Can someone explain to me the purpose of holding this new business venture within a special vehicle that is then to be listed on the lse? How does this differ from POW simply working with FDR Australia on this project and splitting profits 75/25?
Ive seen comments suggesting this is going to multibag - can someone fill me in as there must be something im missing.
55 partners paying somewhere between 10 - 30 pounds a month. Thats currently around 12 -15k in revenue. Surely we are going to need closer to 1000 clients paying on average 20 a month for this to multi bag?
At their current share price Big dish are valued at 8 million yet if Big Dish can prove their technology in 4 months time then they will receive 5 million in non-dilutive funding.
Deliveroo are valued at around 1.8 billion, Just Eat valued at 5.5 billion collectively these two firms own around 45% of the online delivery market (if you include telephone orders that go direct to the resteraunt).
If big dish can keep on 80% of the 3000 UK sites currently trailing their SaaS platform and consolidate a 3, 4 or 5% share of the market they are going to be worth up to 50x to 100x their current valuation. (this is without even considering revenues garnered from the din-in side of the business)
Its not going to be long before the market starts pricing in this potential upside into big dish's share price
So the value of all sold trades amounts to 139k whilst the value of all buys 126k.. how can a 12k deficit in value of trades trigger a 27% fall in the share price?
I fear that some of the buys are being put through as sells or a more positive scenario, the share price is being held down so someone can accumulate shares at a low price
What 3.2 Million sell at 12:25? For some reason this is not showing up in the record of todays' trade when i look.
I agree though, something dodgy going on with the round number of share trades, was happening toward the end of last week and again today
Can someone explain to me how tullow made a positive gross profit of around 160 mill yet a loss of 1.2 billion.
i understand that this is put down to in todays RNS as "exploration write offs", but how have the company managed to waste this much money? Was this due to one specific f*ck up? Or an accumulation of poor investment errors?
Would appreciate any helpful comments Kind regards
Can any holders of this stock recommend some good research topics or readings to get up to date with this share?
What do people here think is a reasonable approximation of the fee MOS will charge their clients for the monthly data intelligence service after the free trial ends?
Currently have 30+ trialling it... lets say 80% agree to pay afterward, thats 24. At a fee of around 2k per month 24k per year that would equate to 576k per annum from this service alone.. making their 3 million market cap seem low. Is 2 thousand pounds a month a massive overestimation? Interested to hear what people think about how the SAAS will be priced?
Deliver doesn't deliver nationwide in fact Greenspan. DYOR. A lot of the locations covered by BigDish can't get deliveroo.
When people arrive to these pubs or ring up to request a booking, they will be informed they can make bookings through the Big DISH app or website. Thus prompting them to download the app.
Furthermore, when the bigDISH app has the functionality to process a dine in payment, may of these pubs during corona times, will ask customers if they could pay through the big dish app, even for just a pint, so as to avoid contact. This is already being done by larger chains (Brewdog pubs, Weatherspoon pubs) but for smaller more niche pubs and restaurants that do not have the funds to develop their own app. They will likely get customers to use the big dish, thus prompting more downloads of the super app.
When is the quarter 2 earnings report / or the next trading update expected for Boohoo? Cant see a date on their website
Well done Russel70, here is your medal. You truly are a genius
For me, the most promising bit of news within todays RNS was not the addition of Mitchell & Butchers and other sign ups but instead the news that they expect to announce a last mile delivery partner in August..
Big DISH To GO was never going to be a genuine alternative for the majority of restaurants and food spots using Deliveroo and Just Eat unless it could act as not just an app on which consumers could order food by but also an aggregator that organised the logistics of delivery on behalf of the restaurant.
Now all we need is Big DISHs name to get out there, some good marketing and downloads of the app to spike - if this happens there is no reason why BigDISH won't consolidate a decent chunk of the food delivery market.
GLA
Yep you are right. Had not seen this revamped Pizza Hut logo before
This is not to deramp at all but the log hidden beneath the keyhole looks nothing like the Pizza Hut logo
Contrary to the general view expressed on this board, I do not see the chancellors 50% dining out discount initiative to be a stumbling block for BigDISHs progress, rather I would say it will only accelerate it.
Whilst it will mean there is less of an incentive for restaurants to join bigDISH for the month of August.. Businesses that see an increase in customers during the Monday, Tuesday and Wednesday's of august in which it applies are going to realise the significance of using discount to maximise footfall in off-peak times (yield management) and are not going to want it to end..
Its like with furlough.. how are business going to wean themselves off it? This is where Big DISH comes in.. By signing up to big dish the thousands of restaurants nationwide that saw an increase in footfall on off-peak dates during August are going to turn to the likes of big dish in order to replicate it for September onwards.
As the recent RNS states August will present BigDISH with a "unique window of opportunity" to expand..
GLA
Slime, you are incorrect in presuming that the return of football won't lead to a significant change in revenues for WH. As it is under normal circumstances betting activity increases at the start of a new football season.
The return of football next week however is, in my opinion, a perfect concoction of circumstances for record breaking betting revenues.
This is because firstly, every single game is going to be televised. The greater the viewership the greater the betting activity as people are more likely to bet on games they can watch. Secondly this is happening at a time when half the nation remain on furlough and are bored out of their mind. People aged 18-late 20's (a key target market for sports betting) have been getting paid 80% of their wage over the last month or so and none of their disposable income is getting spent on going out/drinking/dining or even clothes for that matter since everything has been shut.
My prediction is every young adult that has ever placed a bet in their life is going to fancy a flutter when the footy returns. Leading to above average weekly revenues for bookies such as WH.
Hi Tanya, Interstesting comment about them being days away from taking customers from deliveroo...
What is that makes you think BD will be able to compete with deliveroo? Correct me if I'm wrong but I thought big dishes business model looked to offer last minute discounted seats to dine in - not delivery? Therefore surely a given restaurant could work with both Big Dish and Deliveroo?
Hi Guys, Can someone please be kind enough to explain to me why it is expected that MOS will be awarded a "new contract". And also what this contract is expected to entail..
Apologies for being lazy, I have done some of my own research but can't find much. Thankyou