insane market cap!, page-9

Once the hype settles, let's crunch some figures.
17M moves /PA * 5% market share = 0.85M moves
If you check their historical pricing model, their pricing varies from $1.99 to $14.99 per moves.
Just say for avg $7/move, that's ~$6M revenue.
Say GM margin of 50%, ~$3M. Avg expenses ~$4M. Net loss ~$1M.
Using same assumptions, if we were to capture 7% of the market share, we are starting to break even.
This is just for the mover/real estate product.

The real kicker is actually the business product line as research has shown that life-events like moving, consumers are vulnerable to brand loyalty.
http://blogs.imediaconnection.com/b...ng-big-data-to-impact-consumer-brand-loyalty/

This is where business will pay top dollar to target critical life-events to cement brand loyalty. Unfortunately this is hard to model as there's not much info as it is only rolling out business access in 2017.
But we do know that in 2014, 49.5B spent on internet ads. Business ad spend associated with movers ~50% ~ $25B.

If you can capture just a tiny 0.01% of that business spend, ~$2.5M revenue.

Now once you start scaling this, it is very attractive blue-sky opportunity