Member Info for spero

I see takeaway/delivery working like this

* get your restaurant setup for delivery on the BigDish platform.
* continue to generate new delivery customers (at massive cost) via Uber / Just Eat etc.
* convert the regular customers to the Bigdish service with offers of free stuff / faster delivery / discount.

The regular customers will get the same food but cheaper, or faster, or with added extras.
The restaurant gets the money for the order *on the same day* rather than the end of the month.
There is no commission to pay of up to 45%, so the restaurant gets to keep profit.

The big delivery players will continue to generate new delivery customers who can be converted to the BigDish service if they become regulars. If this grows, then eventually people will start using BigDish in the same way they use Uber etc. Until then, BigDish are not trying to compete with the established names at all.

Restaurants deliver in a 3 mile radius, they just need convert their regulars in this small area to BigDish to break free from the 45% extortion. Hundreds, then thousands of restaurants across the country will be focusing on their own 3 mile circles in this way. It's entirely possible that this will happen, but not guaranteed, that's why we can buy shares for 1.2p. If you want to buy shares in a company that will definitely be here in a few years, buy Tesla, but you're not going to multi-bag

This new lockdown is the perfect recruiting sergeant for the takeaway/delivery service. It is why they built it.

All the planets are aligned, they just need to execute.

actually, ignore that last Lancashire comment. It's a test venue 95 miles away. Sorry

pickup and delivery available in my parent's tier-3 lockdown Lancashire town. This is exactly why this service was created. Excellent news.

Some good news...

Bob wrote "I thought it would be best to get the present numbers working than to just keep adding at this point."

Looks like that's what they are doing. I just checked the app (Android), and delivery is now available to my home address (South Herts), so the service has been quietly expanding. Closest restaurant is 6 miles away, which feels a bit far for a nice warm delivery, but I might try the pickup service.

Super-app is so almost over the line. It's all working on Android, just not yet live on iPhone (unless anyone can tell me otherwise) and web. Restaurant numbers haven't changed for ages. It's like they stopped speaking mid-sentence. All still operational for signed up members. I'm holding patiently

No change in numbers for a couple of days
Locations count: 483
Restaurants: 2212
Advertising-only: 1727
Fully-integrated: 485
Delivering: 38

Still only able to book deliveries via Android (unless iPhone users know otherwise). Website needs updating for delivery functionality too.

I've made my peace with the too-early IPO. Being allowed to invest at this early stage means we can pickup shares for a penny. That wouldn't be the case if they floated once established (less risk less reward etc)

Re delivery ramp-up - I was hoping that they were holding back until the delivery feature updates had been rolled out to iphone and the website (currently you can only book delvieries via Android), but we've been waiting a while now.

+ Markshares, the big delivery players take a huge slice of the bill for themselves. I think I read it can be as much as 45% under some circumstances. They also settle payments at the end of each month. With BigDish, it will be a fixed monthly cost with settlement on the day of order. They also get restaurant bookings (yield managed by discount), payment at table, covid spacing technology in venue. Management app etc. They can also white-lable the whole service to their brand, so it appears to be their own tech.

What makes you think they've given up on the platform? A new venue signed up for delivery yesterday. They are going to be looking at providing technology to startups., but this will be in addition to running the BigDish as we know it.

Art, I had to use an example of a company people had heard of. I mentioned Amazon too, but I'm not suggesting they are the next Amazon either.

I simply see this RNS as informing us that, alongside operating the BigDish platform, they're also going to become a technology provider in related areas. I'm very disappointed we're not getting news on delivery and lastmile today - I would've preferred updates on that.

I don't think I deserved your insults.

I think it's a very positive RNS

Ocado started out selling groceries online. Now they sell their platform skills and services to others. They retain a major stake in the original grocery retail business.

BigDish, the platform, will continue as we know it, but horizons for the company have grown as they look to expand into other areas with their technology. I'm not comparing them to Ocado in scale - just the principle of growing to become a technology provider based on their experience. Amazon sell books. They also run half the Internet on AWS - tech they developed and resell. We've often talked about how the yield management principle could be flexed to other settings (theatre tickets / services requiring appointments etc etc). Now they have a division of the company dedicated to this and other tech developments.

Aidan stepping down as chairman means he can focus on the tech division and Dish can have a chairman who isn't also thinking about jackfruit, gold, chocolate, asian IPOs, mining. They are already advertising for a CTO in India.

BTW, we're +1 for delivery in Brighton today.

Monday will probably be an announcement that delivery is fully going live to the public. Android (already live), iphone and web. I think that will be it, and that they are actively trying to expand the bigdish-to-go service as a priority.

A bonus would be more details on the last mile delivery partner

News was expected today, but they have delayed until Monday. Despite that, the area of the graph of today's share price is almost all above previous close level. Given that news is delayed, I read that as a sign of confidence.

The now-public new delivery service looks great and hedges their appeal nicely.
No 2nd lockdown - greater growth in the dine-in side of the service
2nd lockdown - rapid uptake of the delivery service

I'm looking forwrd to the announcements on this next week.

Good chance of news tomorrow, I agree Fast.
RNS last week about delivery trial advancing from closed beta to public stated:
"The Company expects to make further announcements next week on various developments."
There is only tomorrow left to meet that expectation.

The list of towns with live delivery is growing:
Bath
Birmingham
Bournemouth
Brighton
Kenilworth
Leicester
London
Poole (basically Bournemouth)
Twickenham (basically London)

It looks like 38 establishments across these towns are offering delivery today.

I can still only see this on Android. There must be an update coming to Web / Apple soon.

+jsmith - thanks for checking the iphone app status

No change in numbers for dine-in. I don't think I should report the number of potential delivery venues as the counts require some assumptions about the data, so risks being misleading. I will count delivery when it becomes more public and absolute.

It must be any day now that the iphone app & website catch up with the Android app. Glad to be fully loaded here. Resisting the tempation to sell other stuff and buy more.

On Android, when I open the BigDIsh app, I see:
* Choice of 'Delivery and pickup' or 'Reservations'
* Select delivery, enter 'W60AA' as postcode
There are two restaurants offering delivery or pickup to the general public (not a closed beta).

Can this be seen on iphone yet? Perhaps someone would be good enough clear data / re-install and see if it's live

That should read 'last updated datestamp'

Is anyone able to see the last updated datastamp in the Apple store for BigDish? I just get a loading page.