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Rise and Shine: ReBoot, ReTool, Re-Entry (3R)
By: John F. C. Cheong, Ph.D.
Feedback and comments to: john@twobit.co.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 consuming
2x deployed capital
(per year!)
Widening losses continued
Bicycle Makers Value Chain
My nose says
this way
Do the Math on 2-Wheeler Value Chain:
Seekmargins
you must.
Suspected problem areas
that need fixing!
FYI, scooters & e-bikes dont 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 (促2,999) $1,499 $2,498
What Does the
e-Bike Look Like?
Betweena 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 & AFTER
BEFORE: Loss at Sea
AFTER: Sky is the Limit.
BitCo
BiGCo
 and Lots of Dogfights!
How Capital and Labor Combine Together to
Create Value鐚 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, lets Rise (and Shine) together.
Feedback and comments to: john@twobit.co.
If you can make it there,
youll make it anywhere;
its up to you

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"Rise and Shine" ReBoot, ReTool, Re-Entry (3R)

  • 1. Rise and Shine: ReBoot, ReTool, Re-Entry (3R) By: John F. C. Cheong, Ph.D. Feedback and comments to: john@twobit.co.Rev.2016.0908
  • 2. The Big Picture: Slowing Growth (M&M + MVML) in Just the Last Few Years
  • 3. The Bad News: Shrinking Profits, Too
  • 4. Problem Area? Seeing FY16 Numbers in Perspective: 65% revenue growth But widening losses!
  • 5. The Two-Wheeler Loss Situation is Untenable: is rapidly consuming 2x deployed capital (per year!) Widening losses continued
  • 6. Bicycle Makers Value Chain My nose says this way Do the Math on 2-Wheeler Value Chain: Seekmargins you must. Suspected problem areas that need fixing! FYI, scooters & e-bikes dont mix!
  • 7. 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 (促2,999) $1,499 $2,498 What Does the e-Bike Look Like? Betweena rock and a hard place! Old Heavy
  • 8. 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!
  • 9. The 3R Process: ReBoot + ReTool + Re-Entry Re-Entry (Corp Dev) ReTool (Studio) ReBoot (Fund) 1 3 2
  • 10. The 3R Transformer Picture: BEFORE & AFTER BEFORE: Loss at Sea AFTER: Sky is the Limit. BitCo BiGCo and Lots of Dogfights!
  • 11. How Capital and Labor Combine Together to Create Value鐚 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
  • 12. Welcome (Again) to Silicon Valley... This time, lets Rise (and Shine) together. Feedback and comments to: john@twobit.co. If you can make it there, youll make it anywhere; its up to you