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Tradingdreamz88

5,000 Posts.

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11/04/21

21:20

Post #: 52389902
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Originally posted by steve10: ↑

Some key points from the interview:

DT made comparison to Amazon & Alibaba
Received discount on freight due to volume end of last year enabling DW8 to pass on 15% savings to customers
Regional supplier freight cost to Sydney, Brisbane etc is usually $26-30 per case & DW8 is doing it for about $8
Margin on logistics is 25-30% & not 20% as we have estimated
Target 1 = 5% market share of $5.3B wholesale B2B market = $265M pa x 12.5% fees = $33.125M revenue
Target 1 = 5% market share of 65M cases pa logistics = 3.25M cases pa x $8 per case = $26M revenue
Matter of time before a major such as TWE, Accolade, Pernod Ricard etc jumps on board & supercharges the numbers
Some large hospitality groups spending $60-70M pa on wine alone also wanted on board
Wants to also get involved with export market & international dropship thousand & thousands of products on behalf of anyone
Wants to build a presence in UK, USA, Canada etc & on board their local suppliers
Logistics is Stage 1, B2B Stage 2 & there will be a Stage 3 DTC with Ebay, Vivino etc
Will be taking percentage clip from logistics, B2B & DTC revenue streams
DT mentioned that there has been no deviation from original plan mentioned to investors 2.5 years ago
DT acknowledged early investors that backed him when risk was high. Had meetings & kebabs with some early investors - TX88 was that you?
DT mentioned it is still early days for DW8
Aiming for B2B growth of 1,000% YOY similar to logistics growth

What to watch out for as mentioned by DT:
a major player coming on board with huge volumes
have funds & are currently actively looking for acquisition. Not too distant future & growth to further accelerate

It appears that DW8 is currently in 1st gear. They will start changing gears & pedaling hard to make this a monster in 12 months. DT wants another interview in 12 months to look back & see what they have achieved.

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Haha, yes there was a group of early investors as mentioned in which backed Deans vision.

Have had plenty of meetings with the Dean & the board, but unfortunately no kebabs.

Great interview and it's always a pleasure listening to our CEO.

Enjoy the week mate
Last edited by Tradingdreamz88: 11/04/21

DW8 Price at posting: 17.5¢ Sentiment: Buy Disclosure: Held
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