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What other revenue streams do people think there are, aside from the UK seating fee?

I see the app being rolled out to other European countries + worldwide.

Restaurants will pay to feature highly (particularly first) in results.

In the UK, selling the media services to restaurants could be profitable. Dish are already producing video reviews and interviews to advertise venues on social media.

"data is the new oil" is commonly written in the press. There must be methods to monetise a massive data set.

The yield management model can be reapplied to other sectors were reservations are made.

What else do people think they might do?

Customer reservations will *not* scale linearly with restaurant count, it will be closer to exponential growth. Right now, very few diners know about BigDish, so bookings per restaurant are relatively low. Once we're nationwide and up over 1000 restaurants, marketing can start in earnest. It would be a rudimentary mathematical error to assume booking rate per restaurant is a constant and defined by current performance.

I've been in shares that have raised funds and the share price continued climb right through the process. For dish, it's expected and won't be done in desperation, so the impact should be minimal. The raise is inevitable, but if it's done in 6 months when we're at 2000+ restaurants then it will be a positive and we'll hardly notice.

Is it Monday morning yet?

The share price doesn't have to go down when people sell. Particularly if there are plenty of people eager to change places with them and buy in. Shares on the up will have periods where they stabilise or grow more slowly as this consolidation process happens. We have to occasionally wait for these sellers to get off the train, so that we can continue the journey with the excited new passengers.

25 posts on page one of this board
3 are a discussion about off-topic posts
2 are my question and your timely answer, thanks.
The rest are almost entirely unrelated.

I saw Frozen 2 at the weekend. Really enjoyed it.

lots of off-topic private conversations going on. Nice for those involved. Confusing for people new to/looking into ocdo (i.e. me!)
Other shares have their own boards surely?

On this page:
https://www.londonstockexchange.com/exchange/prices-and-markets/stocks/summary/company-summary/GB00B3MBS747GBGBXSET1.html
Ocado have an FTSE ICB subsector definition of "Food Retailers and Wholesalers"

Has there been any talk of this being reclassified as a Technology stock? If so, what are the implications?
One behavior change could be that funds investing in technology stocks might start to auto-buy.

RT, ISA is exempt from capital gains too.

to underline the point, the share price is slightly down today despite two new locations and five new restaurants .

The multitude of new near-empty locations shows promise and is necessary, but it's not the news the market is looking for. Numbers have to start ramping up soon (10+ daily & every day), or the share price will begin to drift downwards. Rapid sustained ramp-up is the final piece of the new strategy jigsaw. It is not guaranteed. Not knowing for certain that it will happen is our calculated risk and it's why we're able to buy in so cheaply. There is no reward without risk though.

count is 244
Leicester has been at 12 since yesterday (Madeira A Vista was added around 6am)

Manchester +2, now 7
London +1, now 39

New locations:
Livingston +1
Wakefield +1

total: 244 (+5)

+Alex - manual counting must already be painful. The task is only going to get more arduous as the number of locations increases.

I've written a script that counts in just a few seconds, but it depends on a hard-coded list of the 23 current locations, so lots of manual updates required as new locations appear.

Are there any fellow nerds out there who can auto-generate a list of locations without using Javascript?
It would be nice and easy if the locations were all listed in the footer!

It needs some design work. They can't keep adding locations to the footer, it'll end up looking odd. Perhaps just remove them from the footer entirely. No doubt they'll discover these things themselves.

Website restaurant drop-down list has all the locations, but the page footer only shows a subset.
I mentioned this to AB and Sanj in an email months ago. I also pointed out that they are serving their images from Singapore despite it being a simple config change to serve them much faster from London (Amazon Web Services). No reply from either of them.

I find myself agreeing with QQ, but not in such strong terms. LTH's have seen lots of imminent promises of success that fizzled out to nothing, particularly around September 2019. For me (and I suspect multiple others) this needs to start working well soon (this month), or we'll begin to smell the whiff of September and start selling up. Dish will need to fundraise in time for Q3. They need the share price to be as high as possible to make that a success, so they need to look after us and remember that failed promises have shortened our patience. It's a new project for Tom, but it comes with a complement of weary investors.

Still invested. Still recommending buy. Just not prepared to hang around if this strategy change doesn't start bearing fruit soon.

Birmingham and Brighton TMs should be given a payrise and moved to London. What they do works. Shane we couldn't recruit 10 TMs of that quality as Sanj had planned. We should use them to complement the telesales drive.

Definetly saw Manchester at 6 today, but back down at 5 a few hours later. Not sure what's going on there, but not worried.

Manchester +1
Leeds +1

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