it’s still way way to cheap 21x FY19 p/e 18% subs growth...

it’s still way way to cheap

• 21x FY19 p/e
• 18% subs growth
• CAC/ARPU = 67%
  • (up from 53% a year ago which is why u can buy it at this price)
  • vs XRO AUS/NZ at 70% (group is at 110%)!!!

@Leveraged - im not across the granular product details so with the product features comparison on pg 12 of the annual report is this, in your view, just basically against BGL? and have Class exaggerated some components? or is it all basically accurate

also good to see Class keep putting the market share chart in. Its irrefutable that Class and AMP have 35% market share between them and so how BGL claims they have 70% market share is beyond me. I think BGL are counting old desktop products that people have basically thrown out as still in use