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PaySauce
FO
FogMoney
Community Contributor
Paysauce has got the 'Sauce' in 2025
Paysauce is finally hitting its stride - now being profitable and showing 32% revenue growth YoY (2023-24) along with the other following Q3 highlights reported January 14th 2025: ARR of $9.1m (Up 11% YoY) Recurring revenue of $2.3m for the quarter (Up 14% YoY) Processing fee revenue of $1.7m for the quarter (Up 19% YoY) Customers at end of the quarter: 8,127 (Up 11% YoY) One can only conclude that the continued growth will continue through 2025 and beyond as interest rates reduce further and the economy restabilises affecting growth within the overall SME market across NZ and other key asia-pac markets. Debt is still low and barely reportable through mainstream channels.
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NZ$1.00
FV
82.0% undervalued
intrinsic discount
45.18%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
4 months ago
author updated this narrative
Tourism Holdings
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Experiential Travel And Eco Fleets Will Transform RV Demand
Key Takeaways Operational integration, digital innovation, and efficiency gains are expected to structurally boost margins and reinforce Tourism Holdings' competitive advantage. Shifting travel preferences and sustainable fleet investments position the company for stronger demand, premium pricing, and multi-year revenue growth.
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NZ$2.65
FV
21.1% undervalued
intrinsic discount
4.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
New
narrative
a2 Milk
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Supply Constraints And Capital Costs Will Weigh On Earnings, But New Products May Improve Future Prospects
Key Takeaways The company's expansion and reliance on costly air freight impact margins and could pressure revenue if investment returns disappoint. Challenges in key markets, including declining ANZ performance and competition in China, threaten growth amidst costly product launches.
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NZ$8.37
FV
5.2% overvalued
intrinsic discount
8.38%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
Updated
narrative
Chorus
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
80% Fiber Uptake Will Transform Fixed Network Connectivity
Key Takeaways Accelerated fiber rollout, rising data usage, and regulatory predictability boost margins, cash flow, and support stable, inflation-linked returns with sustainable dividend growth. Expansion into wholesale, data center connectivity, and market consolidation positions Chorus for new revenue streams and entrenched industry importance.
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NZ$8.60
FV
0.6% overvalued
intrinsic discount
3.67%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
New
narrative
Argosy Property
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Modern Sustainable Assets Will Strengthen Auckland And Wellington Leasing
Key Takeaways Portfolio focus on sustainable, green-certified industrial assets is driving stronger rental growth, higher valuations, and long-term revenue stability versus non-green assets. Capital recycling and operational efficiencies are enhancing portfolio quality, operating margins, and supporting sustainable long-term earnings growth.
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NZ$1.14
FV
0.2% undervalued
intrinsic discount
-5.79%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
7 days ago
author updated this narrative
Vista Group International
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Cloud Transition And Ecosystem Opportunities Will Open New Markets
Key Takeaways Transition to Vista Cloud and ecosystem opportunities aim to enhance revenue streams, SaaS growth, and earnings predictability. Operational efficiency and innovation in AI and cinema solutions are boosting profitability and competitive edge.
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NZ$4.09
FV
14.8% undervalued
intrinsic discount
13.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
7 days ago
author updated this narrative
Oceania Healthcare
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
New Zealand Demographics And Modernization Will Strengthen Aged Care
Key Takeaways Premium care focus and efficient capital deployment in modern villages are strengthening pricing power, margins, and asset stability. Cost-saving efforts, digitization, and lower interest expenses are set to improve margins and support sustained growth despite sector headwinds.
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NZ$0.90
FV
23.1% undervalued
intrinsic discount
7.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
7 days ago
author updated this narrative
SkyCity Entertainment Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
NZICC Opening And Gaming License Application Will Strengthen Position
Key Takeaways The opening of the New Zealand International Convention Center and potential online gaming license could drive significant revenue and visitation growth. Risk transformation, strategic technology investments, and asset monetization aim to improve compliance, enhance margins, reduce debt, and boost shareholder returns.
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NZ$1.60
FV
36.7% undervalued
intrinsic discount
4.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
7 days ago
author updated this narrative
Synlait Milk
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Advanced Nutrition And Foodservice Will Face Risks And Upside
Key Takeaways Reliance on Advanced Nutrition sales may lead to slower future growth due to unsustainable restocking and new product launches. Challenges like high fat pricing and unsecured milk supply could pressure margins and impact future profitability and cash flow.
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NZ$0.52
FV
15.4% overvalued
intrinsic discount
4.11%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
7 days ago
author updated this narrative
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