thanks @mal85 - that does sound like good news for JCS. May I ask how you know that there has been an uptick in sales and marketing for Netsuite?
I found your commentary on XRO very helpful in the past although I don't currently hold. Have you had a look at BTH by any chance? It would be interesting to hear your thoughts given your apparent deep knowledge and understanding of the SaaS industry.
A couple of bear points/risks for JCS to keep us honest:
1) Although ERP delivered most of the revenue, TEMS contributed more profit - $1.8m before tax and R&D. If they can't arrest the decline of this business then it may offset any growth from ERP in the next couple of years.
2) Is there a risk they could upset Netsuite by also offering MYOB's product? Are these two products in direct competition?
3) Is there a risk that Netsuite/MYOB will squeeze their margins over time?
- Forums
- ASX - By Stock
- Ann: Appendix 4E
thanks @mal85 - that does sound like good news for JCS. May I...
- There are more pages in this discussion • 22 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add JCS (ASX) to my watchlist
(20min delay)
|
|||||
Last
2.5¢ |
Change
-0.001(3.85%) |
Mkt cap ! $8.209M |
Open | High | Low | Value | Volume |
2.6¢ | 2.6¢ | 2.5¢ | $5.793K | 229.9K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 15980 | 2.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
2.9¢ | 99725 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 15980 | 0.025 |
1 | 115000 | 0.024 |
1 | 425431 | 0.015 |
1 | 200000 | 0.012 |
0 | 0 | 0.000 |
Price($) | Vol. | No. |
---|---|---|
0.029 | 99725 | 1 |
0.030 | 425345 | 4 |
0.035 | 160275 | 2 |
0.036 | 164501 | 1 |
0.039 | 13212 | 1 |
Last trade - 15.20pm 29/03/2024 (20 minute delay) ? |
|
|||||
Last
2.5¢ |
  |
Change
-0.001 ( 7.41 %) |
|||
Open | High | Low | Volume | ||
2.5¢ | 2.5¢ | 2.5¢ | 15100 | ||
Last updated 11.31am 29/03/2024 ? |
Featured News
JCS (ASX) Chart |