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31-07-2020, 04:48 PM
#3781
Originally Posted by Mel
PLX have a solid product/solution offering, and a concern with PLX is the extent to which their product is easily scalable, given the level of customisation necessary at an individual customer level (and therefore investment of labour at an individual customer level to sell, design and deploy) - vs Xero/Pushpay as counter-examples who have a SaaS product offering that just scales more easily and investment in the product occurs moreso at a generic product level. Hence, I have my reservations on the PLX SP having a large multiple applied to it - but again, I could be completely incorrect and eating humble pie in future!
Discl: tracking the stock and had some strong interest in acquiring @ ~$1 but did not purchase (unfortunately) and do not hold any currently.
Customer acquisition and retention is everything and AI powered products such as PLX are a growing market. You can’t really compare it to XRo. It’s a different product proposition. XRO is targeting SMEs. PLX is targeting large companies with large budgets and marketers who have wet dreams about having this amount of data and flexibility at their fingertips. Once they learn how to drive this software they will be hooked.
The only real risk is that there are other software companies offering similar solutions. Competition is an issue. This is a sexy industry and there are some great products out there. Plexure needs to go hard and fast to establish an international reputation as the go to system
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06-08-2020, 04:43 PM
#3782
Member
Its interesting There is all ways large buy outs at the end of the day between 1.48-1.50 exceeding 50K in volume, its happening once again.
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06-08-2020, 10:03 PM
#3783
Member
In the States pundits look at at end-of-day trades as a clue to what the big institutions are buying and selling.
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07-08-2020, 04:00 PM
#3784
Member
Originally Posted by sommelier
In the States pundits look at at end-of-day trades as a clue to what the big institutions are buying and selling.
I wonder if we will see it again this afternoon.
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07-08-2020, 09:28 PM
#3785
No huge sales but a few decent sized parcels going through at the end of the day
Price Volume Time
148 30,000 17:03 SP
148 34 16:36
148 648 16:33
147 20 16:31
148 134 16:25
148 673 16:24
148 27 16:23
148 7 16:18
147 2 16:14
148 27 16:11
148 2,020 16:09
147 81 16:02
148 25,852 15:59
148 30,000 15:59
Total volume for the day 307,398 shares
Value $454,653
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07-08-2020, 11:17 PM
#3786
Bunch of insto's probably piling in pre cap raise for the ASX listing
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12-08-2020, 08:46 AM
#3787
Company update issued. See it here.
Revenue up 18%. Rapid expansion and staff hires has resulted in a loss of $1.1m for the period...... but all going on course for great things. Proceeding with listing on ASX.
As always....DYOR.
Last edited by Leftfield; 12-08-2020 at 08:48 AM.
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12-08-2020, 09:16 AM
#3788
Member
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12-08-2020, 09:21 AM
#3789
Originally Posted by nevchev
Unimpressed!
Following in the footsteps of XRO & ATM, should be an interesting move imo.
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12-08-2020, 09:31 AM
#3790
Member
Originally Posted by Left field
Company update issued. See it here.
Revenue up 18%. Rapid expansion and staff hires has resulted in a loss of $1.1m for the period...... but all going on course for great things. Proceeding with listing on ASX.
As always....DYOR.
I thought I might buy back into PLX if there was a drop in share price because of Covid announcement.... not anymore!!
These guys are listing on ASX cos they need a longer runway of capital for their loses.
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