue 14 Jan 2020BOKUBoku – Big Drop But Who Are They?