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Fantastic article !
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!