PPH - PushPay (Church/donor software.)

[King1212]

Come on winner...join in! Don't let sad Ogg stir it up..u know PPH is a great company. Many Americans always go to their Church. ...and we all know that churches were lacking of good tech to connect with their followers...now PPH has it to the churches....

[winner69]

Come on winner...join in! Don't let sad Ogg stir it up..u know PPH is a great company. Many Americans always go to their Church. ...and we all know that churches were lacking of good tech to connect with their followers...now PPH has it to the churches....

Sorry kingie — had to get excited over PPH as an investment or even as a punt these days

Big growth over and only steady as she goes as you would expect with a ‘more mature’ company, share price reflecting gradual rerating to reflect this rerating.

Leave it to you mate

[Nigelk]

Hardly anyone has made money from this.

The liquidity in the early days was almost non-existent. The last two years the stock has gone nowhere.

I do admit, that if you timed it right, when it moved to the NZX, some investors have made a bag or 2 if they sold at the right time.

This stock has had it's time and now it's gone.

Hopefully it will be taken over so everyone can get out.

Hey Ogg, i know you hate PPH, but tell me how the SP moved from .25 on listing (pre split) to $3.32 now with "hardly anyone making money'?

[Nigelk]

It didn't get from listing to being worth circa $700M by the end of 2016 with "Hardly any volume "

[pg0220]

I'm no longer a holder but they keep sending updates via email.... so I got to have a look at their latest guidance.

EBIDAF to be between US$23 and US$25 as opposed to US$18.5 and US$20.5 thanks to cost savings - which is great!

However, revenue guidance is actually lower than previously stated.... hmmm

Up to your interpretation... as said earlier, not a holder anymore

[sb9]

I'm no longer a holder but they keep sending updates via email.... so I got to have a look at their latest guidance.

EBIDAF to be between US$23 and US$25 as opposed to US$18.5 and US$20.5 thanks to cost savings - which is great!

However, revenue guidance is actually lower than previously stated.... hmmm

Up to your interpretation... as said earlier, not a holder anymore

Same here, no longer holder.

Update seem bit of hit and miss, revenue growth low however due to better cost control higher EBITDAF, not a great look in the long term for a SAS company imo.

[Leftfield]

Same here, no longer holder.
Update seem bit of hit and miss, revenue growth low however due to better cost control higher EBITDAF, not a great look in the long term for a SAS company imo.

I'm no longer a holder as well and IMO the game changer or tipping point for this company is whether they can expand into other markets beyond the faith sector.

[iceman]

Yes content with getting out many
months ago but good to see them forecasting a decent profit. But lowering revenue forecast and customer aquisitions are red flags. No interest to reenter at present but hope it goes well

[Nigelk]

Forecast revenue has only been lowered about 1%. Let's not too excited.

[Chanchay]

I haven't been following much since selling out when crowther did but result today has npat up 250%, from a low base but that seems pretty impressive.

Anyone with a better eye on the company have an opinion to share?