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Unit Sales - update, page-65

  1. 342 Posts.
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    FYI - I did a different cut of this data, looking at "quarterly" numbers (which bleeds out some of the data issues).

    Remembering that Q2 (which includes 11-11 Singles Day) is the biggest quarter for China online retail, check this out. The line (as opposed to the columns) is the quarter-to-quarter total, represented on the secondary axis for ease of reference. Since we are less than half way through Q4, the revenue number (around CNY 1m) is on pace to at least equal Q3. What's pleasing to me is the revenue of 4 stores are keeping pace together, which bodes well for future consistency of growth.

    The other thing noteworthy here - If we are expecting to be 'cash positive' in Q4.... then what will happen in Q2 '22, when we get the next bump from Singles Day, etc. I suspect if we can get cash positive Q4 and continue growth through the end of this calendar year, holders will be rewarded handsomely.

    As I keep saying - matter of time on this one. The market will get it, eventually.

    https://hotcopper.com.au/data/attachments/3178/3178628-b6a0a310d4a4ad68f3f78d1dc82e98c6.jpg

 
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