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  1. #3781
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    Quote Originally Posted by Mel View Post
    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 canít really compare it to XRo. Itís 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

  2. #3782
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    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.

  3. #3783
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    In the States pundits look at at end-of-day trades as a clue to what the big institutions are buying and selling.

  4. #3784
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    Quote Originally Posted by sommelier View Post
    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.

  5. #3785
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    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

  6. #3786
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    Bunch of insto's probably piling in pre cap raise for the ASX listing

  7. #3787
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    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 Left field; 12-08-2020 at 08:48 AM.

  8. #3788
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    Unimpressed!

  9. #3789
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    Quote Originally Posted by nevchev View Post
    Unimpressed!
    Following in the footsteps of XRO & ATM, should be an interesting move imo.

  10. #3790
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    Quote Originally Posted by Left field View Post
    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.

  11. #3791
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    Quote Originally Posted by whatsup View Post
    Following in the footsteps of XRO & ATM, should be an interesting move imo.
    Its not even in the same ballpark let alone the game.Comparing plx to xro and atm is way off

  12. #3792
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    Whats it going back to? 1.00?

  13. #3793
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    With current SP everyone expecting more than 50% revenue increases and double or triple the profit.

  14. #3794
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    might buy back in near a dollar got a bit ahead of itself following nasdaq run
    bull
    One step ahead of the herd

  15. #3795
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    Quote Originally Posted by nevchev View Post
    Its not even in the same ballpark let alone the game.Comparing plx to xro and atm is way off
    Was never comparing to ATM or XRO but as you well know , listing in Aust is a far more mature market than N Z and if PLX hits its straps will be far greatly rewarded than here in N Z --- big word that " if " .

  16. #3796
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    Kind of funny companies releasing updates today , great timing

  17. #3797
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    Quote Originally Posted by Cadalac123 View Post
    Kind of funny companies releasing updates today , great timing
    Had to happen with plx.it got to far ahead of itself.Momentum trading at its best

  18. #3798
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    Quote Originally Posted by nevchev View Post
    Had to happen with plx.it got to far ahead of itself.Momentum trading at its best
    Agreed. Only growing at 18% YOY with loses. So the growth story has evaporated pretty quickly. They also have a list of McDonald's competitors they can't entertain as clients. So I think I'll sit on the sideline for a bit.

  19. #3799
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    Considering some of the revenue is transaction based, and the reported quarter covers the most extreme lockdowns in most of the world, the results don't look bad to me. Still plenty of growth ahead of them.

  20. #3800
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    No apparent support above a dollar!

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