Media/Marketing, page-3

Alan Kohler spoke with Shaun this week for Intelligent Investor (nee Eureka Report, but the brands were all rolled into Intelligent Investor recently).
https://www.intelligentinvestor.com.au/investment-news/frontier-digital-ventures-its-classified/153300

Some highlights:
You’re coming up for your 10th anniversary, I think, in a couple of months’ time…Yes.So, just take us through what it’s been like over those 10 years and the vision you had when you started the business in 2014 and how differently it’s turned out?
Yeah, it’s quite fascinating. We turn 10 in about May of this year, so that was when we first turned the lights on really with FDV. I think back then we were really looking for minority equity stakes in early stage businesses in emerging markets who were rolling out a model that we were really familiar with, which is this online classifieds, online search and discovery of houses and cars.

How would you like investors to think about your company? I mean, basically as a business that’s kind of in a slog – and I don’t mean that in a negative way, but sort of that it’s not speculative so much as hard work, gradual improvement, is that the way you think it is, or is that it is a spec stock and one day you’ll kind of win big? How should we see it?
It's a good question. I mean, if you look at our track record, if you look at me or the people behind the company, we’ve got a long history in this industry and if you go back to when we listed in 2016, I think we had $3 million Aussie dollars in revenue, this year it’s up over mid-$80s, I think next year we’d love to get over $100 million. So, we’ve gone from a business of $3-4 million, to aiming to get to $100 million, which I think makes us less speculative and more solid, but at the same time I think the model, if we get it right and we roll it out in this classifieds space which has got us to profitability and has got us cash flow positive, then you can add to that what is probably a more speculative opportunity around the transaction, but the economics of the transaction are pretty compelling and when you get it right and you can sustain it, you get wonderful outcomes.
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There's also quite a bit chat about Pakistan/Zameen:

As you say, it’s a big country with 260-odd million people there. I mean, are they actually buying stuff online? Are they using Zameen or not?
They do and one of the interesting things is throughout the economic and political ruptures that Pakistan is experiencing now, the operating metrics that we look at for the business, Zameen in particular, have remained pretty constant

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Posting more might go beyond fair use but good to see this open chat I think.