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senor_c

04/22/15 10:46 AM

#27988 RE: tedpeele #27987

Don't have a lot of time to respond, but first things, check out Kwik Trip's map. then you will understand why it will work just fine for Kwik Trip. They are in one major region of the US, which is heavily saturated with KT stores. They don't care about other businesses using the app. If ten other KT stores are using it in a ten mile radius, then it makes perfect sense. Or not depending on your perspective. First, look at the KT map. It may make sense to you, which is why it makes sense to Dave, too.
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Black Beerd

04/22/15 10:46 AM

#27989 RE: tedpeele #27987

"The revenues are miniscule compared to the market cap so this has a lot of risk associated with it. I haven't really dug into the latest but the idea of launching in other countries strikes me as odd at best and a manipulative tactic to excite investors at worst"

To me the foreign penetration is time and energy that will not reap the rewards they should be looking for. That said though I believe they are getting help and a directive to do this due to strong handed German based shareholders. They have probably set those wheels in motion but Dave just can't grow this fast enough signing up 1 store at a time. He needs mass coverage by using a distributor base that can penetrate a city, state and nation wide. There are opportunities out there to do that at a very reasonable cost ...will he cease the opportunity?.... stay tuned.

I believe now you are seeing the fatigue setting in because some shareholders aren't seeing Daves expansion plan and knowing at the YAWN pace he/they are moving on sales their losses will mount and the fear of dilution grows.

All just my opinion