Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
Hi Guys, I do still monitor from time to time..I did sell out between 2.7 to 3.2p area when the virus was just appearing on the newswires..I will gladly buy back when I can see light at the end of the tunnel coupled with confirmation that the sales team is back in place in it's entirety...Good luck to all present holders...otherwise, I've been buying quite a few early stage growth companies in the USA in 5G, AI, telehealth, Transportation 2.0 - mega growth trends going forward
I remember a while ago Aidan saying that the search functionality would be upgraded to compare with the well known apps out...this is something ART has pushed for for a long time...it should make it slicker but the downside is that it will make it almost impossible to do the daily counting...
Bottomzup still has no idea about early stage tech investing...It's not revenues, but reaching critical mass of number of restaurants which at this stage is important for potential acquirers of the business
The Italian food at the Wolfstreet Restaurants looks delicious. You don't have to go to Italy to enjoy authentic freshly made Italian cuisine (!),
The bandwagon of chains continues to gather pace. Great!
https://twitter.com/BigDishApp/status/1233321505100046336?s=19
you are right that people may not want to eat out but you are wrong that therefore this is bad for bigdish...this is too early to talk about revenues..All that Bigdish want is lots of restaurants signing up at this stage ...they need that critical mass...you can bet your bottom dollar that virus woes will make restaurants even more inclined to sign up for the bigdish app if it enables them to reach out to customers..
Furthermore, at this early stage, how many pounds earned is not where the value lies for smart investors ...potential strategic investors will be looking at the number of restaurants on the app.. A Big player will take this company out within 9months if they continue to add restaurants. Therefore, it's totally wrong to be mesmerized by revenues revenues revenues...this is not an income story !!!!
Was talking to Stephen Mitchell, Global strategist, formerly at Fleming investment management..he sees this market correction more like a quick 1987 valuation reset than something really massive. To get bigger falls in the region You would need a banking crisis to get that size fall. Or valuations up at 2,000 levels. Neither are present. He went on to say You can’t predict the size of a shock. Most bear markets are 20-25%. The 40-50% ones are rare and usually a banking crisis or bubble bursting. He don’t see either.
Art, you are right that people may not want to eat out but you are wrong that therefore this is bad for bigdish...even unicorn tech cos discuss "path to revenue"..this is too early to talk about revenues..All that Bigdish want is lots of restaurants signing up at this stage ...they need that critical mass...you can bet your bottom dollar that virus woes will make restaurants even more inclined to sign up for the bigdish app if it enables them to reach out to customers..
Furthermore, at this early stage, how many pounds earned is not where the value lies for smart investors, it’s the data generated around dining habits, how much do you think chains would pay for that?! A Big player will take this company out within 9months if they continue to add restaurants. Therefore, it's totally wrong to be mesmerized by revenues revenues revenues...