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Salubrious

6,542 Posts.

1557

08/11/22

19:16

Post #: 64655695
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Originally posted by ilikethestock: ↑

They have floors on level 5 and level 7. subleasing out level 7 while maintaining 5 it seems.. at least they're not trying to offload both levels.. 206 sqm at 1000psm.. cost saving of 200k pa.. good I guess.. but doesn't really do much to a 14m a year loss..

Hopefully they're coupling this with halfing the staff like the rest of tech is doing.. cut marketing to 0, cut growth staff to 0, cut RND to 0 focus on core customers and organic growth...

5.7m saved from the b2c fulfilment.. assume -2.8m loss in revenue though.. however loss in b2c revenue said to be compensated by a gain in b2b revenue,. assuming b2b fulfilment is profitable.. so the 2.8m loss in b2c offset by 2.8m in profitable b2b volume..

so in total of what we can see so far- were at -6m saved.. would like to see staff cut, how much the managerial buy is in (cut to remuneration).

above is GMV estimate at a 20% compounded QoQ growth... which imo ... I have no idea is accurate.. we have 1 q -4%, and 1 q + 19%. Hopefully the f*ing thing snowballs... anyway at 20% QoQ- 100m GMV in 13 quarters.. or 3 years.. above is my revenue / MC calculation at 100m GMV-- yielding 146m MC... or near 20x from here LMAO fuc me.. =(

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On what basis does $100mil GMV = $146mil MC?

DW8 Price at posting: 0.2¢ Sentiment: None Disclosure: Not Held
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