My lord, did you make that account just to cover your DTS buy?...

First 8 Last

Share
Profile

Follow
Cronus

1,304 Posts.

108

18/11/20

12:43

Post #: 48957623
Share

Originally posted by rocketship60: ↑

First step is getting the cap table right.
Second step is improving the story - Imminent (Dec/Jan) large scale deal in the US with NPC, Pizza Hut and/or KFC will go along way to addressing this
Third step is addressing the installed stores to contracted stores gap (believe this will happen at pace 1HCY21, expecting 1000+ installs per Qtr 1Q and 2Q). However this lag is understandable if you understand franchising dynamics, and DTS are dealing with the biggest globally.
Fourth step will be to improve institutional / retail awareness with a re-cut of IR materials (DTS recently hired an IR professional around mid year 2020 to start to address this).
Board strengthening will also help (ex-Mcdonalds CIO as NED a huge win for the company, Eldridge/Goudy yet to nominate a director, likely a US based QSR/food delivery exec in 1HCY21 around the time they tip in tranche 2 of the funding).

blue sky /long term will involve building a sales and marketing team or an online self service portal for the millions of small food service sole traders / non QSR groups to get access to their tech easier.

Expand

My lord, did you make that account just to cover your DTS buy? Been watching this for 18months+ and paint would dry faster than DTS taking a step.

DTS Price at posting: 12.5¢ Sentiment: None Disclosure: Held
2 Upvote

0 Great analysis

Reply

Top Stories

WA8

Warriedar aims for Ricciardo MRE upgrade on 'thick, high-grade' gold and antimony

Listen: HotCopper Wire Podcast 018 – Potatoes, TACOs, and the $120M helicopter heist

PSC

Prospect's Mumbezhi Project puts it at the middle of copper's megatrend. And FQM just bought in

ASX Market Close: Climbing to 8,700s based on vibes wasn't sustainable

PTX

This rare type of lymphoma ruins the body – so do existing treatments. Prescient could have a solution

First 8 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

My lord, did you make that account just to cover your DTS buy?...

Top Stories

Warriedar aims for Ricciardo MRE upgrade on 'thick, high-grade' gold and antimony

Listen: HotCopper Wire Podcast 018 – Potatoes, TACOs, and the $120M helicopter heist

Prospect's Mumbezhi Project puts it at the middle of copper's megatrend. And FQM just bought in

ASX Market Close: Climbing to 8,700s based on vibes wasn't sustainable

This rare type of lymphoma ruins the body – so do existing treatments. Prescient could have a solution

Featured News