The most prestigious law school admissions discussion board in the world.
|
 |
 
|
JMIA still has a chance to be a moonshot
Poast new message in this thread
Date: December 15th, 2023 1:01 PM Author: effete hall new CEO has cut costs a lot and they could soon be profitable. if that happens, stock go boom. at $3.50 per share now. could still go bankrupt and africa has always been a mess, but could also go to $100+ long-term as the internet and ecommerce grows in Africa. recently partnered with SpaceEx and MasterCard made a big investment. DYOR and don't over expose, but seems no more riskier than those small cap pharmaceutical stocks y'all like that can make or break based on uncertain drug trials. (http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47174015) |
 |
Date: March 1st, 2024 8:35 AM Author: Soggy tan tanning salon (http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47453103) |
Date: December 15th, 2023 1:53 PM Author: Deep internet-worthy business firm I bought in at $4 and should have sold at $60 (http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47174138) |
|
Date: December 15th, 2023 1:57 PM Author: Titillating police squad This thing is burning $100M a year with $150M on the balance sheet. Putting aside capex and investments to grow the business you’re looking at maybe 18 months of runway
You may be right longer term but you are going to get diluted to all hell when the inevitable equity raise comes |
|
Date: December 15th, 2023 2:00 PM Author: effete hall they're only burning $9M a quarter now that they shed the food delivery business, which was never profitable and a huge money loser. $345M marketcap (http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47174153) |
|
Date: December 15th, 2023 2:02 PM Author: 180 crimson dysfunction This is one of the xo meme stocks I’ve gotten burned on. Bought in at $13 a share, it’s like 3 now, still HOLDING for a miracle (http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47174158) |
|
Date: December 15th, 2023 2:03 PM Author: effete hall ur gonna maek it, friend (http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47174161) |
|
Date: December 15th, 2023 2:15 PM Author: marvelous church building boistinker Was a peak experience holding this through the top and then most of the way back down and then learning that Andre fucking Igoduala was on the board of my failed xoxo moonshot (http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47174207) |
|
Date: February 15th, 2024 9:00 AM Author: effete hall Strong Q4 earnings report
Company is almost at break even
Massive growth, 28%. Losses down 90% YoY — from $45M to $4M (and 99% measuring by EBITDA). Some previous quarters they hemorrhaged $70M. Only -600k EBITDA. The highly unprofitable and now shuttered food delivery business was still operating last quarter, too.
still plenty of cash on hand and no debt. New, young CEO has made a tremendous turnaround since Jumia dumped its founders 18 months ago.
Should be profitable this year.
|
|
Date: February 15th, 2024 10:26 AM Author: effete hall short squeeze incoming...
https://twitter.com/CitronResearch/status/1758141133996306811 Citron Research @CitronResearch OMG. Jumia $JMIA just put up one of the most impressive quarters EVER. Revenue up 28% while operating loss down over 100% (constant currency). EBIDTA loss down 99%. The Jumia brand has become so strong that they grew revenues while eliminating unprofitable categories and slashing sales and marketing expenses. Jumia has become the only company at scale that can move: goods, services, money, and people across Pan-Africa. We can write volumes on the turnaround and we will. The African media has already picked up on the transformation.
https://twitter.com/CitronResearch/status/1758145753644769541 Amazed at the Jumia transformation. Stock can easily trade up to $10+ on just the optionality of owning a company that does not burn cash that owns the mindshare, logistics, payments, of billions of underserved people. That is why Starlink partnered with Jumia...the obviously went through a vetting process. Can wait to read analysts reports.
https://twitter.com/CitronResearch/status/1758149217695195576 Consider this if $JMIA traded at 5x sales comped to $Meli, it puts $JMIA at $15. More importantly, Africa is an underpenetrated and faster growing region than Brazil. Nigeria and Kenya only has brighter days in future with new government dedicated to tech and ecom and Jumia IS the brand. |
|
Date: February 15th, 2024 2:01 PM Author: cowardly wonderful den ty, bought some today at $4. the narrative has changed and looks bullish. (http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47405655) |
|
Date: February 16th, 2024 2:14 PM Author: alcoholic lake coldplay fan stead is this happening? i loaded up this morning at 4.50. (http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47409066) |
|
Date: February 16th, 2024 2:29 PM Author: effete hall Once we hit $5 it opens a whole new group of investors , esp. institutional
and if its acting like this today with QQQ down on an opex friday, what is it going to do on monday / tues of next week with a normal week and volume? set to really explode
|
|
Date: July 10th, 2024 12:10 PM Author: alcoholic lake coldplay fan stead this was me. i sold at 6.50 and made $200k.
i recently bought back in at 5.40 and am up $200k again but i'm going for the grand slam this time. i hope it climbs slowly over the next year or two into something really huge. but if it suddenly pops to $50+ i think i'll have to sell.
thank xo! |
|
Date: February 26th, 2024 12:43 PM Author: Concupiscible Indirect Expression Degenerate if u guys are gonna buy, buy now. not at $10+ when it risks a correction. (http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47439897) |
|
Date: February 29th, 2024 9:52 AM Author: Concupiscible Indirect Expression Degenerate $6 now (http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47450274) |
|
Date: February 29th, 2024 3:13 PM Author: slate stag film (http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47451251) |
|
Date: March 1st, 2024 8:34 AM Author: effete hall Hello my jumia friends: Citadel, Goldman Sachs, Susquehanna, BoA, and Morgan Stanley have all recently invested
https://ibb.co/VLxMHyq |
|
Date: March 1st, 2024 8:35 AM Author: slate stag film Is this like owning Amazon in 1999? We gonna maek it? (http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47453104) |
|
Date: March 1st, 2024 8:36 AM Author: effete hall Certainly should run up into the late May ER barring a market wide downturn
then we’ll see
|
|
Date: March 1st, 2024 9:23 AM Author: alcoholic lake coldplay fan stead i want to believe, but come on with this fuzzy picture. (http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47453278) |
|
Date: March 1st, 2024 9:29 AM Author: effete hall from stocktwits (http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47453300) |
|
Date: March 1st, 2024 9:42 AM Author: alcoholic lake coldplay fan stead not convinced. (http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47453340) |
|
Date: March 1st, 2024 9:43 AM Author: effete hall u have access to a bloomberg terminal? (http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47453343) |
|
Date: March 1st, 2024 9:44 AM Author: alcoholic lake coldplay fan stead no (http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47453345) |
|
Date: March 1st, 2024 10:19 AM Author: slate stag film but when do we sellcuck (http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47453454) |
|
Date: March 1st, 2024 10:21 AM Author: effete hall right before next ER in May if you wanna be safe
|
|
Date: March 1st, 2024 10:24 AM Author: slate stag film I'm up 46% in two days in my trad ira because of this. could end up funding my retirement. (http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47453472) |
|
Date: June 12th, 2024 3:11 PM Author: effete hall 3x since post (http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47740731) |
|
Date: July 10th, 2024 12:02 PM Author: Concupiscible Indirect Expression Degenerate (http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47827514) |
|
Date: July 10th, 2024 12:06 PM Author: slate stag film (http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47827530) |