Interesting. No way DT will want to compete with eBev. Most likely backdoor IPO via DW8 acquisition/merger similar to Kaddy.
Possibly already discussed opening 5% revenue stream for eBev via Kaddy merger & waiting for SP to pick up.
$154M current eBev GMV x say 50% YOY growth = $231M + $69M via Kaddy in a year = $300M x 6% allowing for some fast payment fees = $18M revenue.
Then from $300M GMV x 82% YOY growth = $1B GMV in 2 years or about 1 year & 8 months at 100% YOY growth. Maybe even 18 months if momentum grows exponentially.
eBev want to IPO this year.
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