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31-01-2024, 09:10 AM
#6781
Originally Posted by winner69
Hey Rawz ……I don’t think they’ve given any F24 guidance so couldn’t confirm lol
Anyway the value is in the story ……they kicking the goals and F25 revenue say $100m plus
At 5 times revenues that’s a share price of $1.40 in a years. Been there before so no problem
That’ll rocket them out of obscurity eh
Yes that's right. No guidance at all. Compared to last year they first put guidance out 1st Aug 2022 for the year ending 31 March 2023. So with 8 months of that year to go they were able to give shareholders a little idea of what to expect. Compare that to this financial year and there are only 2 months left to go and what... they trying to tell us they have no idea what final revenue is going to be??? Something not quite right aye
5X revenue was top of the bull market. Now we should be talking about 2.5x revenue as a lofty revenue multiple
TSK announcements not very good this year compared to last year.
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31-01-2024, 09:44 AM
#6782
Originally Posted by Rawz
Yes that's right. No guidance at all. Compared to last year they first put guidance out 1st Aug 2022 for the year ending 31 March 2023. So with 8 months of that year to go they were able to give shareholders a little idea of what to expect. Compare that to this financial year and there are only 2 months left to go and what... they trying to tell us they have no idea what final revenue is going to be??? Something not quite right aye
5X revenue was top of the bull market. Now we should be talking about 2.5x revenue as a lofty revenue multiple
TSK announcements not very good this year compared to last year.
Yes rawz, different ‘approach’ to guidance this year is a bit strange. Maybe they don’t wantsvto excite punters too much but then the quarterlies are full of exciting stuff
Still a worry they increasing spend more than the increase in receipts
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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31-01-2024, 10:02 AM
#6783
Member
I wonder if large restaurant brands are put off TSK because of McDonald's part ownership..??
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31-01-2024, 10:10 AM
#6784
Originally Posted by winner69
Yes rawz, different ‘approach’ to guidance this year is a bit strange. Maybe they don’t wantsvto excite punters too much but then the quarterlies are full of exciting stuff
Still a worry they increasing spend more than the increase in receipts
I dont think the increase in spend vs receipts is a worry with the North Amercian expansion.
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31-01-2024, 10:34 AM
#6785
Originally Posted by Rawz
I dont think the increase in spend vs receipts is a worry with the North Amercian expansion.
Agreed, be worried if it wasn't like this.
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31-01-2024, 10:38 AM
#6786
Originally Posted by sunnysleeper11
I wonder if large restaurant brands are put off TSK because of McDonald's part ownership..??
When they signed up, plexure agreed to a list of other large restaurant brands that they would not do business with. I'm not sure if this was time-limited, or how it applies to Task as they are now.
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31-01-2024, 12:51 PM
#6787
Don’t forget Bell Potter had Task in its top picks for 2024
Share price up so far today ….heading in right direction
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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31-01-2024, 12:54 PM
#6788
Originally Posted by winner69
Don’t forget Bell Potter had Task in its top picks for 2024
Share price up so far today ….heading in right direction
Unfortunately there are 1 million shares at 42 cents for sale that might slow it down a little. Oh well, hopefully someone snaps them up relatively quick. Within 12 months the SP will be higher
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31-01-2024, 01:22 PM
#6789
Member
Originally Posted by mfd
When they signed up, plexure agreed to a list of other large restaurant brands that they would not do business with. I'm not sure if this was time-limited, or how it applies to Task as they are now.
I'd love to know the list of banned companies. I imagine the list to be extensive. All fast food restaurants compete to be the meal of choice on any given day.
TSK are hopefully being inventive with broadening the scope of their offering to other industries.
Herbison wanted the Aus/NZ supermarkets to get their ticket clipped by Plexure - no doubt they politely declined. Haven't heard much about the Philippines supermarket chain that used Plexure..
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31-01-2024, 01:36 PM
#6790
Originally Posted by sunnysleeper11
I'd love to know the list of banned companies. I imagine the list to be extensive. All fast food restaurants compete to be the meal of choice on any given day.
Bear in mind this was about Plexure solutions, which pre-dates all of the TASK solutions. The list was never disclosed and might be smaller than you think, PLX signed up White Castle and Starbucks subsequently. Now TASK has and is signing up other QSR's in the USA.
Originally Posted by sunnysleeper11
TSK are hopefully being inventive with broadening the scope of their offering to other industries.
TASK is active in other markets than QSR, for example Stadiums and Casino's.
Originally Posted by sunnysleeper11
Herbison wanted the Aus/NZ supermarkets to get their ticket clipped by Plexure - no doubt they politely declined. Haven't heard much about the Philippines supermarket chain that used Plexure..
No progress was made in expanding into Supermarkets, the market/sector was dropped by Plexure. The supermarket that Plexure pulled out of was (if I recall correctly) in Indonesia. The transaction clipping has never been disclosed but it is possible that Plexure has some with McD's (notice the large increase in revenue from the recent contract re-sign). TASK will clip the ticket on the new MOP solution.
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