companies with us today for the first |
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oh oh oh oh that's four o's on the tsx |
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out in the marketplace first thing i |
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2021 |
6.16 |
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china's lipstick brother who sold 1.7 |
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billion dollars of beauty products not |
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not for the day in a 12 hour live show |
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300 billion dollars in china this year |
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MONEY
300 billion dollars
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is up 85 percent next year expected to |
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go to 400 well i mean next year i mean |
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2022 up to 425 billion dollars um a |
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MONEY
425 billion dollars
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had it in 2017 under see now buy now as |
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that 80 000 retail stores in america are |
6.16 |
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going to close by 2026. the company's up |
6.0 |
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and running in the uk with 30 000 square |
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think one of the first things that |
4.319 |
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last 10 years there's been this um |
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so people who 10 years ago didn't have a |
6.0 |
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people in tier 4 tier 5 cities maybe |
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china's sort of become the first mover |
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|
can send a tip of two dollars i can |
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|
last five or six years has exploded in |
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DATE
last five or six years
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you know over 100 billion dollars um so |
6.4 |
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MONEY
100 billion dollars
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|
um i first saw this type of technology |
6.321 |
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|
maybe five six years ago and um |
5.679 |
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first where are you taking the model |
4.161 |
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under two years ago i was formerly with |
5.44 |
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|
disadvantage so we've got 24 people in |
5.44 |
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alibaba bike dance truly tier one |
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|
for coming up two years and |
5.2 |
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probably 90 of features i think there's |
4.881 |
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|
design um but i'd say 90 of the features |
5.44 |
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launched in november of 2020 so sort of |
5.681 |
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|
|
14 months ago something like that 13 14 |
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|
|
months um and we've we've had over 300 |
6.319 |
Jump to 482.0 |
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|
000 installs and in in the uk we work |
4.961 |
Jump to 485.199 |
|
|
jd sports group it's a 10 billion pound |
5.201 |
Jump to 492.319 |
QUANTITY
10 billion pound
|
|
boohoo who are the number one player in |
4.96 |
Jump to 499.44 |
|
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fast fashion and they've got you know 10 |
4.72 |
Jump to 502.0 |
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photograph does so we've our first move |
4.239 |
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|
|
world-class multi-billion dollar |
3.519 |
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|
|
420 billion dollars now |
4.72 |
Jump to 617.2 |
MONEY
420 billion dollars
|
|
you know in the uk no one knows how to |
4.081 |
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|
|
it's not it's not chilling every 10 |
4.0 |
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|
and now i think over 50 percent of the |
4.08 |
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|
|
the difference is you can just then one |
3.521 |
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|
|
sell a few million products a day |
4.24 |
Jump to 791.2 |
|
|
when they're buying from 5000 miles away |
5.2 |
Jump to 798.24 |
|
|
can watch a 20-second video of a toy |
6.0 |
Jump to 803.44 |
|
|
images of products and pick which one is |
4.399 |
Jump to 820.88 |
|
|
you know i five or six years ago i met |
3.68 |
Jump to 861.92 |
DATE
five or six years ago
|
|
the founder of there's two founders of |
3.279 |
Jump to 863.92 |
|
|
musically one of them is called lewis |
3.679 |
Jump to 865.6 |
|
|
last 12 months it was the most |
4.479 |
Jump to 883.36 |
|
|
works for two reasons tik tok firstly |
5.12 |
Jump to 887.839 |
|
|
second thing is |
3.201 |
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|
|
rapid intelligent browsing the third |
4.4 |
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|
|
video is is learning from the second |
3.441 |
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|
|
video the fourth video is learning from |
2.88 |
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|
|
the third video |
2.0 |
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|
|
in five years from now people are going |
4.56 |
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|
|
to be watching less television than five |
3.76 |
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|
|
the second thing is if if somebody can |
5.52 |
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|
|
so my third point is if you go back in |
4.56 |
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|
|
time 50 years |
4.959 |
Jump to 945.12 |
|
|
industry it's a 500 billion dollar |
4.959 |
Jump to 1000.8 |
|
|
industry okay 500 billion for for all |
4.641 |
Jump to 1002.959 |
|
|
drinks industry's worth 2 trillion but |
5.681 |
Jump to 1009.759 |
|
|
let's talk about beauty 500 billion |
4.801 |
Jump to 1012.639 |
|
|
1.7 billion so what's going to happen in |
5.519 |
Jump to 1018.8 |
|
|
the next 1.6 million billion million in |
6.56 |
Jump to 1021.6 |
|
|
12 hours which i fell off my chair |
5.52 |
Jump to 1024.319 |
|
|
gmb in a day is about a billion dollars |
4.799 |
Jump to 1032.4 |
MONEY
about a billion dollars
|
|
department store doing 1.7 billion i |
5.12 |
Jump to 1052.799 |
|
|
company and no one have a view so where |
5.361 |
Jump to 1057.919 |
|
|
now there's three ways you can get into |
4.88 |
Jump to 1070.64 |
|
|
you tell me which one you want to do |
3.76 |
Jump to 1079.6 |
|
|
here's the first option and you might be |
3.76 |
Jump to 1081.44 |
|
|
people the same thing the first thing |
3.839 |
Jump to 1087.2 |
|
|
or tick tock or pinterest one of these |
5.6 |
Jump to 1094.72 |
|
|
using the ad network this is option one |
5.44 |
Jump to 1160.64 |
|
|
and if you want to do option one i have |
4.161 |
Jump to 1163.679 |
|
|
the second option you've got in in video |
5.681 |
Jump to 1174.559 |
|
|
has a hundred thousand um users in north |
4.721 |
Jump to 1197.919 |
CARDINAL
a hundred thousand
|
|
a market but everybody starts from zero |
4.24 |
Jump to 1227.2 |
|
|
now the third option |
5.441 |
Jump to 1271.679 |
|
|
right sam because that's big third-party |
4.239 |
Jump to 1325.44 |
|
|
qvc italy is is massive they reach 25 |
5.6 |
Jump to 1336.4 |
|
|
million homes and their website does |
4.799 |
Jump to 1339.76 |
|
|
about another 30 plus million digital |
4.559 |
Jump to 1342.0 |
CARDINAL
about another 30 plus million
|
|
third-party validation |
3.521 |
Jump to 1346.559 |
|
|
when we first started speaking to qvc i |
4.8 |
Jump to 1386.48 |
|
|
the last 12 months there really are |
4.799 |
Jump to 1395.76 |
|
|
tv network you know 24 7. uh i know from |
6.081 |
Jump to 1400.559 |
|
|
trying to do it maybe one in seven never |
3.92 |
Jump to 1404.32 |
|
|
mind 24 7. |
3.68 |
Jump to 1406.64 |
|
|
this at this point we've got three three |
4.959 |
Jump to 1548.32 |
|
|
first one is the is the uk app so we as |
4.8 |
Jump to 1555.6 |
|
|
2020. um and um that's a traditional |
6.0 |
Jump to 1560.4 |
|
|
charge them anywhere from five to 12 |
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Jump to 1567.919 |
|
|
is the kickoff of our second business |
3.44 |
Jump to 1609.2 |
|
|
line so you've got the uk app on one |
3.92 |
Jump to 1610.96 |
|
|
um and we've got two clients but we've |
4.641 |
Jump to 1619.679 |
|
|
the third dimension to our business is |
5.52 |
Jump to 1726.159 |
|
|
i saw it first and you know various |
4.96 |
Jump to 1805.52 |
|
|
um that's actually the third bucket but |
4.96 |
Jump to 1884.559 |
|
|
than the last two decades combined |
5.841 |
Jump to 1922.799 |
DATE
the last two decades
|
|
share price for a five-year-old company |
4.959 |
Jump to 1970.96 |
|
|
take up on that on the next one but |
4.48 |
Jump to 2022.96 |
|
|
being one of the first guys to you know |
5.36 |
Jump to 2034.72 |
|
|
have in 2022 i know we're going to have |
5.04 |
Jump to 2041.6 |
|
|
first time overview here and uh wish you |
4.64 |
Jump to 2046.64 |
|
|
that's five o's in the name but the |
4.081 |
Jump to 2065.359 |
|
|
is four o's on the tsx venture exchange |
5.04 |
Jump to 2069.44 |
|
|
how do you do your due diligence now two |
4.159 |
Jump to 2072.48 |
|
|
ways first get over the company's |
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Jump to 2074.48 |
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|