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  1. #2861
    Legend Balance's Avatar
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    Quote Originally Posted by RupertBear View Post
    Seems like it was good buying @ $0.72 but in the interests of being a balanced investor I have sold down a few to buy my upcoming allocation of SKO. Feels like a win win so no worries eh Winner
    And if you recall, I congratulated and commended you for buying at 72c and not getting sucked in at $1.20?

  2. #2862
    Aspiring to be an Awesome Bear
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    Quote Originally Posted by Balance View Post
    And if you recall, I congratulated and commended you for buying at 72c and not getting sucked in at $1.20?
    Yes you did but the greedy Bear had nibbled a few too many and is now feeling more Balanced

  3. #2863
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    Quote Originally Posted by Brain View Post
    All looks good but I will not be happy until they are less reliant on McDonalds.

    Disclosure - Sold some to buy Ike.
    I haven’t sold down on PLX but have definately been buying IKE.

  4. #2864
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    Quote Originally Posted by carrom74 View Post
    Actually nothing really has changed from what they said in the ASM... (the SP is downhill from then...)

    Really doubt it will be a nice day......
    I'm actually wondering if they low-balled their guidance back in September. They have always earned more in the last 6 months compared to the first 6 months.... which means they have blown past their high end guidance of $23 million.

  5. #2865
    Outside thinking.
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    Quote Originally Posted by Cobber View Post
    I'm actually wondering if they low-balled their guidance back in September. They have always earned more in the last 6 months compared to the first 6 months.... which means they have blown past their high end guidance of $23 million.
    Always good to under sell/under promise and over deliver..... agree full year results looking good.
    Last edited by Leftfield; 31-10-2019 at 12:44 PM.

  6. #2866
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    Results to 30th September just arrived in my in box. Will someone please tell me what to think.
    Revenue $11.7M - up 45% - almost all of it from contracts. Profit up "only" 8%.
    Last edited by davflaws; 08-11-2019 at 03:38 PM. Reason: grammar - syntax

  7. #2867
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    Quote Originally Posted by davflaws View Post
    Results to 30th September just arrived in my in box. Will someone please tell me what to think.
    Revenue $11.7M - up 45% - almost all of it from contracts. Profit up "only" 8%.
    Scroll back to 31 October to see what people thought at the time the report was released. I think it's still looking good but the company still needs to deliver a lot of continued growth to justify the price.

  8. #2868
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    Thank you. I should have clicked on the link at the time. I have reread the thread, but even if I had seen the report I wouldn't have found it nearly as enlightening as your clearly expressed opinion. I feel slightly stupid, but that is an increasingly common occurrence and I am (getting) used to it.

  9. #2869
    Legend Balance's Avatar
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    https://www.nzx.com/announcements/344037

    Into MSCI micro index - interesting.

  10. #2870
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    Quote Originally Posted by Balance View Post
    https://www.nzx.com/announcements/344037

    Into MSCI micro index - interesting.
    Surprised you didnt suggest they entered through the back door, Balance.

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