sharetrader
Page 729 of 733 FirstFirst ... 229629679719725726727728729730731732733 LastLast
Results 7,281 to 7,290 of 7325

Thread: Xro - xero

  1. #7281
    Senior Member Toasty's Avatar
    Join Date
    Jul 2011
    Location
    Wellington
    Posts
    745

    Default

    Full year 2021 results out. Watching the market with interest today given the carnage in the US.

  2. #7282
    always learning ... BlackPeter's Avatar
    Join Date
    Aug 2007
    Posts
    9,497

    Default

    Quote Originally Posted by Toasty View Post
    Full year 2021 results out. Watching the market with interest today given the carnage in the US.
    Well yes, revenue and earnings are up - its now a royal 13 cents per share, which leads to a PE of 1000! Wow! Customers keep growing (well, the customers probably as well, but I meant to point to customer numbers), but it sort of feels that growth rates are slowly dropping. Not sure I like that given that they had Covid tail wind.

    Given that this is now already the second year with a positive result (i.e. they made money vs losing some) I'd expect that markets might slowly start to re-price the share according to its money making abilities. Lets see, how this will work out.

    Great share, but in my view (as many other great companies) too dear at the current moment ...
    ----
    "Prediction is very difficult, especially about the future" (Niels Bohr)

  3. #7283
    Advanced Member
    Join Date
    May 2000
    Location
    , , .
    Posts
    1,866

    Default

    I don't know XRO very well but have been interested in perhaps getting in there. However on first view this report makes for very sober reading. I can't see anything but a painful correction in share price.

  4. #7284
    Member
    Join Date
    Apr 2014
    Posts
    442

    Default

    Ouch! Down about 10% today.

    I didn't actually think it was a particularly bad announcement although I haven't read through that carefully.

    Growth has been slowing for a while and I thought that with covid that growth might have come to a complete halt.

  5. #7285
    Aspiring to be an Awesome Bear
    Join Date
    May 2016
    Location
    In the Woods
    Posts
    1,588

    Default

    Quote Originally Posted by mikeybycrikey View Post
    Ouch! Down about 10% today.

    I didn't actually think it was a particularly bad announcement although I haven't read through that carefully.

    Growth has been slowing for a while and I thought that with covid that growth might have come to a complete halt.
    Ouch indeed! I thought it was quite a good result so I wasnt expecting a 10% drop, yikes, what do I know!

  6. #7286
    Senior Member
    Join Date
    Jun 2014
    Location
    Mid of Middle_earth
    Posts
    1,024

    Default

    Not that we have to post it but just like old postings, it's nice to know that XRO is still improving https://www.xero.com/blog/2021/08/pe...gn=personaltax
    Last edited by RGR367; 01-09-2021 at 06:56 PM. Reason: link

  7. #7287
    Investor
    Join Date
    Jul 2014
    Posts
    5,643

    Default

    Looks like XRO had a bad H1 FY22.


    • HY REVENUE FROM ORDINARY ACTIVITIES NZ$505.7 MILLION, UP 23%
    • HY NET LOSS NZ$5.9 MILLION VERSUS PROFIT NZ$34.5 MILLION

  8. #7288
    Guru
    Join Date
    May 2006
    Location
    , , .
    Posts
    3,283

    Default

    Quote Originally Posted by sb9 View Post
    Looks like XRO had a bad H1 FY22.


    • HY REVENUE FROM ORDINARY ACTIVITIES NZ$505.7 MILLION, UP 23%
    • HY NET LOSS NZ$5.9 MILLION VERSUS PROFIT NZ$34.5 MILLION
    How can they still be making so much loss after so many years at it?

  9. #7289
    Speedy Az winner69's Avatar
    Join Date
    Jun 2001
    Location
    , , .
    Posts
    37,737

    Default

    Clare Capital thinks a great result

    Some big @Xero numbers out today: annualised monthly recurring revenue (AMRR) at NZ$1.1BN (⬆️29%), 3M subscribers (⬆️23%), 87% gross margins. Congrats team - those are some serious achievements. And the share price is down 5% today. Markets are tough and expectations are sky-high
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  10. #7290
    Legend peat's Avatar
    Join Date
    Aug 2004
    Location
    Whanganui, New Zealand.
    Posts
    6,435

    Default

    Quote Originally Posted by dobby41 View Post
    How can they still be making so much loss after so many years at it?
    Xero noted its operating expenses, including the costs of integrating acquisitions, increased as a percentage of revenue to 83.4%


    Increasing reinvestment
    "Greater clarity and renewed confidence in the economic environment over the past 12 months drove
    increased reinvestment into customer growth opportunities," it said.
    "This included increased spend on subscriber addition initiatives andinnovative brand awareness campaigns in a number of markets."
    Product design and development costs increased 51% to $166.8m, about 33% ofoperating revenue and at a similar level to the second half of the previousyear.
    For clarity, nothing I say is advice....

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •