http://blog.valuecruncher.com/2007/05/xero-ipo/ Thu, 18 Mar 2010 06:55:49 +0000 http://wordpress.org/?v=2.7 hourly 1 http://blog.valuecruncher.com/2007/05/xero-ipo/comment-page-1/#comment-357 Xero - to invest or not « Lance Wiggs Wed, 16 May 2007 12:44:54 +0000 http://www.valuecruncher.com/wordpress/?p=163#comment-357 [...] Read Mark Clare - who has blogged about Xeros IPO over on Valuecruncher. Read other analysts comments as they emerge. [...] [...] Read Mark Clare - who has blogged about Xeros IPO over on Valuecruncher. Read other analysts comments as they emerge. [...]

]]> http://blog.valuecruncher.com/2007/05/xero-ipo/comment-page-1/#comment-356 Some more Xero feedback... « business, strategy, economic development and manufacturing in New Zealand Wed, 16 May 2007 05:22:17 +0000 http://www.valuecruncher.com/wordpress/?p=163#comment-356 [...] May 16th, 2007 I saw a post over on Jim Donovan’s blog, and thought I’d make a few comments in response to some of the stuff he’s said. First though a disclaimer - I spoke to Rod Drury the other night and told him that all I am writing is not anti-Xero per se. I’d just rather (as I got the impression would he) people assessed the IPO rationally and didn’t get either caught up in a new web bubble or got swayed by the big names involved Once the Xero IPO was announced, I wrote that I’d probably take up the offer, once I’d had a chance to study it. Well, I’ve done so, and I have to say it’s very fully priced for what is essentially an early stage venture investment. Mark Clare at Valuecruncher has a similar view. On the other hand, look at the potential. [...] [...] May 16th, 2007 I saw a post over on Jim Donovan’s blog, and thought I’d make a few comments in response to some of the stuff he’s said. First though a disclaimer - I spoke to Rod Drury the other night and told him that all I am writing is not anti-Xero per se. I’d just rather (as I got the impression would he) people assessed the IPO rationally and didn’t get either caught up in a new web bubble or got swayed by the big names involved Once the Xero IPO was announced, I wrote that I’d probably take up the offer, once I’d had a chance to study it. Well, I’ve done so, and I have to say it’s very fully priced for what is essentially an early stage venture investment. Mark Clare at Valuecruncher has a similar view. On the other hand, look at the potential. [...]

]]> http://blog.valuecruncher.com/2007/05/xero-ipo/comment-page-1/#comment-355 En Avant » Blog Archive » Xero IPO - update Wed, 16 May 2007 03:56:04 +0000 http://www.valuecruncher.com/wordpress/?p=163#comment-355 [...] Once the Xero IPO was announced, I wrote that I’d probably take up the offer, once I’d had a chance to study it. Well, I’ve done so, and I have to say it’s very fully priced for what is essentially an early stage venture investment. Mark Clare at Valuecruncher has a similar view.On the other hand, look at the potential. [...] [...] Once the Xero IPO was announced, I wrote that I’d probably take up the offer, once I’d had a chance to study it. Well, I’ve done so, and I have to say it’s very fully priced for what is essentially an early stage venture investment. Mark Clare at Valuecruncher has a similar view.On the other hand, look at the potential. [...]

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