XERO, MYOB, Microsoft Dynamics, page-192

i just finished reading through this thread in a few instalments. It has been quite informative and i'm glad to have done it. What piqued my interest was that XERO and MYOB were in the title.

I had XERO in my portfolio in the $30 range back around 2012 from memory.. they've definitely kicked on! I bought it more out of Kiwi pride at the time after a tip from my bro back home, that and I thought the logo was cool....I just went back this minute to look at their chart it must have been 2013. I remember I sold out for about what i paid after losing patience. I put it back on another share which was kind of my first love shares wise. When you look at Xero's chart, I would have gone through quite a few years of pain from 2014 to 2017 had i stayed in.

Anyway the first love was a spec that I bought millions of in the 1-1.5 c range and gee i went through some pain with it for eight long years, it had a false start when I first got in and i was red on it for ages until last year we got 1900%.

CRO is an interesting one to me. It seems to tick a lot of boxes, this could be the year it turns supernova . It's definitely going to be interesting to see how much time the punters will be given before it reopens to digest the news. A word of caution, false interpretations can easily be made in haste if it's not much.

I can see there is an unbelievable amount of enthusiasm and expectation about the stock, but I would warn that this reopening is going to be a real lottery and some are going to win big and others are going to be seeing red for a while I would imagine. Sometimes taking a position the day after a big announcement is not a bad idea..in the middle of the day once the dust settles. I think people need to bear in mind there's holders out there that own millions and millions of these and a number of them will be cashing in some so expect volatility. This is not down ramping it's just a few thoughts about how i see it going down.

The old Wazza Buffet adage one of not 'timing' the Market but 'time in the market' springs to mind here . If I had of held my Xero position til now, today I'd be very, very happy with it, but I would have been full of angst from 2014-2017. You can save yourself a fair amount of that by getting your entry price right, but ultimately if you stay in a good company and have a long term view you should do well, if you keep informed.. if it really does go to custard then you just have to sell up and take the hit.

However with CRO I see a company that has a definite growth pathway, I love the stuff AF has said about capturing the 'customers customer'... there's a way to exponential growth right there. He seems a very switched on character to me .

I got a few hundred thousand on the back of the mastercard agreement the other day after spotting it in the top rated HC posts... so there you go, those green thumbs do work wonders and if this announcement coming is a ripper I hope everyone remembers to smash them. I definitely want to add more in the coming months.

Good luck to all this week and to those brave bastards who bought in the points of a cent I extend genuine heartfelt congratulations what a ride you guys are having, well done.