OZON HOLDINGS PLC OZON

October 13, 2021 - 3:58pm EST by

member

						2021	2022
Price:		46.35		EPS		0	0
Shares Out. (in M):		205		P/E		0	0
Market Cap (in $M):		9,571		P/FCF		0	0
Net Debt (in $M):		-660		EBIT		0	0
TEV (in $M):		8,920		TEV/EBIT		0	0

Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.

show sort by

You are not eligible to view 1 messages. To gain access to more recent message posts signup free for membership.

#	AUTHOR DATE SUBJECT
4	member 1/26/22 4:31PM Re: Unit Economics 3
Rialto95, Good question. Admittedly challenging. And "validate" is a strong word! Here are my unit economics (Rub per order not billions): Given where some of the growth is coming the rev/order numbers may be decling more than... login to read the rest view available tags
3	member 1/26/22 10:33AM Unit Economics
Thanks for the post, very interesting. Have you been able to validate the unit economics / operating leverage in any way to get comfortable around path to profitability? view available tags
2	member 1/19/22 3:39PM Re: Update 1
lpartners... ugh, yes it has been ugly and painful. No major update quite honestly. Q3 was strong. I think if there is one incremental thing I'm keeping an eye on it is the elevated losses/investment. ... login to read the rest 1 view available tags

load more messages