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Salubrious

6,630 Posts.

1610

07/11/22

22:56

Post #: 64637770
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Originally posted by ilikethestock: ↑

correct me if im wrong-

if all 1500 activated supplies elect an aggregated premium subscription level--- then revenue from market @100M gmv should look like:
1500 x $125 x 12= 2.25m pa from subscriptions

assuming an eventual rise to 100m GMV @ 2% clip-= 2M pa marketplace fees

Rev from fulfilment:
assuming continued zero growth from fulfilment= 4.5m

mc would look something like: subscription 2.25 x 30 (recurring guaranteed revenue should receive 30-60 x depending on growth) - 67.5m
market: 2 x 20 depending on margin and growth= 40
fulfilment: 4.5x 2 assuming null growth = 9

total mc= 116.5m at 100m GMV

Fulfilment at 100gmv will likely be higher though- with hopefully a larger overlap of cross pollinated users. There will likely also be more paying suppliers at 100m gmv. this also assumes no one is using LIQUIDITY program or whatever its called 30 day payment accelerator.

once again- please correct any faults

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The thing here is you've based your valuation on a revenue multiple, that somewhat worked in the bull market, but co's burning a ton of cash have been caught swimming nude as the tide has gone out.

DW8 Price at posting: 0.3¢ Sentiment: None Disclosure: Not Held
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