It could be a nervous time leading to the 11th. There have been good rallies on both markets since Chris’s latest tweet. Going to be an interesting week ahead.
Agreed the team at PPH don't disappoint, they under promise and over deliver, I won't expect anything different tomorrow.
Look for $130 million ACMR or more tomorrow! I'm expecting $140 million ACMR with blessings from the dream team!
$200 US million ACMR target by year end
PPH have forecast a dip in ACMR in this soft giving quarter following Christmas... a decline in ACMR would have been the case in previous years if customer numbers were growing at the more modest pace they are now and that is what ( hopefully ) the market is expecting leading into the update...
PPH have forecast a dip in ACMR in this soft giving quarter following Christmas... a decline in ACMR would have been the case in previous years if customer numbers were growing at the more modest pace they are now and that is what ( hopefully ) the market is expecting leading into the update...
90-110
Yes they have said that though I’m optimistic they will increase it
“Given seasonality, we expect ACMR and ARPC to decrease over the current quarter ending 31 March 2018, before steadily growing over the rest of the calendar year to 31 December 2018. We also expect Customer unit churn to decrease and Customer numbers to gradually strengthen over the calendar year.”
Agreed the team at PPH don't disappoint, they under promise and over deliver, I won't expect anything different tomorrow.
Look for $130 million ACMR or more tomorrow! I'm expecting $140 million ACMR with blessings from the dream team!
$200 US million ACMR target by year end
Wildly optimistic I think. Look at their history on the first quarter and remember everyone donates the most in the last quarter (including me!). If they hit those numbers it would need to be from an alternative revenue stream I think!
Whatever, whether a bit on the low side or a boomer the report will be brilliant
Quarterly numbers are just ‘noise’
Don’t forget the big picture and continue to believe the story
I’m more interested in the financials come May and revenue and cash flow numbers ...much more important than this ACMR crap ....but even the financials will be amazing.
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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