Hey max 7 ! I'm not worried about the mom and pop shops . let's look at it this way . I have about 20 delivery companies that can scale up. This could be
Wrong but I m looking at it like this Uber door dash and grub hub . Since the shutdown all three have scaled
Up really fast . There are thousands of small delivery companies that are out there ! Pizza deli dry cleaning etc . ... but not all companies can scale up .
Publicly traded companies can scale up faster . They can throw money at it ! I don't think budcars
Is concentrating on local deliveries but more deliveries in the urban and rural areas , this is where you can get a minimum Charge of 75$ to 125$ per delivery . Remember this is all new so 100 s of smaller companies
Are out of position just like the delis and pizzerias and cleaners are in my state of New York ! Door dash
Grub Uber are killing the sene here ! I'm sure you have a few well positioned companies that deliver medical to urban and rural areas
But I beat most lost money doing it and quit ! Now we have the recreational customers looking for cannabis .
This will created more demand then you can imagine .
Yes my numbers have Sgmd collecting 40 percent of the Proceeds ! Remember very little overhead !
1000 square ft of warehouse space is plenty ! Drivers are 15$ per hour . $ 150 per day
May guess is 5 drivers cost $ 150 per day = $ 750 per day x 7 = $5200 x 4 = 21,000 about per month .
3,000 for warehouse space . About 25,000 $ to 30,000 per month .
If you can do a average of 200 deliveries a day , that's 40 deliveries per driver a day
200 deliveries times $100 = 20000$ per day x7 =140,000 per week x 4 = about $560kper month.
By the time we get to the end of the month you have scaled up to 400 to 600 deliveries a day .
Next 1.1 million to has high as 1.7 million. Next month the same thing 2.2 to has high as 3.4 million.
Long distant deliveries is where it at for a publicly traded company and Sgmd and budcars knows it !
The growth will continue with or without the shutdown , the virus has iAccelerate deliviers 3 fold to 4 fold a month.
My numbers are based off 2 to 3 fold a month .
Hopefully you can see where I'm going with this one .
I heard on CNBC one publicly traded companies getting involved .
It will be race to scale up but deliveries and corona goes to getter.
It's all about getting market share .
Rmn. This is real and my numbers are conservative .
Next quarter a few hundred thousand but the following quarter
A few millions or more . Quarter ended March 31 and started April .
If the Coronas continues we will be in most states .
Very very easy for a publicly traded company to scale up in a shutdown !
Food for thought !
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