Global food delivery industry US$300 billion and growing rapidly, page-4

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06/09/19

13:36

Post #: 40339727
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Originally posted by Kristian333: ↑

Happy Friday,

The aggregators getting potentially additional business through the Algo. Every QSR that installs the Algo will automatically linked into each aggregators driving pool. I believe that the AI will also improve efficiencies for the aggregator as the AI will pool orders for drivers reducing cost and increasing margins for the drivers. Reduced costs making the aggregators services more competitive and there are some big investors going into the food delivery space. They need to be competitive to be sustainable.

On the other hand QSR managers do not have to worry about managing drivers (high turnover) or worry about drivers not showing up to work. Management even does not have to worry about the delivery aspect of the business at all because the Algo is integrated into the kitchen preparation process and knows when a driver is required.

This is just the delivery aspect. The simplification of managing a QSR and improvement of preparation processes by AI technology will make it very difficult for businesses without such technology to compete in the future.

According to management Dragontail has the only fully integrated QSR management platform (based on AI) worldwide.

Because of the above I believe that Dragontail's technology can become industry standard globally.

I also didn't realise that the roll-out of the "Total Technology" in the US has already started. (from the announcement from 30/08/2019)

"Completing the “Total Technology” product that provides a comprehensive and full-service
technological solution to every QSR, which has the potential to more than double Dragontail’s
revenue per store for those installations. Installation of the first stores in North America has
begun with the aim of developing and expanding this area of activity."

When the Algo is linked into Doordash's software by the end of the month
(announcement 25/07: Systems integration is already taking place with expected completion in a couple of months.) DTS has an even better business proposition.

I believe that we are hearing from the US some good news before the end of the year.

The Dragontail machine is running full throttle installations, contracts, ongoing AI developments, diversification into other industries...

This how I put the pieces of the puzzle together.

...and the whole company's market capitalisation is $37 Million. Crazy.

K

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Thanks much Kristian! I agree with you 100% in all your detailed great summery post.

I think as you: the conclusion of the company market capitalization: "$37 Million. Crazy".

Much appreciated Kristian your answer and wish you and all holding DTS shares a great weekend with huge future.

Patience is the key, the potential had been proved (and continuing to).

DTS Price at posting: 15.0¢ Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

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Global food delivery industry US$300 billion and growing rapidly, page-4

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