PPH - PushPay (Church/donor software.)

[minimoke]

I'm psyching myself up for a rough day. Seems market is pricing future value into current price and hammering average results while smashing slightly negative announcements.

Oh well, down 5.1%. I guess I wasn't surprised.

[Pricey]

They only just managed to "meet" their FY18 revenue guidance ofUS$70.0 million with $2,493m of other income, which is up 691% on the prior year. Seems like they actually missed it?

[Zaphod]

Key takeaway from conf call is "Dynamic Home Screen" for clients based on their demographic requirements. Chris sounded pretty excited about that.

Other than that business as usual.

That's the sort of technical detail that always gets the investor's blood pumping.

[winner69]

Key takeaway from conf call is "Dynamic Home Screen" for clients based on their demographic requirements. Chris sounded pretty excited about that.

Other than that business as usual.

Not into fancy stuff like that but this sounded so cool I googled it

Images just look my current phone

Is this 'Dynamoc Home Screen' a game changer or something

[JeremyALD]

I had to ask myself which is a better investment, afterpay or Pushpay? Personally Afterpay came out the winner for the me, huge penetration in Australia, massive opportunity in the USA and a product which can be used across almost all retail transactions. I just don't see the same potential in Pushpay anymore.

[hamish]

I would take this to mean that the screen, content, tools, information is dynamically changed based on who the user is and their context. e.g. For church X, the options, images, default values etc would be rendered relevant to them..

Same, for the actual user. They could then get into content and data pre-population, advisory based on a user.. e.g. Hey user, 80% of church givers in your location / state, with this job type, actually tythe this much..so we have made it easy for you and defaults the user along those lines etc.

Should mean that they don't then need to write 'custom code' for each church, user etc.

Disc : I haven't downloaded the app to try

[minimoke]

Ever the optimist......
- No rah rah over US sharemarket listing
- no information suggesting sharemarket listing wont happen
- promised sharemarket listing
- advice to make cautious statements so price drops
- those involved in listing get cheap shares
- PPH lists and share price rockets away again.

[winner69]

I would take this to mean that the screen, content, tools, information is dynamically changed based on who the user is and their context. e.g. For church X, the options, images, default values etc would be rendered relevant to them..

Same, for the actual user. They could then get into content and data pre-population, advisory based on a user.. e.g. Hey user, 80% of church givers in your location / state, with this job type, actually tythe this much..so we have made it easy for you and defaults the user along those lines etc.

Should mean that they don't then need to write 'custom code' for each church, user etc.

Disc : I haven't downloaded the app to try

So a bit like the local weather forecast that pops up on my phone ......even though I didn’t ask for it

[minimoke]

300,000 just gone through at $4.12. Hopefully this is the new floor.

[drcjp]

300,000 just gone through at $4.12. Hopefully this is the new floor.

Certainly been a few million through at $4 + in last couple months. It seems stable at this level.