Q: Hi Peter,
Points International (PTS) announced earnings last night and results beat estimates on both eps and revenues. Company had revenue YOY growth of 68% and seem to be executing quite nicely on their strategy in the loyalty market. What are your thoughts on their results? Do you believe this investment would require a longer term horizon (2-4 years)? And do you believe this company has room for further growth in terms of company performance and shareholder value?
Thank you
Points International (PTS) announced earnings last night and results beat estimates on both eps and revenues. Company had revenue YOY growth of 68% and seem to be executing quite nicely on their strategy in the loyalty market. What are your thoughts on their results? Do you believe this investment would require a longer term horizon (2-4 years)? And do you believe this company has room for further growth in terms of company performance and shareholder value?
Thank you