Haha that was my exit for a small amount. Dont want to sell but also do not want to end up in an ATM situation.
Was only going to sell to reduce exposure.
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Haha that was my exit for a small amount. Dont want to sell but also do not want to end up in an ATM situation.
Was only going to sell to reduce exposure.
Apple announced recently that it will make a change to the privacy settings on iPhones as part of the iOS 14 update. The change will allow consumers to block the Identifier for Advertisers (IDFA) tracking technology, which enables third parties to target and measure the effectiveness of advertising at a user level. Where previously users had to navigate to the phone’s settings to switch off IDFA, under the change, pop ups will proactively offer users the option to block the app from collecting data, rightly putting them more in control.
What does Apple’s change mean for Plexure?
Firstly, Plexure helps brands drive engagement and create more meaningful, personalized interactions with customers within their own apps. This is an important distinction because the change Apple will make is to prevent ad spamming by third parties within other companies’ apps.
This is positive for Plexure because it means that the only way to drive engagement on mobile will be via branded apps and permissions. As a global leader in this area, we expect to see an increase in demand for Plexure’s services. And, as data privacy and security are increasingly a focus for consumers, I expect to see these types of changes becoming more common across the devices and platforms we use. It’s also a positive change for the customer experience. In a world where people see thousands of unsolicited messages each day, this will help to ensure the marketing messages being received are relevant, meaningful, and desired.
Craig Herbison on LinkedIn
Macca's has had a good 5 yr run in the USA ($118 to $212), I am keen to see how their loyalty offering is working with Plexure. I know its going well in Japan but I think there is upside in the USA>
It would not be outlandish to see 33m revenue (+30%) in there full results may 2021.
2020 was 25.3m.
Half year revenue currently sitting at 14.5m (+23%)
I think the questions around Plexure and IDFA shows a lack of understanding of IDFA and how it relates to Plexure.
Basically, the ID for Advertisers is an identifier that ties back to the hardware. This means that two different apps would know they are running on the same phone. And an ad network such as Google and Facebook would know which device they are serving ads to.
This isn't what Plexure is doing since they are running a single app for each client and there is no benefit to knowing if the McDonalds app and the SuperIndo app were running on the same phone.
We can't expect Plexure to publish a market statement every time investors misunderstand an industry issue.
Ord Minnett just released a report on px1 saying target price is A$1.36 https://bit.ly/3nLBO4d
[COLOR=rgba(0, 0, 0, 0.9)].Dont know how credible this is though since they participated in the SPP. [/COLOR]
Ord Minnett report out. Price Target of $1.45NZD and given a Buy Rating.
https://www.plexure.com/investors/?u...5W8kWEvsM48yUI
On the way to reach their revenue goal of 53.2m by 2023 - "Our long-term forecasts assume a sustainable new customer win-rate of 4 contractsper annum (1 per quarter) with an average fully rolled out annual contract value ofNZ$2.0m. Our long-term forecasts assume a 5% growth rate on new contracts asthey move to the backbook reflecting growth in customer usage and module adoption"
They assume 4 new customers per year from now till then, is this ambitious Craig himself said there goal is 2 new customers each year during AGM?
Mac Donald's expanded its relationship with Plexure from its single country starting in japan to now another 58 countries, we want to see this happen with ahold Delhaize There company annual results are due late February hopefully Plexures great results aren't ignored and they too expand their relationship to more stores across other countries this would be a massive boost to revenue and SP.