SKO - Serko.com

[whatsup]

One of the better presentations that I have witnessed from a N Z listed company, if they can achieve their stated goals then we are on to a winner here, Im not too sure if on the back of yesterday they warrant a rerating from the gods but Im betting there needs to be runs on the board for the next couple of years before that happens .

[Schrodinger]

SAP bought Concur in 2014 for US$7.3 billion. I think at that valuation I'd let my Serko shares go.

When SKO nears $100M ARR they (partners) will seriously try and buy them. Might get $1.3B+at this revenue range ($15ish). The faster they get there the higher the multiple. This all rests on the US and how their first roll out works.

Although that leads to the question why sell? I've seen several Tech companies not sell push towards $10B valuations..

[whatsup]

All Time High today @ $4-45 !!

[silu]

All Time High today @ $4-45 !!

Wonderful. I spent considerable time today looking at a tech company where people are confused or have very mixed views as to where they can actually book profits in the future and here is Serko presenting how they make money and how they can grow their pie in a single slide.

P.S. Serko is now #2 in my portfolio. Not long anymore until it catches up on ATM.

[Balance]

Wonderful. I spent considerable time today looking at a tech company where people are confused or have very mixed views as to where they can actually book profits in the future and here is Serko presenting how they make money and how they can grow their pie in a single slide.

P.S. Serko is now #2 in my portfolio. Not long anymore until it catches up on ATM.

My price target is $8 by end of March 2020.

The story just gets better and better!

[whatsup]

Finished on its ATH $4.47 news must be seeping in !

[sb9]

Looking good to crack $4.50 mark today.

[sb9]

Seems as though there's lag on NZX comparative to ASX last traded price.

[Chanchay]

Seems as though there's lag on NZX comparative to ASX last traded price.

There's sometimes a bit of a spread and they don't always follow exactly. I think it's called arbitrage or something when people trade capitalising on that difference.

[sb9]

https://www.serko.com/

New look and refreshed website, looks pretty cool...