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Thread: SKO - Serko.com

  1. #331
    Legend Balance's Avatar
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    https://thespinoff.co.nz/business/01...e-of-them-all/

    Shortlisted for Kiwibank Hi-Tech award for 2018.

    PPH was the winner last year and its share price has moved from $1.66 to $4.00 since the award.

    Be happy to see Serko put on the same quantum of gain!

    $6 billion of corporate travel booked and managed via Serko's platform annually - plenty of upside ahead as Serko switches to a %tage fee charging model rather than a transaction fee model.

    Imagine if they can achieve 1% fee = $60m!

  2. #332
    Antiquated & irrational t.rexjr's Avatar
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    Quote Originally Posted by Balance View Post
    https://thespinoff.co.nz/business/01...e-of-them-all/

    Shortlisted for Kiwibank Hi-Tech award for 2018.

    PPH was the winner last year and its share price has moved from $1.66 to $4.00 since the award.

    Be happy to see Serko put on the same quantum of gain!

    $6 billion of corporate travel booked and managed via Serko's platform annually - plenty of upside ahead as Serko switches to a %tage fee charging model rather than a transaction fee model.

    Imagine if they can achieve 1% fee = $60m!
    Been waiting for the pullback on this one since 67c

  3. #333
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    Quote Originally Posted by t.rexjr View Post
    Been waiting for the pullback on this one since 67c
    Yeah the pullback method is not a successful one..... I'll get me coat.

  4. #334
    ShareTrader Legend Beagle's Avatar
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    Quote Originally Posted by Balance View Post
    https://thespinoff.co.nz/business/01...e-of-them-all/

    Shortlisted for Kiwibank Hi-Tech award for 2018.

    PPH was the winner last year and its share price has moved from $1.66 to $4.00 since the award.

    Be happy to see Serko put on the same quantum of gain!

    $6 billion of corporate travel booked and managed via Serko's platform annually - plenty of upside ahead as Serko switches to a %tage fee charging model rather than a transaction fee model.

    Imagine if they can achieve 1% fee = $60m!
    That's talking language this dog likes. Imagine i they could get a cut like PPH gets of 2.9% !
    Last edited by Beagle; 02-05-2018 at 03:45 PM.
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine

  5. #335
    Outside thinking.
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    Wowza! Up around 30c today. Nice day for holders.

  6. #336
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    Quote Originally Posted by Left field View Post
    Wowza! Up around 30c today. Nice day for holders.
    Yes I am thanking my lucky stars for not selling down a few last week. I am finally learning to have patience

  7. #337
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    Quote Originally Posted by RupertBear View Post
    Yes I am thanking my lucky stars for not selling down a few last week. I am finally learning to have patience
    As Charles Rhoades Sr said on Billions. If you're sitting on a monster you better ride it hard.

  8. #338
    Legend Balance's Avatar
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    Quote Originally Posted by Balance View Post
    https://www.nzx.com/announcements/317352

    ASX listing applied for.

    Given that Serko derives most of its revenues in Australia, it is a very logical step in the company's evolution into a truly global entity.

    Sp heading back towards its previous high of $2.56 - next stop has to be $3.00 as most of the flippers must be just about gone by now.

    Happy holder.
    And $3.00 IT IS!

    Probably run too hard today - needs to do some work around this level.

    Like Xero or ATM, let's hope the Oz institutions like this story.

  9. #339
    ShareTrader Legend Beagle's Avatar
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    Quote Originally Posted by Balance View Post
    $2.57 - new high.

    That you buying, Beagle?
    Should have doubled down...always easy in hindsight isn't it lol
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine

  10. #340
    Legend Balance's Avatar
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    Quote Originally Posted by Beagle View Post
    Should have doubled down...always easy in hindsight isn't it lol
    Well, I am putting my money where my mouth is.

    Bought some more shares* - not easy to fork out at these levels but ...

    https://www.nzx.com/announcements/314742

    I suspect most of the market is not aware of just how significant the deal with ATPI - sp went from $2.10 to $2.50 on that announcement.

    The smart money has obviously been buying.

    *DYOR
    Last edited by Balance; 03-05-2018 at 12:30 PM.

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