"rise and shine" reboot, retool, re-entry (3r)
TRANSCRIPT
“Rise and Shine”: ReBoot, ReTool, Re-Entry (3R)By: John F. C. Cheong, Ph.D.
Feedback and comments to: [email protected]. Rev.2016.0908
The Big Picture: Slowing Growth (M&M + MVML)in Just the Last Few Years…
The Bad News: Shrinking Profits, Too…
Problem Area? Seeing FY16 Numbers in Perspective:
65% revenue growth…
… But widening losses!
The “Two-Wheeler” Loss Situation is Untenable:
… is rapidly consuming2x deployed capital
(per year!)
Widening losses continued…
Bicycle Maker’s Value Chain
My nose says this way…
Do the Math on 2-Wheeler Value Chain:Seek margins
you must.
Suspected problem areas that need fixing!
FYI, scooters & e-bikes don’t mix!
Example: e-Bikes Product Positioning at a Glance…
e-Bike Comparison
Model QiCycle GenZe e101 Electrified S
Launch Date June 2016 Feb 2015 April 2016
Weight 14.5 kg 20.9 kg 18.4 kg
Range (Pedal-Assist) 45 km 48~80 km 50~120 km
Battery 5,800 mAh 8,700 mAh 420Wh
Motor Power 250W 250W 250W
Top Speed 20 km/h 32 km/h 32 km/h
ASP of e-Bikes $450 (¥2,999) $1,499 $2,498
What Does thee-Bike Look Like?
Between a rock and a hard place!
Old
Heavy
Finding Balance (and Profits!) in “Two-Wheelers”?
…and then some, perhaps after going through a 3-step process of:ReBoot, ReTool & Re-Entry?
At the moment, ahem, these 2-wheelers give back far LESS than what you put in!
The “3R” Process: ReBoot + ReTool + Re-Entry
Re-Entry(Corp Dev)
ReTool(Studio)
ReBoot(Fund)
1
3
2
The “3R” Transformer Picture: BEFORE & AFTERBEFORE: “Loss” at Sea…
AFTER: Sky is the Limit.
BitCo
BiGCo
… and Lots of Dogfights!
How Capital and Labor Combine Together toCreate Value; and How That Value Can Be Captured.
ReBoot(Fund)
ReTool(Studio)
Re-Entry(Corp Dev)
1 32Venture Capital
Expertise Network
Deal Makers
Value Creation Value Capture
Capital Labor
Welcome (Again) to Silicon Valley...
This time, let’s Rise (and Shine) together.
Feedback and comments to: [email protected].
“If you can make it there,you’ll make it anywhere;it’s up to you…”