and now the inevitable & unavoidable:
Will the bottomline be equally exciting .. even heading towards a maiden dividend ?
even remotely ?
Or instead a Big Disappointment (ie the things on fire in Jan 2020 got stubbed out somewhere between) ? ;)
Printable View
It's tracking upwards a touch in anticipation of a good result tomorrow. We'll soon see :)
Now at it's lowest price this year. Hopefully next year will be it's time to shine :)
Quarterly update next week. It needs to be good otherwise the SP will continue to slide. And I'm losing patience...
PaySauce Quarterly Market Update - Dec 2020
Still growing which is good.
Let's see if this turns around the share price
Growth looks good enough for me. Dipped my toes in. 2.5% portfolio share
PYS announced their qrtly update on the 13th.
https://www.nzx.com/announcements/370533
For the first time ever qrt on qrt recurring revenue growth was negative. Decreased 8%
Not sure if my spreadsheet will copy over but will try:
Period | Recurring Revenue | Gain from Previous Qrt
2018
Q1 $125,000
Q2 $150,000 20%
Q3 $190,000 27%
Q4 $195,000 3%
2019
Q1 $295,000 51%
Q2 $340,000 15%
Q3 $395,000 16%
Q4 $425,000 8%
2020
Q1 $450,000 6%
Q2 $520,000 16%
Q3 $569,000 9%
Q4 $526,000 -8%
Period Recurring Revenue Gain from Previous Qrt Gain from PCP FY19 Q1 $ 125,000 FY19 Q2 $ 150,000 20% FY19 Q3 $ 190,000 27% FY19 Q4 $ 195,000 3% FY20 Q1 $ 295,000 51% 136% FY20 Q2 $ 340,000 15% 127% FY20 Q3 $ 395,000 16% 108% FY20 Q4 $ 429,000 9% 120% FY21 Q1 $ 450,000 5% 53% FY21 Q2 $ 520,000 16% 53% FY21 Q3 $ 569,000 9% 44% FY21 Q4 $ 558,000 -2% 30% FY22 Q1 $ 612,000 10% 36% FY22 Q2 $ 747,000 22% 44%
With PaySauce working out of the same building at Xero in Parnell, history from the founder with SmartPay that he exited several years before founding PYS would there be a closer working relationship over time ?
With organic growth and some additional gain from the recent purchases who sees some good growth mid Jan when the quarterly comes out.
This stock looks to have a very small database of investors but I still see an upside to $1 over the next few years