MailUp Group

includes MailUp

18 statements across 2 episodes · 7 bullish · 0 bearish · 1 people on the record · first statement Jul 2, 2019 by Nazareno Gorni · said 40 times in 2 episodes since 2019 · across every show →

Mentions by year, the whole family

brought up most by Nathan Latka (32), Nazareno Gorni (8)

tap a year for its mentions
0013125120192020episodesmentions
01120192020episodes it came up in
00130.525120192020episodesmentions per episode
2020 15 mentions in 1 episode
2019 25 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about MailUp Group, oldest first

Jul 2, 2019
Disclosure
MailUp Group has roughly 20,000 total customers
“It's about 20,000 customers.”
Nazareno Gorni Jul 2, 2019 ▶ 5:43 1438 Why He Went Public With $6m in Revenue
Jul 2, 2019
Disclosure
MailUp Group acquired Acumbamail and its 45,000 Spanish-market users
“Now we have acquired Akumba Mail, which is a sort of Spanish MailChimp for the low touch market. And they have 45,000 users right now, mostly in the Spanish markets.”
Nazareno Gorni Jul 2, 2019 ▶ 6:24 1438 Why He Went Public With $6m in Revenue
Jul 2, 2019
Disclosure
MailUp Group contracts range from $10 monthly to €1M annually
“We have clients paying us one million euros per year, for example, and clients paying us 10 dollars a month”
Nazareno Gorni Jul 2, 2019 ▶ 6:01 1438 Why He Went Public With $6m in Revenue
Jul 8, 2020 neutral
Assertion Supported
Gorni: MailUp Group raised €6M from institutional investors in 2017
“So two years ago we raised another six million euros. So another capital increase from mainly from institutional investors.”
Nazareno Gorni Jul 8, 2020 ▶ 8:22 MailUpGroup Market Cap Is $65m, CEO Feels Undervalued
Jul 8, 2020 neutral
Disclosure
Gorni: MailUp Group updates software pricing roughly every six months
“Now, and also this year, so we are changing pricing every six months, more or less.”
Nazareno Gorni Jul 8, 2020 ▶ 10:39 MailUpGroup Market Cap Is $65m, CEO Feels Undervalued
Jul 8, 2020 neutral
Prediction Held up
Gorni: MailUp Group will reach around 22,000 customers by year-end
“Could be overall to 22,000. So not that much compared to last year.”
Nazareno Gorni Jul 8, 2020 ▶ 3:13 MailUpGroup Market Cap Is $65m, CEO Feels Undervalued
Jul 8, 2020 bullish
Prediction Partly held up
Gorni: MailUp Group will reach €60M revenue in 2020, growing over 50%
“This year, our overall revenue will be around sixty million. So six zero. So growing more than 50%.”
Nazareno Gorni Jul 8, 2020 ▶ 2:55 MailUpGroup Market Cap Is $65m, CEO Feels Undervalued
Jul 8, 2020 bullish
Opinion
Gorni: MailUp SaaS business should be valued 3-4x higher
“It could be a good multipolar if you take the SMS business, which is one times the revenue usually, but in terms of SaaS business we should be valued at least three, four times more, so we see a gap in this.”
Nazareno Gorni Jul 8, 2020 ▶ 11:05 MailUpGroup Market Cap Is $65m, CEO Feels Undervalued
Jul 8, 2020 neutral
Assertion Supported
Gorni: MailUp Group employs 240 people total
“240.”
Nazareno Gorni Jul 8, 2020 ▶ 9:16 MailUpGroup Market Cap Is $65m, CEO Feels Undervalued
Jul 8, 2020 neutral
Assertion Supported
Gorni: MailUp Group raised €3M at IPO on €6M revenue
“Three million euros. Our revenue at that time was six.”
Nazareno Gorni Jul 8, 2020 ▶ 8:11 MailUpGroup Market Cap Is $65m, CEO Feels Undervalued
Jul 8, 2020 neutral
Assertion Not checkable as stated
Gorni: MailUp Group SaaS products average around 12% annual gross churn
“An average could be around 12%.”
Nazareno Gorni Jul 8, 2020 ▶ 9:42 MailUpGroup Market Cap Is $65m, CEO Feels Undervalued
Jul 8, 2020 neutral
Disclosure
Gorni: MailUp Group founders retain an 11.5% stake after dilution
“Originally we had the 20%. Today we have 11 and a half percent. So after two capital increases.”
Nazareno Gorni Jul 8, 2020 ▶ 9:06 MailUpGroup Market Cap Is $65m, CEO Feels Undervalued
Jul 8, 2020 positive
Assertion Not checkable as stated
Gorni: Agile Telecom is worth €30M to €35M standalone
“Yes, but if you, if we sell Agile Telecom today the value could be around 30, thirty-five million. And there are deals in this field, and this is the valuation of Agile Telecom.”
Nazareno Gorni Jul 8, 2020 ▶ 11:53 MailUpGroup Market Cap Is $65m, CEO Feels Undervalued
Jul 8, 2020 positive
Assertion Not checkable as stated
Gorni: MailUp Group's BEE plugin achieves negative 6% to 7% net churn
“It's about six, seven percent negative.”
Nazareno Gorni Jul 8, 2020 ▶ 10:23 MailUpGroup Market Cap Is $65m, CEO Feels Undervalued
Jul 8, 2020 neutral
Assertion Partly supported
Gorni: MailUp Group's largest client generates €10M of €60M revenue
“The largest clients is about ten million euros, just one. Over about 60. But the average clients could be around 2000 euros per year.”
Nazareno Gorni Jul 8, 2020 ▶ 2:22 MailUpGroup Market Cap Is $65m, CEO Feels Undervalued
Jul 8, 2020 positive
Disclosure
Gorni: Agile Telecom generates €40M with just 15 employees
“The good part is that it's just 15 people. So just 15 employees are able to manage all this revenue and all this growth.”
Nazareno Gorni Jul 8, 2020 ▶ 6:21 MailUpGroup Market Cap Is $65m, CEO Feels Undervalued
Jul 8, 2020 bullish
Assertion Partly supported
Gorni: Datatrics grew customer count from 35 to 300 in one year
“About 300. It was a startup one year ago it was a 35, so... They are growing a lot, 10 times.”
Nazareno Gorni Jul 8, 2020 ▶ 12:45 MailUpGroup Market Cap Is $65m, CEO Feels Undervalued
Jul 8, 2020 positive
Assertion Supported
Gorni: BEE reached $3M and Datatrics reached $2M in revenue
“For example, B is, is going from one million to three million, so three times, and that is going from two million one million to two million dollars, so very good.”
Nazareno Gorni Jul 8, 2020 ▶ 4:50 MailUpGroup Market Cap Is $65m, CEO Feels Undervalued
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