In The Chair
About This Show
In The Chair deconstructs Australia's most interesting stocks through interviews with CEOs and related company personnel, giving individual investors access to the same level of information as a fund manager.
Most Recent Episode
AHAlife CEO Shauna Mei on How To Get 800,000 Users, 124% revenue growth, and Building a Billion Dollar Marketplace
Mar 8 16
Links From the Episode
1:05 – The differences between AHALife and other marketplaces
2:37 – using famous curators to introduce and drive niche brand sales
3:20 – genesis of the AHALife idea
4:40 – size of AHALife market place, designers and users
5:10 – current growth rates
7:23 – drivers of 124% revenue growth in 1H16
8:00 – converting a registered user to a buyer
8:30 – customer retention rate and repeat purchases
9:25 – what is happening with transaction numbers?
11:56 – How AHALife acquires new registered users
13:40 – average cost to acquire a user $2-5 per user
16:00 – split on marketing spend, customer acquisition versus other
17:24 – two numbers for gross margins, 33% versus 50%?
18:05 – losing ~$50 per order, what is the path to profitability?
20:05 - $20M revenue required for breakeven
21:00 – analyst reports suggest $20M revenue achievable in two years
21:30 – what happens when you hit breakeven, profit or reinvestment of profit?
22:30 – targeting a billion dollar valuation
23:00 – rationale for acquiring Bezar.com
25:19 – opportunities for further acquisitions
26:19 – management structure and employees
27:00 – key risks in the business
28:30 – any concerns around the funding required to break even?
29:06 – AHALife in five years’ time
29:30 – why did a New York based company list on the ASX?
Companies & Organisations Mentioned
Shauna Mei – Co-Fou