PPH - PushPay (Church/donor software.)

[nztx]

Good grief - who pulled the plug on the SP today ? ;-)

Kinda makes the earlier Broker's target prices look a bit silly when the market
so easily loses it's grundies over a Share Split - but with fairly good earnings
forecasts & upgrade forwards..

Why is a Share Split so bad - when that may make things more tradeable
& of interest to more Holders at lower SP after the split ?

[flyinglizard]

Good grief - who pulled the plug on the SP today ? ;-)

Kinda makes the earlier Broker's target prices look a bit silly when the market
so easily loses it's grundies over a Share Split - but with fairly good earnings
forecasts & upgrade forwards..

Why is a Share Split so bad - when that may make things more tradeable
& of interest to more Holders at lower SP after the split ?

- Share split means the company tries to lower SP to attract more retail investors.

- This news comes with a director resignation. Will he sell of his holdings if any?

- Customer number does not increase in line with Sales, EBIT and profit. Any deferred account payable at this quarter, any deferred revenue from previous quarter? all those accounting items need to be examined.

[Nigelk]

Analyst sees Pushpay going higher. A lot higher

"Wake me up when they get to $5" - Ogg

[sb9]

market clearly disappointed - already 5% down on opening ...

Yep ,market will do what it wants to do, if I can predict its direction I wouldn't be here. I'm happy with my analysis and backed it up by topping more y'day, only red flag from interim report was static customer growth, all other metrics are big tick imo.

[bull....]

with the huljichs leaving the board they are now able to sell right out now there entire holding if they wish - negative if it eventuates

[sb9]

with the huljichs leaving the board they are now able to sell right out now there entire holding if they wish - negative if it eventuates

Its an open secret now, that Huljich's will sell down eventually and market is pricing in that event currently if not already.

[KJMLimited]

Churn looks OK - if the key metric of Annual Revenue Retention Rate is the one to believe. This is revenue retained from Customers and is measured by the amount of revenue at the end of the period, over the amount of revenue from the end of the previous period for Customers who joined Pushpayprior to the end of the previous period. Still thinking about it and is not the customer number churn, but I think it means they get more revenue this period than they did last period out of their customers. So may be customer number churn isn't that important. Happy to be corrected.

[sb9]

Updated information as per today's release on Slide 41 re Customers...

Product holding update
30 Sep 2020 31 Mar 2020 Movement
Total Customers 10,896 10,896 0

Product Holdings
Donor Management System 8,489 8,180 309
Church Management System 4,236 4,158 78

[KJMLimited]

Thanks. I missed that slide. Those numbers look OK.

[Leftfield]

Updated information as per today's release on Slide 41 re Customers...

Product holding update
30 Sep 2020 31 Mar 2020 Movement
Total Customers 10,896 10,896 0

Product Holdings
Donor Management System 8,489 8,180 309
Church Management System 4,236 4,158 78

Just catching up with the PPH news..... and forgive me, but could someone explain the customer number concerns??

On page 5 of the update (see here) it says, 'customer numbers 10,896 up from 7905 (an increase of 38%)' ???

(Disc not holding... but considering)