Member Info for spero

The JW effect is real. Lots of youtube subscribers, so recommendations become self-fulfilling. Expect a rise tomorrow.

While we're on the subject of identity conspiracy theories, I thought Tanya might be a RonaldTrump alter ego. That's based purely on her occassional use of 'Lad' (popular with RT). She was pretty cross at him for scaling back his Dish investment recently, so that put that theory to bed.

I'd be surprised if internationalisation isn't already built in. Especially as it started in Asia and was adapted to the UK
https://whatis.techtarget.com/definition/internationalization-I18N
I think Aidan's target of a buy-out by a larger company is likely to have happened before we start to expand the service abroad though.

On the subject of bigdish.ph (bigdish in Asia) I'm with JS (and probably other long term hoders) and think the less said the better.

A linkedIn user replied to Tom's statement in a challenging way.. talking about competition in the sector (who exactly?!?) and how investors need clear updates on where dish is going. He replied about an hour ago:
"Thanks for the comments Raj. A full RNS will follow in the coming days."
Pleased to see he's engaging with the public

Do we have a clear idea at what level H1 revenues would be considered good?

Just checked and all the other chains (and the hotel chains) are still live.

+Tanya, what is this beta website that restaurants are being migrated to? I've been trying to track it down. I joined a private discussion group earlier today to see if anyone knew of its location. Can you share it with me somehow?

Restaurant numbers probably shouldn't be used as a yardstick of company health right now. It would be like judging BigDish's new home on the living conditions in their removal van (I hope). There's clearly some major re-working of the site going on. Hopefully the missing restaurants will reappear. Perhaps they have removed restaurants that aren't going to be open this week, and they'll be added when they reopen? I'll admit it was a bit alarming to see just 196 and 8 locations earlier this morning, but it stabilised upwards at : Total location count: 66 & Total restaurant count: 348.

Quite a sharp decline from 620+ on Monday. There are technical changes afoot, staggered restaurant re-openings, integration of delivery where appropriate, so we'll just have to be patient. Even if we do bottom out with far fewer restaurants that we had, we've proved they can be added quickly... that the service is now better ... and the need is greater. Targets might just take longer that we hoped. Monday could be dynamite though.

+trendfriend, the medieval banquet has been live since March 3rd 2020 (02:54 to be precise).
Regards, Data Nerd

I'll be a little more guarded with my obeservations in future. Felt disingenuous to spend months reporting increases in restaurant / location count, then not mention a decrease. To clarify, I'm very positive about prospects here.

Sadly, it looks like Wildwood have gone.

We've also lost 19 locations and 59 restaurants overnight.
Total location count: 111
Total restaurant count: 555

This could be good news if they've gone through the whole list of reaturants and we have 555 left. (anything over 500 post-cv-19 would be good I think).

That is good news. Their limited muber of tables are full at peak times. They *need* bigdish to help them divert diner traffic to less popular times, like wed afternoon.

Very pleased to see customer demand is there.

Share price was over 4p pre-covid. Restaurants opening on Saturday. Plenty of climb left IMHO

I have 7.2p in mind for the first top-slice, which is the level the american investor came in at. Will constantly reevaluate though.

My main concern is that I won't be brave enough to hold onto the balloon and will let go before it really takes off.

Tanya, I would certainly buy more if I had spare funds. Prospects here are incredible.

Previous peak was approx 622. We did see it climb to 630, but that was because some venues were listed twice (dine-in and takeaway)

Looks like a bit of restructuring going on with delivery. Lots of the Bournemouth takeaway/delivery venues have been removed. Possibly this is ahead of a re-release of delivery. I'm not pinning my hopes on a Friday announcement of delivery roll-out. Rather, I'd like them to take a step back and redesign it as a feature in its own right. It's not very intuitive in it's current form. Delivery will be the perfect addition, if they get it right, as it will help shield bigdish and the restaurants on the platform from the impact of further lockdowns (if they happen).

Also, as is to be expected, a few restaurants have dropped off the platform. We're at 614 venues in 130 locations. My personal hope is that, once everything that will re-open has re-opened, we'll still be @500+ and continue to build from there, though I've nothing to base those figures on. Following a dip in numbers, I think sign-up should be easier for the telesales team than it was pre-pandemic as the need for our service is clearly greater

jsmith, my prediction:
By the time revenue figures are released, the Manchester telesales team will be back signing up restaurants. We'll be steadily growing again and any weak-revenue-based selling will at most temporarily stall a solid climb.

+jsmith. the focus is platform growth not revenue (yet). Revenue figures are expected to be low, and even lower for all hospitality connected businesses, so why would a report of low revenue cause the share price to lurch downward in excess of 50% (as you predict)?

I think there's an overlap in target customers (restaurants) between BigDish and Deliveroo table service, but not a huge one, and the services each company offer are different. Deliveroo are aiming for takeaway venues and for restaurants at the budget end of the spectrum - the venues who would be happy to display Deliveroo branding in their windows to attract custom.  Many places won't want to sit alongside burger bars in the same app and these will continue to be served / targeted by BigDish.

The Deliveroo service doesn't offer the yield management features of the BigDish platform, which continues to be the key selling point of BigDish.

My other major holding is Ocado. With CV-19, there's been a major channel-shift from traditional trolley-pushing shopping to online ordering. Everytime a major bricks & mortar supermarket gains an online shopper, they effectively cannibalise one of their in-store shoppers, and deliver to them at a loss. These customers are trained in the use of online shopping using an inferior service to Ocado. Ocado then finds it much easier to poach these customers than it would've been to poach a traditional in-store shopper. To escape the CV-19 hospitality chaos, restaurants are going to need to turn to technology. Let them get their feet wet with Deliveroo, then BigDish can focus on converting the now restaurant-tech-aware restaurateurs to a better platform.

I had two top-ups today.