Things will scale up a lot quicker than that on the revenue side of things. Your logic is sound, and I always appreciate some pressure testing of the thesis, but you need to factor in some things beyond a conservative 30% quarterly growth estimate.
There are multiple incoming catalysts that will deliver x2+ multiples to overall current pre-b2b revenue levels (IE currently established level of one revenue stream). Well researched holders know this intimately, and that is why the stock is holding well at current levels and even LTH's are still buying at this valuation. Revenue growth will receieve steroids because:
- We will sign a major supplier and double our logistics volume overnight.
- We will see Bibendum logistics intergration come online (tabled for now, bascially: IE late April), which will increase logistics suppliers overnight by 33% with 160 integrated: circa 400 total now.
- B2B will come online and provide multiple novel revenue sources external to logistics, along with the baseline logistics volume growth getting a solid injection.
- As a sub feature of B2B, we will see major hospitality groups come on board providing significant logistics volume multiples
- B2C service will come online and provide multiple novel revenue sources (including data monetisation strategies), along with the baseline logistics volume growth getting a solid injection.
- Share holders and insiders will drive growth further via the Insider Trading club. These individuals will use the club dilligently since they have a vested interest, and receive a discount. Don't underestimate the growth driving effect of this. Remember, this is not just shareholders. We are talking everyone in the network; the insiders.
- Then we drop ship. Then we go overseas. Growth multiples are about to get crazy.
This interview is a must. Have you watched it?
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