this does make pretty terrible reading. one of the items that worries me most is that only a third of the trade buyers that are onboarded are actually active. what are they not getting in terms of service? (on the flip side i guess it means there is a possibility of an uptick in active trade buyers going forward if it's just timing related but I'm not overly hopeful).
but overall there seems to be a lot of straw clutching throughout and the lack of a large supplier is going to haunt this company for a long time to come - a major mistake by DT to mention it on more than one occasion.
getting close to the point of selling out - I will
prob hold one more qtr and if there isn't something of note between now and the next 4C I'll be out.
good luck all and this does feel like a massive let down - both in content and how they released the info today.
The next q&a with DT (if it happens) will be an interesting one.
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