returns uh within 12 to 18 months uh lee |
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hey today is our first beyond the expert |
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2022 |
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two things we want to talk about is |
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worthwhile discussion but first |
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october 21 uh an online personality in |
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sold 1.7 billion dollars of beauty |
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MONEY
1.7 billion dollars
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in a 12 hour live show all right so that |
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first and and what are you thinking uh |
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there was over seven billion dollars |
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MONEY
seven billion dollars
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there was 180 i think 180 billion |
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actually i think it was 300 billion |
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5 300 but by the way it's a massive |
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possibly you know 400 to 500 plus |
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billion dollars this year just in china |
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100 billion valuation plus |
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china um ooh is one of those uh i think |
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to that in a second but yeah they're |
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think 15 percent to 27 or 28 or |
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something like that in the next four or |
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five years and that number is massive |
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you know look at a third of our shopping |
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capture as much of that 30 percent they |
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thought about e-commerce when in web 1.0 |
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evolved in web 2 point in web 2.0 where |
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called it a you know a billion dollar |
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evaluation in 24 months now |
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it's a 50 million valuation today so |
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but i always look for third party |
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third-party validation which comes with |
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validation i think you've got another 45 |
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million homes for italy that's yeah |
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walmart did its very first live shopping |
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you know one-off live shopping |
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so you know you talk about third-party |
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18 months from now even at 12 months so |
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here we are the you know february 2022 |
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let's talk about december 2023 where do |
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look like in 18 months |
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as it stands right now being a 50 or 60 |
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million market cap |
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in 18 months time if |
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know at least you know four or five x |
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from here in 18 months time |
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fact that there are 300 000 downloads of |
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i saw it first |
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12 year olds all the way up to you know |
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least to say i did one live video |
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20 000 square foot |
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QUANTITY
20 000 square foot
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um studio 30 000 30 000 square foot in |
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QUANTITY
000 30 000 square foot
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six months on another one of our shows |
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in the last six months it's almost like |
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it look i've been this for 25 years i've |
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markets the last six months |
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in 2022 |
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for forty dollars and selling them in |
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december for four hundred thousand |
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CARDINAL
four hundred thousand
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one uh i think i don't think it's done i |
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think about march two years ago it was |
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sent one this morning that was |
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you could have bought amazon in 19 or |
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google in 1990 and of course you'd be |
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going to wait 30 years and i guess |
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gone through a bit of a wash last six |
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months draftking is down 55 percent |
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penned down 33 |
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esports entertainment group down 66 |
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and fans unite down 38 i bring up those |
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one of the things that i've certainly um |
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23 price target on them and they're |
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pretty much fully priced in now 22 bucks |
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great one on your |
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it's trading at three dollars |
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has just re-upped their 22 dollar price |
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yeah mbl's got you know close to seven x |
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eight x seventy seven point five x from |
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sub billion market cap entities |
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i mean i think it's a good 30 years of |
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know gmbl is a is a good one where they |
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100 million in revenue for 2022. yeah |
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because even if you got a four times |
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|
four to five hundred million dollar |
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CARDINAL
four to five hundred million dollar
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|
able to raise 15 million dollars uh in |
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|
2021 |
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|
the company in december of 2020 |
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had 12 000 in the bank and was a |
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1.5 million market cap okay |
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|
in numbers that's in five years of |
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|
100 plus million in betting handle last |
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CARDINAL
100 plus million
|
|
is sitting at a 30 million market cap |
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|
and apple went from 700 down to 315 |
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|
dollars you know back in uh 2013 |
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|
1000 |
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|
acquisition of american affiliate for 58 |
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|
million |
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|
gonna do about 13 million dollar revenue |
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MONEY
about 13 million dollar
|
|
six million dollar ebitda and projected |
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|
this year in 2022 to do 20 million |
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|
and 7 million uh in ibida so they and |
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|
that's just one one aspect of their |
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category no one's really run away with |
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it you haven't had those two big three |
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|
three of them that's for sure yeah and |
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|
through their three or four or five |
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CARDINAL
three or four or five
|
|
blizzard for what 70 billion yeah so |
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|
we've been on here for just under 40 |
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|
minutes so we could talk for another 40 |
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|
again on a regular schedule every two to |
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|
three weeks keep talking about new |
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today with ooh so on the one hand a lot |
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