PPH - PushPay (Church/donor software.)

[Hello123]

PPH profits from facilitating electronic transactions. I have no problem with that

I DO have a problem with PPH shares dropping 42 cents today after the CEO exited but he had already resigned and he probably is looking at the macro environment and figuring the market will fall. I just hope that people flock in to buy at the discounted prices. This is still a very good company.

Yeah im keen to buy in if this continues only question is do i buy now or wait for the asx to drop it further?

[tango]

Yeah im keen to buy in if this continues only question is do i buy now or wait for the asx to drop it further?

I forgot about the ASX. It’s hard to know whether it will move further down or whether Australian buyers might see it as a bargain and push it up

[sb9]

How is that a service to anyone? Just clipping the ticket.

That's exactly what every SAAS provider/company do, don't they?

[Zaphod]

Many SaaS providers do offer a produce or service with a feature set of great breadth & depth (e.g. Xero), while others provide a very specific services (eg. PayPal). Overall there's a spectrum of provision, and I'd place PushPay somewhere between the two.

With any of the types there is a degree of ticket clipping.

[Zaphod]

Just lol. Paypal is an online bank.

Pushpay is bottom tier garbage.

I'm not completely sold on the Pushpay story, and I'm not one of their greatest proponents, but it's not a bank and does offer other services than a mere payment gateway.

[dr_weir]

Hey @ogg

Would be good to keep commentary constructive. While you may have an issue with the valuation of the business, or the segment they serve, it would be worth acknowledging that Pushpay has developed a complicated platform from scratch, and is delivering that to customers in the US who value the service they provide highly. They've positioned themselves as the leader in their field across the whole North American market which doesn't happen by accident. On top of that they're uniquely positioned to take advantage of an environmental shift to digital services thanks to the pandemic.

There are over 400 people in that company, 100 or so of them in Auckland, who are working their guts out to do right by their customers, and by doing that adding value for Shareholders. Simply stating that "Pushpay are bottom tier garbage" is a cynical statement that doesn't take into consideration the hard work of many people in that business, nor does it provide any constructive view points for this forum.

[sb9]

Hey @ogg

Would be good to keep commentary constructive. While you may have an issue with the valuation of the business, or the segment they serve, it would be worth acknowledging that Pushpay has developed a complicated platform from scratch, and is delivering that to customers in the US who value the service they provide highly. They've positioned themselves as the leader in their field across the whole North American market which doesn't happen by accident. On top of that they're uniquely positioned to take advantage of an environmental shift to digital services thanks to the pandemic.

There are over 400 people in that company, 100 or so of them in Auckland, who are working their guts out to do right by their customers, and by doing that adding value for Shareholders. Simply stating that "Pushpay are bottom tier garbage" is a cynical statement that doesn't take into consideration the hard work of many people in that business, nor does it provide any constructive view points for this forum.

Well said, if it was that simple and easy to replicate their modus operandi, few big players would've had a go.

Back to trading, looks like few reef fish have been taken out during the CEO sale event and sp back to where it was before that.

[tango]

Well said, if it was that simple and easy to replicate their modus operandi, few big players would've had a go.

Back to trading, looks like few reef fish have been taken out during the CEO sale event and sp back to where it was before that.

Fisher Funds and other institutions will have been mopping up the “cheap” shares

[tango]

Hey @ogg

Would be good to keep commentary constructive. While you may have an issue with the valuation of the business, or the segment they serve, it would be worth acknowledging that Pushpay has developed a complicated platform from scratch, and is delivering that to customers in the US who value the service they provide highly. They've positioned themselves as the leader in their field across the whole North American market which doesn't happen by accident. On top of that they're uniquely positioned to take advantage of an environmental shift to digital services thanks to the pandemic.

There are over 400 people in that company, 100 or so of them in Auckland, who are working their guts out to do right by their customers, and by doing that adding value for Shareholders. Simply stating that "Pushpay are bottom tier garbage" is a cynical statement that doesn't take into consideration the hard work of many people in that business, nor does it provide any constructive view points for this forum.

Thank you for that. Nicely said. I wanted to say something similar but my response wasn’t even 10% as tactful as yours so I ended up deleting it.

PPH are a smartly run company with a strong moat and lots of opportunity for growth

[winner69]

Bit of down day for PPH today

Graham Shaw is Pushpay’s Chair - he’s talking at NZSA Wellington meeting next week. Might be worth the effort to attend.