It could be a nervous time leading to the 11th. There have been good rallies on both markets since Chris’s latest tweet. Going to be an interesting week ahead.
Printable View
It could be a nervous time leading to the 11th. There have been good rallies on both markets since Chris’s latest tweet. Going to be an interesting week ahead.
You heard it here first. Mid-Monday morning for quart results. Share price at $5 by the call on Wednesday.
I buy optimism by the barrel on this one :cool:
Up a bit today. Excitement building for tomorrow's Investor Briefing. 11.00 am and its all on. Hopefully those easter bunnies delivered!
edit. Up 2.4% for the day
Agreed the team at PPH don't disappoint, they under promise and over deliver, I won't expect anything different tomorrow.
Look for $130 million ACMR or more tomorrow! I'm expecting $140 million ACMR with blessings from the dream team!
$200 US million ACMR target by year end ;)
PPH have forecast a dip in ACMR in this soft giving quarter following Christmas... a decline in ACMR would have been the case in previous years if customer numbers were growing at the more modest pace they are now and that is what ( hopefully ) the market is expecting leading into the update...
90-110
Yes they have said that though I’m optimistic they will increase it
“Given seasonality, we expect ACMR and ARPC to decrease over the current quarter ending 31 March 2018, before steadily growing over the rest of the calendar year to 31 December 2018. We also expect Customer unit churn to decrease and Customer numbers to gradually strengthen over the calendar year.”
Setting expectations low for sure
Whatever, whether a bit on the low side or a boomer the report will be brilliant
Quarterly numbers are just ‘noise’
Don’t forget the big picture and continue to believe the story
I’m more interested in the financials come May and revenue and cash flow numbers ...much more important than this ACMR crap ....but even the financials will be amazing.