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27-07-2017, 12:38 PM
#2231
Maccas at all time highs on the DOW. Same store sales are booming. I think when they turn on the loyalty app features this will continue. Interested to know the PLX tie (USA roadmap) up but this reinforces the recent turn around.
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27-07-2017, 12:46 PM
#2232
Originally Posted by Schrodinger
Maccas at all time highs on the DOW. Same store sales are booming. I think when they turn on the loyalty app features this will continue. Interested to know the PLX tie (USA roadmap) up but this reinforces the recent turn around.
Which turnaround is this?
I lost count at around 15 when the sp was 30c
Last edited by Balance; 27-07-2017 at 12:49 PM.
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27-07-2017, 03:39 PM
#2233
Originally Posted by Balance
Which turnaround is this?
I lost count at around 15 when the sp was 30c
For Macca's =) . Not enough info on PLX to comment.
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06-09-2017, 10:12 AM
#2234
Member
Very positive news this morning. Big step for the CEO to step down but like the way they are doing it. I reckon this is one to watch for the next 2 years. Slow path to convert customers but low churn and a very innovative product.
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06-09-2017, 10:13 AM
#2235
Member
Successful capital raise. Cash flow positive. Big clients (albeit small contracts).
And still no love.
Maybe my heart is just too big!...or brain too small?
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06-09-2017, 10:40 AM
#2236
Member
Originally Posted by bulyak
Very positive news this morning. Big step for the CEO to step down but like the way they are doing it. I reckon this is one to watch for the next 2 years. Slow path to convert customers but low churn and a very innovative product.
He needed to go. Paid himself a big salary for what is essentially a start-up. Diluted shareholders holdings with numerous capital raising which were required for massive losses. Getting your cost structure wrong on AZURE was another big fail.
They have had a bit of growth in the current 6 months.... but we have seen over the years their growth is patchy. So what the next 6 months could be is anyone's guess.
Finally it's great they are getting to profitability - but the question is now.... what kind of margins will they have. Considering they are in software.... surely its got to be in the 40% range.... so they gotta be targeting upwards of $300k profit per month.
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06-09-2017, 11:13 AM
#2237
<Insert User Title>
PLX... Good move for him to step down and good results to boot, here's hoping the SP will start to pick up again.. up 25% on the announcements. Let's see what's in store for 2018/19.
DISC. Holding, but an eye sore in my portfolio
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12-10-2017, 08:29 AM
#2238
https://www.nzx.com/companies/PLX/announcements/308549
July 2014 - when the sp dropped from 47.5c to 32.5c, and from a high of $1.125 earlier inn the year. Now 10c.
Company is not involved but a senior contractor was alleged to be involved in insider trading.
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14-11-2017, 02:41 PM
#2239
So these guys are not bleeding money anymore. Have they turned the corner?
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14-11-2017, 02:59 PM
#2240
<Insert User Title>
Originally Posted by Brain
So these guys are not bleeding money anymore. Have they turned the corner?
You'd like to hope so, but won't know till much later on.
No longer in my portfolio but best of luck to those still in it.
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