I can’t paste it on here for some reason but if you read the...

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Milton88

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11/02/21

07:44

Post #: 50881067
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Originally posted by steve10: ↑

Without buyers the B2B platform is useless. Time to start measuring the venues - 5, 10, 50, 100.

If Kaddy can get 300venues in Sydney in just over 12 months DW8 should be able to get at least 500 inSydney & Melbourne.

500 / 50,000 = 1%market share by venues (not volume).

$2.6B was spent inabout 50,000 venues = $52k each / 3 = $17.33k wholesale average per venue at 200% markup.
500 venues x $17.33k= $8.665M x 12%* B2B fees = $1,039,800 gross profit/revenue. *Mostsuppliers will want payment within 3 days
$8.665M / $45 averageper case = 192,555 cases x $17.90 logistics = $3,446,734 revenue x 20% margin =$689.3k profit

So the 500 venues cangenerate about $4.5M revenue & $1.7M profit.

What are the annualDW8 overheads? Say $5M
How many venues doesDW8 need to break even with venues alone? 5 / 1.7 = 2.94 x 500 = 1,470venues. Marketshare = 1,470 / 50,000 = 2.94%.

They will break evensooner as they also have DTC logistics revenue, DTC/Online B2B revenue , B2Bretailer revenue etc.

Sku's target is20,000 for national B2B launch. DW8 currently has about 4,500 = 22.5%well in excess of 2,500 target for B2B Sydney & Melbourne launch.

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I can’t paste it on here for some reason but if you read the last paragraph of the second page of the 14th July 2020 company update you will see that Dean left a little nugget there regarding registration for direct to trade

DW8 Price at posting: 4.1¢ Sentiment: Buy Disclosure: Held
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