The coffee is cold
time to go
After returning to the office, Lin Jun, who was sitting at his desk, kept thinking about his boss's words over and over again.
Especially combined with what Mr. Hao once said, "An investor who only knows how to screen investment targets cannot be called a good investor. The timing of entry and exit is also very important." He can clearly feel that A hint from Mr. Hao—
It’s time for the bike-sharing project to retreat!
"What the boss means is... the shared bicycles are almost out of stock?"
Touching his chin, Lin Jun looked confused and puzzled.
"No way... this is just the beginning."
Even though competitors are now springing up like mushrooms after a rain, and all kinds of capital are rushing in with scythes, the entire market is still an incremental market, and there is still a long way to go before the stock market reaches a saturated state.
Not to mention, a few days ago Modern Bicycle was featured in "People's Daily", and the top leader of Xia State's Ministry of Transportation even publicly praised the innovative model of shared bicycles, which greatly facilitates people's travel and solves the last problem in public transportation. One kilometer problem.
Not only that, senior officials from the People's Federation also praised the emerging concept of the sharing economy at the New Economy Summit, calling it an emerging consumption method in the future era. It not only integrates excess social resources, avoids waste, but also plays an environmental role. , providing more people with green travel options.
Maybe in a while, shared bicycles will be exported to the other side of the ocean.
Isn’t it okay to be bearish now
The entire industry is still on the rise!
Thinking of this, he turned on his computer, pulled up the research report on the shared bicycle industry that he had previously entrusted his tutor to complete, and studied it again carefully.
From a macro perspective, the market share of the entire shared bicycle industry is now close to the 10 billion mark, and many well-known Internet companies have already entered the market. From the data alone, it is a prosperous scene, and there is no trace of it at all. There are signs of an inflection point in the development trend of the children's industry.
What makes the boss think that this industry is coming to an end
Lin Jun fell into deep thought.
To be honest, if someone said this to him, he would at most take it as a joke and would not take it seriously at all, let alone think about it again and again afterwards.
But Hao Yun is different.
Not only because he is his boss, but also because this talented man once accurately predicted the risks of the pork spot boom on the West Coast of North America, and even predicted the collapse of the global pork futures market!
Not only is the game great, this guy is an investment genius!
It might even be better to say that making games is simply a waste of his talent!
Taking a deep breath, Lin Jun, who was puzzled, leaned on the office chair and tapped the armrest of the chair with his index finger for a long time. After half an hour, he slowly opened his eyes.
Since it was the boss’s idea, there must be some reason behind it!
It makes sense that I can't figure it out.
"Decided."
Now that he had made up his mind, Lin Jun no longer hesitated, took out his mobile phone and made a call to Zhang Tao, one of the founders of Modern Cycling.
When he received the call, Zhang Tao was in a meeting. When he saw that the caller was Lin Jun, he immediately suspended the meeting and came outside the conference room.
"Hello? What's the matter, Mr. Lin?"
"Mr. Hao and I have discussed it. Now we have a plan. I wonder if you can accept it." After pondering for a while, Lin Jun said.
Zhang Tao hesitated and asked.
"What plan?"
"Regarding the plan to introduce strategic investment from Hiace Group," Lin Jun paused and continued, "Hiace Group requires 67% of the shares. This equity ratio is unacceptable to us, but Modern Bicycle does need to cooperate with Hiace Group. I After discussing with Mr. Hao, if we really can’t reach an agreement on the original plan, we want to sell our shares to Sea Lion Group.”
"In this case, you still hold 30% of the shares, and the equity in your hands will not be diluted too much. Sea Lion Group has obtained our shares, and the equity ratio has reached 67%... This may be the only result that satisfies everyone. ”
In the initially negotiated agreement, Hiace Group and the Modern Bicycle start-up team plus Yunmeng Group each held one-third of the shares. This plan is now equivalent to Yunmeng Group selling one-third of its shares to Sea Lion Group to meet their requirement for a 67% shareholding ratio.
If Lin Jun's proposal is followed, Modern Bicycle can indeed quickly gain a powerful ally from the Sea Lion Group. However, for Yunmeng Group, it is somewhat unfair.
After all, anyone with a discerning eye can see that the entire bike-sharing market is growing crazily. Countless investment banks are waving money and want to enter the market, but they have to queue up to let people choose, rather than being the party that chooses others.
If the current momentum continues, Modern Bicycle will be listed with a valuation of tens of billions at least. If you sell your shares now, you will suffer a big loss no matter how you look at it!
Zhang Tao, who was holding the phone, was stunned for a moment, suspecting that he heard wrongly.
"Are you serious?"
Lin Jun said calmly.
"Of course, am I the kind of person who can joke around?"
Zhang Tao didn't know if this guy was a joker, but he didn't want to kick this partner out at all.
Although at this stage, Yunmeng Group can provide them with almost no help, and the established development model no longer requires Lin Jun to operate, but being out at this time is tantamount to giving up future glory and wealth.
There was no way he could do such a thing.
"Good brother, if you are doing this because of the Hiace Group, I will not agree to it. We would rather not have Hiashi's investment than give up the friends who have been with us all the way from humble beginnings!"
Hearing these words, Lin Jun couldn't help but feel a little moved.
But reason told him that investment matters should not be based on emotion.
After taking a deep breath, Lin Jun pondered for a while and then said.
"Brother Tao, you are a few years older than me, so I will call you brother."
Hearing the voice on the other end of the phone turn serious, Zhang Tao's face was confused, but he still showed a serious attitude and walked to the window in the corridor to speak seriously.
"Good brother, why is this so serious..."
"Risk," Lin Jun paused and continued, "You must pay attention to the risk."
risk
Zhang Tao was stunned: "You mean we..."
Lin Jun shook his head and continued.
"I'm not just talking about your risks, but the risks of the entire industry. That's all I can say. You can think about the rest yourself... I will have a phone call with the Hiace Group in the afternoon. If the price is right, That’s how it’s settled.”
Zhang Tao smiled bitterly and said, "This is too sudden."
Lin Jun was silent for a while, then sighed.
"It's Mr. Hao's decision, so be it!"
It's not that Mr. Lin doesn't want to say more, but he doesn't know how to explain it.
Unlike Zhang Tao, he had seen Mr. Hao's miraculous prediction ability. If those facts were all coincidences, he would not believe it to death.
After hanging up the phone, Zhang Tao, who was standing by the window, finished two cigarettes before returning to the conference room.
The previous meeting had not ended yet, and the executives sitting at the conference table were waiting for his return.
Looking at Zhang Tao sitting down, Yu Jie couldn't help but asked curiously.
"Brother Tao, what's the phone number? Why did the call take so long?"
Zhang Tao did not answer this question directly, but after a moment of silence, he spoke.
"Let's stop what we discussed earlier and let me tell you something."
Seeing the serious expression on Mr. Zhang's face, everyone sitting at the conference table also became serious and put aside what they were doing.
After sorting out his thoughts in his mind, Zhang Tao spoke slowly in a calm tone.
"Let me tell you the good news first. The introduction of strategic investment from Sea Lion Group should be discussed soon."
Hearing this, everyone sitting at the conference table showed joy on their faces.
Being able to introduce a giant like Sea Lion Group as an ally will, for Modern Bicycle, which is still in its early stages of development, whether it can help them maintain their existing market share or not, at least they can avoid losing a formidable competitor.
Yu Jie was about to say congratulations, but after Zhang Tao paused, he continued to speak in a heavy tone.
"One more thing."
"Our friend Yunmeng Group plans to give up its shares to complete our business."
The moment the words fell.
The entire conference room was quiet...