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0.2¢ linius technologies limited

The Flywheel and the Whale, page-186

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Salubrious

6,515 Posts.

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15/12/22

16:39

Post #: 65329365
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Originally posted by sapporo: ↑

I don't think they can give away the finer points of each deal as there's probably some points of difference.

We know with Coles & Woolies they get the best deals because of their strength, likewise Walmart. Could be the same here ~ not for sure.

Here's a basic overview of the revenue model.

The 3rd revenue stream is variable, so how can one accurately predict take up for a disruptive product that's not been used before?

Their prediction has been 5-10 more deals - even that would be a rough guess but that's a lot less than 50 deals.

That's why the whale would be such a mammoth deal for this emerging company. It will highly likely get the flywheel absolutely ripping and, in turn, revenues and cash inflows humming.

The whale should confirm Linius has a moat, too, otherwise they would have done it themselves.

Who wouldn't love a strong moat in business?

Imho & Gltah

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It's pretty opaque.

Linius might only get a slim %age of ad revenue by the time everyone else takes their cut. Essentially that's where the money would come from.

As for Whizzard, I'm thinking Panopto have them sewn up there.

Until they provide more clarity I would assume the worst.

LNU Price at posting: 0.4¢ Sentiment: None Disclosure: Not Held
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