TSK - TASK Group Holdings

[Cadalac123]

I meant in other locations

[Justin]

Its good to see NZ lockdown to prevent community transmission of Covid19, I hope we can get through this in 4 weeks period, and fastfood industry definitely will reopen first of all,stay strong and Kia kaha!

[Justin]

Virtual Roundtable: Building Consumer Loyalty in Uncertain Conditions ｜ Plexure

https://youtu.be/I--EqFm8YtM

[Cadalac123]

Virtual Roundtable: Building Consumer Loyalty in Uncertain Conditions ｜ Plexure

https://youtu.be/I--EqFm8YtM

Yep, good sentiment among white castle for plexure. Luckily plexure works with big scale companies and not tiny little enterprises.

[silverblizzard888]

Virtual Roundtable: Building Consumer Loyalty in Uncertain Conditions ｜ Plexure

https://youtu.be/I--EqFm8YtM

Nice work by PLX keeping busy during this time. Stock in my opinion has a great long term future, especially now that Apps are incredibly important while social distancing is in place and companies will be gaining a massive advantage having an app for their offerings. PLX are growing really well and the stock in my view is very undervalued.

[sb9]

Nice work by PLX keeping busy during this time. Stock in my opinion has a great long term future, especially now that Apps are incredibly important while social distancing is in place and companies will be gaining a massive advantage having an app for their offerings. PLX are growing really well and the stock in my view is very undervalued.

Agree, with maccas NZ starting their business under level 3, should be busy days for plexure again.

[Ascend]

Maccas NZ is a very small part of their business and doesn't matter in the scheme of things.

[sb9]

Maccas NZ is a very small part of their business and doesn't matter in the scheme of things.

Aware of that, but helps wind of change when you're domiciled locally...

[Ascend]

Fair enough.
Can anyone share guesses on how their contracts are setup with their customers. For example, is their revenue exposed to less people using the app (active users)? Do they achieve different revenues if more people are using different parts of the app e.g. the delivery function? How likely is it that their customers have a force majeure clause in these overseas markets?

[Leftfield]

Agree, with maccas NZ starting their business under level 3, should be busy days for plexure again.

The big picture is that there is growing awareness how Apps can drive business. Macca's just part of the possibilities IMHO.
PLX well positioned and interesting times ahead.

(Disc - 10% of my portfolio and up 80% on my av hold SP.)