Jumia Technologies AG (JMIA)
5.79-0.10 (-1.70%)
As of 11:47AM EDT.
5.79-0.10 (-1.70%)
As of 11:47AM EDT.
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GBA Presents: RADIO SAVANT-!
- Thread starter stonedinvestor
- Start date
There's smoke here folks.... at $8 Motley Fools pushed this-- so they REPORT TOMORROW*** alert alert**********
Ooooooooooo.
Growth is improving
Apart from the new partnership, Jumia has made great strides in its business as of late. In its most recent quarter, the company grew gross merchandise volume and total sales by 20% and 26% year over year, up to $330 million and $62 million, respectively. Active consumers and total orders also increased to 3.8 million and 11.3 million, respectively, translating to 29% and 40% growth from a year ago.
The fresh growth derives largely from the company's decision to shift toward selling everyday product categories. In Q4 2019, Jumia's sales were split equally between phones and electronics, and everyday items. Fast-forward to its most recent quarter, and everyday product categories now represent 65% of total revenue. From a practical angle, it was wise for management to make this transition for the sheer fact that people need to buy everyday products more often than phones and electronics. In turn, this leads to more active buyers and total orders on the platform.
There's no doubt that Jumia is far away from reaching profitability. The company continues to ramp up its investments in marketing and technology. This has sparked strong growth; however, it has also led to monstrous losses. In 2021, Jumia suffered an adjusted EBITDA loss of $196.7 million, a greater loss than the year prior. Management's guidance for 2022 suggests that the company will endure an EBITDA loss of between $200 million and $220 million, as Jumia plans to continue investing significantly in expanding its business. Investors will need to be patient and let the company's investment strategy play out -- profitability has been put on the back burner for now.
Keep Jumia on your radar
We can't ignore it -- Jumia is an extremely risky investment today. But if you've ever been interested in buying shares of the African e-commerce company, there's no better time than now. Trading at less than $8 a share, Jumia is nearing its 52-week low and may continue to linger around these levels for the foreseeable future.
Ooooooooooo.
Growth is improving
Apart from the new partnership, Jumia has made great strides in its business as of late. In its most recent quarter, the company grew gross merchandise volume and total sales by 20% and 26% year over year, up to $330 million and $62 million, respectively. Active consumers and total orders also increased to 3.8 million and 11.3 million, respectively, translating to 29% and 40% growth from a year ago.
The fresh growth derives largely from the company's decision to shift toward selling everyday product categories. In Q4 2019, Jumia's sales were split equally between phones and electronics, and everyday items. Fast-forward to its most recent quarter, and everyday product categories now represent 65% of total revenue. From a practical angle, it was wise for management to make this transition for the sheer fact that people need to buy everyday products more often than phones and electronics. In turn, this leads to more active buyers and total orders on the platform.
There's no doubt that Jumia is far away from reaching profitability. The company continues to ramp up its investments in marketing and technology. This has sparked strong growth; however, it has also led to monstrous losses. In 2021, Jumia suffered an adjusted EBITDA loss of $196.7 million, a greater loss than the year prior. Management's guidance for 2022 suggests that the company will endure an EBITDA loss of between $200 million and $220 million, as Jumia plans to continue investing significantly in expanding its business. Investors will need to be patient and let the company's investment strategy play out -- profitability has been put on the back burner for now.
Keep Jumia on your radar
We can't ignore it -- Jumia is an extremely risky investment today. But if you've ever been interested in buying shares of the African e-commerce company, there's no better time than now. Trading at less than $8 a share, Jumia is nearing its 52-week low and may continue to linger around these levels for the foreseeable future.
JumiaPay's potential is through the roof
JumiaPay, which offers consumers a safe and secure way to make purchases on the company's e-commerce platform, has an immense amount of potential in the long run. JumiaPay transactions and total payment volume (TPV) grew 46% and 29% year over year in the fourth quarter, up to 3.9 million and $90.5 million, respectively. Currently, JumiaPay is only offered on the company's own e-commerce marketplace, but Jumia has much larger aspirations for the mobile payment platform in the future.
Jumia recently partnered with ValU in Egypt to offer buy now, pay later (BNPL) options at checkout via JumiaPay. BNPL allows consumers to pay for items in interest-free installments over a specific period of time. It's an up-and-coming concept with a great deal of upside, as seen in the United States with companies including Affirm and PayPal Holdings.
The company also plans to expand JumiaPay off-platform in 2022, meaning consumers will be able to execute mobile payments to other merchants beyond Jumia. This is a major step for Jumia in becoming one of Africa's leading fintech companies, in addition to acting as the continent's top e-commerce platform. And given that Africans exchanged $490 billion using mobile money providers in 2020, the sky truly is the limit for what JumiaPay could become.
But profitability is out of sight
There's certainly a chance that Jumia will never achieve a positive bottom line. The company continues to spend aggressively on marketing and technology to expand its operations, but this has proved to be rather costly. Jumia ended 2021 with an adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) loss of $196.7 million, a greater loss than 2020's $136.3 million.
And with plans to continue investing in order to grow its business moving forward, investors can expect a similar result in 2022. Management is guiding for an adjusted EBITDA loss between $200 million and $220 million this upcoming year, again translating to a wider loss than the previous period.
JumiaPay, which offers consumers a safe and secure way to make purchases on the company's e-commerce platform, has an immense amount of potential in the long run. JumiaPay transactions and total payment volume (TPV) grew 46% and 29% year over year in the fourth quarter, up to 3.9 million and $90.5 million, respectively. Currently, JumiaPay is only offered on the company's own e-commerce marketplace, but Jumia has much larger aspirations for the mobile payment platform in the future.
Jumia recently partnered with ValU in Egypt to offer buy now, pay later (BNPL) options at checkout via JumiaPay. BNPL allows consumers to pay for items in interest-free installments over a specific period of time. It's an up-and-coming concept with a great deal of upside, as seen in the United States with companies including Affirm and PayPal Holdings.
The company also plans to expand JumiaPay off-platform in 2022, meaning consumers will be able to execute mobile payments to other merchants beyond Jumia. This is a major step for Jumia in becoming one of Africa's leading fintech companies, in addition to acting as the continent's top e-commerce platform. And given that Africans exchanged $490 billion using mobile money providers in 2020, the sky truly is the limit for what JumiaPay could become.
But profitability is out of sight
There's certainly a chance that Jumia will never achieve a positive bottom line. The company continues to spend aggressively on marketing and technology to expand its operations, but this has proved to be rather costly. Jumia ended 2021 with an adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) loss of $196.7 million, a greater loss than 2020's $136.3 million.
And with plans to continue investing in order to grow its business moving forward, investors can expect a similar result in 2022. Management is guiding for an adjusted EBITDA loss between $200 million and $220 million this upcoming year, again translating to a wider loss than the previous period.
Jumia one press release away from shares doubling, Citron says » 05/03 JMIA Jumia Technologies is… Citron 'never more confident' in Jumia Technologies » 04/28 JMIA Andrew Left's Citron…///
The SEC should look into all this Citron pump!-
Jumia jumps 2% to $8.55 after Citron tweet on China partnership <-----
Jumia jumps 2% to $8.55 after Citron tweet on China partnership <-----
It's been a dangerous market to play earn So best we attack this tomorrow. Expect a beat but with that lack of profitability then I would say get in because the CC with the UPS stuff will undoubtedly be very positive.
UPS partnership offers validation of Jumia's logistics platform, says Stifel 04/04 JMIA, UPS Stifel analyst Scott Devitt notes that Jumia (JMIA) and UPS (UPS) have announced a partnership giving UPS access to Jumia's last mile logistics services. UPS customers will have access to Jumia's pick-up and drop-off stations initially in Nigeria, Kenya and Morocco expanding its reach across locations, and will have access to door-to-door delivery and package pick-up with various payment options. Jumia has seen momentum in its logistics-as-a-service offering, which is still very early in its development, and is an important aspect of the company's growth strategy, the analyst adds. Devitt also points out that the partnership with UPS gives Jumia access to UPS's international network and does offer validation of the strength and value of Jumia's logistics platform. He has a Hold rating on Jumia's shares.
-- we will see if Stifel goes pos tomm_
UPS partnership offers validation of Jumia's logistics platform, says Stifel 04/04 JMIA, UPS Stifel analyst Scott Devitt notes that Jumia (JMIA) and UPS (UPS) have announced a partnership giving UPS access to Jumia's last mile logistics services. UPS customers will have access to Jumia's pick-up and drop-off stations initially in Nigeria, Kenya and Morocco expanding its reach across locations, and will have access to door-to-door delivery and package pick-up with various payment options. Jumia has seen momentum in its logistics-as-a-service offering, which is still very early in its development, and is an important aspect of the company's growth strategy, the analyst adds. Devitt also points out that the partnership with UPS gives Jumia access to UPS's international network and does offer validation of the strength and value of Jumia's logistics platform. He has a Hold rating on Jumia's shares.
-- we will see if Stifel goes pos tomm_
As we approach the shores of Portugal we are interested in these floating panels.. what a great idea or is it? Won't the sea heat up? How do the fish like being baked in water... or is all the heat captured?
When we arrive tomorrow in Portugal we look forward to meeting these strange folk in the wood-
I don't know what any of this means but...
Jumia Technologies call volume above normal and directionally bullish 11:25 JMIA Bullish option flow detected in Jumia Technologies with 4,950 calls trading, 1.0x expected, and implied vol increasing over 1 point to 129.00%. May-22 4.5 puts and May-22 6 calls are the most active options, with total volume in those strikes near 2,400 contracts. The Put/Call Ratio is 0.54. Earnings are expected on May 17th.
WATCH THIS JMIA<-- AMZN of Africa rumored buyouts and other pie in the sky stuff-- Short outfit Citron pushing this as along like crazy (PS: They liked REKR too said it would go to $30!)
Stoney, sometimes with these news flashes about options, you have to look.
That one is laughable. No tells there at all.
Those contracts are all around $0.20, and the biggest trade today (obviously after that update hit) was for 2961 contracts on the May $5 puts. At $0.25 lol.
The $6 calls it mentions above, were sells. At about $0.61 and a total of 210 contracts when that came out.
I mean the number of contracts may be high for this stock, but the biggest single block trade was the one I mentioned. The dollar volume on all the contracts, is basically nothing considering the average daily dollar volume on the stock.
Steer clear imo.
Yea wait til they report.
Antero Resources call volume above normal and directionally bullish 12:05 AR Bullish option flow… up 7%!!!
Antero Resources call volume above normal and directionally bullish 12:05 AR Bullish option flow… up 7%!!!