http://blog.valuecruncher.com/2007/05/xero-more-on-the-ipo/ Thu, 18 Mar 2010 06:43:27 +0000 http://wordpress.org/?v=2.7 hourly 1 http://blog.valuecruncher.com/2007/05/xero-more-on-the-ipo/comment-page-1/#comment-435 Valuecruncher Tue, 13 Nov 2007 02:30:07 +0000 http://www.valuecruncher.com/wordpress/?p=165#comment-435 [...] estimated that Xero would require approximately 25,000 customers. Xero has recently released their preliminary results for the six months ending 30 September. Although the company is still in its formative stages andthere is limited available information Valuecruncher has decided to re-visit and extend our initial analysis. [...] [...] estimated that Xero would require approximately 25,000 customers. Xero has recently released their preliminary results for the six months ending 30 September. Although the company is still in its formative stages andthere is limited available information Valuecruncher has decided to re-visit and extend our initial analysis. [...]

]]> http://blog.valuecruncher.com/2007/05/xero-more-on-the-ipo/comment-page-1/#comment-434 Be Seen|Be Heard » Blog Archive » Sunday People 1.0 Sun, 20 May 2007 07:26:01 +0000 http://www.valuecruncher.com/wordpress/?p=165#comment-434 [...] The Xero IPO is covered by again Mark Clare at Valuecruncher. He comments that they are projecting breakeven at 8000 customers but breakeven is not planned for 3 years. Xero is particularly well known in the Wellington IT & accounting sectors but will need to invest in brand-building right across the SME space to better these conservative assumptions. I agree with Mark’s assessment that Xero would be an excellent trade buy for a multinational accounting software provider much like the 42Below sale to Bacardi. 42Below built a powerful stable of brands to reach first-to-mind status locally and a loyal consumer market in many countries. Geoff Ross is a very good marketer. [...] [...] The Xero IPO is covered by again Mark Clare at Valuecruncher. He comments that they are projecting breakeven at 8000 customers but breakeven is not planned for 3 years. Xero is particularly well known in the Wellington IT & accounting sectors but will need to invest in brand-building right across the SME space to better these conservative assumptions. I agree with Mark’s assessment that Xero would be an excellent trade buy for a multinational accounting software provider much like the 42Below sale to Bacardi. 42Below built a powerful stable of brands to reach first-to-mind status locally and a loyal consumer market in many countries. Geoff Ross is a very good marketer. [...]

]]> http://blog.valuecruncher.com/2007/05/xero-more-on-the-ipo/comment-page-1/#comment-433 Xero - to invest or not - again « Lance Wiggs Sat, 19 May 2007 09:10:47 +0000 http://www.valuecruncher.com/wordpress/?p=165#comment-433 [...] 5: Mark Clare’s sudden visit to Xero after his first Valuecruncher post stuck me as unusual. Not untoward, just unusual. His post about it is worth reading. [...] [...] 5: Mark Clare’s sudden visit to Xero after his first Valuecruncher post stuck me as unusual. Not untoward, just unusual. His post about it is worth reading. [...]

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