DW8 Media Thread

Hi All - Thought it was a good idea, to have a media thread, to post Vids/mention in Media/Tweets anything else. Saw this on another stock I have and was very helpful to have all the media in one place. You could easily find and refer back to videos and other coverage on the stock.

I will start with a summary of Webinar, under five headings...

Revenue
Only one of the 5 taps of revenue is turned and this tap is the smallest.
Where will rev come from? how will rev grow?
What many do not understand is that there are 5 streams of revenue for DW8. Logistics. Direct. Connect. Market, Liquidity.
Consider this, only one revenue stream has been launched, one out of 5, and this is the probably one with the lowest margin. Market has a margin of around 80-85% as opposed to logistics where margins are razor thin. Where we may be in 6 months time on revenue?

Suppliers
We have boat 10% if suppliers Aust/NZ wide.
Target is 70-85%.
Yet to catch a big fish.
This is typical of new startups, all the small ones, catch on, and the big fish wait to see if any good and wait also to turn their big instutiosn.


Break-even? When? In a sentence; who cares?

Growth is what it is about. It could happen overnight. However they will be robbing some sections in order to grow others, perhaps robbing market to grow trade later and so on. If the focus is on break-even, this will work against growth.

Biggest challenge
Maintaining service (read stickiness of customers) through growth.
What is your biggest challenge?

Maintaining service whilst growing. Essentially in order to retain customers/suppliers etc, service needs ot be spot on. The biggest issue is if they grow to fast, they will not be able to service everyone and increase stickiness. It is actually a problem when you have too many suppliers/customers. Growth needs to be staged and executed.

Share price.

Nothing has changed, vision is being executed.
Focused on executing and building vision not the day-to day price - great!
- DT thought it was a massive overreaction, considering we had 300% growth on rev. Just gives people an opportunity to buy more.
- He is focused on building the business and executing the vision, not the day to day price.

- Some consolidation was required. Perhaps this it.
- None fo the top 20 have sold - mainly scared retail.


DYOR And all that.