@delivery_zero Avatar @delivery_zero DeliveryZero

DeliveryZero posts on X about $dher, $prx, $glovo, debt the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence finance cryptocurrencies countries stocks technology brands currencies travel destinations gaming social networks

Social topic influence $dher #1, $prx #1, $glovo, debt, heroes, $uber, taiwan, spain, ponzi, $cpng

Top accounts mentioned or mentioned by @cnsmerstocks @gqfrs @luchonders @deezee1031 @42330bk @jordanwfox @investingseva @jemoede28702765 @newmooncap @thefintwitguy @elsaltodiario @madsc007 @betak3v1n @oskand1 @kamikazekabooom @lawrence0086 @the1fighterjet @prosusforall @jasonjh1319 @slingshotcap

Top assets mentioned Parex (PRX) Uber Technologies, Inc. (UBER) Coupang, Inc. (CPNG) Dash (DASH) Kangaroo the Jumping Coin (ROO) Grab Holdings Limited Class A Ordinary Shares (GRAB) Carvana Co. (CVNA) Dent (DENT) Encore Wire Corp (WIRE)

Top Social Posts

Top posts by engagements in the last [--] hours

"Given the joke that is Glovo's balance sheet good chance $DHER will make the same move as $Uber and close down Spain food delivery for $Glovo. Comply with regulators on the dark store side stave-off losses and say you are "food breakeven". - masks are falling fast"
X Link 2022-01-13T14:13Z [---] followers, [--] engagements

"If the Spanish regulator tell $DHER they can only buy $Glovo if they comply with the existing regulations: Option 1: $DHER closes the deal anyway and hire 1000+ employees exploding losses Option 2: $DHER tries to walk away from the deal and $Glovo goes under getting sued"
X Link 2022-06-27T13:49Z [---] followers, [--] engagements

"$GLOVO $DHER managers in jail soon https://elpais.com/espana/2022-12-09/el-gobierno-castigara-con-hasta-seis-anos-de-carcel-los-incumplimientos-reiterados-de-la-legislacion-laboral.htmlssm=TW_CM&utm_source=Twitter#Echobox=1670570469 https://elpais.com/espana/2022-12-09/el-gobierno-castigara-con-hasta-seis-anos-de-carcel-los-incumplimientos-reiterados-de-la-legislacion-laboral.htmlssm=TW_CM&utm_source=Twitter#Echobox=1670570469"
X Link 2022-12-09T11:01Z [---] followers, [--] engagements

"Bring it in $DHER Heroes. Another fine for $GLOVO now in Madrid EUR [----] MM In total the inspection found [---] illegal immigrants on a total of [----] workers in Spain. Total fines for Glovo in Spain now add up to EUR 205mln Until when https://x.com/econocabreado/status/1617805816610033664s=21&t=syZjeDfCm1f6q3FaUVGxvg Nueva multa a Glovo y esta vez no es solo por los falsos autnomos. Os lo contamos en @ElSaltoDiario https://t.co/QicwkGuajF https://x.com/econocabreado/status/1617805816610033664s=21&t=syZjeDfCm1f6q3FaUVGxvg Nueva multa a Glovo y esta vez no es solo por los falsos autnomos. Os lo"
X Link 2023-01-24T10:24Z [---] followers, [----] engagements

""oh but the EU committee ruling is only applicable if the individual countries enforce it" $DHER $GLOVO https://abcnews.go.com/Business/wireStory/spanish-court-amazon-violated-labor-law-delivery-app-96879365 https://abcnews.go.com/Business/wireStory/spanish-court-amazon-violated-labor-law-delivery-app-96879365"
X Link 2023-02-07T08:45Z [---] followers, [---] engagements

"@MadsC007 @Deezee1031 Your list is sad. These new economy players soecially $DHeR and $UBER and $DASH have never and will never make a profit You and others are the reason that their mgmt teams can keep defrauding investors and selling stock in the market while they know this business will never work"
X Link 2023-02-14T22:55Z [---] followers, [---] engagements

"$PRX used its last bullet to save the ponzi scheme in $DHER They are clearly trying to make you believe they are keen to own this ahead of the massive dilution there is to come Will the market let $DHER reorganize the balance sheet $DHER dead man walking"
X Link 2023-06-28T15:24Z [---] followers, [---] engagements

"MIMIMI but everything is going great at $DHER and they will be the next Amazon All is fine before the massive capital raise post results"
X Link 2023-07-11T07:36Z [---] followers, [---] engagements

"$DHER burned $ billions in investments such as Gorillas: without a mandate to do so ps1: usually the companies you invest in your industry resemble your own ps2: if $GLOVO $RAPPI $FLINK $GORILLAS are all scams is $DHER a scam Watch for yourself: http://www.youtube.com/watchv=xH4nz9JOnyY http://www.youtube.com/watchv=xH4nz9JOnyY"
X Link 2023-07-20T13:15Z [---] followers, [---] engagements

"$DHER $GLOVO sounds stable #gainingshare https://www.wired.com/story/spain-elections-gig-workers-far-right/ https://www.wired.com/story/spain-elections-gig-workers-far-right/"
X Link 2023-07-21T13:19Z [---] followers, [---] engagements

"$DHER $GLOVO what now https://elpais.com/economia/2023-08-04/trabajo-da-un-ultimatum-a-glovo-antes-de-ir-a-la-via-penal-por-emplear-a-falsos-autonomos.html https://elpais.com/economia/2023-08-04/trabajo-da-un-ultimatum-a-glovo-antes-de-ir-a-la-via-penal-por-emplear-a-falsos-autonomos.html"
X Link 2023-08-04T10:34Z [---] followers, [----] engagements

"$DHER [----] bn EUR burn is top [--] highest HY burns in its history and in line with H2 [----] No improvement at all - just fooling "investors" Heroes: get prepared for the big dilutive raise coming up. They will have a breakeven day in H2 and try to issue more convert debt"
X Link 2023-08-10T06:21Z [---] followers, [----] engagements

"$DHER Heroes is this an investor fraud or what profitability explained below You prepared for the diluted issuance"
X Link 2023-08-30T08:20Z [---] followers, [---] engagements

"$DHER Glovo acquisition seems like a huge win for Heroes bagholders: Investor fraud vibes"
X Link 2023-08-30T08:27Z [---] followers, [----] engagements

"$DHER put to $PRX likely gone CEO "resigns" reads pretty much like hiding from his continuous investment underperformance investing in ponzies like $DHER $DHER is PRX largest loss to date. Will the newcomer double down Unlikely if not distressed"
X Link 2023-09-18T08:58Z [---] followers, [----] engagements

"Use of proceeds of $DHER fire sale of growth assets: [--]. pay Spanish fines EUR [---] MM [--]. unwind illegal operations in Spain [--]. "war chest" to pay for fines in the remaining countries Would you play the ponzi game when they can go to jail 🤡🤡🤡🤡🤡"
X Link 2023-09-21T13:10Z [---] followers, [--] engagements

"$DHER plan to avoid paying fines. Look what they tell their Heroes and sell-side "analysts" 'The fines will be over Glovo alone over their Spanish logistical entity. They may potentially consider liquidating the Spanish entity to minimize the cash outflow' Reality below 🤡🤡"
X Link 2023-09-22T09:27Z [---] followers, [----] engagements

"Employees of ponzi-companies like $DHER accept to have extremely low salaries for $DHER to pretend they have improving economics in exchange for share based compensation Then before fire-selling the business all employees are fired Will it work again"
X Link 2023-09-25T06:59Z [---] followers, [----] engagements

"Largest scam in Europe (tentatively) reporting tomorrow $DHER. Are they delaying this again Sounds like a tight ship. Heroes will learn the hard way 🤡🤡🤡🤡🤡🤡 https://www.breakit.se/artikel/35840/anstallda-vittnar-inifran-hogkvarteret-usel-arbetskultur-hot-och-valdtaktsdomda-chefer-pa-foodora https://www.breakit.se/artikel/35840/anstallda-vittnar-inifran-hogkvarteret-usel-arbetskultur-hot-och-valdtaktsdomda-chefer-pa-foodora"
X Link 2023-11-13T14:35Z [---] followers, [----] engagements

"Will $DHER auditors quit after this Auditor: Spain liabilities are EUR [--] bn as you need to shut down shop DHER: we cant UP liabilities now as shares will melt Auditor: delay results DHER: we will DECIDE on what to book and show a scam slide MASKS FALLING FAST 🤡🤡🤡🤡"
X Link 2023-11-14T08:15Z [---] followers, [----] engagements

"$DHER $CPNG things are about to get interesting in South Korea. [--]. $CPNG already 50% market share in Seoul [--]. Lifetime subsidies into food delivery [--]. Increasingly aggressive rhetoric towards Heroes [--]. $DHER execs leaving Heroes last dance"
X Link 2023-11-21T07:26Z [---] followers, [----] engagements

"Who do you think the EU is raiding $DHER Heroes $DHER last dance $GLOVO should be shut down"
X Link 2023-11-21T10:02Z [---] followers, [----] engagements

"$DHER seems like the EU is trying to flush out the $GLOVO Heroes no matter what Next results will be delayed due to raid Is $DHER trying to offset positive news of fire-selling Asia with the closing of Spain That would improve the cash burn enough to try to tap into $ROO"
X Link 2023-11-22T17:16Z [---] followers, [----] engagements

"$DHER tried to get media to create a fake bidding war for their crap assets in Asia Is $GRAB even interested in this Clown show from $DHER Heroes once again 🚨🚨🤡🤡🤡🤡🚨🚨"
X Link 2023-12-04T08:20Z [---] followers, [---] engagements

"$DHER CLOSES HUBS IN TAIWAN TURKEY; CUTS BERLIN JOBS Reads positive. Are they planning for not being able to dump Asia on $GRAB"
X Link 2023-12-18T08:20Z [---] followers, [---] engagements

"Lets translate this to $DHER language: [--]. there was never a deal on the table [--]. $DHER tried to pump and dump to raise stock price [--]. tried to attract $GRAB to the table by lying about Meituan being interested [--]. easier to say valuation was off"
X Link 2023-12-20T08:53Z [---] followers, [----] engagements

"Is $DHER the Enron of Europe Niklas is getting eaten alive in Korea business is Latam (mainly ARG) evaporated and their fines in Europe are larger than the value of the business itself Is Niklas outright lying to try not to get axed by $PRX and last-dance merge with $ROO"
X Link 2023-12-24T07:39Z [--] followers, [----] engagements

"Interesting start for $DHER Heroes: [--]. Is the pod trade in food delivery broken [--]. Is the $PRX put gone (recent remarks from new CEO very clear on trimming losers) [--]. Will Niklas survive having to actually deliver what he says without hiding it with $ROO M&A"
X Link 2024-01-02T09:42Z [---] followers, [----] engagements

"@gqfrs I would be very worried to be in $DHER given what is happening with $CPNG in Korea and lack of funding Also Niklas track record in holding on to leadership positions anywhere is non-existent $DHER = Korea - Losses/fines/overhead/Dmarts + Debt Not sure if the above zero"
X Link 2024-01-02T11:40Z [--] followers, [---] engagements

"$DHER pod trade is broken $PRX put is gone What happens when: [--]. Niklas gets fired [--]. Spanish fines are due [--]. $DHER fire sells Latam + Asia $ 500-750m non-cash [--]. People realize that $DHER is still unprofitable as Korea/MENA costs were being dumped in 'adjustments'"
X Link 2024-01-04T11:55Z [---] followers, [----] engagements

"@BETAK3V1N that would be good for DHER as they could then blame their ponzi in someone else same playbook since IPO"
X Link 2024-01-04T17:10Z [---] followers, [---] engagements

"$DHER Heroes that's what happens when you run out of voucher money in order to "break even" 🚨Is there a single market that $DHER was able to retain non-vouchered leadership since inception of the business 🚨"
X Link 2024-01-09T14:17Z [---] followers, [----] engagements

"Last [--] months $DHER management: [--]. Lied about selling Asia Pacific [--]. Lied about retaining share in Korea [--]. Lied about being labour compliant (and fines being provided for) [--]. Lied about reaching FCF breakeven [--]. Lied about reporting results on time [--]. CFO leaving 🤡🤡🤡"
X Link 2024-01-18T15:48Z [--] followers, [----] engagements

"$DHER Heroes your CEO was loss stopped by $PRX and is liquidating the company at any price Panic first they say. unless you get found out by $GRAB Obviously also no FCF and now no growth after they offload growth assets $GLOVO closing soon Niklas fired Getting spicy"
X Link 2024-02-02T12:20Z [---] followers, [----] engagements

"$DHER pod trade imploding hard"
X Link 2024-02-02T12:25Z [---] followers, [----] engagements

"Spanish government has full leverage to bring $DHER to its knees Impose the fines immediately and all bets are off HoudiNiklas will get the axe and Heroes will have to raise capital Ps: $DHER real cash burn [----] as per their numbers still eur 300mm+ But [----] looks great"
X Link 2024-02-16T12:46Z [---] followers, [----] engagements

"Can HoudiNiklas close $GLOVO and remain in the job (Glovo broke cant even pay 2m fine) [--]. $DHER will have a eur [--] bn impairment [--]. Will admit to be the worst capital allocator in food delivery [--]. Will admit he cant run a legit model on labour Will $PRX allow this to stay"
X Link 2024-02-19T11:50Z [---] followers, [----] engagements

"@42330bk @gqfrs Forget tkwy is irrelevant Everyone wants to buy $DHER assets as they just tried to fire sell all of them Should we ask Meituan or Grab Clown show from pod bois"
X Link 2024-02-19T19:22Z [---] followers, [---] engagements

"Keep dreaming $DHER Heroes clowns $Glovo is bust Pay up 🤡🤡🤡🤡"
X Link 2024-02-21T08:47Z [---] followers, [----] engagements

"$DHER "investors" having to change narratives on a daily basis"
X Link 2024-03-04T11:13Z [---] followers, [---] engagements

"$DHER this is not going away is it $GLOVO gone https://www.euractiv.com/section/gig-economy/news/at-long-last-eu-countries-adopt-the-platform-work-directive/ https://www.euractiv.com/section/gig-economy/news/at-long-last-eu-countries-adopt-the-platform-work-directive/"
X Link 2024-03-11T16:14Z [---] followers, [----] engagements

"$DHER getting squeezed https://equalocean.com/news/2024030620580 https://equalocean.com/news/2024030620580"
X Link 2024-03-15T10:00Z [---] followers, [----] engagements

"$DHER needs to find a CFO that agrees to: [--]. Perpetuate lies about profitability [--]. Not close fraudulent markets like $GLOVO Spain [--]. Be on the hit list if governments on labour law [--]. Abide by impossible guidance Most ponzies unravel when leadership tries to exit mid-flight"
X Link 2024-03-25T09:07Z [---] followers, [----] engagements

"@42330bk Since 2019"
X Link 2024-03-25T13:08Z [---] followers, [---] engagements

"Seems great for profitability $DHER Heroes: Also seems like $CPNG is not making a dent at all to Baemin. 🤡🤡🤡🤡 https://koreajoongangdaily.joins.com/news/2024-04-01/business/industry/Baemin-rolls-out-free-food-delivery-as-Coupag-Eats-chases-its-market/2015625 https://koreajoongangdaily.joins.com/news/2024-04-01/business/industry/Baemin-rolls-out-free-food-delivery-as-Coupag-Eats-chases-its-market/2015625"
X Link 2024-04-03T16:57Z [---] followers, [----] engagements

"$DHER Heroes you are about to have no CEO and no CFO $PRX will put their own CFO there to clean house. Huge kitchen sink and will admit in the current format company can never make money Will also close $GLOVO and dump a bunch of countries GMV to collapse given the clean up"
X Link 2024-04-04T14:01Z [---] followers, [----] engagements

"$DHER Heroes is $GLOVO going to die tomorrow Or Niklas Houdini will get the axe"
X Link 2024-04-24T12:10Z [---] followers, [----] engagements

"$DHER Heroes the retail trading can do whatever with short-term stock but the industry insiders know you are down and out. MEITUAN announced its Food Delivery service debut in Saudia Arabia last night Niklas dead man walking"
X Link 2024-04-26T06:44Z [---] followers, [----] engagements

"$DHER untold facts: [--]. $DHER agreed to keep funding $GLOVO until [----] [--]. $DHER cannot admit $GLOVO is a dumpster fire [--]. $DHER cannot admit $GLOVO is worth negative AND they cant close this down [--]. $DHER cannot close $GLOVO even if the government comes for them"
X Link 2024-04-29T07:27Z [---] followers, [----] engagements

"$GETIR now picking up all remaining money to crush $DHER in Turkey as their only survival choice. Also on $GLOVO: https://africa.businessinsider.com/local/markets/glovo-pulls-out-of-ghana-market-citing-profitability-challenges/83wr8r9 https://africa.businessinsider.com/local/markets/glovo-pulls-out-of-ghana-market-citing-profitability-challenges/83wr8r9"
X Link 2024-04-30T15:12Z [---] followers, [---] engagements

"Can Heroes explain how $DHER is not a zero [--]. Unpayable debt stack [--]. Only (tiny) profit pools being ravaged by strong local players [--]. Billions in off balance sheet liabilities and fines [--]. No management team [--]. Cant monetize any assets Equity spiral lower then what"
X Link 2024-05-07T21:27Z [---] followers, [----] engagements

"Heroes can you please walk me through: [--]. how $DHER pays the debt [--]. how do they win HK [--]. how do they retain Saudi [--]. how do they retain profits in Korea [--]. how do they avoid drowing in labour fines CEO will be axed and fire sale happens what would make you whole"
X Link 2024-05-13T08:54Z [---] followers, [----] engagements

"@gqfrs 🤡🤡🤡🤡🤡 if $DHER "pays up" they will need to close the business or change the business model which by definition doesnt work or would already be doing this so growth will collapse with business closures. operating de-leverage no margin uplift (would be profitable now)"
X Link 2024-05-13T14:32Z [---] followers, [---] engagements

"$GLOVO will shut down in 2024/2025 Bet"
X Link 2024-05-13T15:54Z [---] followers, [----] engagements

"Great move from $DHER - need to see a lot more of this to make equity holders whole Also free option for $UBER as H1 [----] closing only and deal tough to pass by regulators Little break fee and $DHER would struggle to keep its people for [--] year in limbo so lose Taiwan anyway"
X Link 2024-05-14T06:41Z [---] followers, [----] engagements

"Deal makes total sense both ways: $UBER: cheap option low chance outcome long stop [----] closing if deal falls DH can't keep people in limbo [--] year so lose Taiwan anyway $DHER: struggling shows value on assets try to refinance the business before/if deal falls"
X Link 2024-05-14T06:45Z [---] followers, [----] engagements

"@jordan_w_fox I think $UBER had to pay a break fee and this was the agreement cut as in a liquid/zero break fee in exchange for showing support to $DHER stock"
X Link 2024-05-14T14:31Z [---] followers, [---] engagements

"@jordan_w_fox deal will take [--] months to close minimum with potential another 12-18 months if deal fails $DHER will have lost their key talent there as nobody would stay knowing they will be sinergies $DHER loses Taiwan either way $UBER wins"
X Link 2024-05-14T15:21Z [---] followers, [---] engagements

"$DHER Heroes any deal is a good deal but let's agree that: [--]. if $UBER wanted to buy 3% of $DHER stock they would have bought AT MARKET w/o premium [--]. $UBER agreed to buy shares at a premium as a liquid break fee on an unlikely deal [--]. $UBER likely to sell end of lock up"
X Link 2024-05-15T06:52Z [---] followers, [----] engagements

"$DHER Heroes care to explain your AR: if a certain risk materializes in a specific market we may discontinue our operation in such a market. Particularly for Glovoapp23 S.A. Spain a risk that could adversely affect the going concern prognosis was identified. $Glovo done"
X Link 2024-05-27T07:15Z [---] followers, [----] engagements

"$DHER South Korea GMV declining double digits as per below . imagine how much orders are down as they are trying to fool you by raising fees as they bleed share $UBER lock up expiring in [--] days as well. what happens of/when they dump their shares Beginning of the end☠"
X Link 2024-06-03T18:43Z [---] followers, [----] engagements

"$DHER $GLOVO will be shut down 🤡🤡🤡🤡🤡 https://www.businessinsider.es/glovo-uber-cabify-justeat-condiciones-laborales-estudio-1391005 https://www.businessinsider.es/glovo-uber-cabify-justeat-condiciones-laborales-estudio-1391005"
X Link 2024-06-14T13:20Z [---] followers, [----] engagements

"$DHER why are you tanking so bad Door 1: getting owned in Asia by $CPNG Door 2: $GLOVO about to shut down Door 3: fines will continue to go up Door 4: CEO axed newcomer kitchen sink Door5: no CFO means candidates are looking and finding flags Door6: running out of $$ 🤡"
X Link 2024-06-18T15:12Z [---] followers, [----] engagements

"$DHER puke. $CPNG $MPNGY smell blood in the water: [--]. Can they pay the debt [--]. Why no CFO wants to take this role [--]. Will $GLOVO bankrupt $DHER [--]. Are they about to admit they will never be profitable [--]. Is their growth target a dream [--]. Do they have a CEO"
X Link 2024-06-21T14:08Z [---] followers, [----] engagements

"Potential reasons for $DHER inability to have a CFO: [--]. Revenue writeoff would have to be in the EUR billions [--]. Accounting irregularities [--]. $GLOVO needs to shut down [--]. Regulator investigating market manipulation [--]. Management personally liable on breaking labour law 🤡"
X Link 2024-06-28T07:10Z [---] followers, [----] engagements

"$DHER Heroes Are you bust Did you try to plug a hole in your balance sheet by fooling investors over Taiwan What else are you hiding"
X Link 2024-07-07T18:47Z [---] followers, [----] engagements

"$DHER $GLOVO will close coming weeks Eur 1bn labour fines on top of eur antitrust crook fines Ride or die ☠☠☠☠🔪🔪🔪🔪"
X Link 2024-07-08T06:44Z [---] followers, [----] engagements

"$DHER to close $GLOVO Niklas axed ⛏⛏⛏⛏⛏ Bet on it. https://www.catalannews.com/society-science/item/public-prosecutor-accuses-glovo-of-continuing-to-infringe-workers-rights https://www.catalannews.com/society-science/item/public-prosecutor-accuses-glovo-of-continuing-to-infringe-workers-rights"
X Link 2024-07-08T07:35Z [---] followers, [----] engagements

"Would $DHER be bankrupt if $PRX wasnt bagholding New CEO will want to pass on this hot potato and fire sell/merge this one out This is the biggest corporate scandal in Germany since $WIRE Wait for the labour fines and management personally liable - CFO already gone 🐀🐀🐀"
X Link 2024-07-08T07:59Z [---] followers, [----] engagements

"$DHER Talabat raising $ [--] billion basically pays Spain fines while Taiwan pays anti-trust fines Meanwhile $PRX has shown it is not supporting $DHER any longer and the complexity of $DHER "stub" just increased dramatically $DHER cuts the leg to save the body 🤡🤡🤡"
X Link 2024-09-03T12:53Z [---] followers, [----] engagements

"$DHER Heroes did well and dumped the only solvent business at an over-priced valuation However now: [--]. still have debt [--]. still have losses business model unproven [--]. large fines mounting [--]. Taiwan sale at risk [--]. $CPNG $MPNGY hungry $DHER is trapped with no catalyst"
X Link 2024-12-10T10:58Z [---] followers, [----] engagements

"$PRX management on $DHER at Oddo TMT conference: [--]. Don't like $DHER management [--]. Are unhappy with $DHER operations [--]. Wouldn't buy $DHER [--]. Consider board seat a distraction [--]. Would potentially reduce stake if remedies require "all options are open" $PRX put gone"
X Link 2025-03-12T10:36Z [---] followers, [----] engagements

"@gqfrs MENA is easy prey to Meituan having to keep divvy to hold valuation Will get purged soon - worse than Korea Now to the downside: losses keep climbing in the current setup so obviously the math is off"
X Link 2025-04-03T08:43Z [---] followers, [--] engagements

"Can $DHER win any market - losing share in ALL South Asian markets - Malaysia Foodpanda share decline 5% in January alone - Singapore Foodpanda DAU share decline from 10% to 5% (#3 position since data is tracked) What happens when they stop vouchers no growth no profits"
X Link 2022-02-25T07:52Z [---] followers, [--] engagements

"$PRX being vocal that $DHER will need to sort their own mess. What are $DHER realistic options - stop vouchers and start declining organically; get mowed by peers - fire sell private stakes - beg PRX to buy their Latam assets Burn rate H1 [----] likely EUR [--] billion"
X Link 2022-03-02T15:52Z [---] followers, [--] engagements

"@oskand1 is $DHER blowing up or what - company will never turn a profit and has negative gross margins GRAB is leading all but one South East Asian markets. Who cares who is gaining share the point will always be: - Can $DHER win (and retain) any market Vouchered share is no good"
X Link 2022-03-04T07:11Z [---] followers, [--] engagements

"Can $DHER "investors" outline here their path to solvency (without $PRX bailout)"
X Link 2022-03-07T08:04Z [---] followers, [--] engagements

"@CnsmerStocks Assumption is that when you take the vouchers all these orders disappear. They will "grow" from a base that is X% lower than the current run rate i.e. if they try to do this $DHER will most certainly decline a lot (not grow) which they will try to do by exiting markets"
X Link 2022-03-07T16:10Z [---] followers, [--] engagements

"@CnsmerStocks we will see in [--] quarters the reality. I think $DHER is lying all over: not CM positive anywhere + shifting vouchers for the same customers into the new verticals as if it was another business What I like about this is that they will have to (finally) deliver or go bust"
X Link 2022-03-07T17:15Z [---] followers, [--] engagements

"@CnsmerStocks no idea but $DHER is going under fact. and they cannot win and retain ANY market"
X Link 2022-03-08T07:13Z [---] followers, [--] engagements

"@CnsmerStocks $DHER is not winning anything mate. They are maybe hiring people like you to prop up their stock. In time $DHER will leave Spain (food) and Italy (all) already in [----]. Bet"
X Link 2022-03-08T07:51Z [---] followers, [--] engagements

"@CnsmerStocks $DHER is bust in 6-12 months stay tuned They will never turn a profit"
X Link 2022-03-08T08:06Z [---] followers, [--] engagements

"@CnsmerStocks hahahahah $DHER won in Latam have you seen Jahrez prospectus looking good Wolt stronger in Nordics not DHER DHER hiding vouchers in the IV segment. Will all come out soon for you"
X Link 2022-03-08T08:18Z [---] followers, [--] engagements

"@CnsmerStocks @KamikazeKabooom hilarious that because $DHER is going bust in [--] months (or massively impaired) the discussion becomes about ANOTHER company dude embrace your ponzi scheme you will lose all your money"
X Link 2022-03-09T08:41Z [---] followers, [--] engagements

"$DHER holders desperately trying for the market not to wait and see for them to deliver. The market will stay put and $DHER will have to show what they are about Guess what this company never delivered and will be called out - "investors" will lose jobs on this"
X Link 2022-03-09T08:45Z [---] followers, [--] engagements

"@LucHonders @CnsmerStocks what is the common denominator here for $DHER they cannot win or retain ANY market. imagine when they also have to lose less money"
X Link 2022-03-11T11:37Z [---] followers, [--] engagements

"is $DHER on a death spiral Wasn't management saying they would have a solution for the debt "very soon" Was this just another lie by this management team Where are regulators investigating this Company's blatant manipulation of the market Does $DHER belong in the DAX"
X Link 2022-03-15T10:37Z [---] followers, [--] engagements

"Who is going to bag-hold this baby STRONG LANGUAGE on $DHER Toxic is appropriate indeed"
X Link 2022-03-16T07:54Z [---] followers, [--] engagements

"$DHER management now saying they don't need to solve their liquidity issues in the near term and are "comfortable". Top mgmt also cant say how many shares they own in the Company just that bought in the market more than sold. Continues to hope to out-burn others. Until when"
X Link 2022-03-21T12:39Z [---] followers, [--] engagements

"Does $DHER have a right to exist independently -Are they profitable/dominating any market -Are managers aligned (low share ownership) and well incentivized (revenue targets) -Are they innovating (Getir/Jahrez say otherwise) -Can investors trust them (debt solution soon)"
X Link 2022-03-22T10:29Z [---] followers, [--] engagements

"$DHER management is very charismatic. This brought them here. Good were the days management told investors "good news" are coming between now and results and could raise equity on the hot air. People are calling them out. Show me time"
X Link 2022-03-25T15:13Z [---] followers, [--] engagements

"Game theory of $DHER next months: - if they raise debt at 9-10% rates and pay down cheaper debt stock collapses - if they cut vouchers or raise fees to slow down burn they lose share stock collapses - if they sell down their better businesses to pay debt stock collapses"
X Link 2022-03-28T08:15Z [---] followers, [--] engagements

"@LucHonders @CnsmerStocks @Lawrence0086 @The1FighterJET Amazed how $DHER bank run discussion becomes a $JET web traffic rhetoric"
X Link 2022-03-28T12:41Z [---] followers, [--] engagements

"Brainwashed $DHER "investors" please address the market leader in Spain (thought it was going smoothly over there and a good asset was acquired): https://sifted.eu/articles/glovo-workplace-culture-problems/ https://sifted.eu/articles/glovo-workplace-culture-problems/"
X Link 2022-03-28T13:26Z [---] followers, [--] engagements

"Can $DHER sell their Dmarts to save the day (despite being entangled with the same app same customers and hiding all their vouchers so "investors" think they are profitable in food) https://www.theinformation.com/articles/gopuff-plans-hundreds-of-layoffs-to-cut-40-million-in-costs https://www.theinformation.com/articles/gopuff-plans-hundreds-of-layoffs-to-cut-40-million-in-costs"
X Link 2022-03-30T06:34Z [---] followers, [--] engagements

"$DHER bulls more insights on who you partner with below: - DHER and Glovo have a similar culture - Whoever has dealt with DHER in the industry knows they are toxic - Multiple episodes on DHER not being trustworthy -- is this the new Wirecard https://podcasts.apple.com/ie/podcast/ep-5-claims-of-toxicity-at-glovo-how-good-vibes/id1592525862i=1000555846121 https://podcasts.apple.com/ie/podcast/ep-5-claims-of-toxicity-at-glovo-how-good-vibes/id1592525862i=1000555846121"
X Link 2022-04-01T06:20Z [---] followers, [--] engagements

"@CnsmerStocks @InvestingSeva $DHER adjusted number is a full page long definition same as Uber. Can we focus on effective FCF generation for all sector companies"
X Link 2022-04-04T12:48Z [---] followers, [--] engagements

"$DHER reducing options: -cant compete on promos and must deliver will downsize -Raised secured funding and juniorized all other debt (refi will be nasty) - Food profits depend on unproven ads - Dmarts have heavily negative gross margins best ones at 6% also doesnt work"
X Link 2022-04-05T06:16Z [---] followers, [--] engagements

"The (now) $DHER junior bondholders don't lie. 7.4% YTM on the [----] - should be a steal for such a profitable business"
X Link 2022-04-07T15:30Z [---] followers, [--] engagements

"from the series: is SBC a cost $DHER $DASH $UBER Going forward we are designing a compensation program to ensure that performance is what drives differences in pay even in the face of stock volatility. http://www.protocol.com/bulletins/doordash-stock-options-employee-pay http://www.protocol.com/bulletins/doordash-stock-options-employee-pay"
X Link 2022-04-11T07:06Z [---] followers, [--] engagements

"$DHER can only be profitable if their GMV collapses (no voucher) to increase their marketplace % of overall orders Also on Korea with 3P orders making only $ [---] per order any mix shift towards 1P (Korea has western salaries) inevitably makes the country unprofitable a zero"
X Link 2022-04-26T14:09Z [---] followers, [--] engagements

"9% YTM on [----] $DHER bonds: bank run on $PRX"
X Link 2022-04-27T08:17Z [---] followers, [--] engagements

"$DHER not disclosing orders is absolutely an insult to its shareholders. All its growth is fake coming from hyper-inflationary countries which means nothing towards a sustainable business What a (sad) joke"
X Link 2022-04-28T06:40Z [---] followers, [--] engagements

"@ProsusForAll how about moral recourse after picking $DHER as your top company in your main vertical ex-Tencent the reason for $PRX to exist (and pay their execs a fortune) is to diversify away from Tencent. what then if $DHER goes bust I think this is existential for PRX"
X Link 2022-04-29T07:23Z [---] followers, [--] engagements

"RIP $DHER MENA: Jahez has signed a non-binding agreement to acquire Chefz in Saudi Arabia. DHER did try to buy Chefz back in December however their take over was blocked by the Competition Commission ps: Turkey gone too for Getir"
X Link 2022-05-20T06:36Z [---] followers, [--] engagements

"Change Gorillas for $DHER. Change investors for $PRX: Copy paste to all https://sifted.eu/articles/gorillas-funding-struggles-layoffs/ https://sifted.eu/articles/gorillas-funding-struggles-layoffs/"
X Link 2022-05-31T15:29Z [---] followers, [--] engagements

"$DHER leaving the DAX because they cannot prove a credible path to profitability key DAX rule is that all companies need to be or become profitable. $DHER should have never entered the DAX. avoiding another Wirecard situation"
X Link 2022-06-06T06:14Z [---] followers, [--] engagements

"$DHER Korea declining in real terms https://koreajoongangdaily.joins.com/2022/06/02/business/economy/Korea-Online-shopping-Food-delivery/20220602161307797.html https://koreajoongangdaily.joins.com/2022/06/02/business/economy/Korea-Online-shopping-Food-delivery/20220602161307797.html"
X Link 2022-06-08T13:44Z [---] followers, [--] engagements

"$DHER and food delivery Scamcos bull case: "just raise a little bit the fees and we are all profitable" There you have it - In Korea Food delivery firms see [--] million user drop after fee hikes https://m.koreatimes.co.kr/pages/330430.htmlgosh https://m.koreatimes.co.kr/pages/330430.htmlgosh"
X Link 2022-06-10T06:23Z [---] followers, [--] engagements

"$DHER bulls can clarify: https://strotw.substack.com/p/the-unwind-of-the-hamilton-helmers=w https://strotw.substack.com/p/the-unwind-of-the-hamilton-helmers=w"
X Link 2022-06-16T09:01Z [---] followers, [--] engagements

"$DHER Korea Orders for Baemin declined 3% Y/Y (-13 pp M/M) in May with consumer demand softening mid-month. This was the first time Y/Y monthly growth turned negative Yogio growing +24% y/y"
X Link 2022-06-17T06:29Z [---] followers, [--] engagements

"@CnsmerStocks @LucHonders $DHER lies Baemin is declining"
X Link 2022-06-17T13:39Z [---] followers, [--] engagements

"Did $DHER nail with their Dmarts or what https://qz.com/2179069/nobody-wants-to-pay-for-food-delivery/amp/ https://qz.com/2179069/nobody-wants-to-pay-for-food-delivery/amp/"
X Link 2022-06-24T06:13Z [---] followers, [--] engagements

"What is the value of $DHER private portfolio https://www.esmmagazine.com/technology/german-groceries-app-gorillas-poised-for-job-cuts-in-spain-177341 https://www.esmmagazine.com/technology/german-groceries-app-gorillas-poised-for-job-cuts-in-spain-177341"
X Link 2022-06-24T14:07Z [---] followers, [--] engagements

"@Deezee1031 $DHER can be a zero"
X Link 2022-07-01T16:16Z [---] followers, [--] engagements

"$DHER has a pivotal choice to make in the coming months. In order to avoid burning EUR 2.5+ billion in FCF in 22/23' they must: [--]. try whatever they can to kill the $Glovo deal as being sued is better than going bust [--]. shut down most markets Dmarts and skew 3P Ride or die"
X Link 2022-07-04T06:27Z [---] followers, [--] engagements

"In case you were wondering why $DHER shares collapsed today:"
X Link 2022-07-04T17:20Z [---] followers, [--] engagements

"what is the value of $DHER Dmarts there are literally ZERO bidders for Gorillas assets at any price: https://www.wired.com/story/gorillas-delivery-apps-reckoning/ https://www.wired.com/story/gorillas-delivery-apps-reckoning/"
X Link 2022-07-05T07:20Z [---] followers, [--] engagements

"so this is how bad this ponzi scheme is. $DHER solution for their mounting LOSSES is to agree with other ponzis on which markets to compete. Cannot make this stuff up: *DELIVERY HERO RAIDED BY EU OVER ANTITRUST CONCERNS"
X Link 2022-07-06T13:25Z [---] followers, [--] engagements

"Karma is a tricky thing indeed. Anti-trust fines go up to 10% of a Company global turnover. Maybe now $DHER will choose to soak up a bit of that GMV ponzi to reduce its collusion liabilities https://kfgo.com/2022/07/06/eu-antitrust-watchdog-raids-online-food-groceries-delivery-companies/ https://kfgo.com/2022/07/06/eu-antitrust-watchdog-raids-online-food-groceries-delivery-companies/"
X Link 2022-07-06T13:34Z [---] followers, [--] engagements

"$DHER distortions: The fact the commission carried out the inspection does not mean that the commission has concluded that there has been an actual infringement of competition law nor does it prejudge the outcome of the investigation itself Implied: Unannounced raids are OK"
X Link 2022-07-06T14:02Z [---] followers, [--] engagements

"$DHER 2Q Korea Orders for Baemin grew 3% Y/Y (22 pp deceleration from 1Q) the sixth consecutive quarterly deceleration On a monthly basis Yogiyo's Orders grew 26% Y/Y in June (2 pp acceleration from May if email data is right what happens"
X Link 2022-07-20T06:08Z [---] followers, [--] engagements

"at what level of cash burn (not adjusted BS) do $DHER bulls feel cheated and desperate we will see what this Company reality looks like in some days when they release results not the adjusted selective disclosure they pre-release"
X Link 2022-08-08T15:17Z [---] followers, [--] engagements

"$DHER financial highlights: [--]. All growth driven by inflation total costs exploding [--]. burn rate accelerating [--]. vouchers being moved into Dmarts [--]. Hiding from the burn divestment of Rappi [--]. Does not include Glovo EUR [---] MM losses Is the below company solvent"
X Link 2022-08-25T17:26Z [---] followers, [--] engagements

"$DHER "analysts" asking why Rappi sale proceeds should be added to the burn. Below is how your company reports their "burn": [--]. Rappi sale of $ [---] MM netted out implying their burn is "only" -EUR [---] MM over the H1 [--]. Glovo annual losses of EUR [---] MM not consolidated"
X Link 2022-08-26T07:01Z [---] followers, [--] engagements

"@CnsmerStocks - show me the improving FCF burn - show me growth above inflation - which investments are temporary in this number $DHER zombie-co. saying "I am profitable in the countries where I am profitable""
X Link 2022-08-26T07:28Z [---] followers, [--] engagements

"@CnsmerStocks @InvestingSeva On $DHER they either shrink (a lot) to stop the burn or they will continue having steeper FCF losses to keep their growth. Sector peers have better businesses and better set of expectations for the current environment while DHER seems trapped - will only get worse with Glovo in"
X Link 2022-08-26T08:18Z [---] followers, [--] engagements

"wasn't $DHER going to grow and gain share https://www.dealstreetasia.com/stories/foodpanda-cutting-jobs-in-se-asia-306334utm_source=substack&utm_medium=email https://www.dealstreetasia.com/stories/foodpanda-cutting-jobs-in-se-asia-306334utm_source=substack&utm_medium=email"
X Link 2022-09-05T07:55Z [---] followers, [--] engagements

"$DHER announced that CEO Niklas Oestberg sold EUR 10m in shares and COO Pieter-Jan Vandepitte sold EUR 1m in shares on September [--] #nocomments #bagholders"
X Link 2022-09-15T06:14Z [---] followers, [--] engagements

"$DHER CEO selling stock ahead of Glovo write-off Spain fines DHER's Glovo 79m for not formally hiring riders post rider law in Aug-21 (Reuters)"
X Link 2022-09-21T07:42Z [---] followers, [--] engagements

"Sounds about right $DHER: "Glovo founder more committed than ever" What do insider transactions tell you about the health of Glovo https://sifted.eu/articles/glovo-oscar-pierre-new-vc-fund-news/ https://sifted.eu/articles/glovo-oscar-pierre-new-vc-fund-news/"
X Link 2022-09-23T06:26Z [---] followers, [--] engagements

"And when you thought competition was going down for $DHER Korea: https://www.koreatimes.co.kr/www/nation/2022/09/419_336700.html https://www.koreatimes.co.kr/www/nation/2022/09/419_336700.html"
X Link 2022-09-26T06:54Z [---] followers, [--] engagements

"@Jemoede28702765 @CnsmerStocks Too hard pile + Cash burn for all players = short"
X Link 2022-09-26T16:28Z [---] followers, [--] engagements

"@Jemoede28702765 @CnsmerStocks $DHER has growing/stable losses while others may not have the same pattern"
X Link 2022-09-27T06:56Z [---] followers, [--] engagements

"@NewmoonCap @JasonJh1319 @SlingshotCap Which one is $DHER"
X Link 2022-10-06T14:27Z [---] followers, [--] engagements

"RIP $DHER Asia business #forevercompetition"
X Link 2022-10-10T11:05Z [---] followers, [--] engagements

"@NewmoonCap @kenlifeasitis $DHER wont make the cut"
X Link 2022-10-11T06:51Z [---] followers, [--] engagements

"@CnsmerStocks @andre_galbert $DHER cant hold relevant positions organically. They bought Korea and got lucky with management Korea however not enough to pay for the debt + losses: the rest of their footprint is for show should close EU fast Yet Netherlands and Germany remain monopolies despite all $ waste"
X Link 2022-10-11T06:57Z [---] followers, [--] engagements

"$DHER "investors" for some time toyed with the idea of selling the Asian business to $GRAB. If this business was for sale did Meituan look at it and pass If nothing happened as of now is the value of any of these businesses in Asia higher or lower after Meituan"
X Link 2022-10-11T07:13Z [---] followers, [--] engagements

"Will $DHER disclose revenues in their next results Still wondering what is $DHER path to solvency. Bonus question: if they claim to be adjusted ebitda positive "in the countries where they are profitable" but yet the cash position goes down [--] bn are they profitable"
X Link 2022-10-13T13:48Z [---] followers, [--] engagements

"@WallStCynic @winsteadscap $DHER"
X Link 2022-10-21T08:51Z [---] followers, [--] engagements

"What is the "value" of $DHER Dmarts apart from hiding the vouchers from food delivery (aka platform business)"
X Link 2022-10-24T09:07Z [---] followers, [--] engagements

"$DHER already whispering to sell-side about the imminent downgrade on its numbers namely: - Korea LSD GMV growth - i.e. negative orders - Glovo and IV losses mounting also in [----] Summary: this company will decline in real terms while deeply loss making Game over heroes"
X Link 2022-10-27T06:22Z [---] followers, [--] engagements

"'Winning' market share they say. Alternative view: $DHER bagholding while Glovo founder opens up his own VC"
X Link 2022-10-27T10:12Z [---] followers, [--] engagements

"Will $DHER disclose GMV and revenues in their topline update this week They may just say their adjustments yield something positive and not disclose anything else"
X Link 2022-11-08T14:40Z [---] followers, [--] engagements

"$DHER results rundown: [--]. (adj.) EBITDA burn still EUR [---] MM per quarter [--]. Reduced vouchers and therefore cannot grow [--]. Korea growing below group -- Always promising for next year: 3rd time they will breakeven since [----] FCF burn EUR [--] billion but hey give me $$"
X Link 2022-11-10T07:44Z [---] followers, [--] engagements

"Another key misunderstood question in the call: Why $DHER Dmarts are gross margin negative and do not seem to be improving - because they keep dumping the vouchers there"
X Link 2022-11-10T15:22Z [---] followers, [--] engagements

"how many scandals do you need to dump $DHER heroes https://en.yna.co.kr/view/AEN20221114008700315section=economy-finance/economy https://en.yna.co.kr/view/AEN20221114008700315section=economy-finance/economy"
X Link 2022-11-15T07:31Z [---] followers, [--] engagements

"Another one for the $DHER heroes. Coincidences or patterns https://globalcompetitionreview.com/article/serbia-raids-food-delivery-app https://globalcompetitionreview.com/article/serbia-raids-food-delivery-app"
X Link 2022-11-17T10:59Z [---] followers, [--] engagements

"$DHER The most pathetic evidence of a flawed business model is when you keep skirting the law both in your cost base (illegal drivers) and in your revenues being sued on anti-trust grounds in several markets but yet you will never turn a profit"
X Link 2022-11-21T11:32Z [---] followers, [--] engagements

"$PRX profit warning with insane losses and clear statement of slowdown in M&A no $DHER bailout Heroes: be prepared to be fooled by a sales report with no financials stating adj. EBITDA positive (all losses below the line) & slowdown supplier payments to claim FCF positive"
X Link 2022-11-23T07:47Z [---] followers, [--] engagements

"@Post_Market $DHER"
X Link 2022-11-24T14:00Z [---] followers, [--] engagements

"$DHER heroes who does that remind you of #sameponzisameIR"
X Link 2022-11-30T09:38Z [---] followers, [--] engagements

"$DHER the new $CVNA $PRX clearly wants nothing to do with this as per CMD"
X Link 2022-12-07T12:17Z [---] followers, [--] engagements

"Does anyone here find it suspicious that $PRX didn't even mention $DHER among their food delivery holdings It was their biggest bet in the sector. Does that mean they are sellers to raise cash what is going on Heroes"
X Link 2022-12-08T10:13Z [---] followers, [--] engagements

"Heroes what would you say if your dear $DHER panics first and raises 1bn EUR+ already in Q1 [----] What's the discount this would require would it then be a clear that management has been misrepresenting to investors"
X Link 2023-01-02T09:40Z [---] followers, [----] engagements

"Where are you $DHER Heroes #bagholders - imminent cap raise. heard it first here"
X Link 2023-01-05T17:06Z [---] followers, [----] engagements

"$DHER playbook next months: [--]. release "results" hiding everything that is not suitable to the narrative: costs orders balance sheet [--]. claim 'economics on the right track' [--]. management sell shares [--]. try to prop share prices higher [--]. launch a massive convert or equity"
X Link 2023-01-16T07:16Z [---] followers, [----] engagements

"$DHER Heroes please simply replace Carvana $CVNA in the below report with Delivery Hero the rest is copy paste"
X Link 2023-06-13T09:14Z [---] followers, [----] engagements

"is $DHER the new $SFOR or $WDI"
X Link 2023-11-01T09:21Z [---] followers, [----] engagements

"$DHER Heroes is it time to fold [--]. trying to fire sell Asia (single buyer) to save Korea from $CPNG [--]. Running out of $$ [--]. Monhtly anti-trust raids [--]. Delaying results CFO leaving [--]. EUR [---] mm+ Spanish fines [--]. Ultra-harsh workers Directive https://www.europarl.europa.eu/news/en/press-room/20231207IPR15738/platform-workers-deal-on-new-rules-on-employment-status https://www.europarl.europa.eu/news/en/press-room/20231207IPR15738/platform-workers-deal-on-new-rules-on-employment-status"
X Link 2023-12-13T11:10Z [---] followers, [----] engagements

"$DHER Heroes what does fire-selling $ROO tells you about: [--]. the ability of $DHER to generate "tons of FCF" as guided [--]. what does this tell about $PRX stop-lossing Niklas: is he going to get the axe 🚨$DHER distressed and avoiding being front-ran - panic first and fast🚨"
X Link 2024-01-30T07:19Z [---] followers, [----] engagements

"No Really https://www.nst.com.my/business/corporate/2024/02/1008772/grabs-bid-foodpandas-southeast-asia-business-collapses-bttv https://www.nst.com.my/business/corporate/2024/02/1008772/grabs-bid-foodpandas-southeast-asia-business-collapses-bttv"
X Link 2024-02-02T07:42Z [---] followers, [----] engagements

"$DHER is your cash real or it's trapped in hyper inflationary countries like Argentina which now imploded Solid argument for vast majority of $DHER cash to be booked in fake FX Is that why they sold $ROO Only a fraction of funds are in Germany. And bleeding HARD:"
X Link 2024-02-02T14:21Z [---] followers, [----] engagements

"Math on how fast $DHER will go bust: [--]. If it ever happens Taiwan sale takes 18+ months years to complete [--]. [--] months antitrust fines eur 500mm [--]. 6-12 months labour fines eur [--] bn [--]. Annual losses eur 500mm or more [--]. Stopped disclosing where cash is Mid-2025 = Bust"
X Link 2024-07-08T08:19Z [---] followers, [----] engagements

"Passing by to say that raising prices to any stakeholder can only be bad for market share (always) And the departing $DHER Korea CEO agrees ☠☠☠ Desperate ☠☠☠"
X Link 2024-07-10T14:52Z [---] followers, [----] engagements

"$DHER getting trounced in Korea Government will take a deep look at you Heroes https://koreajoongangdaily.joins.com/news/2024-07-13/business/industry/Businesses-govt-deliver-blunt-rebuke-of-Baemins-commission-hike-plan/2089222 https://koreajoongangdaily.joins.com/news/2024-07-13/business/industry/Businesses-govt-deliver-blunt-rebuke-of-Baemins-commission-hike-plan/2089222"
X Link 2024-07-15T10:18Z [---] followers, [----] engagements

"$DHER Heroes dead men walking https://www.businesskorea.co.kr/news/articleView.htmlidxno=221299 https://www.businesskorea.co.kr/news/articleView.htmlidxno=221299"
X Link 2024-07-17T17:17Z [---] followers, [----] engagements

"$DHER Heroes have no move in Korea Blood in the water Fair Trade Commission (FTC) is carrying out a site investigation into all three delivery companies in Korea Coupang Yogiyo and the Woowa Brothers https://www.yna.co.kr/view/AKR20240717142000002section=search&secureweb=bplus64 https://www.yna.co.kr/view/AKR20240717142000002section=search&secureweb=bplus64"
X Link 2024-07-18T09:42Z [---] followers, [----] engagements

"Should $DHER Heroes shut down $GLOVO Shut down Keep bleeding Shut down Keep bleeding"
X Link 2024-07-22T08:54Z [---] followers, [----] engagements

"$DHER $GLOVO gone 💀💀💀💀💀💀 EU OPENS ANTITRUST PROBE INTO ONLINE FOOD DELIVERY SECTOR EU TO LOOK AT WITHER DELIVERY HERO GLOVO TOOK PART IN A CARTEL"
X Link 2024-07-23T09:48Z [---] followers, [----] engagements

"there's still time to vote $DHER Heroes"
X Link 2024-07-23T09:53Z [---] followers, [----] engagements

"$DHER EU anti-trust proble "The fine is limited to 10% of the undertaking's overall annual turnover generated in the business year before the adoption of the decision" Fines can go up to 10% x EUR [----] bn = EUR [----] bn If $GLOVO doesnt abide by the law $DHER goes bust"
X Link 2024-07-23T10:30Z [---] followers, [----] engagements

"Is $DHER CEO running the risk of going to jail Why cant he find a CFO Is $GLOVO worth more than the EUR 700-1bn anti-trust fines and EUR [--] bn labour fines What is the math here. Or is the CEO protecting him more than shareholders (as he sold more shares than he owns)"
X Link 2024-07-23T10:42Z [---] followers, [----] engagements

"Is this clear enough $DHER Heroes $PRX time to ⛏⛏⛏⛏ @niklasoestberg Action needed ASAP"
X Link 2024-07-29T06:51Z [---] followers, [----] engagements

"$DHER shrinking into greatness *DELIVERY HERO MERGES FOODORA YEMEKSEPETI FOODPANDA TEAMS- changes will affect some employees PONZI CLOWNS Will they have any operations in the end 🥱🥱"
X Link 2024-07-31T07:35Z [---] followers, [----] engagements

"$DHER are you bust Collapsing Korea despite market improving. No more money to compete Dead man walking"
X Link 2024-08-01T15:21Z [---] followers, [----] engagements

"$DHER $PRX are desperate and bust Management has no moves and their project effectively has nowhere to go in the current format Merge with others or die a ponzi Sell side saying basically game over Heroes 🤡🤡🤡🤡"
X Link 2024-08-28T06:10Z [---] followers, [----] engagements

"$DHER results highlights: [--]. Change definition of FCF [--]. Asia collapsing [--]. IPO MENA as Heroes have to sell whatever has value to pay down debt Sell Taiwan Mena and then Korea (if it doesnt collapse) and Heroes end up with what else Welcome to ponzi-engineering 🤡🤡🤡"
X Link 2024-08-29T06:33Z [---] followers, [----] engagements

"$DHER selling grandma's jewels. use of proceeds: [--]. Try to save Korea [--]. Spain liabilities increased from 260m - 430m to now 330m - 550m [--]. Other Provisions 699m (up from 467m in Dec 2023) [--]. Address continued FCF burn Burn baby burn"
X Link 2024-08-29T07:01Z [---] followers, [----] engagements

"$DHER Heroes riddle me this: If Korea is improving fines are under control and FCF is coming why sell MENA your best asset 🤡🤡🤡🤡🤡"
X Link 2024-08-29T08:48Z [---] followers, [----] engagements

"$DHER selling MENA to pay fines and/or try to salvage Korea Will they be able to stop the bleeding Any value left if they lose Korea and lose their ability to react in MENA and face Meituan ☠☠☠☠☠ http://koreabizwire.com/delivery-app-wars-intensify-in-south-korea-as-market-leaders-dominance-wanes/291466 http://koreabizwire.com/delivery-app-wars-intensify-in-south-korea-as-market-leaders-dominance-wanes/291466"
X Link 2024-09-05T07:12Z [---] followers, [----] engagements

"$DHER you scared https://www.fntimes.com/html/view.phpud=202409061942157461141825007d_18 https://www.fntimes.com/html/view.phpud=202409061942157461141825007d_18"
X Link 2024-09-10T06:59Z [---] followers, [----] engagements

"$DHER is toast in Korea https://www.mk.co.kr/en/business/11123922 https://www.mk.co.kr/en/business/11123922"
X Link 2024-09-26T07:15Z [---] followers, [----] engagements

"What will $DHER use Talabat proceeds for Raid $TKWY + strip assets Debt paydown Fight $CPNG in Korea Raid $TKWY + strip assets Debt paydown Fight $CPNG in Korea"
X Link 2024-11-12T15:02Z [---] followers, [----] engagements

"Is $DHER taking definitive action to become a going concern via $TKWY M&A [--]. Dilute Taiwan sale regulatory risk [--]. Large synergies [--]. Close Glovo get rid of fines [--]. Dilute Korea competition risk [--]. $PRX has excuse to put money in [--]. Roll all debt Houdini last dance"
X Link 2024-11-29T06:00Z [---] followers, [----] engagements

"$DHER admitting to fraud at large scale and begging for regulatory forgiveness. Fines expected to 2x and crystallize but hey management said it was a "negotiation" and "it will never happen" $GLOVO closing soon Game over heroes. Is Taiwan deal still going 🤡🤡🤡🤡🤡"
X Link 2024-12-02T07:50Z [---] followers, [----] engagements

"$DHER Talabat use of proceeds: [--]. $ [--] billion+ Spanish fines [--]. Fight $CPNG in Korea [--]. Manage growing losses due to labor pivot ps: there will be no deleverage here"
X Link 2024-12-02T08:09Z [---] followers, [----] engagements

"Spanish government likely told $DHER they would shut them down if they don't comply $DHER has no clue how much this will cost - likely scrambled some random numbers over the weekend Will they just close $GLOVO Imagine if this emboldens all other countries in Europe"
X Link 2024-12-02T10:22Z [---] followers, [----] engagements

"No way $PRX didn't include $GLOVO in their slide deck but include both Talabat and Hunger Station Tell me more about $DHER $GLOVO imminent shut down without telling me. 🤡🤡🤡🤡🤡🤡"
X Link 2024-12-02T11:02Z [---] followers, [----] engagements

"$DHER $GLOVO pay up Adding to Glovo's legal woes the Spanish arm of Just Eat said in a statement published on Monday it had filed a lawsuit for unfair competition against Glovo on Nov. [--] claiming a total [---] million euros' worth of damages.SourceReuters 🤡🤡🤡"
X Link 2024-12-02T14:31Z [---] followers, [----] engagements

"$DHER has no clue about the costs of running an employed model in Europe: [--]. Hourly wages will 2x including social charges [--]. To keep service levels they will need 2x number of drivers What happens is that $GLOVO delivery radius and share will collapse to lose "only" EUR 100m"
X Link 2024-12-03T07:58Z [---] followers, [----] engagements

"$DHER $GLOVO acquisition economics: [--]. Paid EUR [---] bn [--]. Anti-trust fines EUR 400m [--]. Labor fines EUR 800m [--]. Unfair competition fines EUR 295m [--]. Accumulated losses EUR 2bn [--]. Annual losses EUR 100m = the greatest capital allocators ever 🤡🤡🤡🤡🤡🤡🤡"
X Link 2024-12-03T08:24Z [---] followers, [----] engagements

"From ABN to $DHER Heroes and cheaters out there:"
X Link 2024-12-09T07:32Z [---] followers, [----] engagements

"Did $DHER management fuck the Heroes for the 100th time [--]. Last minute Greenshoe on $TALABAT [--]. "Specialists" over-allocated [--]. Don't have the mandate to hold so much in UAE [--]. Local market doesnt have the liquidity [--]. Stock collapsing Until when"
X Link 2024-12-10T14:55Z [---] followers, [----] engagements

"$DHER Heroes trouble in paradise https://www.taiwannews.com.tw/news/5988109 https://www.taiwannews.com.tw/news/5988109"
X Link 2024-12-11T08:29Z [---] followers, [----] engagements

"$DHER Heroes You got conned (again) *DELIVERY HERO CONFIRMS TAIWAN BLOCKS FOODPANDA SALE IN TAIWAN"
X Link 2024-12-25T13:22Z [---] followers, [----] engagements

"How fast will $UBER dump $DHER shares"
X Link 2024-12-25T13:38Z [---] followers, [----] engagements

"$DHER conman found out in xmas is priceless"
X Link 2024-12-25T19:18Z [---] followers, [----] engagements

"You can count on $DHER shenanigans to flourish when markets are closed: [--]. $GLOVO last hour of the year [--]. Spanish fines and $GLOVO change of employment model on bank holiday [--]. $UBER Taiwan sale failure on Xmas day They hope nobody is watching but are you"
X Link 2024-12-26T10:41Z [---] followers, [----] engagements

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