Australia's largest stock trading and investment forum Australia's #1 stock forum

ACX

Click for more information

0.00%

$7.79 aconex limited

ACX Chart, page-242

First 242 Last

Share
Profile

Follow
najjaci31

792 Posts.

212

23/10/16

14:49

Post #: 20059877
Share

Originally posted by Alex999 ↑

Guidance of "20-25% inclusive Conject" is actually guidance of 45-50% revenue growth this FY, which is fast by any standard. They're then guiding "20-25%" indefinitely after that. They would have done better just to say: "FY17 = $180-$187m = 45-50%. Constant currency."

The market is saying at these prices - same share price now as when Conject deal announced in March - they're going to miss guidance at bottom end range this FY, and not achieve even 20% p.a. after that. There is a slight headwind in the GBP decline against AUD since Brexit but this will effect costs as well as revenues and wash out.

Market saying now strategic and operational gains from Conject - nope. Network impact of Fluor enterprise and Mobil Exxon enterprise deals have been forgotten in doubt. Asian growth flagged at the Investor Day - forgotten. Worksite / cost control rollout (happening now) totally forgotten. Opportunities for other acquisitions / bolt-ons, forgotten too. It's sentiment rather than substance - but over the short term, 3-6 months, sentiment rules - see the chart.

Expand

As stated numerous time by yourself, myself and others that know the platform. <$6 is a F**KING BUY. Wish I could procure more at this price.

ACX Price at posting: $5.35 Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

Reply

Top Stories

Wealth Within considers potential takeover targets in Australia's booming infrastructure industry

Week 29 Wrap: Trump in spotlight again; China's Third Plenum a yawnfest; RBA's August move a mystery

MCT

Metalicity looking for offers on Admiral Bay zinc project

IMR

Imricor raises $35M to pursue growth and expansion into Australia and NZ

FG1

Flynn Gold flags mid-grade drill hits and always eye-catching rock chips

AI stocks: What to expect in 2024-25

Talking Australia's very competitive property landscape: Realty Talks

LKE

Lake Resources implies news article on job cuts made up; non-core sales "not material" and no rule 15.7 breach

GNX

NSW approves J-POWER's $380M buyout of Genex Power, giving it ownership of QLD net zero project

Warren Tredrea’s weekly sports business wrap: the latest on business in sport

There are more pages in this discussion • 729 more messages in this thread...

First 242 Last

Add ACX (ASX) to my watchlist