Xero to $200, page-315

So, a week out from the 6-monthly update. Any predictions? Here are some of mine- not based on anything other than pure conjecture:

- A/NZ solid and healthy but topping out in terms of growth.
- UK slightly underwhelming.
- US showing first signs of possibly reaching potential. Not there yet, but starting a more interesting growth trajectory.
- ROW/platform revenues strong but largely ignored

US results, while a long time coming and probably not yet convincing, will interest market. This has been waited for over many years and even a sign of reaching some sort of new trajectory here will cause excitement.

3.5 years into Vamos as CEO. He's been building out the company to be like a multinational to replace Rod's start-up culture. Either next week or in the next 6 months I'd anticipate something significant in terms of future strategy- more acquisitions, new market. Who knows.