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  1. #2481
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    Quote Originally Posted by Balance View Post
    Therein lies your answer - Macca has got the upper hand and what did Maccas do?
    So Bal your recommendation is "sell ! " ?

  2. #2482
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    Quote Originally Posted by minimoke View Post
    PLX remains free to continue is service offering to QSR globally.
    This needs to be explored. Have they released any fine print on the contract regarding restraint of trade to QSR? I assume this would include Shake Shack, Chipotle, Tac Bell etc. What about sub chains between 100-500 stores. The logo definitely helps. Look at the Maccs SP performance. Maccas leads in size, macro growth and increasingly innovation.

    Preference is to sell the system to other QSR as that is a specialty however security of its largest customer and a full loyalty programme to be implemented means this could be a very large contract for PLX.

  3. #2483
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    ..........
    Last edited by minimoke; 28-06-2019 at 02:01 PM.

  4. #2484
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    Quote Originally Posted by minimoke View Post
    The fine print will be commercially sensitive. But what they said was:
    “PLX has agreed not to provide similar services to a defined list of competitors in the "quick service restaurant" industry for so long as the aggregate net revenue received by PLX meets a minimum threshold in any trailing 12-month period. PLX is not otherwise restricted from providing its services globally”

    “PLX has agreed not to provide similar services to a defined list of competitors in the "quick service restaurant" industry for so long as the aggregate net revenue received by PLX meets a minimum threshold in any trailing 12-month period. PLX is not otherwise restricted from providing its services globally”
    Thanks. Would love to get a hold of that defined list.

  5. #2485
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    Quote Originally Posted by whatsup View Post
    So Bal your recommendation is "sell ! " ?
    I have always made my view very clear - PLX is a Backdoor job and I do not invest in backdoors.

    Up to you and all the shareholders what you want to do! DYOR and I do wish you good luck - sincerely.

    Last time sp hit 55c (Dec 2015/Jan 2016) :

    • ACMR forecast to exceed $10m in next six to nine months.
    • US presence expanded and relationship with Microsoft deepened.

    What happened?

  6. #2486
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    Quote Originally Posted by Balance View Post
    I have always made my view very clear - PLX is a Backdoor job and I do not invest in backdoors.

    Up to you and all the shareholders what you want to do! DYOR and I do wish you good luck - sincerely.

    Last time sp hit 55c (Dec 2015/Jan 2016) :

    • ACMR forecast to exceed $10m in next six to nine months.
    • US presence expanded and relationship with Microsoft deepened.

    What happened?
    So if you owned PLX would you be selling ?

  7. #2487
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    Quote Originally Posted by whatsup View Post
    So if you owned PLX would you be selling ?
    Irrelevant question.

    It is not a stock I would ever own.

  8. #2488
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    Quote Originally Posted by Balance View Post
    Last time sp hit 55c (Dec 2015/Jan 2016) :

    • ACMR forecast to exceed $10m in next six to nine months.
    • US presence expanded and relationship with Microsoft deepened.

    What happened?
    That was back in the day under dodgy Scott's management.... Nothing really happened within a year or so and market reacted to it by putting SP down to as low as 13c. The recent high was because of the different reason wasn't it?

  9. #2489
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    Quote Originally Posted by pg0220 View Post
    That was back in the day under dodgy Scott's management.... Nothing really happened within a year or so and market reacted to it by putting SP down to as low as 13c. The recent high was because of the different reason wasn't it?
    True that, Herbison and team seem to be doing much better job.

  10. #2490
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    PLX up 23% in a week and still rising, the last weeks report must be taken seriously by investors, IMO this ins not a back door ramp now.

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