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/biz/ - Business & Finance

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>> No.23535091 [View]
File: 26 KB, 366x542, Screenshot from 2020-09-18 12-02-42.png [View same] [iqdb] [saucenao] [google]
23535091

Also adding an extrapolation of the number of households of the energy usecase.
Basis of these extrapolation:
1) During April AMA they stated that they were adding 1000+ households per month which was an increase of 25% per month.
2) They said that they were more than on track to reach 235000 households by end of 2022.
3) They said that one household provides about 1000 euro in yearly revenues.
4) There was an article that stated that their revenue was 1.6 Million in 2019 (so an average of 1600 households over the year) and was expecting to reach 10 Million in 2020.

Combining these, picrelated seems to be a good estimate and they thus probably have over 15000 households as clients, which means their revenue is getting close to 20M on an annual basis and will hopefully rise to between 80 and 100 Million by next year and to 250 Million the year after that.

That's only the energy usecase btw.

>> No.23500140 [View]
File: 26 KB, 366x542, Screenshot from 2020-09-18 12-02-42.png [View same] [iqdb] [saucenao] [google]
23500140

>>23499953
This is a best estimation for its #household evolution imo.
They should be getting close to 20,000 households which would generate 20 Million in revenue on a yearly basis.

>> No.22597043 [View]
File: 26 KB, 366x542, Screenshot from 2020-09-18 12-02-42.png [View same] [iqdb] [saucenao] [google]
22597043

>>22596202
Your argument hinges on that they don't foresee growth from 15k to 235k in 2 years, which is 12% growth per month.
I think in April they said we have solid 4 digit (>1000) growth and 25% growth per month.
So the status was at least 5000 households growing with 1000 per month.
I think 15k is a conservative estimate for where we are at today in a growth model that aims at 235k in 2 years.
See picrelated.
So yeah I think they expected to make only about 20k customers in 1,5 years and stay on the conservative side in the whitepaper and then to get the ball rolling and grow to 235k in the next 2 years yes.
And I think that they are now at about 20k clients already and are thus ahead of their model to get to 235k in 2 years.
And I think that those clients are clustered or making mass buys and only the groups or the larger companies make 96 txs per day which turns out to about an average of 3-4 txs per day / customer.
And I think it will be interesting to see if the transactions will grow to over 75k/day a month from now.

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