TSK - TASK Group Holdings

**Checkmate** · 21-05-2021, 09:20 AM

A little red herring is that McDonalds are looking to sell Dynamic Yield, why? Probably because it’s not as successful service as what they’ve got with Plexure. Could they be looking to free up some capital to buy a bigger stake in Plexure? Possible..

**Baa_Baa** · 21-05-2021, 09:25 AM

Originally Posted by Checkmate

A little red herring is that McDonalds are looking to sell Dynamic Yield, why? Probably because it’s not as successful service as what they’ve got with Plexure. Could they be looking to free up some capital to buy a bigger stake in Plexure? Possible..

Do you reckon the behemoth McDonald’s needs to sell something to free up capital? Check out their balance sheet in their reporting.

**mfd** · 21-05-2021, 09:26 AM

Originally Posted by Checkmate

A little red herring is that McDonalds are looking to sell Dynamic Yield, why? Probably because it’s not as successful service as what they’ve got with Plexure. Could they be looking to free up some capital to buy a bigger stake in Plexure? Possible..

I don't think McDonalds need to draw breath before eating plexure whole, could probably come out of petty cash. It could be possible they're selling dynamic yield before fully dumping them and signing up plexure for the US market.

**Getty** · 21-05-2021, 10:05 AM

Good logic, and very good for PX1 if correct.

**Checkmate** · 21-05-2021, 10:14 AM

Originally Posted by Baa_Baa

Do you reckon the behemoth McDonald’s needs to sell something to free up capital? Check out their balance sheet in their reporting.

I’m not sure their processes and obviously they have enough cash to buy Plexure today.. but would it be in their best interest to buy it while still owning Dynamic Yield? Be a bit of a conflict wouldn’t it? Having two marketing platforms!

**Justin** · 21-05-2021, 10:28 AM

We understand that the company is in the final stages of
an RFP to win a substantial contract with a globally listed, multi-brand food retailer, with management expecting
completion during 1H22.

After success with Indonesian supermarket Super Indo, PX1 also expects to onboard more Ahold
Delhaize (global supermarket group) brands during FY22.

PX1 is confident of changing its contract with McDonald's to align more with user
growth on its platform, with resolution expected by September 2021.

If management can achieve this three goals in FY2022, the share price will be doubled or tripled?

**Getty** · 21-05-2021, 10:46 AM

Just In & Spot on!

**Baa_Baa** · 21-05-2021, 10:58 AM

Originally Posted by Checkmate

I’m not sure their processes and obviously they have enough cash to buy Plexure today.. but would it be in their best interest to buy it while still owning Dynamic Yield? Be a bit of a conflict wouldn’t it? Having two marketing platforms!

They bought Dynamic Yield for about $300m, it is an AI enabled tech used in-store on the kiosks and at the drive-through. I don't see the conflict that you refer to. Recommend that you have a look at McDonalds 2020 annual report; it explains how many stores worldwide, how many of them are franchised (93% of them), split of responsibilities and costs between McD and franchisee, what the digital transformation is all about - where it's happening and how it's going. From there you can follow the bread-crumb trail and learn about Plexures role with their marketing platform and mobile app.

**Hello123** · 21-05-2021, 03:06 PM

"We understand that the company is in the final stages of an RFP to win a substantial contract with a globally listed, multi-brand food retailer, with management expecting
completion during 1H22."

" After success with Indonesian supermarket Super Indo, PX1 also expects to onboard more Ahold
Delhaize (global supermarket group) brands during FY22."

This is incredibly positive news but where is the source?