Xro - xero

[couta1]

I see value at $5 - expensive but maybe defensible at $10-$14.

Some people just have bigger dreams than others aye, now where was that bottle of Tui.

[kanaka]

I see value at $5 - expensive but maybe defensible at $10-$14.

At $5 I'd prefer ANZ

[dingoNZ]

we use flexitime plus for payroll (which integrates directly with xero)

Based of my model, if Xro were to cease growth now, its current valuation would put the SP roughly around $7.00. My target price in the next 12 months will be $14.50 based off growth figures.

[RGR367]

I see value at $5 - expensive but maybe defensible at $10-$14.

I'm down by 20% since I started chasing it down from $28 and I will chase it down farther still but not that low I think

[blackcap]

So you would pay $840m for a company with $100m of (annualised) revenue?

Wow

I think he needs to get rid of the bug in the model Or add a 1+ on a WACC calc or something.

[Bobcat.]

Back in June, after XRO's sp broke through previous support at 2800, it plummeted $5 for a day and a half to bounce back off 2300 for a month. Similarly these past two days, but when 2300 was busted we see it bounce quickly off an intraday low of 2100, which is only $2 below previous support.

That is, its plummets are getting smaller. This week's may not be the last one (perhaps there is another to come ($1) to its psychological support at $20...but it does look like the sellers are running out of steam.

Discl: no longer holding...but looking to come back in again soon.

[whatsup]

Back in June, after XRO's sp broke through previous support at 2800, it plummeted $5 for a day and a half to bounce back off 2300 for a month. Similarly these past two days, but when 2300 was busted we see it bounce quickly off an intraday low of 2100, which is only $2 below previous support.

That is, its plummets are getting smaller. This week's may not be the last one (perhaps there is another to come ($1) to its psychological support at $20...but it does look like the sellers are running out of steam.

Discl: no longer holding...but looking to come back in again soon.

Sub $21.00 now !!

[Bobcat.]

The local popularity of Dotcom is an indictment on the mediocrity of NZ politics. I have better things to do than dignify his antics with a response.

Meanwhile, I am getting very interested in XRO at these prices, and now have a bid on market. I expect that with all the selling these past few months there would have to be at least one big seller whose given their broker instructions to sell down to no further than $20.

Trading to it.

BC

[winner69]

Will Xero go below NZ$ 20? Psychologically NZ$20 is very important.

See how MARKETWINNER goes with his psychology today

[winner69]

Holy crap. Down to $20.16!

It's all MAC's fault for asking what Clare trajectory we thought XRO was on

Probably was hinting at Path 2 ,,,,,,Showed. DCF of 8 bucks I think