TSK - TASK Group Holdings

**allanatnz** · 17-08-2016, 10:53 PM

It is sad the price down to 25 cents. Any reason to continue holding? It seems no more positive information.

**gmatt** · 18-08-2016, 08:45 AM

Originally Posted by allanatnz

It is sad the price down to 25 cents. Any reason to continue holding? It seems no more positive information.

Yes I've got quite a few of these .... things are obviously taking longer than previously thought ..... I'll wait until December and hopefully we'll get some impetus and who knows what 2017 wlll bring!?

**Harvey Specter** · 18-08-2016, 08:55 AM

Originally Posted by gmatt

Yes I've got quite a few of these .... things are obviously taking longer than previously thought ..... I'll wait until December and hopefully we'll get some impetus and who knows what 2017 wlll bring!?

There growth is still good and their EV/Rev ratio looks good. Their customers are big and therefore growth is lumpy, so a small deferment for 3 months shouldn't be a major. What would be good to see is another trial with a big co so that we know they have a pipeline fo work going forward. The other issue with big customers is churn and if you lose one client, that can be a substantial piece of income.

I'm still optimistic.

**Cobber** · 18-08-2016, 01:15 PM

Originally Posted by Harvey Specter

There growth is still good and their EV/Rev ratio looks good. Their customers are big and therefore growth is lumpy, so a small deferment for 3 months shouldn't be a major. What would be good to see is another trial with a big co so that we know they have a pipeline fo work going forward. The other issue with big customers is churn and if you lose one client, that can be a substantial piece of income.

I'm still optimistic.

I was optimistic, but..... the second half of the last financial year showed bugger all growth in ACMR and then we got targets pushed out to the second half of the current financial year.

A few buys earlier this month to prop up the share price - not a good look.

I feel investors could end up getting smashed heavily once costs are published for the first 6 months.... and ACMR growth is again pushed out further.

I'm not sure this company was worthy of an NZX mainboard listing.

**gmatt** · 22-08-2016, 09:06 AM

https://www.nzx.com/companies/PLX/announcements/287568

Good news

**Cobber** · 22-08-2016, 11:25 AM

Originally Posted by gmatt

https://www.nzx.com/companies/PLX/announcements/287568

Good news

To get to $10mill ACMR they need to be releasing one of those statements every 2 weeks.

**allanatnz** · 22-08-2016, 12:53 PM

"The contracted SaaS fee is approximately NZ$500,000 of Annualised Committed Monthly Revenue."

What does it mean? Is the SaaS fee $500K monthly-based or annual-based?

**Snow Leopard** · 22-08-2016, 12:57 PM

Originally Posted by allanatnz

"The contracted SaaS fee is approximately NZ$500,000 of Annualised Committed Monthly Revenue."

What does it mean? Is the SaaS fee $500K monthly-based or annual-based?

fee = $500K per year paid in monthly installments (simplified explanation)

Best Wishes
Paper Tiger

**silverblizzard888** · 22-08-2016, 01:14 PM

Originally Posted by Cobber

To get to $10mill ACMR they need to be releasing one of those statements every 2 weeks.

Not quite like that since different countries have different amount of stores and so the fee will vary in size.

If Canada has 1443 stores and it will cost them $500,000, then US who have ten times that amount will bring in $5 million. Lets do a break down. *numbers are rounded as this is merely an estimate.

Japan - $1 million
Sweden -$80,000
USA - $5 million
Netherlands - $85,000
Estonia - $3,500
Latvia - $3,600
Lithuania - $3,500
Total estimate would be around = 6,175,600

If you look at annual statement ending march it was $5.3 million, so getting relatively close to that, expecting quite a few more big roll outs with other brands or more Mcdonald ones.