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Thread: SKO - Serko.com

  1. #11
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    Quote Originally Posted by SparkyTheClown View Post
    It will be interesting to see Serko's metrics like

    1. Lifetime value of a customer (ideally three times plus the cost of acquiring a customer)
    2. How many months to recover of the cost of acquiring a customer (Months-CAC or CAC recovery)
    3. Customer churn
    4. Average Monthly Revenue per user or customer (ARPU)
    There is more at the website below

    http://www.forentrepreneurs.com/saas-metrics/
    Thanks for sharing the metrics and link, good solid advice.

    I am interested to know how you chase down some of the hard to find figures? In particular the CAC. It seems to me that the SaaS companies I have been researching are not publishing that information. Do the investor relationship contacts divulge it willingly?

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    Serko is a corporate travel platform play for corporates. These are typically at the larger end of town ~ 500+ employees. This is the sweet spot and where the true value can be shown by their software. If you think about corporate travel this includes, flights, taxis, hotels, restaurants etc. Serko provide the lowest possible travel costs and highest efficiency. The potential is massive and having a partnership with the 2 best companies in the industry provides other opportunities. The technology is shifting towards mobiles and a good place to understand where this is going is to look at the www.kds.com website which is a partner. Think best in class travel platform (check out KDS Neo overview) for any corporate travel. This may take a few years to play out due to customer aquisition but once they are locked in it is very sticky. Revenues are earned from throughput and typically take 2+years per customer to fully implement, but once it is fully utilised company wide it is a money machine.

    I dont understand the SLI value prop but I get this one. Definitely in for this one=)
    Last edited by Schrodinger; 13-05-2013 at 10:42 AM.

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    This will depend due to the time it takes to fully implement the system in a company. You could actually say they have 2 customers; the company and the users in the company. Usually the company will 'mandate' the systems usage and enforce it through corporate policy but this can take time to fully implement. The metrics will look average at the start due to this but improve as throughput is achieved.

  4. #14
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    Looks like all tech stocks atm are doing quite well with no significant news, I'm wondering if SERKO will do the same.
    Wynyard looks like it could go to $1.5 soon.
    Is it because everyone is taking a tiny nibble hoping its the next Dil and XRO?

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    This is definetly one ill be keeping a eye on.

  6. #16
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    Quote Originally Posted by moosie_900 View Post
    Yes please,could be a nice set of antlers to put on the wall long term as well,I think you've got to have a wee dabble in all these type companies this year now don't you

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    Sounds like fun, looks like a good opportunity to play.

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    Im in! Should be interesting as this will be a full IPO.

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    Quote Originally Posted by Schrodinger View Post
    Im in! Should be interesting as this will be a full IPO.
    I do wonder if the will list on the NZX or go straight to the ASX.

    Will definately be one to look for. I will have to reassess my valuations as I thought both GEO (though I would happily paid $1, it just gapped up to much on listing) and SLI were too expensive, though I did pick WYN right.

  10. #20
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    IPO? Serko gears up for 'significant company announcement' today


    Serko says it will announce a "significant company announcement" today at 11am.
    The travel software company, which has doubled in size to around 100 staff over the past year, has ( Copyright Protected - The National Business Review 2) been the subject of NZX and ASX listing speculation.
    The recent announcement of high-powered new board members further stoked the IPO rumours.
    Serko's cloud software is used by travel agents, ( Copyright Protected - The National Business Review 99) disrupting the behemoth systems like Galileo that have been used for eons.
    The Auckland company has also started selling its system to the likes of large Aussie mining outfits, who use to ( Copyright Protected - The National Business Review 29) coordinate and get the best price for massive FIFO (fly in-fly out) movements of staff between urban areas and mines as they work two weeks on, two weeks off.
    Privately held Serko has not ( Copyright Protected - The National Business Review 71) released financials, but the latest TIN100 report says its 2013 revenue was $5.3 million the same figure as the study estimated for 2012.
    If HR is anything to go by, the company is ( Copyright Protected - The National Business Review 13) growing at a rapid clip.
    Founder Darrin Grafton told NBR in March, "We have grown from 42 to 94 staff in 12 months to support the growth with at least 30 more staff required in the short ( Copyright Protected - The National Business Review 2) term."
    At that time, as a tech stock backlash hit the Nasdaq, ASX and NZX, Mr Grafton was cool on IPO talk.
    Today, things could be heating up again.
    Already there's been one IPO sign, ( Copyright Protected - The National Business Review 39) with the company noting on March 3 that its newly-appointed CFO Tim Bluett has experience with "high-profile, publicly listed companies including Telecom New Zealand, British Telecom, and Cable ( Copyright Protected - The National Business Review 2) & Wireless."
    Serko was part of NZX and ASX-listed Gullivers Travel Group until Gullivers was bought by Australia's S8. Co-founders Mr Grafton and Bob Shaw bought it back in ( Copyright Protected - The National Business Review 57) 2007.
    Last edited by Schrodinger; 26-05-2014 at 11:00 AM.

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