They are just getting started with:
1. Instore USA
2. Canada
3. Maturing UK
4. Europe
5. Singapore / Asia with Empatkali
....
6. China / Tencent app integrations????
They would double even if they didn't add any customers just based on the historical increase in usage from older cohorts of customers.
They are adding at least 7.5m customers and will be at 20+m by next full year...
15b run rate... then $30b next full year.... then $60b .... 2022..... $120b in 2023. That's $2.4b revenue.... or about $6.44 eps per share after assuming $550m is eaten up on costs. If you then apply a rational pe ratio we should be at $266.66
They are just getting started with:1. Instore USA2. Canada3....
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