Member Info for JOHNO77

Agree Art.

Assuming Sanj has not hired a team of complete muppets as TM's, there's no reason for DISH not to gain real traction over the next few months.

Baring any disasters 3p has got to be nailed on as the buy zone. I haven't spare funds but would be buying if I did....

The lack of recent sign ups in my view indicates that the team are in training / doing prep work so that they are all singing from the same song sheet from day in the field. Also, if Sanj is currently working with the tech team to fine tune the app he probably wants to wait to get that just right prior to sending out the TM's .

I think Gidgets talking about the BB chat and he’s not far wrong tbf.

Approx 10 bagger.

That’ll do me too.

I sense that with Sanj in charge of op’s we have the best possible chance of success.

Hopefully whoever’s heading up the marketing is just as impressive as it will be vital for success.

There’s are thousands of restaurants in London so no need to sweat if someone else has signed a few up.

Yes there has been alot of rampy talk from the management, hearing the term ‘hypergrowth’ for instance is a bit cringe...

They now need to back it up. They always said the real activity would be from Sept onwards so we just need to wait and see now. Hopefully foundations now in place to give it best possible chance.

Apple you have a split personality. What happened to your ultra bullish ‘little chat’ last week ????

It was it just a dream??

Lol

I looked at their site a couple of wks ago, couldn’t find any mention of what restaurant charges were...

They have not struggled to get sign ups in London which you would assume bodes well for BigDish who’ll have 3 TMs out there. If they’re half decent it shouldn’t take long to get the numbers up.

JustEat hemmoraged money in the early years then look what happened. Last years revs meaningless assuming roll out is a success.

Mind you, now we know there is 1 other company in the UK doing this then there’s no point carrying on really is there??? Someone should get on the blower to AB in the morning to advise him to close the business down straight away. Lol.

Strong buy

On the app location front page the respective restaurants are sometimes shown twice under different genres. When viewing on a pc, the location page just lists them once. I counted Bournemouth on the pc last night and was still at 36....?

I’m certainly yawning at all the moaning you are doing......!!

You’re just like a child in the back seat of the car...’Are we there yet?’......’are we there yet?’.....’are we there yet?’....

IMO now is the time to buy. If all goes to plan the next few months should be very fruitful. Management need to deliver now and I’m sure they will.

Haha good to hear it Apple. Load up.

Art:

Awards sponsorship doesn’t start until 1 event in September, then 2 in October, 3 in November and then so on throughout the year (see RNS).

Brand ambassador programme is not expected to be launched until Q4 onwards as ‘BigDish increases it’s national footprint’. Again it’s all in the RNS.

Plenty of time to build restaurant numbers before then.

Plenty of time yet.

No need to fret Art. They are not going to rns every minor move or change in strategy. The TM's have been taken on and will no doubt have a couple of weeks before they are all let loose on their territories. At the moment I gather SN is in the Phillipines with the tech team carrying out some fine tuning of the app. He will also want to ensure that each TM completely understands the company's intended culture and ethos before they go out into the field. Not to mention the fact that they will need to know both the retail and restaurant side of the app like their back hands in order to be able to properly sell it.

After following this story for some time, having seen his resume and having watched many of his interviews I have no doubt that if anyone can make this work it is Sanj Naha.

Oh right, sorry, 1/200.

Lol.

lol... ok.

1/100 we will see you here before end of August.

Spot on AS01

Apple's been buying back in....

You can only see restaurants with deals at the current time. If no deals then they won’t show up. Doesn’t mean that they are no longer an affiliated restaurant.

I suspect the last 6 months or so it has only been Sanj working the territories. No dedicated territory account managers. That of course all changes from now with 12 odd managers in place including 3 in London.

Never been in a stronger position. Changing from nil account managers to 12 overnight. This 3p looks a bargain.

Doesn't really look like a pump and dump chart does it??? People buying now are buying at 2.45m mcap with exposure to short term drilling activity. The next 2-3 months should be fruitful here, if it triples it's still under £7.5mill.