XRO 11 here we come....
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Lola and Food4thought... Any comparison between PLX and XRO seems rather far fetched to my simple mind and I wonder if I've missed something? Would either of you would be willing to expand your theories??
Maccas announced a NZ expansion. Very good sign for a mature company.... Watching the USA with interest.
Just did a quick Google and found: https://www.news.com.au/lifestyle/fo...531238ed73c18b
Good way to build the loyalty database.....
big gains today as well!
Sm, trouble with a company in transition such as PLX its very hard to value it correctly, what ever numbers that are provided are meaningless very quickly in a fast growing roll out ( when that happens ) , imo any company briefing will be very closely scrutinised to see where it is taking us..
Imo its blind faith buying atm, Im not saying that is wrong its just the way it is until numbers are released by management.
Both are digital platforms (sell & distribute licences) PLX don't have the problem of shifting a physical product. Potential to grow and expand like other digital platforms. I:e: Microsoft, Facebook, MYOB, WhatsApp, Instagram, Android.
*Rapid growth. From the numbers... backed up by rapid consumer uptake of product.
*A highly desirable information provider, that is user friendly.
*Attention - they have dynamic & dominatingly large hard to comprehend sized businesses buying into the business and in favour of the product. (XRO won many contracts over MYOB and other suppliers of similar product due to their user friendly approach and incredible staff culture). (McDonald's doesn't simply go out and make public statements and put their money up to lock in rights and partial ownership if they don't believe the product is a competitive advantage).
*Branding. Both company's have an X in their stock ticker (it's not actually relevant)... yet they sure have the potential to x their market value.
*Management, strong mamagement and attracting other humans who want to be associated with winners who are achieving exceptional results.
*Technical and skilled workforce. Specialised product. Not easy to replicate and once consumers trust the brand and their products, exceptional for continued growth.
A buy in from a major liquor merchant would match well with PLX analytics. Other ideas thst pop to mind but are not limited ...Theme parks (Movie world, Disney World). Banks (HGH? Rabobank, those massive busisinesses). Airports (Customs, hospitality and retail) Petrol stations (BP customer value analysis). Retail shopping centres. City council's. Universities (what do people search and want). Utility suppliers. Sports brands. Product development firms. Coffee suppliers (Coffee Club, Starbucks, maybe Havanas in Wellington)... and those are nostly physical provisers of service or product. I am sure you all have various opinions and exposures to where you can see their product helping achieve goals and results. Keeping the customer happy.
Marketing research and development is often undervalued and pushed aside by many firms who end up falling behind. This company can provide that upper edge in analysis and reach. Competitive advantage. Ease of use.
XRO was worth a little for a long time... And in 10 years it has done a 65+ bagger. I see the similarity between both in the first 5 years and then... exponential uptrend.
Hopefully PLX stays on NZX but perhaps they will quickly shift to ASX... new exposure. Most Australians are probably not aware yet of the next pharlap. More Americans watch ASX...
Who wishes they were in XRO 10 years ago when it went from $1 to $5 in a very short period.
If they keep reaching the right buyers of their product and selling licences/user uptake...
Both are in the "Software and Services" category.
I'm On board and in for this ride. Not life threatening if it doesn't work... yet could be life changing in many ways.
Don't wish you were on board from the early days... like with XRO