XRO 0.18% $144.67 xero limited

This has held up quite well considering the polarising views...

  1. 57 Posts.
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    This has held up quite well considering the polarising views lately on the tech sector and its constituents. In my humble opinion, this still remains the highest quality business out of the WAAX complex.

    With the interim numbers only a week or so away I wouldn't be surprised to see a run up in share price to results which I'm expecting to be very good.

    Feel that we should see a subscriber base north or 2 mil, with anything between 2.1 to 2.2 being exceptional. Also be interesting to see the subscriber increase in the UK which I feel will should very good progress. The US market is a little more challenging, but I think Xero is playing the long game here and should see more traction moving forward into the future.

    With a revenue multiple that is well below other businesses in the tech space, upside here if the numbers are good could be significant.

    Would love to get other holders thoughts on this.

    I'm hoping that the share price could break through $80 and advance further post results...
 
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