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JMIA still has a chance to be a moonshot

new CEO has cut costs a lot and they could soon be profitabl...
Shimmering telephone
  12/15/23
...
Big meetinghouse boltzmann
  03/01/24
I bought in at $4 and should have sold at $60
mint chest-beating travel guidebook
  12/15/23
This thing is burning $100M a year with $150M on the balance...
Bearded blood rage
  12/15/23
they're only burning $9M a quarter now that they shed the fo...
Shimmering telephone
  12/15/23
This is one of the xo meme stocks I’ve gotten burned o...
dead state
  12/15/23
ur gonna maek it, friend
Shimmering telephone
  12/15/23
Was a peak experience holding this through the top and then ...
Internet-worthy abode french chef
  12/15/23
Strong Q4 earnings report Company is almost at break eve...
Shimmering telephone
  02/15/24
short squeeze incoming... https://twitter.com/CitronResea...
Shimmering telephone
  02/15/24
ty, bought some today at $4. the narrative has changed and l...
learning disabled burgundy principal's office
  02/15/24
is this happening? i loaded up this morning at 4.50.
blathering turquoise trust fund
  02/16/24
Once we hit $5 it opens a whole new group of investors , esp...
Shimmering telephone
  02/16/24
this was me. i sold at 6.50 and made $200k. i recently b...
blathering turquoise trust fund
  07/10/24
if u guys are gonna buy, buy now. not at $10+ when it risks ...
Contagious magenta therapy
  02/26/24
$6 now
Contagious magenta therapy
  02/29/24
...
Stimulating brilliant nursing home laser beams
  02/29/24
Hello my jumia friends: Citadel, Goldman Sachs, Susquehanna...
Shimmering telephone
  03/01/24
Is this like owning Amazon in 1999? We gonna maek it?
Stimulating brilliant nursing home laser beams
  03/01/24
Certainly should run up into the late May ER barring a marke...
Shimmering telephone
  03/01/24
i want to believe, but come on with this fuzzy picture.
blathering turquoise trust fund
  03/01/24
from stocktwits
Shimmering telephone
  03/01/24
not convinced.
blathering turquoise trust fund
  03/01/24
u have access to a bloomberg terminal?
Shimmering telephone
  03/01/24
no
blathering turquoise trust fund
  03/01/24
but when do we sellcuck
Stimulating brilliant nursing home laser beams
  03/01/24
right before next ER in May if you wanna be safe
Shimmering telephone
  03/01/24
I'm up 46% in two days in my trad ira because of this. could...
Stimulating brilliant nursing home laser beams
  03/01/24
3x since post
Shimmering telephone
  06/12/24
...
Contagious magenta therapy
  07/10/24
...
Stimulating brilliant nursing home laser beams
  07/10/24


Poast new message in this thread



Reply Favorite

Date: December 15th, 2023 1:01 PM
Author: Shimmering telephone

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)



Reply Favorite

Date: March 1st, 2024 8:35 AM
Author: Big meetinghouse boltzmann



(http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47453103)



Reply Favorite

Date: December 15th, 2023 1:53 PM
Author: mint chest-beating travel guidebook

I bought in at $4 and should have sold at $60

(http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47174138)



Reply Favorite

Date: December 15th, 2023 1:57 PM
Author: Bearded blood rage

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

(http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47174148)



Reply Favorite

Date: December 15th, 2023 2:00 PM
Author: Shimmering telephone

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)



Reply Favorite

Date: December 15th, 2023 2:02 PM
Author: dead state

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)



Reply Favorite

Date: December 15th, 2023 2:03 PM
Author: Shimmering telephone

ur gonna maek it, friend

(http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47174161)



Reply Favorite

Date: December 15th, 2023 2:15 PM
Author: Internet-worthy abode french chef

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)



Reply Favorite

Date: February 15th, 2024 9:00 AM
Author: Shimmering telephone

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.



(http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47404690)



Reply Favorite

Date: February 15th, 2024 10:26 AM
Author: Shimmering telephone

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.

(http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47404826)



Reply Favorite

Date: February 15th, 2024 2:01 PM
Author: learning disabled burgundy principal's office

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)



Reply Favorite

Date: February 16th, 2024 2:14 PM
Author: blathering turquoise trust fund

is this happening? i loaded up this morning at 4.50.

(http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47409066)



Reply Favorite

Date: February 16th, 2024 2:29 PM
Author: Shimmering telephone

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



(http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47409140)



Reply Favorite

Date: July 10th, 2024 12:10 PM
Author: blathering turquoise trust fund

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!

(http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47827544)



Reply Favorite

Date: February 26th, 2024 12:43 PM
Author: Contagious magenta therapy

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)



Reply Favorite

Date: February 29th, 2024 9:52 AM
Author: Contagious magenta therapy

$6 now

(http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47450274)



Reply Favorite

Date: February 29th, 2024 3:13 PM
Author: Stimulating brilliant nursing home laser beams



(http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47451251)



Reply Favorite

Date: March 1st, 2024 8:34 AM
Author: Shimmering telephone

Hello my jumia friends: Citadel, Goldman Sachs, Susquehanna, BoA, and Morgan Stanley have all recently invested

https://ibb.co/VLxMHyq

(http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47453101)



Reply Favorite

Date: March 1st, 2024 8:35 AM
Author: Stimulating brilliant nursing home laser beams

Is this like owning Amazon in 1999? We gonna maek it?

(http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47453104)



Reply Favorite

Date: March 1st, 2024 8:36 AM
Author: Shimmering telephone

Certainly should run up into the late May ER barring a market wide downturn

then we’ll see



(http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47453110)



Reply Favorite

Date: March 1st, 2024 9:23 AM
Author: blathering turquoise trust fund

i want to believe, but come on with this fuzzy picture.

(http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47453278)



Reply Favorite

Date: March 1st, 2024 9:29 AM
Author: Shimmering telephone

from stocktwits

(http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47453300)



Reply Favorite

Date: March 1st, 2024 9:42 AM
Author: blathering turquoise trust fund

not convinced.

(http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47453340)



Reply Favorite

Date: March 1st, 2024 9:43 AM
Author: Shimmering telephone

u have access to a bloomberg terminal?

(http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47453343)



Reply Favorite

Date: March 1st, 2024 9:44 AM
Author: blathering turquoise trust fund

no

(http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47453345)



Reply Favorite

Date: March 1st, 2024 10:19 AM
Author: Stimulating brilliant nursing home laser beams

but when do we sellcuck

(http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47453454)



Reply Favorite

Date: March 1st, 2024 10:21 AM
Author: Shimmering telephone

right before next ER in May if you wanna be safe



(http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47453459)



Reply Favorite

Date: March 1st, 2024 10:24 AM
Author: Stimulating brilliant nursing home laser beams

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)



Reply Favorite

Date: June 12th, 2024 3:11 PM
Author: Shimmering telephone

3x since post

(http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47740731)



Reply Favorite

Date: July 10th, 2024 12:02 PM
Author: Contagious magenta therapy



(http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47827514)



Reply Favorite

Date: July 10th, 2024 12:06 PM
Author: Stimulating brilliant nursing home laser beams



(http://www.autoadmit.com/thread.php?thread_id=5461036&forum_id=2#47827530)