PPH - PushPay (Church/donor software.)

[Baddarcy]

Pushpay surpasses US$100m ACMR target by US$6.4m, US market listing this calendar yearAuckland, New Zealand | Redmond, Washington, USA – 10 January 2018

Crikey they did it easy in the end, i was expecting something around 101m-102m

[JeremyALD]

Pretty impressive stuff really..hard to believe this was $1.60 when they did their last cap raise

[King1212]

Pretty impressive stuff really..hard to believe this was $1.60 when they did their last cap raise

40 cents....split in 4....

[iceman]

Pretty impressive stuff really..hard to believe this was $1.60 when they did their last cap raise

Yes this is impressive and moving along at pace. The increase in ARPC and the retention rates are the metrics I mostly watch and they are both very encouraging. Well done PPH.
Also like that they are going to start providing quarterly revenue targets. A happy holder.

[King1212]

Come on gurus ..do up your calculations..what the sp worth now as by next year the same today...the revenue will be at least $210 m....

[winner69]

Come on gurus ..do up your calculations..what the sp worth now as by next year the same today...the revenue will be at least $210 m....

More importantly what will it be when this happens -

“In the medium term, our goal is to reach the milestone of US$10 billion in Annualised Monthly Payment Transaction Volume, representing less than 10% of annual giving to religious organisations in the US. In the long term, Pushpay is targeting over 50% of the medium and large church segments, an opportunity representing over US$1 billion in annual GAAP revenue,” said Chris Heaslip.

Revenues in excess of $1 billions represents a share price of ???

[Baddarcy]

I thought i was most excited about the staff headcount remaining almost static (it's a personal hangover from DIL which has similar growth, but the headcount exploded at the same time leaving revenue almost static)...but then i saw this

"Pushpay intends to pursue a US market listing this calendar year. See more under ‘US market listing’"

I'm sure the last announcement said 'sometime in the next 3 years'

[JeremyALD]

I thought i was most excited about the staff headcount remaining almost static (it's a personal hangover from DIL which has similar growth, but the headcount exploded at the same time leaving revenue almost static)...but then i saw this

"Pushpay intends to pursue a US market listing this calendar year. See more under ‘US market listing’"

I'm sure the last announcement said 'sometime in the next 3 years'

I think they've gone from three years, to 15 months to 12 months. And they're staying on the ASX and NZX too.

I bought a few more this morning. Glad I had this on the 2018 stock picks

[Beagle]

A material beat in ACMR, confirmation of plans to list on the NASDAQ by Dec 2018 (bringing this forward slightly), customer retention rate over 95% and almost static headcount all impressed me. Bought more this morning and looking forward to ongoing strong growth in ACMR in 2018 and the listing on the Nasdaq will be the icing on the cake.

[gbogo]

agreed. the flat headcount and slight cash increase are very positive. market not reacting though. will be interesting to hear questions on the conf call.