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  1. #2701
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    Quote Originally Posted by percy View Post
    White Castle store locator says 468.
    I have never heard of them either.
    Here's a map outlining regional restaurant brands throughout the US. Heaps of brands PLX can continue to sell too.

    Screen Shot 2019-07-22 at 5.57.19 PM.jpg

  2. #2702
    percy
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    Joe's Crab shack sounds inviting.
    Quaker steak and lube could be a bit oily.
    Better not comment on Pluckers.

  3. #2703
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    Quote Originally Posted by percy View Post
    Better not comment on Pluckers.
    Ya don't like pheasant?

  4. #2704
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    Its racing down pretty badly after a good announcement....May be a buying opportunity...

  5. #2705
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    Quote Originally Posted by carrom74 View Post
    Its racing down pretty badly after a good announcement....May be a buying opportunity...
    Yeah, with the new customer added, this should drive the revenue up by more than they previously anticipated.

  6. #2706
    Legend Balance's Avatar
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    Quote Originally Posted by pg0220 View Post
    Yeah, with the new customer added, this should drive the revenue up by more than they previously anticipated.
    And if like FBU or Provenco, they bought the business with loss making contract?

    But great move for spiking the sp to sell into!

    https://www.nbr.co.nz/story/data-rev...asouth-sellers

    And the people who brought you Plexxxxure are crying (oops - laughing) into their champagne selling their 6.7c & 25c CBD shares to the mugs lining up.
    Last edited by Balance; 24-07-2019 at 11:50 AM.

  7. #2707
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    Quote Originally Posted by Balance View Post
    And if like FBU or Provenco, they bought the business with loss making contract?

    But great move for spiking the sp to sell into!
    If they were able to negotiate a profitable contact with McDonald's, I fancy their chances with white castle. Strongly cash flow positive last year, would have been a profit but for accounting treatment of previous convertible notes. Apparently primarily from that one customer, all while developing new products and investing for further growth.

  8. #2708
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    Quote Originally Posted by Balance View Post
    And if like FBU or Provenco, they bought the business with loss making contract?

    But great move for spiking the sp to sell into!

    https://www.nbr.co.nz/story/data-rev...asouth-sellers

    And the people who brought you Plexxxxure are crying (oops - laughing) into their champagne selling their 6.7c & 25c CBD shares to the mugs lining up.
    One of us is confused (at least!)

    I understand you bagging PEB - though not why you have to do it every week, but I don't understand why you are so against PLX.

    As I understand it, the people who did the "backdoor listing" are long gone, the management is new, the company is making a profit and has cash in hand. What do you see going wrong?

  9. #2709
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    balance is not quite so balanced in his posts eh! you just have to take them with a pinch of salt everyone is entitled to their opinion

  10. #2710
    percy
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    Quote Originally Posted by davflaws View Post
    One of us is confused (at least!)

    I understand you bagging PEB - though not why you have to do it every week, but I don't understand why you are so against PLX.

    As I understand it, the people who did the "backdoor listing" are long gone, the management is new, the company is making a profit and has cash in hand. What do you see going wrong?
    With a market cap of over $139mil PLX is no slug.

  11. #2711
    老外
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    Good customer numbers coming in, 108m customers is nothing to laugh at. The extent they can leverage the data on these customers will decide their future. But didn't they add the last 8m in a month? Huge growth...

  12. #2712
    Senior Member silverblizzard888's Avatar
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    Quote Originally Posted by blobbles View Post
    Good customer numbers coming in, 108m customers is nothing to laugh at. The extent they can leverage the data on these customers will decide their future. But didn't they add the last 8m in a month? Huge growth...
    120 million users last month
    128 million users this month
    8 millon user growth

  13. #2713
    Legend Balance's Avatar
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    Quote Originally Posted by silverblizzard888 View Post
    120 million users last month
    128 million users this month
    8 millon user growth
    Will be 1 billion soon - but is PLX's revenue based upon customer numbers?

  14. #2714
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    Quote Originally Posted by Balance View Post
    Will be 1 billion soon - but is PLX's revenue based upon customer numbers?
    Yes, partly. From the annual report:

    Plexure’s strong revenue growth of 44%, or $5.136m, came from existing customers, with the majority of
    growth coming from McDonald’s with a further 17 countries added in the year ended 31 March 2019. This
    was reflected in the growth in pure licensing revenue, which grew by 41%, or $2.834m to $9.702m.
    Licensing will continue to grow as we add new markets and new customers

  15. #2715
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    Quote Originally Posted by Balance View Post
    Will be 1 billion soon - but is PLX's revenue based upon customer numbers?
    Yes, revenue is based on customer numbers... all 5 of them!

    silverblizzard888 & blobbles might be getting a little too excited with those figures of 128mil.

    Plexure's clients are McDonalds, Ikea, 7-Eleven Australia, White Castle and maybe a few others. They've never actually given an exact number of clients as far as I can tell though happy to be proved wrong.

    The 128mil, those are the customers of the above companies, not direct clients of Plx. Or, to put it another way, Plx only has to lose one client to lose millions of users.

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