Jeez even Scott Technology have managed to get a new customer
Plexure all talk I reckon ...no action
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Jeez even Scott Technology have managed to get a new customer
Plexure all talk I reckon ...no action
This link works:
https://www.wealthmorning.com/2020/1...all-cap-stock/
Everyone just has to be a little more patient. Only been a few weeks since the cap raise. PLX has a plan and I'm confident that they have plans for the new funds.
I see Taco Bell is doing well with it’s mobile engagement app and all that. With no help from Plexure!? Plexure just posted it on their linked in page... why? I’m sure Taco Bell isn’t a customer of Plexure so I’m not sure why they post that kind of crud. Correct me if I’m wrong...
Yeah I understand that, it's just kinda sad to see them basically milking other companies PR. Specially when we were robbed 23% from the capital raise and those losses are increasing as time goes on.
I am optimistic about the future, but it's going to be a while before the company even makes a profit again....
Put an offer in for another 10k at 1$!
Anything's possible right?
Seem like our Aussie brother lost the patient for waiting for the new customer. And sale at lose.
Closed at 96c on the ASX so might actually be a reality next week haha!
Bloody hell down 7% yesterday and 5.8% today on ASX you would think they announced bad news but I cant find it!
could be realistically looking at 1 - 1.05 next week at this pace.
Winner how you feeling about this now!? lol
I’m not worried about PLX at all; good platform award winning applications - metrics big shareholders ie Maccas
They will find other clients; the whole listing on asx fizzed but I doubt it’ll be forever. I’ll hold for a long while and what the company is doing (employing more and more staff lol) This company from my point of view early days so we will see where it ends up but I’m still a happy holder on this despite the plug hole sink recently.
I thought maybe 1$ by the end of the week at this rate, not today haha!
Overall portfolio still in the Green thanks to PEB, OCA & HLG - Glad to be diversified
However a bit sad/ disappointed about the current state of PX1 - I really thought after the ASX listing this thing would do well. Looks like we will have to wait to see what how funds are spent on the additional staff. I feel we really need some positive news soon to stop this fire sale.
I’ll load up if I see my old $0.85 but my god this is the joke of the stock market at the moment.
It's a bit rude to be honest, almost like a take the money and run scenario pretty much. I reckon employees are making more of a gain in their salaries than we are holding the shares... If they atleast come up with an announcement on how they are going and what's the plan for 2021 rather than how well other peoples apps are doing i'll be happy.
A few very sour grapes right now Craig.....
they may busy on xmas party.
Looking at depth right now it appears the sellers are drying up.
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.
Tracking up again due to brokers' recommendations. Still awaiting a new customer which will hopefully provide more rocket fuel to the share price.
Good to see some action
Article in the herald for the “hottest stocks to watch for 2021” can’t access it though but it must be positive mentioning Plexure..https://www.nzherald.co.nz/business/...HEM5DIUQAEYCA/
"
The only other stock to get more than one pick - in what was a pretty broad field this year - was technology stock Plexure.
The mobile marketing company was picked by MSL Capital and by ShareTrader website members.
It was a strong performer in 2020 and was recently dual-listed on the ASX.
_________
Both MSL Capital and ShareTrader saw a 48.6 per cent return on tech stock Plexure.
"
Positive to see Plexure getting mentioned more in mainstream media...
I asked Plexure to load the article on their investor relations page and they uploaded it. https://www.plexure.com/wp-content/u...picks-2021.pdf
What does the future hold for mobile commerce? Join us one week from today, 1/20/21 at 3PM EST as Plexure brings together a #VirtualRoundtable to address consumer behavior and strategic planning assumptions.
You can register here: https://bit.ly/3sowXbK
All registrants will receive a digital copy of recent Gartner report, "Payment Acceptance Will Never Be the Same After the COVID-19 Pandemic"
Thank you to our panelists:
Cathy Song Novelli
Vanessa Sorenson
Zack Oates
John Dittig
Craig Herbison
Colin Daymude
Just sharing this which should be a good watch.
haha Donald Trump.
Did anyone see Plexures new marketing campaign advert thing? Bit of a laugh found it on their linked in..
Here's hoping they announce a new customer soon. The dilution of the share price has been quite a disaster for share holders so far. ASX done nothing great for them... need some solid news to bring it back to what it was pre ASX.
On LinkedIn today, not important enough to announce on NZX, but what does this role even do? Better be something to do with winning new business, SP like 30% down since announcing the cap raise and ASX listing.
————
We are thrilled to announce that Russell Harwood has been appointed as Plexure’s Customer Success Director, based out of the Auckland - NZ, headquarters.
https://bit.ly/35PlV5D
#newhire #mobileengagement #customersuccess #mobile #marketing
—————
“Thrilled” … must be the bees knees eh
I don't really follow this stock currently, but above statement caught my eye.
Remember the hype prior to the ASX listing? This is not a new but a very important lesson for investors:
ASX (or where ever) listings don't come with a SP-rise guarantees - and actually it is as frequent that the SP keeps lingering after the event or even drops. SP is impacted by hype (short term) and company performance (long term). Latter has nothing to do with the number of listings a company might have.
I agree with you 100%.
PLX was very clear during the raise that the funds were to grow staff numbers to enable them to hopefully win more pitches by having resources located closer to new prospective clients. This was the feedback they were getting from RFP's they missed out on. They also clearly stated they would make losses for the next 2 years.
But for some reason, a lot of people on here thought Aussie investors would throw their money away simply cos PLX went onto the ASX.
Non profit making tech stocks going ballistic in the US
Pity Plexure is so useless that it can’t even raise a whimper and keeps declining.
But Craig happy with all new staff and getting the warm fuzzies doing great presentations and all that.
Interesting chart
Was watching that video meant to give me the warm fuzzies?
Seems to me Plexure don’t have any competitive advantage and are basically a service company that requires lots of IT resource and lots of people to keep things going.
Lots of rhetoric about how great they are but as Texan would say “all hat no bull”
Still ahead and hoping like hell that punters one day will again get excited with some new ‘good’ news and send the share price rocketing to 2 bucks ....not much if an ‘investing’ strategy is it
Not much happening here eh, the excitement seem to have fizzed out since the ASX listing...
The love for Plexure has gone
Craigs bull**** sucked many him ...but he got his millions to employ more to give hugs and warm fuzzies to.
I think we’ll be saying the same this time next year when share price is 60 cents.
Balance was right ...and his mate made zillions trading the stock
the sp will pump up if any new customers signed or will back to 60 cents if none of any new customers. i feel like gambling now.😭
I agree with you lot, this is getting hard to hold... I'm pretty happy with my valuation last year though which came out with a rough estimate of 1.30 or so for the neutral valuation..
They are still hiring new staff right now
https://www.plexure.com/careers/job-vacancies/
I emailed in to ask the question around Craig's comment about a possible new customer he mentioned in November via webinar of course they could not give me any information on whether This will be successful but they did mention this "However in saying all of that we still stand by the comments that there are new prospects in the pipeline and we remain confident that we will sign some this financial year".
Market depth has been interesting recently.. battle lines drawn. Has me starting to wonder if there’s something going on behind the scenes.
delicious, pretty price is coming.
I had to check ... "some" means an unspecified amount (and this might include naught ...)"
Quote:
some
/sʌm,s(ə)m/
determiner
1.
an unspecified amount or number of.
"I made some money running errands"
2.
used to refer to someone or something that is unknown or unspecified.
"I was talking to some journalist the other day"
In english 'naught' is a poor choice of word in that sentence if you mean 'none', as you imply. Some cannot equal none. None is nothing, some is at least one. It would also help to consider the context which is reaffirming guidance "However in saying all of that we still stand by the comments that there are new prospects in the pipeline and we remain confident that we will sign some this financial year"
Bored are we?
It is possible that you guys are overthinking this. Just be patient. Sell or buy on good or bad news.
The thing is Plexure has been on a bit of a customer drought, as a company with a lot of promise baked into the share price means everyday they don't announce a new customer is a small bit of bad news.
I guess it's only a matter of time until the next big name is signed up, unless touch wood they lose a customer.
Good to see employees making a few hundred thou for turning up to work and thinking they’ve made Plexure a great company
http://nzx-prod-s7fsd7f98s.s3-websit...542/340287.pdf
We'll have to wait until reporting to see whether they were employee options, or management / director options but we've known for a long time that there's over $6m options in play and TBH I'd be gutted if I was the option holder having seen the SP drop 32% from $1.59 to $1.085 (average hi/lo on 12 April).
Still, for an aggregate investment of $61k to exercise the options, worth $294.5k on 12 April, that's a cool $233.5k instant upside on paper. That's price of the golden handcuff's for great staff. Question might be when the selling window opens for them, will they hold or take the money? Be silly to sell into current SP when you can see potential from past SP performance (and have insider insights).
Will Sp sub NZ $1 soon?
Can't say I am in the happy group as too date this has become a dog hold. Lets hope fortunes change shortly with some magical new customers.
Before dawn, the night is darkest...
They are still hiring new staff, if fail to obtain the new customer or new project, why they doing this? a bit weird situation.
https://www.plexure.com/careers/job-vacancies/
As they told us at the time of the capital raise, they needed to invest in staff to get more customers. They are expecting to run at a loss for a year or two while this happens.
If the customers don't come, we'll be back in a familiar situation for those of us following the company for a while, where the company will have to shrink back to fit the customers they actually have.
If you're not up for the risk, best to sell.
One thing for sure. They have a great stash of cash available
[Oops, correction.
Deleted post after Baa Baa reminded me of the latest cap raise. Thank you Baa Baa.
Even if they sign a new customer now as winner said that might get you back to 1.20?
back to 1.4 as above.
I used to work in a similar industry. Takes typically three months to find and hire people of this calibre, might be longer currently (no overseas hires possible) ... and another three months to bring them up to speed.
I am sure they plan (hope / whatever) for additional customers (no matter how concrete they are) - and they won't be able to wait with advertising until the ink under the potential contract is dry. Otherwise they have another at least 6 months delay.
Their revenue guidance could easily rocket the SP back up to $1.20. But it could also drop it down to $0.80.
Punters place your bets.