GEO - GeoOP - Work Management Software

**False Profit** · 23-01-2014, 09:20 AM

Originally Posted by born2invest

Smartphone & software.

Two words that are definitely out of my circle of competence.

Get acquainted...AUS:MBE. You might be pleasantly surprised.

**Copper** · 23-01-2014, 09:39 AM

Originally Posted by mrjeems

Whats peoples thoughts on "we're on track" type announcements? I assume being on track boosts shareholders confidence, which should push the price up as people buy + hold right?
Though for tech stocks people are starting to expect "wildly successful" announcements, so just "we're doing ok" might not give them the hype traders all love to chase...

Pretty damn dull to me but I am just a punter that this stock is full of....IMHO.

**Harvey Specter** · 23-01-2014, 09:46 AM

That makes their Annualised revenue $1.2m ($20 per month per user) vs a market cap of $75m so a P/S of 62. Seems a bit high since growth is only 18% per quarter.

Does anyone now their previous quarter growth rate - is it accelerating.

**bucko** · 23-01-2014, 09:56 AM

i couldnt find anything qtr to qtr only what was disclosed in the IPO document

Our users have grown from 1,600 in January 2013 to 4,500 in September 2013

**Harvey Specter** · 23-01-2014, 10:21 AM

Originally Posted by bucko

i couldnt find anything qtr to qtr only what was disclosed in the IPO document

Our users have grown from 1,600 in January 2013 to 4,500 in September 2013

So in 3 quarters, they averaged growth of 966 users a quarter but only increased 800 this quarter. Based on an increasing denominator, that is a big reduction in growth %. I wonder how seasonality effects growth.

**Copper** · 24-01-2014, 10:28 AM

There's some good money lost here in the past week.Fall so quick you couldn't afford to blink....

**mrjeems** · 24-01-2014, 11:10 AM

Was getting a coffee at the local cafe, and noticed that the new M2 magazine lists GEO as one of its "tech stocks to invest in 2014". Along with Apple, Microsoft, Qualcomm, Xero and Cisco. heh.

**Harvey Specter** · 24-01-2014, 11:24 AM

Originally Posted by mrjeems

Was getting a coffee at the local cafe, and noticed that the new M2 magazine lists GEO as one of its "tech stocks to invest in 2014". Along with Apple, Microsoft, Qualcomm, Xero and Cisco. heh.

Investment advise from a glorified clothing advertisement.