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Investor View (New Strategy (SMEs Focus (Labor ratio should go to 50% or…
Investor View
New Strategy
SMEs Focus
Labor ratio should go to 50% or 45% (assuming same salaries)
Liquidity through the fund
Bonus policy
Value proposition: price, experience & speed.
Control
Assets optimization
Increase cash-flows
Salim brand lower CAC
Operations & Control
Good Product
Target Wide (a lot with not enough revenues)
Labor Ratio 60% (or 69% without extraordinaries) vs 40-50% comparables.
Not Bonus policy
Lack of control
Balance Sheet
Iliquid
¿Value?
Not sector focus
Not continue value creation
Raising Capital. Better Stock position
Hiring C-level for public company
Hiring people that fits better with new customer
Enter new market opportunities
Check Strategy
Labour Ratio ex vs post
Asset Liquidity (Exit demostration)
Asset Value (% with some value)