DW8 Growth, page-10355

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Stratopher

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18/10/21

14:18

Post #: 56879477
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Originally posted by steve10: ↑

$20B / 190M cases = $105.26 average per case from the investor presentation.

Kaddy's $18M GMV / $105.26 = 171,005 cases pa currently shipped by suppliers/third parties than can be now shipped by DW8.

eBev's $154M GMV / $105.26 = 1,463,043 cases pa currently shipped by suppliers/third parties that can now be shipped by DW8.

Total of 1,634,048 cases pa. Asahi, Lion, CUB, TWE etc will have their own logistics so DW8 will not ship all these additional cases. May be able to ship 500,000 pa via DW8.

$200M GMV in 6 months with eBev acquisition x 5% = $10M gross profit growing to $300M GMV in 12 months x 5% = $15M gross profit. There will also be an additional few percent for fast payment fees. $200M GMV x 2% = $4M & $300M GMV x 2% = $6M.

1M cases in 6 months x $20 = $20M x 20% = $4M gross profit growing to 1.5M cases in 12 months x $20 = $30M x 20% = $6M gross profit.

Should be near break even in 6 months with $34M revenue & $18M gross profit. Cashflow positive in 12 months with $51M revenue & $27M gross profit.

Without eBev acquisition will most likely reach $50M GMV after 12 months x 7% fees including fast payment = $3.5M gross profit.
And 1M cases x $20 = $20M x 20% = $4M gross profit for a total of $7.5M pa gross profit & cashburn circa $10M pa plus additional $6.3M capex for Parton's/Kaddy = - $8.8M cash burn.

The eBev acquisition is the big one that will supercharge DW8 & make it cashflow positive in 12 months.

Expand

after digesting the details of the aquisition, what are your short and medium term SP targets?

DW8 Price at posting: 6.1¢ Sentiment: Buy Disclosure: Held
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DW8 Growth, page-10355

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