I chatted to Rod Drury , CEO of Xero about their move to the ASX, their growth over the last couple of years as well as some of the exciting technology driving the business forward. Show More
I recently chatted to Matt Heine, Joint MD of Netwealth about their journey from a startup to ASX listed life. NetWealth provided their Quarterly business update today, their first as a listed company which has seen the share price react favourably. Matt also provides some great advice for business leaders. Show More
In this 2 1/2 minute clip, I chatted with Bevan Slattery about the history of Superloop, the reasons he is so excited on Asia as well his personal tech interests for 2018. Show More
I recently chatted to Chris Stott from WAM about the history of the fund , their bullish outlook on Mining Services (in particular ALS, WOR) as well some news for WAM Leader option holders. Show More
In the latest Morgans Startup Series, I spoke with Chris Heaslip , CEO of Pushpay. Pushpay improves sales and business processes by making payments simple. The company, founded in New Zealand has seen exceptional growth , and is now dual listed on the NZX and ASX under the code: PPH.... Show More
My latest podcast was with Brett Kelly , founder, CEO and the largest shareholder in Kelly+Partners Group Holdings Limited (ASX: KPG) - Brett tells the story of why he started the business, how it has achieved stellar growth as well the importance of culture, long term thinking, innovation and helping... Show More
In a very special podcast I chatted with Tom Millner and Will Culbert (BKI responsible manager) and Ben McGarry (Totus Capital) about why they make the journey to Omaha and the Berkshire Hathaway AGM and the learnings from it. Show More
In the latest Morgans "40 under 40" podcast series, I sit down with Chris Steiner, Age 38, from Flight Centre to talk about his 15 years plus at the company as well their approach to the startup sector and their continual innovation with technology. Show More
I recently sat down with Ian Davies , Age 39, MD & CEO of Senex Energy Limited as part of the Morgans "40 under 40" podcast series. Ian and I discuss why he joined Senex and the exciting path they are on , as well as insights in to culture,... Show More
My latest Podcast is with Ash Shilkin from ChimpChange (ASX Code : CCA) Ash talks about the history of the company, the opportunity ahead and the high levels of engagement they are seeing as well as some great advice for entrepreneurs. Show More
In the latest instalment of the 40 under 40 series, Morgans Adviser Chris Titley spoke with John Corry, Chief Operating Officer of Charitable Gaming at Tatts Group (ASX Code: TTS). John tells the story of how he left the stockbroking industry to start a successful charitable foundation called 50:50, and... Show More
In the latest installment of the 40 under 40 series, Morgans Adviser Chris Titley spoke with Karl Trouchet, 39, Executive Director of Apollo Tourism & Leisure (ASX Code: ATL). Karl discusses the history of Apollo, the growth that it has achieved, the reason for publicly listing the company, work/life balance... Show More
I had the absolute pleasure of sitting down with Don Meij , Group CEO and MD of Domino's Pizza Enterprises Limited in the latest Morgans Executive Podcast. Show More
I sat down with Christopher Koch, Age 32, who is Deputy CFO of Freelancer.com as part of the Morgans "40 under 40" podcast series. We talked about the history of Freelancer.com founded by Matt Barrie, about moving from Investment Banking to a fast paced high growth technological company , failure,... Show More
I recently chatted to Chris Stott, 35, Chief Investment Officer from Wilson Asset Management as part of the Morgans "40 Under 40" podcast series. A fascinating interview on the challenges of funds management, the exceptional success of WAM , work life balance, how to learn from failure and his weekend... Show More
In the first "40 under 40" podcast series , I sit down with Robert Shand , Age 35, who is Managing Director of Blue Sky Alternative Investments Limited. Show More
In the latest episode of the Morgans Startup Series, I caught up with Martin Hosking, Co-founder and CEO of Red Bubble (ASX Code: RBL). Red Bubble operates a global online marketplace connecting independent artists with customers. The company operates a "Print on Demand" model giving them a local presence on... Show More
In the latest episode of the Morgans Startup Series, I spoke with Ruslan Kogan, founder and CEO of Kogan.com. Ruslan discusses the early days of Kogan.com and how he built the business from scratch in a garage to become one of Australia's most recognised online retailers. Kogan.com recently floated on... Show More
I caught up with Mike Haywood, co-founder of LiveHire. (ASX Code:LVH). LiveHire is a talent technology company helping Australia's biggest brands connect to engaged talent through Talent Communities. Mike and I discuss the history of LiveHire, the problem they are solving and market size, their engagement levels , as well... Show More
In the latest episode of the Morgans Executive Series, I sat down with Graham 'Skroo' Turner, Co-founder and CEO of Flight Centre Travel Group Limited (ASX Code: FLT). Skroo discusses the history of one of Australia's great business success stories, alongside discussion points about culture, innovation, alignment and his passion... Show More
Thanks James - it was an eye opener about how fast they are scaling and the switch to EBITDA positive
Great article Alex !
Patrick - It was a very enjoyable interview about the bigger picture and so many business insights!
I believe this is an initial investment
Great Video, any particular stocks you like? Do you see more companies in the space using ASX as a platform or do you think you might see others like Atlassian move offshore?
Woah. I need a drink after reading that.
Do you think they will raise at all ?
Great video chad
What a fantastic article ! Well written Steve.
Hey Chris , thanks for the questions - yes they use an tablet currently which is costly but its powerful as it is very good form of marketing at the point of sale. I've watched a number of venues in action and its a "what's that? " style conversation after the user sees the tablet. (I've spent hours watching !) For instance it may cost them $300 to stick a table at a venue. Sounds costly, I agree, but the cost is in effect a marketing budget for the retailer to start promoting users ( as well as a payments platform that will generate revenue - see asx announcement re tablets turning in to eftpos terminals) ... If I spend $300 on a coffee shop that signs up say 200-250 people that is incredibly powerful. 1,000,000 users /4000 vendors . The addressable market is really hard to gauge as reward platforms will most likely be a channel for marketing budgets. I will ask Ruwan for this and come back to you. I believe it's incredibly lucrative ... For instance - they know me and they know my habits so can tailor accordingly. The fact this company has signed up two brand partnerships already is incredibly encouraging.
Great insight Chad. It seems like the market is running off this article (s) re:KKR ..it's a bit strange , unless it's shorts like you covering for a "just in case"? Any view on WES?
Great article Chad. Any view on what they should do with Masters?
James, Slowly but surely I believe. Consumers will be sticky as they can use it across multiple vendors.
Patrick - very good feedback and one the company should look at. It seems as though users are engaging with the app due to the number of "check-ins" recorded. About 10 "check ins" per user since inception. So to me this is a good sign of engagement. On the Apple Store its' 4+ rating which is very sound - so maybe they should look at improving the Google Play store..
Steve, I agree - I didn't mention that as a source of revenue even though RXH do mention that as an opportunity. Turning the Tablet in to a payment system is a big advantage to a retailer - and value adds their offering.
Thanks for the answer - loved your stuff at the fin, great to hear your views again here, particularly in the tech space where Australians are probably less familiar in terms of predicting valuations
Anthony, do you think the Nasdaq pull back recently will continue longer term or do you think we will see another ongoing rally ?
James, was priced 12.4x at 66c. Obviously the market wants to price it somewhere near a dominos (dmp) type multiple.
December 17 is the deadline I believe?
We don't have formal coverage, however this space is certainly hot. At 5% free float or so- you would think it's pretty sticky. I suggest users/revenue would be a comparable measure, unsure how this stacks up compared to global peers.
2.65 now! :)
Biggest IPO in 2014?!
staggering numbers - Berkshire hathaway bought a number of newspapers last year...
Great thought - and coming off a low base (share price wise)
wow - the old shake ... urbanspoon used to have that function years ago!
Interesting.. They still own a large stake in IRE which has had a tremendous run
That's the million dollar question. How do you value it??! I'm just amazed by it's rise and lack of coverage here and in NZ - We don't have research on it, we met with management recently though.
I heard many years ago that Billabong wasn't fashionable for teens as Dad's started to wear it... similiar to point 1!