TSK - TASK Group Holdings

[Beginnerguy]

Why not!

This is a plaything for the backdoor boys anyway - pump ‘em up, sell ‘em down.

Looking like it’s headed back to 65c or lower now that the latest rampable news is out of the way.

As soon as you say 65c you lose all credibility. It's not going to that level unless the markets drop off massively again. Seems like you have an agenda against PLX. Don't own it, can't short it - wonder if it's just a result of you feeling inadequate, missing out perhaps? Your one or two successes don't account for many years of failure. You'd have thought you'd learn your lessons by now... FBU? LOL. You're probably one of the worst investors ever. Think you know everything but in reality knows very little. This type of attitude blocks out the logic behind good investment decisions. I wish I owned SKO (business will take 5 years to reach PLX), FBU (WOW) and SKC (are you kidding)?

[Beginnerguy]

Ok so 30% of revenue being non-recurring is 'most' to you? Seems like you're embellishing the truth against PLX. Funny that.

[Gerald]

Because most of the revenues are not recurring.

" Recurring revenue (representing licence and support fees) increased by $6.990m or 67% to $17.423m, while non-recurring revenue increased by $1.433m, or 22% to $7.828m "

[lctham]

why has the SP pulled back in recent days? is it just profit taking?

We think the long term outlook still looks positive for these guys?

[Beginnerguy]

" Recurring revenue (representing licence and support fees) increased by $6.990m or 67% to $17.423m, while non-recurring revenue increased by $1.433m, or 22% to $7.828m "

Thanks Gerald

[sb9]

why has the SP pulled back in recent days? is it just profit taking?

We think the long term outlook still looks positive for these guys?

My pick is Craig n his excitement mentioning the word Capital raise along with ASX listing, that might putting a dampener imo.

[Beginnerguy]

Could be profit-takers, non-believers. I did expect it to come off at some point. Down almost 20% from highs of 1.06 recently. Can't see it going below 80c IMHO. The chart implies 86c is support if the current uptrend continues.

Remember the CEO said they'd make a forecast in a few weeks, which, based off the comments in the annual report and subsequent media it should be good.

[Beginnerguy]

Plx currently have 170m users and most of them are probably associated with McDonalds.I am a shareholder average buy in @ 32 c so I am very happy with the current share price. I sold half of my holding over the last few months. Best to take some profits. I am cautious and will continue to be cautious with this share until I see some decent revenue from non McDonalds customers. White Castle is a relative minnow. Indonesia is a possibility for decent growth in users. PLX has had a lot of difficulty in selling their services and I am puzzled by that as clearly McDonalds think it is very good and that in itself should be a good selling point.

183m users if you look at the annual report. You make some good points, but let's not forget they had to give up on QSR customers once signing with Mcd's, bar White Castle. I agree they should have signed more deals - they mentioned new 'customers' yes plural, in last year's annual report. I'm pleased with Super Indo, but I did expect more.

The other half of it is, their customers who come on board should be more deeply embedded than the average sale. The longer sales cycle and quite competitive industry is something to be weary of.

All in all, the market cap doesn't justify it's current financial position or potential. Don't believe it should be $2 or anything, but around $1.40 seems about right.

[Checkmate]

why has the SP pulled back in recent days? is it just profit taking?

We think the long term outlook still looks positive for these guys?

I believe it is just the general market bringing them down. Also Shareclarity has a DCF valuation of 53Cents... it is posted on the Plexure Ticker for all Direct Broking clients to see when they check the price too...

[Beginnerguy]

I believe it is just the general market bringing them down. Also Shareclarity has a DCF valuation of 53Cents... it is posted on the Plexure Ticker for all Direct Broking clients to see when they check the price too...

I wouldn't pay much attention to shareclarity. For some reason they think revenue growth will crawl to a standstill. They get it wrong 80% of the time. They also have A2 milk at $12, Restaurant brands at $6.50... you get my drift.