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JMIA is a joke and will need to raise cash, or die trying to become profitable. Yolo'd call last month up 700% now yolo-ing puts for DEC18.

Last month i bought calls for JMIA and made 700% on the calls. The stock has a predictable pattern of ups and downs so i bet up. was right. but now it's time for the down turn. However we are dealing with some unique forces because a few idiots like Citron and other MSNBC homos think it's going to be the next AMZN. Besides all of u/yoinkedmustache points here ( https://www.reddit.com/wallstreetbets/comments/jo4n9t/puts_on_nigerian_scam/ ) there are additional reasons why JMIA is a bad company, which i think is why they've had to release a beautifully-designed powerpoint deck full of irrelevant bullshit numbers (with a focus on percentages, not the magnitude of their paltry numbers) to keep the confusion and bs charade going.
-GMV is down by 15%. AMZN never once had a year where GMV was down from the year prior.
-They have EUR 147M in cash, but their 9 month operating loss is EUR 109M. They spend EUR 72M in G&A costs (tech, execs, etc.) in 9 months. They need to raise cash.
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>The move to fashion, beauty, home & living, and FMGC seems smart for two reasons.
+Firstly, as a consumer, you don't really need to worry about the quality of fashion products or FMGC, either it's built into the brand (Proctor & Gamble) or its a t-shirt/shoes and you don't really need to be concerned with the 'quality' of a t-shirt or shoes (they don't cost $1000 nor are they going to explode upon opening). Trust is one of the two biggest issues facing JMIA, the other being the unnecessity of shopping online Africa, where small shops line neighborhoods.
++Study done which shows Africans have lower "interpersonal trust" than pretty much anywhere else in the world (https://ourworldindata.org/trust), which is not good for e-commerce.
+ Secondly, the sellers of these products are typically smaller 'independent' businesses who JMIA can extract higher commissions from. 30% of total items sold on JMIA in 2019 were fashion or beauty products which are designed and manufactured by small local companies. The sellers also want an outlet to sell their products.
-With the pivot toward fashion/beauty product they've brilliantly increased their competition with Facebook's suite of products (FB, Instagram, WhatsApp), which are wildly popular in Africa.
-They're also competing with the millions of tiny little shops on the sides of the road, which are scattered across neighborhoods and main roads, which don't require you to wait, pay a delivery fee, or worry about delivery, waste your time opening the app, etc.
I'm sure there are 30 other reasons to short the shit out of the stock, but what is more a sign of death than slowing down growth when your an e-commerce platform in a market of 1.5B people (and you only have like 1-2% of the market as 'active users' which is a metric for anyone who bought something one-time in 12 months...to 'focus on profitability'.
submitted by rocketmango411 to wallstreetbets

(1.5 CN Anniversary) 2020 Arknights Thank-You Celebration Stream Megathread

The Stream for Arknights CN's 1.5 Anniversary (Thank-You Celebration) has ended, and here is the information revealed in the stream.
(Read this post on new reddit if you want to see embedded images.)
Chapter 8: Roaring Flare
https://preview.redd.it/hkqux6ak19v51.png?width=1560&format=png&auto=webp&s=bbfc6c4ebd5b39ae0b4f5010736d084863189e54
  • A new story chapter will soon be released, featuring Talulah as the main villain of the chapter
  • Clear Chapter 7 to unlock this chapter
  • Screenshot from the Chapter 8 trailer video
  • H-Stages will be added on November 8th
Schwarz, Hellagur and others added to Recruitment Pool
https://preview.redd.it/5gb1sssor8v51.png?width=1560&format=png&auto=webp&s=36e41cd2361bfbd1acbba28d5035b5542e0ac651
  • Schwarz, Hellagur, Astesia, Glaucus, Myrtle, and Sussurro will be added to the recruitment pool starting on November 1st
New Limited Banner: Forget Me Not
https://preview.redd.it/3therx5kw8v51.png?width=1560&format=png&auto=webp&s=3f1ad4dc1d7f24f18af29ab11aa75c79425792f7
  • Featured Operators:
    • Rosmontis (★★★★★★, Sniper) [Limited]
    • Mudrock (★★★★★★, Defender)
    • Whisperain (★★★★★, Medic)
  • NOTE: After this banner's duration is over, Rosmontis will not be added to any limited banners until October 1st, 2021
New Operators:
https://preview.redd.it/34kscvlm39v51.png?width=1560&format=png&auto=webp&s=6f9d9cd82c14ce73ee2d153627aa9fd7f971c791
  • New Operators are Rosmontis (6* Limited), Mudrock (6*), Whisperain (5*), and Jackie (4*)
Rosmontis
https://preview.redd.it/p98j9870h8v51.png?width=1920&format=png&auto=webp&s=59e46595a23c137558d668fab3130a12599d639b
  • Rosmontis
    • 6* Sniper
    • Firewatch/Andreana archetype, very large range
    • She can summon shielded soldiers???
    • Link to Operator Art Reveal
Mudrock
https://preview.redd.it/dmdnkr9lh8v51.png?width=1249&format=png&auto=webp&s=5120b6694ee389772cd3ec298f721e3b81d6bac5
  • Mudrock
    • 6* Defender
    • Vulcan-archetype, does not receive direct healing from allies
    • Link to Operator Art Reveal
Joint Action
  • Banner launches on November 15th
  • Features Bagpipe, Aak, Ceobe, and Hoshiguma as 6 stars
  • Asbestos, Broca, Blue Poison, Warfarin, Istina, Astesia are the 5 stars on the banner
New Event: Paradox Simulation
https://preview.redd.it/jtaopr3er8v51.png?width=1920&format=png&auto=webp&s=2c4cab22a55528874174afac81f01a1b933c97aa
  • This event will take place in Columbia, features new operators
  • Supposedly this version of Lava is a completely separate operator, will not be upgraded from current Lava
  • Event preview artwork: Link
Mountain E2 Art: Link
Kafka E2 Art: Link
Future Lava Art: Link
New Operator Costumes
https://preview.redd.it/bbbc7oc7x8v51.png?width=1560&format=png&auto=webp&s=c3deae59cbb56f94be3476f97ed64922515b8809
https://preview.redd.it/jysrsb81i8v51.png?width=1920&format=png&auto=webp&s=261c06b1ce71ba4a5f638ae7143e35fd09f2d9bb
https://preview.redd.it/q2b0ilm3i8v51.png?width=1920&format=png&auto=webp&s=61665152d0c69b853279f2b65d6d2ff4fecee942
Dobermann Costume: Link
Ethan Costume: Link
Amiya Operator Class Change
https://preview.redd.it/sbnuchwkg8v51.png?width=1920&format=png&auto=webp&s=de735f8e68c1d1afe456a87d46b317350f78d139
  • Amiya will be receiving the ability to change class, from Caster to Guard
  • Requires E2 Amiya to unlock this ability
Free Limited 10-Roll Ticket & One Free Single Pull Everyday
https://preview.redd.it/exgooq49z8v51.png?width=1560&format=png&auto=webp&s=0242e0f303169f32f142a5604e7b3d22a9bf2c53
  • A free pull will be given daily for the banner "Forget Me Not", and a free 10-roll limited banner ticket will be given at the start of the banner
  • A package which contains a random amount of orundums (200, 300, or 500) will be given out daily (similar to red pockets in the CNY event)
    • Link to an image showing this new item
Login Bonus
https://preview.redd.it/bzmgpr1gz8v51.png?width=1560&format=png&auto=webp&s=ae59ddceddf3c99986f0fa794f4c03c7e5dc444a
  • Players will receive bonuses for logging in during the Thank-You Celebration Event, details are below;
    • 1: Emergency sanity potion x1, furniture 'New Game Console'
    • 2: Emergency sanity potion x1, PO x1
    • 3: Emergency sanity potion x1, 'Crystal Component' x4 (a new item?)
    • 4: Emergency sanity potion x1, T3 exp x20
    • 5: Emergency sanity potion x1, T2 skill book x20
    • 6: Emergency sanity potion x1, Furniture part x200
    • 7: Emergency sanity potion x1, PO x1
    • 8: Emergency sanity potion x1 LMD x30000
    • 9: Emergency sanity potion x1, New Ethan skin
    • 10: Emergency sanity potion x1, Chip Catalyst x1
  • From November 1st to 15th, Sanity samples and Material Crates will randomly drop from stage clears
  • Also, all daily material maps will be open from November 15th to 29th
Furniture
  • A new furniture set, "Shining Yellow Playroom", will be available to purchase from the store from November 1st
  • Another new furniture set, "White Wilderness", will be available starting November 1st
    • Randomly drop pieces of the set during stage clears, will not be purchasable from the furniture shop until a future date
    • Replaces "Healthy Fast Food Store" as a lucky drop furniture set
Limited Time Premium Packages for Sale
https://preview.redd.it/y7785urgn9v51.png?width=1560&format=png&auto=webp&s=96b0a2f42dc1b4a2d1dc119c630552021ce1541f
  • New purchasable packages will be available in the store
    • Duck Baron's Bag of Change
      • Contains 13 Originite Prime, 300k LMD
      • Costs ~$7 USD
    • Thank-You Celebration War Preparation Pack
      • Contains 90 OP, One 10x HH ticket, 200k LMD, 30 T4 & 50 T3 Exp Cards, 30 T3 & 50 T2 Skill Book, 4x Chip Catalyst, 500 Furniture Parts
      • Costs ~$50 USD
    • Thank-You Celebration Headhunting Pack
      • Contains one 10x Headhunting Ticket
      • Contains one 6-star selection ticket, ticket guarantees a single operator released before (and including) Phantom, does not include Limited Operators
      • Costs ~$30 USD
Annihilation Update
https://preview.redd.it/xn98d2h149v51.png?width=1560&format=png&auto=webp&s=cd668fdce246159ec7efe37d0e291f5669f52a1f
  • Annihilation will be getting new maps, clear them to increase weekly orundum limit
  • There will be a rotation for the new Annihilation maps
  • Rewards appear to be one-time only, though it will need further confirmation in-game
  • Speculation is +100 to weekly orundum limit when all rewards are cleared
  • Images relating to the Annihilation update; Picture 1 and Picture 2
Contingency Contract #3: Operation Cinder
https://preview.redd.it/c1bblp2x49v51.png?width=1560&format=png&auto=webp&s=c33e436a691ee2f6108de6f54c113f1afd7e1d3a
  • Contigency Contract #3 will begin on November 11th
  • Rewards include;
    • Bagpipe Costume
    • Matterhorn Summer Costume (rerun)
    • 6* Guard Tokens
Rainbow Six Siege Collab
https://preview.redd.it/54h8pvjlt8v51.png?width=1920&format=png&auto=webp&s=5eebc3b9d601b8b30d98ce2733c9adc295a0152d
  • Collaboration between Ubisoft and Hypergryph
  • The collaboration is currently planned to release in the first half of 2021
  • Arknights x Rainbow Six Siege Collab Reveal: Link
Merchandise
https://preview.redd.it/qn93lg9sm8v51.png?width=1920&format=png&auto=webp&s=db2f44d0053349629197ac4b8370e64ed9a23e30
  • Arknights Artbook, will contain 410 pages of artworks
  • Amiya's costume will be a reward for buying the book
  • New Amiya figure, will be released starting on November 11th
  • Choshanland Rabbit Plushies, characters include Frostnova, Doctor, and Medium-size Doctor
https://preview.redd.it/6se6d0o3t8v51.png?width=1920&format=png&auto=webp&s=1bea70ae408da807341d9986c979bc2bf3b9eca1
Real-life Music Event
https://preview.redd.it/7wxttnj4p8v51.png?width=1920&format=png&auto=webp&s=4132a4a2aab88793da3a48b9d02dbf7b42af5c18
  • "Terra's first large-scale offline special performance"
  • Real-life music artists will be performing in this event

Other News

  • In the future, Arknights-themed clothing is being developed, the brand name is called "Floating Gear"
    • Promotional artwork by Norizc (Thorns, Amiya, Ayerscarpe, Doctor, Ifrit)
    • A picture of examples of the clothes
    • Another example of clothing
Edit: Forgot to add this for a while, but a new system will be implemented where operators will get more backstory. They are only adding around 10 operators at first, one of which is apparently Shirayuki.
submitted by KiraFeh to arknights