This from Plexure on 18 December 2020 ... "We don’t use IDFA to track customers so the change will have no impact for us. Infact it may actually be beneficial as some competitors may use IDFA."
Thanks baabaa ..must have missed that
So no worries on that front
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
This from Plexure on 18 December 2020 ... "We don’t use IDFA to track customers so the change will have no impact for us. Infact it may actually be beneficial as some competitors may use IDFA."
There used to be a linkedin post from Craig on this but I cant find the original right now so here is the reddit version:
Would be interesting to know if this is still relevant today as the apple privacy settings have been poked and prodded from every direction, the final roll out may look a lot different to the draft model.
EDIT TO ADD: It might also explain why some of these "new customers" could be reluctant to sign on right now
Last edited by porkandpuha; 01-05-2021 at 04:38 PM.
Geez winner, we're really screwed now eh? Down another 15% in the last week, not including today. Not far off the Covid low. That'd be an eye opener! Might be breaking out the dry crusty wallet at this rate.
Soon will be when even the most desperate decide to quit their passport to profit and sell their shares. Capitulation might be a ways away but the desperation sale is beginning, it's soon enough.
yes it was not a good result. to expand on what i said yesterday even though sales are up 18% first quarter based on comparable revenues $ last year if you factor a full year result based on comparable i get only a 6 - 7% increase in sales for the full year this would be a marked decrease in sales growth. they will need to increase sales hugely the remainder of the year to beat last years increase in sales.
actually the smoothed trend of sales growth is flat since 18.
so at todays prices at the rich p/e of greater than 150 theres a lot growth factored into the price so they need to deliver. also remember the price is inflated due to nasdaq bull market so when that pops one day plx will go down with it. all very important risks to aware of.
takes the market a while sometimes to re-rate to the fundamentals. anyway the downtrend is nice and solid
...being rerated down - now seen as a service orientated marketing company which tries to pass itself as a tech company.
Herbie raves about AI a lot .....he comes across as pretty artificial ...hope Plexure not trying to simulate him.
haha your right winner probably was always just a marketing company , used there marketing skills to market to the punters as the next great tech thing. funny enough in the period when the the nasdaq was going gang busters
haha your right winner probably was always just a marketing company , used there marketing skills to market to the punters as the next great tech thing. funny enough in the period when the the nasdaq was going gang busters
Nothing wrong with being 'just a marketing company'.... if you can make money from it.... Google and Facebook make the bulk of their revenue/profits from 'marketing.'
PX1 was always a risky small cap tech stock IMHO....... it may still deliver, however in the absence of favourable news and evidence of sustainable growth I've taken profits, de-risked and lowered my DCA to negligible levels. 8% of my portfolio and up over 150% on DCA.
From last herald interview in March this year. Plexure Ceo Craig said will announce the new customer in first half calendar year. Only two months left.
Originally Posted by Baa_Baa
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