Xro - xero

[Hawkeye]

https://www.nzx.com/companies/XRO/announcements/244290

[Toasty]

Investor presentation is out but to my mind there is nothing there that we didn't already know.

What I do like though is the change in the number of partner channels ( Accountants, book keepers) especially in Australia and USA/ROW areas. Theoretically this should translate into significant customer numbers as customers come though those channels organically or practices roll their client base over wholesale.

[Shore]

Nothing anywhere about conference call that i can see?

[Harvey Specter]

Investor presentation is out but to my mind there is nothing there that we didn't already know.

Slide 5 is interesting. Opex costs % of revenue. Already below 100% and looking good compared to the (deliberately?) choosen comparables.

They do get their flags mixed up on pg 20 and 21!!!! Someone should be fired for that.

And more enthusiatic than Percy - incredibly well positioned - p41

[Casino]

It's very difficult to analyse without the commentary and powerpoint animations.

Slide 15 points to cutting US premium 10 plan from $70 to $39. I still don't understand why the markets did not react to that when it was released. Even if it is a neutral for future cash flows, shouldn't we have seen higher trading volumes in response?

It is worthwhile to look at last year's presentation and compare what was added, changed or omitted:

http://www.xero.com/media/173054/xer...t_briefing.pdf, particularly compare slide 29 (new) to slide 18 (old)

[Toasty]

It's very difficult to analyse without the commentary and powerpoint animations.

Slide 15 points to cutting US premium 10 plan from $70 to $39. I still don't understand why the markets did not react to that when it was released. Even if it is a neutral for future cash flows, shouldn't we have seen higher trading volumes in response?

It is worthwhile to look at last year's presentation and compare what was added, changed or omitted:

http://www.xero.com/media/173054/xer...t_briefing.pdf, particularly compare slide 29 (new) to slide 18 (old)

How do you get the cut from $70 to $39. Is it mentioned somewhere else? I read it as the $70 plan being the most popular. I assume that means the most uptake?

[Casino]

How do you get the cut from $70 to $39. Is it mentioned somewhere else? I read it as the $70 plan being the most popular. I assume that means the most uptake?

http://www.xero.com/us/updated-pricing/

[Toasty]

http://www.xero.com/us/updated-pricing/

Classic. Well that seems pretty clear. Cheers.

I do see that its just a years special offer....at the moment anyway

[Casino]

Classic. Well that seems pretty clear. Cheers.

I do see that its just a years special offer....at the moment anyway

Yes they can increase prices whenever it suits them and stab you in the back like in Australia, which is a good reason not to move to the cloud.

[Casino]

Slide 17 deserves some attention and could explain why accountants love Xero. I knew that they get a good cut but is it really that much?

https://www.nzx.com/files/attachments/185835.pdf