Re: Datanyze 62%/3%22 Nov 2017 09:54
Yes Biffa- on paper at least the market share potential is enormous for a company the size of R1 ,
Also For now the key metrics such as price, margin, global reach,( and hopefully fill rates too) are all improving, which will eventually translate the market share in to higher revenues and real profits. I would wager that is why despite the current weak market conditions most analysts have a positive view of the medium/longer term for R1 and our II investors have kept on buying and NOT selling.
R1 never was about competing with the likes of FB and Google, we differentiated ourselves (painfully at times) a while back. In my opinion we are on much firmer ground now than the time of the short attack and the infamous Blog a few years ago.