Australia's largest stock trading and investment forum Australia's #1 stock forum

CL1

Click for more information

1.23%

$1.60 class limited

The answer will be if you use their software and ask their...

First 4 Last

Share
Profile

Follow
HotStar

149 Posts.

09/12/15

13:48

Post #: 16578149
Share

Originally posted by cafa ↑

If this mob is worth $120m (????), then what does that make eSuper worth ?

If I were thinking of investing my hard earned, I'd be doing some serious research into what CLASS has that eSuper does not. And how does a cloud based service sustain 'high profit margins'? The Cloud is a race to the bottom, and the winners will have volume.

It is very difficult to unseat the incumbent with a substantial market share and years of goodwill. Take a look at http://www.mclowd.com/ a zero cost admin service, and hardy known despite 2 years of aggressive social media promotion.

Expand

The answer will be if you use their software and ask their clients. Why they still use CLASS, while there are others which are cheaper.

In the end, the IPO result will all depend on what people perceive what competitive advantage and prospect they have in the future. Fair enough
Upvote

0 Great analysis

Reply

Top Stories

History-making uranium sample grades and an imminent drill run. Infini Resources is poised to transform in 2025

MIN

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

ACW

This biotech stock raised $11M in a risk-off environment. Its Alzheimer's drug could change the game

WC8

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

SGA

Sierra Nevada rolls up drilling at Endowment, chasing high-grade silver

There are more pages in this discussion • 46 more messages in this thread...

First 4 Last

Add CL1 (ASX) to my watchlist