Here is my coherent investment thesis
CBA Deal: ~50,000,000 deliveries per year @ $0.29/delivery = $14,500,000 annual revenue
Yum! Deal: 250,000,000 deliveries per year @ $0.29/delivery = $72,500,000 annual revenue
NA Williams Deal: 1,150,000,000 deliveries per year @ $0.12/delivery = $138,000,000 annual revenue
Total annual revenue from these 3 deals: $225,000,000
Current market cap: $588,000,000
100 mill in the bank raised at $4/share to implement all of the above
Vientnamm, Toast, Pizza Hut, Johnny Rockets not included in the above.
AMAZON
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