Discover and read the best of Twitter Threads about #boku

Most recents (2)

GHF Portfolio 2020/21 squad
Pot 1. Covid beneficiaries &/ or lockdown resilience
#WEY see thread for rationale...
I’ll post Pot 2. tomorrow & my first portfolio performance update for 2020 at end of week...after all, only 8mths gone!!!😳 Image
#BOKU Rationale:
(1) Strong H1 with TPV +35% (2) Largest DCB payments company & recent acquisition of Fortumo cements global leadership (3) Op gearing emerging (4) Identity side set to scale FY21 (5) New e-wallets provides access to 2bn potential customers with nil in forecasts👇🏻
#EKF Rationale:
(1) 4x “ahead” trading updates in FY20 (2) Strong B/S & cash generation (3) Excellent management (4) Primestore collection device in significant demand for COVID testing (5) Value of #RENX stake (5) Possibility of further upgrades in FY20
Read 32 tweets
What a difference a year makes.. but an albatross is still an albatross although #BOKU are coming to discover that theirs performs more like a turkey Image
What a difference a week makes.. #BOKU

I've noticed this with the UK market and it isn't just Boku: you get told one thing in one form of words, then later on the same thing in a different form of words and the market reacts as if it's new. Image
Here are this year's results from #BOKU:

Payments 19: $43.5M (+23%) / TPV $5.0B (+38%) = 0.87%
Payments 18: $35.3M (+44%) / TPV $3.6B (+112%) = 0.98%
Payments 17: $24.4M / TPV $1.7B = 1.44%
Read 11 tweets

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