Does this qualify me in your view to voice an opinion on the quality of XRO's recruitment processes?[/QUOTE]
U b the judge and jury.
:p
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Does this qualify me in your view to voice an opinion on the quality of XRO's recruitment processes?[/QUOTE]
U b the judge and jury.
:p
[QUOTE=Baa_Baa;569349]The conversation is a lot less about Xero's capabilities, moreso about meeting the growth expectations and financials that are baked into an otherwise
Growth can only happen, if they have the capabilities to do so..
Yes, hat tip to Harvey for quote of the week :)
The recorded live chat here is worth browsing through, it gives an informative insight to Rod's take on the results, the company and his shareholders. http://www.nzherald.co.nz/business/n...ectid=11437425
I found his references to profit most telling, akin to the line of 'we are cash rich (investors money) so we'll burn that while we figure out a plan to go to profit, because we haven't got a profit plan'. Anyway, read the chat log and see what you think of it.
Meantime, the lacklustre USA re-boot and declining growth in all markets except ROW is a concerning backdrop.
One of the Herald articles I read today that I can't find anymore grr has a broker putting the share price fall on Friday down to a single large seller. Assuming it's correct, if anyone can find out who that large seller was, it may illuminate things.
Rods APPLE WATCH is flying across the Pacific at the moment in the care of one of his staff
I was deliberately being a bit kind with my numbers as I had already been seen as too aggressively negative by many on here.
Either way the numbers are poor when compared to the valuation of the company & the US is particularly bad.
At 500K customers I valued the SP around $15 & that was including the lottery ticket value.
Obviously the numbers are a little shy of that.
Harvey not sure about your percentages, but they look quite a bit out to me. ;-)
Love it NB I must give Rod a call Im sure he would value the loss making skill set I would bring to the company and I'm sure I would be able to significantly increase their losses over the next quarter, I'm wondering if id also get an overly inflated salary to help increase losses,those $45 options look devilishly attractive now don't they:cool:
Daytr - here are numbers and revenues to clarify your thinking