focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
hmm...
https://twitter.com/Bared_Bones/status/1275422620326998017
apologies, off-topic alert.
Does anyone pay for LSE premium? I've lost access to live trades data from another source, so I was considering signing up to LSE. Is the data prompt and reliable? Also, as paying customers, do you get fewer annoying adverts?
BigDish have a banner stating "now delivering right to your door step (beta)". Clicking on it takes you through to a takeaway option. Takeaway and delivery are clearly not the same thing, but the website seems to use the terms interchangeably. I'm willing this new service to be good, but I still find it too confusing to use.
It is a mistake for them to bend the table booking functionality into a takeaway / delivery app. That would've been impressive agility if they had it up and running like that in March, to help struggling restaurants. Now, all these months later and after an extended trial, it has to become a well thought out feature in its own right. I hope they soon make it a separate user journey, not continue with this hack.
In his defence, Sanj got Dish a foot in the door at multiple hotel chains:
Hilton, Ibis, Marriot, Holiday Inn, Ramada, Mercure.
...and multiple restaurant chains:
Wildwood, Marco Pierre White, Dim-T, We are bar group, etc etc
I agree that his Territory manager / 'feet on the ground' approach to restaurant aquisition didn't work, but I hope he continues as a consultant.
Aidan (Chairman/founder of DISH) tweeted a link to an article here:
https://twitter.com/aidanbishop70/status/1268750008653803521
It has also been re-tweeted by the official Dish investor relations channel (@bigdishIR)
Title: "The future of restaurant dining is reservation-only"
Tanya mentioned this briefly the other day, but it didn't really get discussed here. I think this is an exciting development, and hopefully shows we're moving towards becoming a complete diner reservation platform - discount or not. I pesonally think it would be a very smart move to allow restauranteurs to handle all reservations through a single channel (the BigDish service).
I don't think BigDish delivery is going head to head with JustEat / Deliveroo / UberEats. There's some overlap in potential customers, but those big players deliver some real slop. Remember the Joe Lycett experiment where he served food from an open skip and was able to register with UberEats?
BigDish are going to deliver restaurant quality food. These restaurants are vetted before being targeted by the telesales team. Restaurants have to review well on TripAdvisor and have good hygiene standards (and be actual restaurants...not a skip). Take another look at the first location offered as a delivery venue in London and contrast it to the 'Jason's doner van' type establishments the big players offer.
Couldn't agree more jyee7.
I go open water swimming. I used to be able to turn up and pay on the day without a booking. Now, due to demand caused in large part by their social distancing measures, we all have to book in advance via an app. It simplifies the whole process for eveyone.
Dish could fill this service gap, but only if they add 'book at peak time with no discount', then all booking could be farmed out to the app and restauranteurs woun't need to faff around on the phone trying to allocate diners to dining slots
Advertising to gain users gets debated here quite regularly. It's a bit of chicken / egg situation. If they advertise and potential users find a poor distribution of restaurants in their area, then they won't use the service and they'll be hard to tempt back once more restaurants are added. The feeling here pre-xmas was that they needed 1-2000 restaurants before it's worth spending on marketing. Meanwhile, whatever we can do to generate organic growth will help. Word of mouth is powerful. Sharing positive reviews on social media. Using the #dinesmarter tag on Twitter etc.
or just get them to register interest here:
https://www.bigdish.com/partner/
lots of share prices were severely depressed by CV-19, but many have taken turns to recover. For DISH, the lockdown is starting to end, markets are opening, beaches and parks are busy again, infection / mortality rates are declining, restaurants are opening across Europe. It's clear that restaurants will open in the UK soon too. This has triggered our recovery. Couple this with news (and mounting activity) of a delivery service. If we only recover to 3p it'll be disappointing. We were trading at 4.5p prior to CV-19 and should've been closer to 6p. The business was growing steadily and we were closing in in the institutional investors 7.2p buy in price. 3p will be nice to see, but we should power through it.
is this new?
https://www.bigdish.com/partner/
It provides an overview of the bigdish process and leads to an interactive dialogue via which restaurants can register their interest.
We already had them signed up for dine-in. They're also now delivery/takeaway.
Langton's at Cooper's Hill is also on the London list. What a place. It will be interesting to see if they add info about BigDish to their own websites.
the app hasn't been updated yet. I even forced stopped the app (on Android), cleared cache, cleared data, then opened the app as though for the first time. The app still showed 1 in London. We'll just have to be patient. They're all there on the website - 10 London, 20 Bournemouth