XRO 0.71% $136.40 xero limited

can see it happening for sure. People having time to breath...

  1. 310 Posts.
    lightbulb Created with Sketch. 58
    can see it happening for sure. People having time to breath finally taking steps they were intending to take for a while. Less to lose if now out of a job.

    With the SP now at $75 I can’t see much downside. It’s now priced less than it was 6 months ago having added some $100+ million to ARR in that time. One may argue the Inevitable slow down in the SP growth relative to revenue growth but zero growth in SP over 6 months is conservative in my opinion. Covid or no covid.

    $80-81 is about right for this atm.
    Last edited by elcappo: 17/05/20
 
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