- first haircut in months
- first visit to a real library in months
- PLX 16% of my portfolio and a great report
Some other gems not much commented on in the PLX report
- Future revenue streams will more accurately reflect growth in customers and usage as contracts change
- Customers now 187m with a stated goal of 500m (timing not stated - achievable in 2 - 3 years?)
- Future M& A possible as is a cap raise to facilitate this
- Assessing ASX dual listing
- Pipeline of potential customers "has grown significantly'
- AI will provide an additional future revenue stream.
- EPS around .70c
Ssssooo my gutometer says SP should settle around $1.20 and head to $2.00 in the not too distant future. But then what do I know!!?? DYOR.
They can be a growth company AND you can use PE ratio's. But you are comparing 2 companies at different phases of growth and different level of maturity - which is not that useful. Sure they started around the same time, but it took PLX a lot longer to actually sort their s**t out (management being the big changes).
My previous comments were that PLX is having to spend up BIG to support the McD contract. Results show that to be the case.
But hi, as I wrote a few days ago - there's every reason to be very happy with the markets at present!
So would you like to revisit the prediction that you eventually made a few months ago to the effect that when the tide went out PLX would be exposed as having been swimming naked?
So would you like to revisit the prediction that you eventually made a few months ago to the effect that when the tide went out PLX would be exposed as having been swimming naked?
Tide is still going out, my friend.
As I wrote a few days ago, there is every reason to be very happy with the markets at present.
As I wrote a few days ago, there is every reason to be very happy with the markets at present.
I am a happy chappy. Hope you are too.
By the tone of your posts Balance I am guessing you are taking advantage of this bounce and cashing up. If the markets don’t go lower than this then we have all dodged a bullet and that is very unlikely.
I think we are all in the crosshairs. All a matter of time or timing.
By the tone of your posts Balance I am guessing you are taking advantage of this bounce and cashing up. If the markets don’t go lower than this then we have all dodged a bullet and that is very unlikely.
I think we are all in the crosshairs. All a matter of time or timing.
Brian, go back over B S Bal's postings from last year and see his/her's pumping and dumping comments regarding " back door listings " of which PLX is one of the latest, hatred in its finest , never was a holder according to him/her !!!
By the tone of your posts Balance I am guessing you are taking advantage of this bounce and cashing up. If the markets don’t go lower than this then we have all dodged a bullet and that is very unlikely.
I think we are all in the crosshairs. All a matter of time or timing.
Time to rebalance the portfolio, I would have thought for all investors?
These are uncertain times except for these certainties:
- governments will print and pump as much money as required to cushion the recession,
- interest rates can only go lower
- and sustainable high yield & growth stocks are going higher.
Brian, go back over B S Bal's postings from last year and see his/her's pumping and dumping comments regarding " back door listings " of which PLX is one of the latest, hatred in its finest , never was a holder according to him/her !!!
Sorry whatsup I should have worded that a bit better. I meant shares in general. I know he doesn’t own PLX
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Originally Posted by Justin
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