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  1. #2081
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    Quote Originally Posted by Lola View Post
    well well old cobber you can now stop waiting. The sales trips to rio have turned out ok it seems.
    That press release says nothing about the customer being in the QSR market.

    So it would appear my theory is still intake.

  2. #2082
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    Another customer and $550k ACMR.

    Would anyone hazard a guess at what company in South America (in PLX target markets) would have a footprint similar to McDonalds Canada?

  3. #2083
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    Quote Originally Posted by Baa_Baa View Post
    Another customer and $550k ACMR.

    Would anyone hazard a guess at what company in South America (in PLX target markets) would have a footprint similar to McDonalds Canada?
    Where did McDonalds Canada come from???

    Are you reading a different press release?

    https://nzx.com/files/attachments/244366.pdf

  4. #2084
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    Quote Originally Posted by Cobber View Post
    Where did McDonalds Canada come from???

    Are you reading a different press release?

    https://nzx.com/files/attachments/244366.pdf
    The new South America customer is est $550k ACMR, very similar to the recently announced 22/8 McD's Canada rollout est $500k ACMR for 1443 stores. Hence asking whether anyone has any guesses who the new customer might be.

  5. #2085
    2019 NZ Stock Picking Winner silverblizzard888's Avatar
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    Well I went through most of the major food brands in South America and didn't come up with much as they are generally around 100-300 in stores. Possible food retailers when narrowed down were:

    Bob's located in Brazil with over 1000 stores.
    https://en.wikipedia.org/wiki/Bob%27s

    Habibs has 475 stores (possible but for that cash figure less likely)
    https://en.wikipedia.org/wiki/Habib%27s

  6. #2086
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    Quote Originally Posted by silverblizzard888 View Post
    Well I went through most of the major food brands in South America and didn't come up with much as they are generally around 100-300 in stores. Possible food retailers when narrowed down were:

    Bob's located in Brazil with over 1000 stores.
    https://en.wikipedia.org/wiki/Bob%27s

    Habibs has 475 stores (possible but for that cash figure less likely)
    https://en.wikipedia.org/wiki/Habib%27s
    Good work!

    ... theres also Walmart (! OMG) .. 965 total stores across Chile, Brazil and Argentina. Wishful thinking probably, but Walmart has 11,500 stores worldwide in 28 countries with FY 2016 revenue of $482.1 billion - the largest retailer in the world.

    Edit: Walmart are already a Microsoft Azure customer.

    Wouldn't that be a coup! Back to reality though, we just don't know. Sigh.
    Last edited by Baa_Baa; 24-09-2016 at 08:46 PM.

  7. #2087
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    Quote Originally Posted by Baa_Baa View Post
    The new South America customer is est $550k ACMR, very similar to the recently announced 22/8 McD's Canada rollout est $500k ACMR for 1443 stores. Hence asking whether anyone has any guesses who the new customer might be.
    McD's deal was done at a discount in return for a global suppliers contract. So "like for like" prob does not apply in this case.

  8. #2088
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    More progress, rolling out 19 Compass sites $330k ACMR. That's $1.38m new ACMR in just a few weeks with Compass group, Canada McD's and the unnamed new customer.

  9. #2089
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    Good progress and they are still saying they will get to $10m acmr. They must be something decent in the pipeline which is taking a while to come to fruition and we can look forward to that announcement. Also interesting to note that the monthly burn is down somewhat. So we are now in the fourth quarter. Half year close off coming. Hopefully a brighter few months ahead

  10. #2090
    Speedy Az winner69's Avatar
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    Still follow Plexure but still can't convince myself that they really are going to take the world by storm. They don't seem to be that unique and I still cant come to grips how they monetize all these millions of consumer engagement points - or are they only selling the software/apps

    However ACMR is gradually creeping up to that magical $10m mark and this IoT driven CRM is obviously the future.

    You have to be impressed with some of the numbers they tout on their website from real life case studies (I think) such as -

    - generated a 47% increase in average transaction value
    - increased number of weekly customers by 10.6%.
    - 50% uplift in in-store engagement
    - an 8% uplift in impulse purchases
    - use of beacons and push messages resulted in AMWMU being up 79.2%

    Something must be working.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

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