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HunterMill Member	09-Mar-2018 15:57        HunterMill About Contact  Quote this Post!
x 0   x 0  Alert Admin	I have lately been trying to understand Y Ventures esp after its run-up over the past couple of months and was met with loads of questions. In my view, a very questionable company... above the fact that it has key-customer and supplier risks. Here are some of the issues below:  Prides itself as a tech co with plenty of technological capabilities: Data analytics offering to help merchandisers make sales. BUT  who is in-charge of the tech? Is the technology really tech-worthy? 1 co founder does logistics and waste management (ex-SAF) while other co founder does strategy/BD (peking MBA). Other guy shown in management is the CFO What is the  value add  Y has for  sellers  and  online platforms? I understand that it helps sellers do product selection, forecasting, price optimization etc. What is the arrangement between Y and sellers like? By product or & hellip ? We know Y takes on inventory risk also, which means it buys at cost or profit share or& hellip ? What is preventing sellers from not using Y Ventures if products Y are selling on behalf of sellers are that sellable?   Since it takes on inventory risk, does it do it for all the regions it operates in? It is in US/EU/APAC - Doesnt this mean alot of logistics/CapEx involved? ? What about online platforms.. what are the dynamics between Y and them like? What is stopping Amazon from selling similar items that are popular already?    How about the EZ buy case of TAOBAO?   In partnership with SingPost AORA: focus is on  cross border purchases on behalf of consumers in Asia.. Sounds like EZ buy? Taobao banned EZbuy accounts Valuation: approaching 10x PS Too high? Amazon (4.3x, Last 5Y @ 2.5x) Industry is 3.2x
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